Long-term investor
Councilor Wealth, LLC @councilorwealthllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002052759).
Record
- Tracked since 2025-06-30 (467 days), 47 trades recorded
- Returns: week n/a · month n/a · 90 days +0.4% · 6 months -13.6% · 1 year -14.2% · all -14.2%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 808524201 · 6.1% · long · since 2025-09-30
- 922908629 · 5.1% · long · since 2025-09-30
- 808524300 · 4.8% · long · since 2025-09-30
- 464287804 · 4.3% · long · since 2025-09-30
- 922908637 · 4.1% · long · since 2025-09-30
- 922908744 · 4.1% · long · since 2025-09-30
- 46090E103 · 3.7% · long · since 2025-09-30
- 808524409 · 3.5% · long · since 2025-09-30
- 464287879 · 3.4% · long · since 2025-09-30
- 922908736 · 3.3% · long · since 2025-09-30
- 922908512 · 3.1% · long · since 2025-09-30
- 922908751 · 2.6% · long · since 2025-09-30