13F Insight
DOSSIER · 13F-HR · Q1 2026

Coyle Financial Counsel LLC

Coyle Financial Counsel's holding co. based in San Francisco, CA — $473M in tracked AUM across 113 positions as of Q1 2026.

CF
Coyle Financial Counsel·San Francisco, CA·Holding Co.
CIK 0001593038 · last filed Mar 31, 2026
Total AUM
$473M
▼ 5.2%
vs prior
Holdings
113
—
positions
Whale Score
61
61
tracked
Activity
—
no data
changes this Q
Top sector
Tech
27% weight
concentration
AI Analysis · Q1 2026 · 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

Filing history loading…