Councilor Wealth, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of the close of business on September 30, 2026. The filing lists a total of 87 separate positions held by the firm.
The largest position disclosed in the filing is Alphabet Inc., Class C Capital Stock, for which the firm holds 1,685 shares. Other notable equity positions include Amazon.com Inc. with 4,308 shares, Amphenol Corporation Class A with 2,432 shares, and Apple Inc. with 10,312 shares.
The portfolio is heavily weighted toward exchange-traded funds (ETFs). The top ETF holding is the Schwab Strategic Trust US Large Cap Growth ETF, with 321,048 shares. This is followed by the Schwab Strategic Trust US Large Cap Value ETF with 255,733 shares, and the Vanguard Index Funds Morningstar Large Cap ETF with 28,148 shares.
The filing also lists significant positions in other major market indices and sectors, including the iShares Core S&P 500 ETF, the Vanguard Total Stock Market ETF, and the SPDR Series Trust S&P 500 ETF.
The report was signed by Reema Patel, the Chief Compliance Officer for Councilor Wealth, LLC.
