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May Barnhard Investments

Latest statistics and disclosures from Councilor Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHX, VO, SCHG, IJR, VV, and represent 24.34% of Councilor Wealth's stock portfolio.
Added to shares of these 10 stocks: IDHQ, SCHP, VGSH, VTV, VUG, QQQ, IVOO, BCRX, VOO, APH.
Started 2 new stock positions in SCHP, IDHQ.
Reduced shares in these 10 stocks: SCHX, MDYG, SCHG, MDYV, IQLT, IJH, SCHV, IJT, IJS, SCHA.
Sold out of its positions in AMAT, BKNG, VEA.
Councilor Wealth was a net buyer of stock by $1.6M.
Councilor Wealth has $243M in assets under management (AUM), dropping by -1.82%.
Central Index Key (CIK): 0002052759

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Portfolio Holdings for Councilor Wealth

Councilor Wealth holds 87 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	6.1	$15M	-5%	493k	30.00	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	5.1	$12M		158k	78.42	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	4.8	$12M	-3%	321k	35.93	View chart
Ishares Tr Core S&p Scp Etf (IJR)	4.3	$10M	-2%	77k	136.04	View chart
Vanguard Index Fds Mrngstr Lrg Cap (VV)	4.1	$9.9M		28k	351.86	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	4.1	$9.9M	+6%	46k	216.08	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.7	$8.9M	+4%	12k	739.81	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	3.5	$8.5M	-3%	256k	33.31	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	3.4	$8.3M	-3%	65k	128.10	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	3.3	$8.1M	+5%	90k	90.11	View chart
Vanguard Index Fds Mrngstr Md Cp Va (VOE)	3.1	$7.5M		38k	195.53	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	2.6	$6.3M	-2%	22k	284.50	View chart
Vanguard Index Fds MRNGSTR SM CP GR (VBK)	2.4	$5.9M		17k	337.84	View chart
Vanguard Index Fds MRNGSTR MD CP GR (VOT)	2.4	$5.8M		20k	292.11	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	2.3	$5.5M	-3%	34k	160.74	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.0	$5.0M	-5%	69k	71.95	View chart
Spdr Series Trust St Str Sp400val (MDYV)	2.0	$4.9M	-7%	55k	88.51	View chart
Ishares Tr Msci Intl Qualty (IQLT)	2.0	$4.8M	-7%	97k	49.47	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.8	$4.5M	-6%	136k	32.63	View chart
Ishares Tr S&P SML 600 GWT (IJT)	1.8	$4.3M	-6%	27k	160.33	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	1.7	$4.2M	-5%	31k	137.68	View chart
Vanguard Index Fds MRNGSTR SML CP V (VBR)	1.7	$4.2M	-3%	18k	231.03	View chart
Spdr Series Trust ST STR SP400GRW (MDYG)	1.6	$3.9M	-13%	38k	104.53	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	1.6	$3.9M	+73%	68k	57.56	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)	1.6	$3.9M	NEW	91k	43.13	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	1.6	$3.9M	-6%	38k	102.15	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	1.6	$3.8M	+10%	31k	121.76	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.6	$3.8M	-3%	111k	34.02	View chart
Apple (AAPL)	1.4	$3.4M	-3%	10k	333.05	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	1.4	$3.4M		9.0k	374.24	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	1.2	$3.0M		28k	106.71	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.1	$2.6M		11k	228.29	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	1.0	$2.5M	+3%	20k	126.53	View chart
Spdr Series Trust St Str Sp600grwo (SLYG)	0.9	$2.2M	-10%	21k	106.97	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.8	$1.9M	NEW	76k	25.13	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.8	$1.8M	-3%	22k	81.20	View chart
Ishares Tr Morningstr Us Eq	0.7	$1.6M		16k	105.66	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.6	$1.6M		11k	146.48	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$1.4M		1.8k	765.95	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.5	$1.2M	-7%	23k	54.10	View chart
Invesco Exch Traded Fd Tr Ii Short Term Etf (TBLL)	0.5	$1.2M		11k	105.57	View chart
