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Manager record

Councilor Wealth, LLC

Bethesda, MD · CIK 2052759 · EDGAR filings ↗

Cover-page record — Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$242.66MReported 13F valueQ3 2026 · as filed
87Holdings listed
-1.8%vs prior quartervalue change includes market moves
6Quarters on record
Oct 09Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $214.2M$214.2MQ2 202590 holdingsQ3 2025: $215.7M$215.7MQ3 202584 holdingsQ4 2025: $211.6M$211.6MQ4 202584 holdingsQ1 2026: $206.0M$206.0MQ1 202684 holdingsQ2 2026: $247.2M$247.2MQ2 202688 holdingsQ3 2026: $242.7M$242.7MQ3 202687 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 09 2026 13F-HR · period Q3 2026

$242.66M · 87 holdings listed · View original SEC filing ↗
Jul 21 2026 13F-HR · period Q2 2026

$247.17M · 88 holdings listed · View original SEC filing ↗
May 13 2026 13F-HR · period Q1 2026

$206.00M · 84 holdings listed · View original SEC filing ↗
Jan 28 2026 13F-HR · period Q4 2025

$211.62M · 84 holdings listed · View original SEC filing ↗
Nov 06 2025 13F-HR · period Q3 2025

$215.69M · 84 holdings listed · View original SEC filing ↗
Jul 29 2025 13F-HR · period Q2 2025

$214.16M · 90 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 09, 2026 · Change methodology