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Portfolio (Quarterly) Guide ↗

Coyle Financial Counsel LLC

· CIK 0001593038
13F Portfolio $473M AUM 113 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 49 Added 41 Reduced 9 Exited
Page 1 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 119,618.0 $78.1M 16.53% +6K +5.6% $653.21 +14.7%
2 VEA VANGUARD TAX-MANAGED FDS 995,981.0 $63.8M 13.50% +17K +1.7% $64.08 +9.8%
3 FBND FIDELITY MERRIMACK STR TR 794,794.0 $36.3M 7.67% +32K +4.2% $45.62 -0.5%
4 FRDM EA SERIES TRUST 583,848.0 $31.9M 6.75% +3K +0.6% $54.65 +27.7%
5 QQQ INVESCO QQQ TR Financial Services 48,506.0 $28.0M 5.92% +3K +5.5% $577.18 +25.6%
6 VCSH VANGUARD SCOTTSDALE FDS 316,139.0 $25.1M 5.30% +14K +4.5% $79.27 -0.7%
7 IJH ISHARES TR 333,196.0 $22.5M 4.76% +19K +6.2% $67.53 +13.2%
8 VT VANGUARD INTL EQUITY INDEX F 144,690.0 $20.0M 4.23% +4K +3.0% $138.32 +12.9%
9 VUSB VANGUARD BD INDEX FDS 369,912.0 $18.4M 3.90% +8K +2.2% $49.79 -0.4%
10 VCIT VANGUARD SCOTTSDALE FDS 184,572.0 $15.3M 3.23% +3K +1.8% $82.75 -0.7%
11 DFAI DIMENSIONAL ETF TRUST 279,126.0 $10.9M 2.30% +36K +15.0% $38.96 +5.5%
12 AAPL APPLE INC Technology 18,983.0 $4.8M 1.02% +1K +7.0% $253.79 +16.0%
13 AMZN AMAZON COM INC Consumer Cyclical 18,050.0 $3.8M 0.80% +911.0 +5.3% $208.27 +16.1%
14 MSFT MICROSOFT CORP Technology 8,980.0 $3.3M 0.70% +695.0 +8.4% $370.15 +3.8%
15 GOOG ALPHABET INC Communication Services 10,958.0 $3.1M 0.67% +189.0 +1.8% $286.86 +24.8%
16 GOOGL ALPHABET INC Communication Services 8,620.0 $2.5M 0.52% +853.0 +11.0% $287.56 +25.6%
17 SPY STATE STR SPDR S&P 500 ETF T Financial Services 3,408.0 $2.2M 0.47% +262.0 +8.3% $650.35 +14.7%
18 META META PLATFORMS INC Communication Services 2,338.0 $1.3M 0.28% +157.0 +7.2% $572.13 +7.1%
19 JPM JPMORGAN CHASE & CO Financial Services 3,894.0 $1.1M 0.24% +111.0 +2.9% $294.18 +13.6%
20 BERKSHIRE HATHAWAY INC DEL 2,341.0 $1.1M 0.24% +68.0 +3.0% $479.20
Page 1 of 3  ·  49 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 39.5%
Technology 21.0%
Consumer Cyclical 11.4%
Industrials 10.1%
Communication Services 7.9%
Healthcare 6.0%
Energy 1.6%
Consumer Defensive 1.6%
Real Estate 0.4%
Utilities 0.4%