Financial Council, LLC Q4 2025 Filing
Filed February 5, 2026
Portfolio Value
$250.5M
Holdings
101
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (101 positions)
| Stock | Value |
|---|---|
CGGOCAPITAL GROUP GBL GROWTH EQT | $51.4M |
CGGRCAPITAL GROUP GROWTH ETF | $20.4M |
IUSGISHARES TR | $14.4M |
ACWXISHARES TR | $14.1M |
AAPLAPPLE INC | $12.9M |
SPYVSPDR SERIES TRUST | $12.9M |
IUSVISHARES TR | $9.3M |
SPYGSPDR SERIES TRUST | $8.8M |
IJHISHARES TR | $7.2M |
IEMGISHARES INC | $7.2M |
DFACDIMENSIONAL ETF TRUST | $6.4M |
IWVISHARES TR | $5.7M |
IVVISHARES TR | $5.6M |
MSFTMICROSOFT CORP | $5.2M |
ACWIISHARES TR | $4.9M |
NVDANVIDIA CORPORATION | $3.7M |
DFUSDIMENSIONAL ETF TRUST | $3.6M |
VOOVANGUARD INDEX FDS | $3.2M |
CGDGCAPITAL GROUP DIVIDEND VALUE | $2.5M |
CGMUCAPITAL GRP FIXED INCM ETF T | $2.3M |
XOMEXXON MOBIL CORP | $2.2M |
GOOGALPHABET INC | $2.1M |
PGPROCTER AND GAMBLE CO | $1.9M |
GOOGLALPHABET INC | $1.8M |
VTIVANGUARD INDEX FDS | $1.8M |
SPYSPDR S&P 500 ETF TR | $1.8M |
JPMJPMORGAN CHASE & CO. | $1.8M |
KOCOCA COLA CO | $1.7M |
AMZNAMAZON COM INC | $1.7M |
XVVISHARES TR | $1.5M |
ABBVABBVIE INC | $1.4M |
LLYELI LILLY & CO | $1.4M |
VSGXVANGUARD WORLD FD | $1.2M |
DFUVDIMENSIONAL ETF TRUST | $1.1M |
METAMETA PLATFORMS INC | $1.0M |
IXUSISHARES TR | $861K |
ABTABBOTT LABS | $860K |
VGTVANGUARD WORLD FD | $771K |
VIOOVANGUARD ADMIRAL FDS INC | $686K |
CEGCONSTELLATION ENERGY CORP | $653K |
AVGOBROADCOM INC | $643K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $639K |
SBUXSTARBUCKS CORP | $607K |
BACBANK AMERICA CORP | $590K |
GEGE AEROSPACE | $568K |
IJRISHARES TR | $549K |
ORCLORACLE CORP | $506K |
CGDGCAPITAL GROUP DIVIDEND GROWE | $506K |
CGICCAPITAL GROUP INTERNATIONAL | $505K |
XLKSELECT SECTOR SPDR TR | $499K |
CATCATERPILLAR INC | $486K |
PEPPEPSICO INC | $485K |
AMATAPPLIED MATLS INC | $484K |
MAMASTERCARD INCORPORATED | $484K |
CSCOCISCO SYS INC | $480K |
VVISA INC | $472K |
MRKMERCK & CO INC | $420K |
JNJJOHNSON & JOHNSON | $416K |
NFLXNETFLIX INC | $396K |
IOOISHARES TR | $394K |
CSXCSX CORP | $391K |
LDOSLEIDOS HOLDINGS INC | $389K |
MDYSPDR S&P MIDCAP 400 ETF TR | $352K |
RTXRTX CORPORATION | $350K |
HDHOME DEPOT INC | $349K |
MUMICRON TECHNOLOGY INC | $345K |
TMOTHERMO FISHER SCIENTIFIC INC | $342K |
COSTCOSTCO WHSL CORP NEW | $312K |
AXPAMERICAN EXPRESS CO | $309K |
GEVGE VERNOVA INC | $294K |
TRVTRAVELERS COMPANIES INC | $288K |
DWDMORGAN STANLEY | $273K |
UNHUNITEDHEALTH GROUP INC | $270K |
VGITVANGUARD SCOTTSDALE FDS | $269K |
PNCPNC FINL SVCS GROUP INC | $268K |
IWYISHARES TR | $256K |
IBMINTERNATIONAL BUSINESS MACHS | $255K |
WMTWALMART INC | $251K |
BLKBLACKROCK INC | $247K |
CITCINTAS CORP | $246K |
CLCOLGATE PALMOLIVE CO | $244K |
XBISPDR SERIES TRUST | $244K |
PEOEXELON CORP | $241K |
DISDISNEY WALT CO | $240K |
ESGDISHARES TR | $237K |
ETNEATON CORP PLC | $235K |
FTECFIDELITY COVINGTON TRUST | $232K |
ADBEADOBE INC | $231K |
XJHISHARES TR | $230K |
CGGECAPITAL GROUP GLOBAL EQUITY | $230K |
AMGNAMGEN INC | $227K |
VUGVANGUARD INDEX FDS | $224K |
QCOMQUALCOMM INC | $215K |
MCDMCDONALDS CORP | $213K |
MMM3M CO | $210K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $210K |
TXNTEXAS INSTRS INC | $204K |
HONHONEYWELL INTL INC | $202K |
DHRDANAHER CORPORATION | $202K |
PGXINVESCO EXCH TRADED FD TR II | $117K |
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