Vanguard World Health Car Etf (VHT)	0.5	$1.2M		3.7k	316.09	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.5	$1.1M	-9%	4.8k	233.32	View chart
Vanguard World Inf Tech Etf (VGT)	0.5	$1.1M		8.7k	125.68	View chart
Amazon (AMZN)	0.4	$1.1M	-3%	4.3k	249.15	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.4	$1.0M		33k	31.47	View chart
NVIDIA Corporation (NVDA)	0.4	$1.0M	-9%	4.5k	228.38	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$972k	-3%	6.8k	142.26	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.4	$936k		24k	39.44	View chart
Microsoft Corporation (MSFT)	0.4	$882k	-8%	1.7k	512.99	View chart
Lam Research Corp Com New (LRCX)	0.3	$821k		2.5k	328.51	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.3	$782k		6.2k	125.67	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$729k		9.3k	78.10	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.3	$719k	-10%	8.3k	86.80	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$693k	-13%	21k	32.53	View chart
Tesla Motors (TSLA)	0.3	$692k		2.0k	354.81	View chart
Meta Platforms Cl A (META)	0.3	$685k	-3%	945.00	725.18	View chart
JPMorgan Chase & Co. (JPM)	0.3	$661k	-7%	2.0k	330.89	View chart
Bank of New York Mellon Corporation (BNY)	0.3	$612k		4.2k	144.65	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$574k		1.7k	340.90	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$530k	-3%	5.4k	97.26	View chart
Johnson & Johnson (JNJ)	0.2	$520k	-15%	2.0k	264.86	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$518k	-6%	10k	51.23	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.2	$514k	-2%	5.7k	89.77	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.2	$511k		5.6k	91.64	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$509k	-2%	667.00	762.63	View chart
Old Dominion Freight Line (ODFL)	0.2	$507k		2.9k	173.84	View chart
Ishares Tr Tips Bd Etf (TIP)	0.2	$496k		4.8k	104.04	View chart
BioCryst Pharmaceuticals (BCRX)	0.2	$490k	+95%	59k	8.33	View chart
Eli Lilly & Co. (LLY)	0.2	$467k	-9%	403.00	1158.38	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$408k	+65%	582.00	700.99	View chart
Visa Com Cl A (V)	0.2	$386k	-3%	1.1k	359.44	View chart
Deckers Outdoor Corporation (DECK)	0.1	$349k		4.5k	78.14	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$327k	-14%	950.00	344.13	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$311k	-2%	474.00	656.71	View chart
Ishares Tr Core Msci Euro (IEUR)	0.1	$295k		4.0k	73.72	View chart
Abbvie (ABBV)	0.1	$286k	-7%	1.1k	261.75	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.1	$275k		4.2k	64.81	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.1	$272k		5.1k	52.87	View chart
Home Depot (HD)	0.1	$251k	-10%	880.00	284.71	View chart
Spdr Series Trust St Str Bl 12 Etf (BILS)	0.1	$250k		2.5k	99.36	View chart
Costco Wholesale Corporation (COST)	0.1	$239k	-8%	262.00	910.34	View chart
Copart (CPRT)	0.1	$230k	-3%	8.4k	27.28	View chart
TJX Companies (TJX)	0.1	$227k		1.7k	132.31	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$220k		1.0k	218.36	View chart
Goldman Sachs (GS)	0.1	$212k	-19%	235.00	900.77	View chart
Amphenol Corp Cl A (APH)	0.1	$205k	+100%	2.4k	84.30	View chart

Past Filings by Councilor Wealth

SEC 13F filings are viewable for Councilor Wealth going back to 2024

Councilor Wealth 2026 Q3 filed Oct. 9, 2026
Councilor Wealth 2026 Q2 filed July 21, 2026
May Barnhard Investments 2026 Q1 filed May 13, 2026
May Barnhard Investments 2025 Q4 filed Jan. 28, 2026
May Barnhard Investments 2025 Q3 filed Nov. 6, 2025
May Barnhard Investments 2025 Q2 filed July 29, 2025
May Barnhard Investments 2025 Q1 filed April 16, 2025
May Barnhard Investments 2023 Q4 filed April 8, 2025
May Barnhard Investments 2024 Q1 filed April 8, 2025
May Barnhard Investments 2024 Q2 filed April 8, 2025
May Barnhard Investments 2024 Q3 filed April 8, 2025
May Barnhard Investments 2024 Q4 filed Feb. 10, 2025

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