DOSSIER · 13F-HR · Q2 2026

Financial Council, LLC

$308M in tracked AUM across 106 positions as of Q2 2026.

FC
CIK 0001883629 · last filed Jun 30, 2026
Total AUM
$308M
as of Q2 2026
Holdings
106
positions
Whale Score
61
61
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Financial Council, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
CGGO
CAPITAL GROUP GBL GROWTH EQT
$67M1.6M21.7%
02
ACWX
ISHARES TR
$30M392K9.7%
03
CGGR
CAPITAL GROUP GROWTH ETF
$24M516K7.9%
04
IUSG
ISHARES TR
$16M86K5.2%
05
SPYV
SPDR SERIES TRUST
$14M227K4.5%
06
AAPL
APPLE INC
$13M43K4.1%
07
IUSV
ISHARES TR
$10M91K3.2%
08
SPYG
SPDR SERIES TRUST
$10M84K3.2%
09
IEMG
ISHARES INC
$9M113K3.0%
10
IJH
ISHARES TR
$9M111K2.8%

Filing history

2026Q2Jun 30
$308M 18.9%
106 positionsView →
2026Q1Mar 31
$259M 3.5%
101 positionsView →
2025Q4Dec 31
$251M 11.2%
101 positionsView →
2025Q3Sep 30
$225M 8.6%
95 positionsView →
2025Q2Jun 30
$207M 11.8%
93 positionsLocked
2025Q1Mar 31
$186M 4.4%
87 positionsLocked
2024Q4Dec 31
$194M 1.1%
91 positionsLocked
2024Q3Sep 30
$192M 7.4%
91 positionsLocked
2024Q2Jun 30
$179M 5.7%
81 positionsLocked
2024Q1Mar 31
$169M 13.4%
83 positionsLocked
2023Q4Dec 31
$149M 18.6%
76 positionsLocked
2023Q3Sep 30
$126M 4.1%
66 positionsLocked
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