13F Insight
DOSSIER · 13F-HR · Q2 2026

Councilmark Asset Management, LLC

$189M in tracked AUM across 84 positions as of Q2 2026.

CA
CIK 0002022076 · last filed Jun 30, 2026
Total AUM
$189M
as of Q2 2026
Holdings
84
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Councilmark Asset Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VIG
Vanguard Dividend Appreciation
$20M84K10.5%02
AAPL
Apple Inc.
$19M65K10.0%03
GOOGL
Alphabet, Inc. - Cl A
$11M30K5.8%04
MSFT
Microsoft Corp.
$10M26K5.2%05
BRK/B
Berkshire Hathaway, Inc. - Cla
$9M18K4.8%06
GOOG
Alphabet, Inc. - Cl C
$8M23K4.3%07
MCK
McKesson Corp.
$7M9K3.7%08
WMT
Walmart Inc.
$7M59K3.6%09
HD
Home Depot, Inc.
$6M16K3.1%10
VTI
Vanguard Total Stock Market ET
$5M15K2.9%

Filing history

2026Q2Jun 30
$189M▲ 8.4%
84 positionsView →2026Q1Mar 31
$174M▼ 2.5%
85 positionsView →2025Q4Dec 31
$179M▲ 2.5%
83 positionsView →2025Q3Sep 30
$174M▲ 10.4%
86 positionsView →2025Q2Jun 30
$158M▲ 6.6%
86 positionsLocked2025Q1Mar 31
$148M▼ 0.5%
87 positionsLocked2024Q4Dec 31
$149M▼ 0.0%
80 positionsLocked2024Q3Sep 30
$149M▲ 5.5%
83 positionsLocked2024Q2Jun 30
$141M▲ 1.6%
80 positionsLocked2024Q1Mar 31
$139M—
85 positionsLocked