Councilmark Asset Management, LLC - Portfolio overview

Councilmark Asset Management, LLC has 59 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. VIG - Vanguard Dividend Appreciation, 13.14%
2. AAPL - Apple Inc., 12.18%
3. MSFT - Microsoft Corp., 7.16%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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