Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

May Barnhard Investments

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

Top 5 stock holdings are SCHX, VO, IJR, SCHG, VV, and represent 24.59% of Councilor Wealth's stock portfolio.
Added to shares of these 10 stocks: VO (+$9.8M), QQQ (+$8.5M), VUG (+$6.2M), IVOO, VGT, VIOO, VTV, VV, NOBL, VGSH.
Started 6 new stock positions in VOO, AMAT, BKNG, GS, QQQ, APH.
Reduced shares in these 10 stocks: IJT, SCHV, MDYG, SCHG, MDYV, SLYG, SLYV, , SCHA, MCD.
Sold out of its positions in MCD, GLD.
Councilor Wealth was a net buyer of stock by $29M.
Councilor Wealth has $247M in assets under management (AUM), dropping by 19.99%.
Central Index Key (CIK): 0002052759

Tip: Access up to 7 years of quarterly data

Positions held by May Barnhard Investments consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Councilor Wealth

Councilor Wealth holds 88 positions in its portfolio as reported in the June 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)	6.2	$15M		521k	29.43	View chart
Vanguard Index Fds Mid Cap Etf (VO)	5.2	$13M	+310%	160k	80.57	View chart
Ishares Tr Core S&p Scp Etf (IJR)	4.7	$12M		79k	148.31	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	4.6	$11M	-2%	333k	33.84	View chart
Vanguard Index Fds Large Cap Etf (VV)	3.9	$9.6M	+7%	28k	343.91	View chart
Vanguard Index Fds Value Etf (VTV)	3.8	$9.4M	+8%	43k	217.93	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	3.7	$9.2M	-3%	265k	34.81	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	3.7	$9.2M		67k	136.68	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.4	$8.5M	NEW	12k	736.44	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	3.1	$7.6M		39k	197.60	View chart
Vanguard Index Fds Growth Etf (VUG)	3.0	$7.3M	+547%	85k	86.14	View chart
Vanguard Index Fds Small Cp Etf (VB)	2.8	$6.9M	+4%	23k	303.13	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	2.6	$6.4M		18k	365.71	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	2.5	$6.1M		20k	306.30	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	2.4	$5.8M		36k	164.60	View chart
Spdr Series Trust St Str Sp400val (MDYV)	2.3	$5.7M	-4%	60k	94.85	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.3	$5.7M		73k	77.11	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	2.1	$5.2M	-4%	145k	36.13	View chart
Ishares Tr Msci Intl Qualty (IQLT)	2.1	$5.2M	+5%	105k	49.55	View chart
Ishares Tr S&P SML 600 GWT (IJT)	2.1	$5.1M	-6%	28k	178.60	View chart
Spdr Series Trust ST STR SP400GRW (MDYG)	2.0	$4.9M	-5%	44k	112.09	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	1.9	$4.7M		32k	146.41	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.8	$4.5M	+3%	19k	242.99	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	1.8	$4.5M	-5%	41k	109.11	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.7	$4.2M	-2%	115k	36.87	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	1.5	$3.7M	+46%	28k	130.40	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.3	$3.3M		9.0k	370.04	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	1.3	$3.1M		28k	110.32	View chart
Apple (AAPL)	1.2	$3.1M	+4%	11k	289.38	View chart
Spdr Series Trust St Str Sp600grwo (SLYG)	1.1	$2.8M	-8%	23k	119.13	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	1.0	$2.6M	+52%	19k	137.55	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.0	$2.6M		11k	227.06	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.9	$2.3M	+33%	39k	58.20	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.8	$1.9M	-5%	23k	82.11	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.7	$1.6M		11k	152.18	View chart
Ishares Tr Morningstr Us Eq (ILCB)	0.6	$1.6M		16k	103.65	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.6	$1.4M	+89%	24k	56.16	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$1.3M		1.8k	748.94	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.5	$1.2M		5.3k	236.62	View chart
Invesco Exch Traded Fd Tr Ii Short Term Etf (TBLL)	0.5	$1.2M	+3%	11k	105.57	View chart
Vanguard World Health Car Etf (VHT)	0.5	$1.1M		3.7k	299.05	View chart
Lam Research Corp Com New (LRCX)	0.4	$1.1M	-13%	2.5k	433.33	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.4	$1.1M		24k	45.34	View chart
Amazon (AMZN)	0.4	$1.1M	+6%	4.5k	238.34	View chart
Vanguard World Inf Tech Etf (VGT)	0.4	$1.0M	+700%	8.7k	119.53	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.4	$1.0M	-10%	33k	31.10	View chart
NVIDIA Corporation (NVDA)	0.4	$989k	+12%	4.9k	200.09	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$973k		7.1k	137.53	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.3	$820k	-3%	9.3k	88.55	View chart
Tesla Motors (TSLA)	0.3	$820k		2.0k	420.60	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.3	$794k		6.2k	127.52	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$784k	-7%	25k	31.71	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$708k		9.4k	75.51	View chart
JPMorgan Chase & Co. (JPM)	0.3	$704k	+6%	2.2k	327.37	View chart
Microsoft Corporation (MSFT)	0.3	$700k	+13%	1.9k	373.19	View chart
Old Dominion Freight Line (ODFL)	0.3	$632k		2.9k	216.60	View chart
Bank of New York Mellon Corporation (BNY)	0.2	$612k		4.2k	144.63	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$596k		1.7k	353.47	View chart
Johnson & Johnson (JNJ)	0.2	$589k	+3%	2.3k	254.02	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$568k	-4%	11k	52.41	View chart
Meta Platforms Cl A (META)	0.2	$552k	+6%	979.00	563.29	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$540k		5.6k	95.63	View chart
Eli Lilly & Co. (LLY)	0.2	$536k	+11%	446.00	1200.65	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.2	$516k		5.9k	87.89	View chart
Ishares Tr Tips Bd Etf (TIP)	0.2	$513k		4.7k	109.45	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$510k		683.00	746.77	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.2	$510k	-11%	5.6k	91.65	View chart
Deckers Outdoor Corporation (DECK)	0.2	$443k		4.5k	99.29	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$399k	+42%	1.1k	357.41	View chart
Visa Com Cl A (V)	0.2	$383k	+4%	1.1k	343.14	View chart
Home Depot (HD)	0.1	$347k	+9%	984.00	352.92	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$343k		487.00	703.34	View chart
Ishares Tr Core Msci Euro (IEUR)	0.1	$301k		4.0k	75.19	View chart
BioCryst Pharmaceuticals (BCRX)	0.1	$300k		30k	10.00	View chart
Abbvie (ABBV)	0.1	$298k	-6%	1.2k	251.78	View chart
Goldman Sachs (GS)	0.1	$296k	NEW	293.00	1011.70	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.1	$296k	-2%	5.1k	57.68	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$288k		4.0k	71.26	View chart
Costco Wholesale Corporation (COST)	0.1	$268k	+9%	286.00	935.47	View chart
TJX Companies (TJX)	0.1	$259k		1.7k	151.50	View chart
Spdr Series Trust St Str Bl 12 Etf (BILS)	0.1	$250k		2.5k	99.38	View chart
Copart (CPRT)	0.1	$247k		8.7k	28.19	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$242k	NEW	352.00	688.54	View chart
Applied Materials (AMAT)	0.1	$242k	NEW	334.00	723.00	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.1	$239k		4.2k	56.59	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$228k		1.0k	225.65	View chart
Amphenol Corp Cl A (APH)	0.1	$214k	NEW	1.2k	176.32	View chart
Booking Holdings (BKNG)	0.1	$205k	NEW	1.2k	178.24	View chart

Past Filings by Councilor Wealth

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

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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z