Coyle Financial Counsel LLC
CIK: 0001593038SEC EDGAR →
Portfolio Value
$467.9M
Holdings
114
As of
Q4 2025
New Positions
19
Closed Positions
2
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 113,317 | $77.6M | 16.59% |
| 2 | VANGUARD TAX-MANAGED FDS | 979,288 | $61.2M | 13.08% |
| 3 | FIDELITY MERRIMACK STR TR | 762,388 | $35.1M | 7.50% |
| 4 | EA SERIES TRUST | 580,560 | $29.8M | 6.36% |
| 5 | INVESCO QQQ TR | 45,972 | $28.2M | 6.04% |
| 6 | VANGUARD SCOTTSDALE FDS | 302,588 | $24.1M | 5.16% |
| 7 | ISHARES TR | 313,767 | $20.7M | 4.43% |
| 8 | VANGUARD INTL EQUITY INDEX F | 140,407 | $19.8M | 4.23% |
| 9 | VANGUARD BD INDEX FDS | 361,964 | $18.0M | 3.86% |
| 10 | VANGUARD SCOTTSDALE FDS | 181,341 | $15.2M | 3.25% |
Quarterly Changes
Top Buys
New Positions (20)
$879K · 7K shares
$768K · 32K shares
$478K · 6K shares
$431K · 2K shares
$408K · 3K shares
$344K · 4K shares
$250K · 2K shares
$247K · 366 shares
$235K · 2K shares
$233K · 258 shares
$228K · 2K shares
$222K · 771 shares
$222K · 2K shares
$221K · 2K shares
$219K · 2K shares
$215K · 654 shares
$212K · 6K shares
$209K · 565 shares
$201K · 2K shares
$148K · 11K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 42 | $372.4M | 79.6% |
| Unknown | 8 | $34.5M | 7.4% |
| Technology | 16 | $22.4M | 4.8% |
| Consumer Cyclical | 12 | $12.3M | 2.6% |
| Industrials | 12 | $8.9M | 1.9% |
| Communication Services | 6 | $7.9M | 1.7% |
| Healthcare | 10 | $6.4M | 1.4% |
| Consumer Defensive | 3 | $1.1M | 0.2% |
| Energy | 3 | $989K | 0.2% |
| Real Estate | 1 | $513K | 0.1% |
| Utilities | 1 | $339K | 0.1% |