Coyle Financial Counsel LLC
CIK: 0001593038Latest portfolio: $467.9M · Q4 2025
Holdings
114
Total Value
$467.9M
New Positions
19
Closed Positions
2
Top Holdings
View All 114 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 113,317 | $77.6M | 16.59% | +6K | |
| 2 | VEAVANGUARD TAX-MANAGED FDS | 979,288 | $61.2M | 13.08% | +22K | |
| 3 | FBNDFIDELITY MERRIMACK STR TR | 762,388 | $35.1M | 7.50% | +27K | |
| 4 | FRDMEA SERIES TRUST | 580,560 | $29.8M | 6.36% | +24K | |
| 5 | NDQINVESCO QQQ TR | 45,972 | $28.2M | 6.04% | +3K | |
| 6 | VCSHVANGUARD SCOTTSDALE FDS | 302,588 | $24.1M | 5.16% | +11K | |
| 7 | IJHISHARES TR | 313,767 | $20.7M | 4.43% | +24K | |
| 8 | VTVANGUARD INTL EQUITY INDEX F | 140,407 | $19.8M | 4.23% | +5K | |
| 9 | VUSBVANGUARD BD INDEX FDS | 361,964 | $18.0M | 3.86% | +16K | |
| 10 | VCITVANGUARD SCOTTSDALE FDS | 181,341 | $15.2M | 3.25% | +8K | |
| 11 | VOOVANGUARD INDEX FDS | 20,748 | $13.0M | 2.78% | -650 | |
| 12 | DFAIDIMENSIONAL ETF TRUST | 242,768 | $9.3M | 1.98% | +44K | |
| 13 | VXUSVANGUARD STAR FDS | 88,829 | $6.7M | 1.43% | +2K | |
| 14 | NVDANVIDIA CORPORATION | 32,931 | $6.1M | 1.31% | +4K | |
| 15 | VTIVANGUARD INDEX FDS | 17,160 | $5.8M | 1.23% | +444 | |
| 16 | DFICDIMENSIONAL ETF TRUST | 156,307 | $5.4M | 1.15% | -3,315 | |
| 17 | AAPLAPPLE INC | 17,743 | $4.8M | 1.03% | +2K | |
| 18 | VXFVANGUARD INDEX FDS | 21,334 | $4.5M | 0.95% | -649 | |
| 19 | MSFTMICROSOFT CORP | 8,285 | $4.0M | 0.86% | +2K | |
| 20 | AMZNAMAZON COM INC | 17,139 | $4.0M | 0.85% | +851 | |
| 21 | FENIFIDELITY COVINGTON TRUST | 99,595 | $3.6M | 0.78% | -1,544 | |
| 22 | GOOGALPHABET INC | 10,769 | $3.4M | 0.72% | +912 | |
| 23 | GOOGLALPHABET INC | 7,767 | $2.4M | 0.52% | +312 | |
| 24 | SCZISHARES TR | 30,159 | $2.3M | 0.50% | -626 | |
| 25 | BILSPDR SERIES TRUST | 25,160 | $2.3M | 0.49% | -9,566 |
Quarterly Changes
New Positions
Sector Breakdown
Financial Services0.0% ($7.761561176351003e+150T)
Technology0.0% ($6.141482340062203e+43T)
Industrials0.0% ($1.9311168113610548e+30T)
Consumer Cyclical0.0% ($3.956213315879427e+29T)
Healthcare0.0% ($1.8311172911517516e+22T)
Unknown0.0% ($28240200712911142912.0T)
Communication Services0.0% ($337924311439.3T)
Consumer Defensive0.0% ($484.4B)
Energy0.0% ($444.3B)
Real Estate0.0% ($513K)
Utilities0.0% ($339K)
Filing History
Fund Information
Coyle Financial Counsel LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $467.9M across 114 holdings. The largest position is ISHARES TR (IVV), representing 16.6% of the portfolio. Compared to the previous quarter, the fund opened 20 new positions and closed 3 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.