13F Filings History of Councilmark Asset Management, LLC

Latest 13F report
Q4 2025 - 09 Feb 2026
Value $
$178,818,999
Signature - Title
Daniel W Pettway - Managing Partner
Location
Knoxville, TN
Summary
This page shows a list of all the recent 13F filings made by Councilmark Asset Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Councilmark Asset Management, LLC reported 83 stock holdings with total value $178,818,999 as of Q4 2025. Top holdings included AAPL, VIG, MSFT, GOOGL, and BRKB.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 83 $178,818,999 +$6,601,901 -$4,838,994 +$1,762,907 AAPL, VIG, MSFT, GOOGL, BRKB 13F-HR 09 Feb 2026, 13:31
Q3 2025 86 $174,430,413 +$6,556,845 -$4,034,071 +$2,522,774 AAPL, MSFT, VIG, BRKB, ORCL 13F-HR 05 Nov 2025, 14:56
Q2 2025 86 $157,942,915 +$2,386,425 -$2,276,331 +$110,094 AAPL, MSFT, BRKB, MCK, VIG 13F-HR 12 Aug 2025, 14:29
Q1 2025 87 $148,169,033 +$2,232,124 -$263,975 +$1,968,149 AAPL, MSFT, BRKB, MCK, HD 13F-HR 07 May 2025, 12:47
Q4 2024 80 $148,850,035 +$774,814 -$1,902,883 -$1,128,069 AAPL, MSFT, BRKB, HD, VIG 13F-HR 10 Feb 2025, 17:50
Q3 2024 83 $148,913,272 +$1,090,449 -$1,450,521 -$360,072 AAPL, MSFT, BRKB, HD, VIG 13F-HR 13 Nov 2024, 17:44
Q2 2024 80 $141,118,088 +$1,430,369 -$2,904,526 -$1,474,157 AAPL, MSFT, BRKB, GOOGL, HD 13F-HR 31 Jul 2024, 17:50
Q1 2024 85 $138,849,891 $0 $0 $0 MSFT, AAPL, BRKB, HD, VIG 13F-HR 09 May 2024, 19:42