Coyle Financial Counsel
Latest statistics and disclosures from Coyle Financial Counsel's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, VEA, FBND, QQQ, FRDM, and represent 49.30% of Coyle Financial Counsel's stock portfolio.
- Added to shares of these 10 stocks: FBND (+$6.1M), IVV, IJH, DFAI, FENI, VUSB, VCSH, VCIT, FRDM, QQQ.
- Started 14 new stock positions in MCK, PWR, PLTR, C, IIIV, PFF, CVX, V, Raytheon Technologies Corp, RGA. TJX, FENI, UPS, NOW.
- Reduced shares in these 10 stocks: CIEN, GPK, VXUS, RBA, DFIC, AJG, ITOT, , SCZ, .
- Sold out of its positions in AMT, COST, AJG, GPK, ITOT, UNH, VGIT, VERU.
- Coyle Financial Counsel was a net buyer of stock by $38M.
- Coyle Financial Counsel has $434M in assets under management (AUM), dropping by 16.14%.
- Central Index Key (CIK): 0001593038
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Portfolio Holdings for Coyle Financial Counsel
Coyle Financial Counsel holds 97 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 16.5 | $72M | +7% | 107k | 669.30 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 13.2 | $57M | +2% | 957k | 59.92 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 7.8 | $34M | +21% | 736k | 46.24 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 6.0 | $26M | +4% | 44k | 600.37 |
|
| Ea Series Trust Freedom 100 Em (FRDM) | 5.7 | $25M | +6% | 557k | 44.31 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 5.4 | $23M | +12% | 292k | 79.93 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 4.4 | $19M | +33% | 290k | 65.26 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 4.3 | $19M | +3% | 136k | 137.80 |
|
| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 4.0 | $17M | +20% | 346k | 49.99 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 3.4 | $15M | +17% | 173k | 84.11 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 3.0 | $13M | 21k | 612.37 |
|
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 1.7 | $7.2M | +100% | 199k | 36.35 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 1.5 | $6.4M | -7% | 87k | 73.46 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.3 | $5.5M | 17k | 328.18 |
|
|
| NVIDIA Corporation (NVDA) | 1.2 | $5.4M | +3% | 29k | 186.58 |
|
| Dimensional Etf Trust Intl Core Equity (DFIC) | 1.2 | $5.2M | -7% | 160k | 32.79 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 1.1 | $4.6M | +3% | 22k | 209.34 |
|
| Apple (AAPL) | 0.9 | $3.9M | +9% | 15k | 254.63 |
|
| Amazon (AMZN) | 0.8 | $3.6M | +12% | 16k | 219.57 |
|
| Fidelity Covington Trust Enhanced Intl (FENI) | 0.8 | $3.6M | NEW | 101k | 35.28 |
|
| Microsoft Corporation (MSFT) | 0.8 | $3.4M | +20% | 6.6k | 517.95 |
|
| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 0.7 | $3.2M | +2% | 35k | 91.75 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $2.4M | +14% | 9.9k | 243.55 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.5 | $2.4M | -10% | 31k | 76.72 |
|
| CRH Ord (CRH) | 0.5 | $2.4M | -7% | 20k | 119.90 |
|
| AutoZone (AZO) | 0.5 | $2.2M | -5% | 524.00 | 4290.24 |
|
| Clean Harbors (CLH) | 0.5 | $2.2M | -6% | 9.6k | 232.21 |
|
| Tempur-Pedic International (SGI) | 0.5 | $2.1M | -6% | 25k | 84.33 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $2.1M | -6% | 3.1k | 666.18 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $1.9M | +6% | 35k | 54.18 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $1.8M | +5% | 7.5k | 243.10 |
|
| Abbvie (ABBV) | 0.4 | $1.7M | +2% | 7.3k | 231.54 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.4 | $1.6M | +9% | 2.7k | 596.03 |
|
| LKQ Corporation (LKQ) | 0.4 | $1.6M | +8% | 52k | 30.54 |
|
| Ciena Corp Com New (CIEN) | 0.4 | $1.6M | -54% | 11k | 145.67 |
|
| Meta Platforms Cl A (META) | 0.4 | $1.5M | +26% | 2.1k | 734.38 |
|
| Healthequity (HQY) | 0.3 | $1.5M | +97% | 15k | 94.77 |
|
| Kirby Corporation (KEX) | 0.3 | $1.5M | -7% | 17k | 83.45 |
|
| Masco Corporation (MAS) | 0.3 | $1.3M | -6% | 19k | 70.39 |
|
| Pinnacle Financial Partners (PNFP) | 0.3 | $1.3M | -6% | 13k | 93.79 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.3 | $1.2M | 4.3k | 281.86 |
|
|
| Broadcom (AVGO) | 0.3 | $1.2M | +16% | 3.6k | 329.91 |
|
| Progressive Corporation (PGR) | 0.2 | $1.1M | -3% | 4.3k | 246.92 |
|
| Amcor Ord (AMCR) | 0.2 | $1.0M | -5% | 124k | 8.18 |
|
| Deckers Outdoor Corporation (DECK) | 0.2 | $964k | +102% | 9.5k | 101.37 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.2 | $932k | 2.5k | 378.94 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $930k | +11% | 1.9k | 502.74 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $924k | +30% | 2.9k | 315.47 |
