Coyle Financial Counsel LLC

CIK 0001593038 · GLENVIEW, IL · Quarter end: 2026-06-30 · Filed on: 2026-08-07 · Open the SEC source

Coyle Financial Counsel LLC reported 126 positions worth $548.0M as of June 30, 2026 (13F filed August 7, 2026). Largest holding: IVV (16.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$548.0M
2026 Q2
Positions
126
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
71.2%
Est. Net Flow (Q)
2026 Q2
10 / 126 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1IVVISHARES TRSH$91.9M16.77%122,731
2VEAVANGUARD TAX-MANAGED FDSSH$72.1M13.15%1,011,315
3FRDMEA SERIES TRUSTSH$42.0M7.67%576,703
4FBNDFIDELITY MERRIMACK STR TRSH$37.7M6.87%827,671
5QQQINVESCO QQQ TRSH$36.3M6.62%49,250
6IJHISHARES TRSH$26.3M4.81%341,501
7VCSHVANGUARD SCOTTSDALE FDSSH$26.0M4.75%329,479
8VTVANGUARD INTL EQUITY INDEX FSH$23.2M4.23%147,778
9VUSBVANGUARD BD INDEX FDSSH$18.9M3.44%378,923
10VCITVANGUARD SCOTTSDALE FDSSH$15.7M2.86%189,477

The free plan shows the top 10 positions. The remaining 116 positions, the full portfolio and quarter changes unlock with Pro.

Pro Feature

This section is exclusive to Fundocap Pro. Full holdings tables, consensus trades, ownership analysis, backtests and exports unlock with Pro.

Upgrade to Pro

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Coyle Financial Counsel LLC hold as of Q2 2026?

Coyle Financial Counsel LLC reported 126 positions worth $548.0M in its Q2 2026 13F filing. Largest positions: IVV (16.8%), VEA (13.1%), FRDM (7.7%), FBND (6.9%) and QQQ (6.6%).

What did Coyle Financial Counsel LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Coyle Financial Counsel LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.