Councilmark Asset Management, LLC - Q12026 Holdings

Councilmark Asset Management, LLC holds 85 stocks with a total portfolio value of $ 174.33M as of Q12026. In Q12026, Councilmark Asset Management, LLC added 4 new positions, increased stakes in 28 stocks, reduced 14 holdings, and fully exited 2 positions. The largest holding is Vanguard Dividend Appreciation (VIG), representing 10.28% of the total portfolio.