|
| Diamondback Energy (FANG) | 0.2 | $924k | -6% | 6.5k | 143.10 |
|
| Abbott Laboratories (ABT) | 0.2 | $855k | +6% | 6.4k | 133.94 |
|
| Rb Global (RBA) | 0.2 | $817k | -36% | 7.5k | 108.36 |
|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.2 | $800k | -8% | 8.0k | 100.23 |
|
| Brunswick Corporation (BC) | 0.2 | $753k | +88% | 12k | 63.24 |
|
| Ishares Tr Ultra Short Dur (ICSH) | 0.2 | $725k | +15% | 14k | 50.75 |
|
| McDonald's Corporation (MCD) | 0.2 | $671k | +3% | 2.2k | 303.89 |
|
| Caterpillar (CAT) | 0.1 | $647k | 1.4k | 477.15 |
|
|
| American Homes 4 Rent Cl A (AMH) | 0.1 | $623k | +51% | 19k | 33.25 |
|
| Home Depot (HD) | 0.1 | $586k | +16% | 1.4k | 405.19 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.1 | $579k | +24% | 5.8k | 100.69 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $547k | 10k | 53.87 |
|
|
| I3 Verticals Com Cl A (IIIV) | 0.1 | $541k | NEW | 17k | 32.46 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $512k | 1.0k | 490.38 |
|
|
| Tesla Motors (TSLA) | 0.1 | $496k | +18% | 1.1k | 444.72 |
|
| Bank of America Corporation (BAC) | 0.1 | $484k | 9.4k | 51.59 |
|
|
| United Parcel Service CL B (UPS) | 0.1 | $481k | NEW | 5.8k | 83.53 |
|
| Palo Alto Networks (PANW) | 0.1 | $470k | +54% | 2.3k | 203.62 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $463k | 3.8k | 120.72 |
|
|
| Knight-swift Transn Hldgs In Cl A (KNX) | 0.1 | $443k | -5% | 11k | 39.51 |
|
| Wal-Mart Stores (WMT) | 0.1 | $406k | +2% | 3.9k | 103.06 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.1 | $404k | 3.4k | 118.37 |
|
|
| Visa Com Cl A (V) | 0.1 | $397k | NEW | 1.2k | 341.43 |
|
| Boston Scientific Corporation (BSX) | 0.1 | $393k | +27% | 4.0k | 97.63 |
|
| Ge Aerospace Com New (GE) | 0.1 | $371k | +14% | 1.2k | 300.82 |
|
| Netflix (NFLX) | 0.1 | $355k | +19% | 296.00 | 1198.92 |
|
| Cme (CME) | 0.1 | $327k | +14% | 1.2k | 270.19 |
|
| Pinterest Cl A (PINS) | 0.1 | $322k | +5% | 10k | 32.17 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $316k | NEW | 10k | 31.62 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $307k | 2.2k | 139.17 |
|
|
| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.1 | $306k | +12% | 6.0k | 50.70 |
|
| Union Pacific Corporation (UNP) | 0.1 | $303k | +6% | 1.3k | 236.37 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $300k | +13% | 528.00 | 568.81 |
|
| Ge Vernova (GEV) | 0.1 | $293k | +15% | 477.00 | 614.90 |
|
| Quanta Services (PWR) | 0.1 | $282k | NEW | 681.00 | 414.42 |
|
| Raytheon Technologies Corp | 0.1 | $279k | NEW | 1.7k | 167.37 |
|
| Coca-Cola Bottling Co. Consolidated (COKE) | 0.1 | $275k | 2.3k | 117.17 |
|
|
| McKesson Corporation (MCK) | 0.1 | $273k | NEW | 353.00 | 772.54 |
|
| Johnson & Johnson (JNJ) | 0.1 | $262k | -2% | 1.4k | 185.42 |
|
| TJX Companies (TJX) | 0.1 | $242k | NEW | 1.7k | 144.54 |
|
| Qualcomm (QCOM) | 0.1 | $240k | +9% | 1.4k | 166.36 |
|
| Servicenow (NOW) | 0.1 | $237k | NEW | 257.00 | 920.28 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $236k | NEW | 1.3k | 182.42 |
|
| Chevron Corporation (CVX) | 0.1 | $230k | NEW | 1.5k | 155.28 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $224k | +3% | 293.00 | 763.00 |
|
| Citigroup Com New (C) | 0.1 | $223k | NEW | 2.2k | 101.50 |
|
| Cardinal Health (CAH) | 0.0 | $214k | 1.4k | 156.96 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $212k | +10% | 2.5k | 84.60 |
|
| Reinsurance Grp Of America I Com New (RGA) | 0.0 | $204k | NEW | 1.1k | 192.13 |
|
Past Filings by Coyle Financial Counsel
SEC 13F filings are viewable for Coyle Financial Counsel going back to 2013
- Coyle Financial Counsel 2025 Q3 filed Nov. 10, 2025
- Coyle Financial Counsel 2025 Q2 filed Aug. 14, 2025
- Coyle Financial Counsel 2025 Q1 filed May 1, 2025
- Coyle Financial Counsel 2024 Q4 filed Feb. 4, 2025
- Coyle Financial Counsel 2024 Q3 filed Nov. 12, 2024
- Coyle Financial Counsel 2024 Q1 filed May 15, 2024
- Coyle Financial Counsel 2023 Q4 filed Feb. 15, 2024
- Coyle Financial Counsel 2023 Q3 filed Nov. 7, 2023
- Coyle Financial Counsel 2023 Q2 filed July 31, 2023
- Coyle Financial Counsel 2023 Q1 filed May 11, 2023
- Coyle Financial Counsel 2022 Q4 filed Feb. 13, 2023
- Coyle Financial Counsel 2022 Q3 filed Nov. 9, 2022
- Coyle Financial Counsel 2022 Q2 filed Aug. 8, 2022
- Coyle Financial Counsel 2022 Q1 filed May 9, 2022
- Coyle Financial Counsel 2021 Q4 filed Feb. 7, 2022
- Coyle Financial Counsel 2021 Q3 filed Nov. 19, 2021