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Reema Patel

Councilor Wealth, Llc

Assets Managed
$247.168M
Holdings
88
Last Quarter
2026 - Q2
Filed Date
5d ago
Growth Rate
19.99%(2Q avg: 8.67%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Councilor Wealth, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 88 positions.

Assets under management

The assets under management (AUM) of Councilor Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 247.168M in assets, with a quarterly growth rate of 19.99% and a 2-quarter average growth rate of 8.67%. The portfolio is managed by Reema Patel, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHX
Schwab Us Large-cap Etf
Recent Activity
Decreased -1.09%
6.21%
$15.328M
520,828 shares@ $29.44 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 310.23%
5.23%
$12.919M
160,350 shares@ $80.58 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Decreased -0.88%
4.73%
$11.675M
78,722 shares@ $148.32 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Decreased -2.37%
4.56%
$11.268M
332,973 shares@ $33.85 avg price
VV
Vanguard Large-cap Etf
Recent Activity
Increased 7.6%
3.88%
$9.585M
27,871 shares@ $343.92 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 8.76%
3.79%
$9.351M
42,908 shares@ $217.94 avg price
SCHV
Schwab Us Large-cap Value
Recent Activity
Decreased -3.47%
3.74%
$9.227M
265,062 shares@ $34.82 avg price
IJS
Ishares S&p Small-cap 600 Va
Recent Activity
Decreased -0.37%
3.72%
$9.181M
67,174 shares@ $136.69 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
New Position
3.44%
$8.493M
11,533 shares@ $736.45 avg price
VOE
Vanguard Mid-cap Value Etf
Recent Activity
Increased 1.65%
3.1%
$7.647M
38,697 shares@ $197.61 avg price

1-10 of 88