Councilor Wealth
Councilor Wealth reported 87 stocks worth $243M in its 13F filing for Q3 2026, filed Oct 9, 2026. Its largest holdings are SCHX (6.1%), VO (5.1%) and SCHG (4.8%). Compared with Q2 2026, the fund opened new positions in IDHQ and SCHP, added to VV, VTV and QQQ, trimmed SCHX, VO and SCHG and sold out of VEA, AMAT and BKNG.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SCHX Schwab US Large Cap ETF | $14.8M | 6.1% | 492K | −28K (−5%) | 8 of 8 | |
| 2 |  VO Vanguard Index Fds | $12.4M | 5.1% | 158K | −2,024 (−1%) | 8 of 8 | |
| 3 |  SCHG Schwab Strategic TR | $11.5M | 4.8% | 321K | −12K (−4%) | 8 of 8 | |
| 4 |  IJR Ishares TR | $10.4M | 4.3% | 77K | −1,943 (−2%) | 8 of 8 | |
| 5 |  VV Vanguard Large Cap ETF | $9.9M | 4.1% | 28K | +277 (+1%) | 8 of 8 | |
| 6 |  VTV Vanguard Index Fds | $9.9M | 4.1% | 46K | +2,838 (+7%) | 8 of 8 | |
| 7 |  QQQ Invesco Qqq TR | $8.9M | 3.7% | 12K | +535 (+5%) | 7 of 8 | |
| 8 |  SCHV Schwab US Large Cap | $8.5M | 3.5% | 256K | −9,329 (−4%) | 8 of 8 | |
| 9 |  IJS Ishares TR | $8.3M | 3.4% | 65K | −2,322 (−3%) | 8 of 8 | |
| 10 |  VUG Vanguard Index Fds | $8.1M | 3.4% | 90K | +4,997 (+6%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 9, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Councilor Wealth 13F FAQ
What does Councilor Wealth own?
Councilor Wealth reported 87 stocks worth $243M in its 13F filing for Q3 2026, filed Oct 9, 2026. Its largest holdings are SCHX (6.1%), VO (5.1%) and SCHG (4.8%). The table above lists every position in the filing (the top 10 without an account).
What did Councilor Wealth buy and sell in Q3 2026?
Compared with Q2 2026: 2 new positions, 15 added to, 50 trimmed and 3 sold out. New positions include IDHQ and SCHP. It sold all of VEA, AMAT and BKNG.
When will Councilor Wealth file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Councilor Wealth's portfolio worth?
The Q3 2026 filing reports $243M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.