Financial Council, LLC
CIK: 0001883629SEC EDGAR →
Portfolio Value
$250.5M
Holdings
101
As of
Q4 2025
New Positions
4
Closed Positions
2
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | CAPITAL GROUP GBL GROWTH EQT | 1,483,388 | $51.4M | 20.52% |
| 2 | CAPITAL GROUP GROWTH ETF | 459,406 | $20.4M | 8.16% |
| 3 | ISHARES TR | 85,961 | $14.4M | 5.76% |
| 4 | ISHARES TR | 210,729 | $14.1M | 5.65% |
| 5 | APPLE INC | 47,420 | $12.9M | 5.15% |
| 6 | SPDR SERIES TRUST | 226,226 | $12.9M | 5.13% |
| 7 | ISHARES TR | 90,466 | $9.3M | 3.70% |
| 8 | SPDR SERIES TRUST | 82,094 | $8.8M | 3.50% |
| 9 | ISHARES TR | 108,676 | $7.2M | 2.86% |
| 10 | ISHARES INC | 106,596 | $7.2M | 2.86% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 48 | $198.9M | 79.4% |
| Technology | 15 | $26.0M | 10.4% |
| Communication Services | 5 | $5.6M | 2.2% |
| Healthcare | 9 | $5.5M | 2.2% |
| Consumer Defensive | 6 | $4.9M | 1.9% |
| Consumer Cyclical | 4 | $2.8M | 1.1% |
| Industrials | 7 | $2.4M | 1.0% |
| Energy | 1 | $2.2M | 0.9% |
| Unknown | 3 | $1.2M | 0.5% |
| Utilities | 2 | $947K | 0.4% |
| Real Estate | 1 | $78K | 0.0% |