DOSSIER · 13F-HR · Q1 2026

Coyle Financial Counsel LLC

$473M in tracked AUM across 113 positions as of Q1 2026.

CF
CIK 0001593038 · last filed Mar 31, 2026
Total AUM
$473M
as of Q1 2026
Holdings
113
positions
Whale Score
58
58
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Coyle Financial Counsel LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$78M120K16.5%
02
VEA
VANGUARD TAX-MANAGED FDS
$64M996K13.5%
03
FBND
FIDELITY MERRIMACK STR TR
$36M795K7.7%
04
FRDM
EA SERIES TRUST
$32M584K6.7%
05
QQQ
INVESCO QQQ TR
$28M49K5.9%
06
VCSH
VANGUARD SCOTTSDALE FDS
$25M316K5.3%
07
IJH
ISHARES TR
$23M333K4.8%
08
VT
VANGUARD INTL EQUITY INDEX F
$20M145K4.2%
09
VUSB
VANGUARD BD INDEX FDS
$18M370K3.9%
10
VCIT
VANGUARD SCOTTSDALE FDS
$15M185K3.2%

Filing history

2026Q1Mar 31
$473M 1.1%
113 positionsView →
2025Q4Dec 31
$468M 7.9%
114 positionsView →
2025Q3Sep 30
$434M 16.1%
97 positionsView →
2025Q2Jun 30
$373M 14.1%
91 positionsLocked
2025Q1Mar 31
$327M 3.6%
76 positionsLocked
2024Q4Dec 31
$316M 10.2%
73 positionsLocked
2024Q3Sep 30
$287M 2.5%
70 positionsLocked
2024Q2Jun 30
$280M 0.0%
74 positionsLocked
2024Q1Mar 31
$280M 7.5%
74 positionsLocked
2023Q4Dec 31
$260M 9.0%
69 positionsLocked
2023Q3Sep 30
$239M 7.4%
63 positionsLocked
2023Q2Jun 30
$222M 2.3%
61 positionsLocked
Showing 12 of 47