Coyle Financial Counsel
Latest statistics and disclosures from Coyle Financial Counsel's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, VEA, FRDM, FBND, QQQ, and represent 51.09% of Coyle Financial Counsel's stock portfolio.
- Added to shares of these 10 stocks: IVV, FBND, VEA, VCSH, POOL, SSNC, MU, IJH, AMD, QQQ.
- Started 21 new stock positions in VUG, BRCC, SSNC, NBIS, QCOM, MA, AMAT, IWB, DFNS, ADI. SNAP, SPCX, CSCO, AMD, POOL, XLI, VTV, RSPT, MTSI, MRK, MU.
- Reduced shares in these 10 stocks: DELL, FHN, CIEN, CLH, FRDM, AMH, LKQ, NFLX, IIIV, PLTR.
- Sold out of its positions in AMH, BSX, QNCX, FHN, IIIV, LMT, NFLX, PLTR.
- Coyle Financial Counsel was a net buyer of stock by $15M.
- Coyle Financial Counsel has $548M in assets under management (AUM), dropping by 15.90%.
- Central Index Key (CIK): 0001593038
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Portfolio Holdings for Coyle Financial Counsel
Coyle Financial Counsel holds 126 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 16.8 | $92M | +2% | 123k | 748.89 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 13.1 | $72M | 1.0M | 71.25 |
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| Ea Series Trust Freedom 100 Em (FRDM) | 7.7 | $42M | 577k | 72.90 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 6.9 | $38M | +4% | 828k | 45.49 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 6.6 | $36M | 49k | 736.40 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 4.8 | $26M | +2% | 342k | 77.11 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 4.8 | $26M | +4% | 330k | 79.03 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 4.2 | $23M | +2% | 148k | 156.95 |
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| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 3.4 | $19M | +2% | 379k | 49.78 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 2.9 | $16M | +2% | 190k | 82.65 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.5 | $14M | 20k | 686.80 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 2.1 | $12M | 284k | 41.25 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 1.4 | $7.4M | 87k | 85.49 |
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| NVIDIA Corporation (NVDA) | 1.3 | $7.0M | +7% | 35k | 200.09 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.2 | $6.4M | 17k | 370.05 |
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| Apple (AAPL) | 1.1 | $6.0M | +8% | 21k | 289.35 |
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| Dimensional Etf Trust Intl Core Equity (DFIC) | 1.0 | $5.6M | -2% | 150k | 37.26 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.9 | $5.2M | 21k | 246.21 |
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| Amazon (AMZN) | 0.8 | $4.5M | +5% | 19k | 238.34 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $4.0M | +3% | 11k | 353.33 |
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| Fidelity Covington Trust Enhanced Intl (FENI) | 0.7 | $3.8M | -2% | 96k | 40.13 |
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| Microsoft Corporation (MSFT) | 0.6 | $3.4M | 9.1k | 373.03 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $3.3M | +7% | 9.3k | 357.37 |
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| Spdr Series Trust St Str Blo 1 Etf (BIL) | 0.5 | $2.5M | +11% | 28k | 91.64 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.5 | $2.5M | 3.4k | 746.79 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.4 | $2.4M | -2% | 29k | 82.27 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $2.0M | +3% | 34k | 59.69 |
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| Abbvie (ABBV) | 0.4 | $2.0M | 7.8k | 251.63 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.4 | $2.0M | 2.8k | 703.34 |
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| Dell Technologies CL C (DELL) | 0.3 | $1.8M | -31% | 4.1k | 431.46 |
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| Clean Harbors (CLH) | 0.3 | $1.8M | -23% | 5.9k | 298.72 |
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| CRH Ord (CRH) | 0.3 | $1.7M | -4% | 16k | 107.00 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.3 | $1.6M | 8.6k | 190.52 |
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| Broadcom (AVGO) | 0.3 | $1.6M | +9% | 4.3k | 377.75 |
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| Caterpillar (CAT) | 0.3 | $1.5M | +2% | 1.4k | 1064.90 |
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| Tempur-Pedic International (SGI) | 0.3 | $1.5M | -4% | 19k | 78.40 |
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| Knight-swift Transn Hldgs In Cl A (KNX) | 0.3 | $1.4M | -3% | 19k | 77.87 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $1.4M | +9% | 4.3k | 327.34 |
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| Meta Platforms Cl A (META) | 0.2 | $1.3M | 2.4k | 563.29 |
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| Healthequity (HQY) | 0.2 | $1.3M | +32% | 14k | 90.32 |
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| AutoZone (AZO) | 0.2 | $1.3M | -6% | 397.00 | 3195.94 |
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| Ciena Corp Com New (CIEN) | 0.2 | $1.3M | -29% | 2.6k | 490.56 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $1.2M | +2% | 2.4k | 500.39 |
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| Masco Corporation (MAS) | 0.2 | $1.2M | -4% | 14k | 81.37 |
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| Rb Global (RBA) | 0.2 | $1.2M | -2% | 10k | 116.45 |
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| Pinnacle Finl Partners (PNFP) | 0.2 | $1.2M | +14% | 12k | 100.88 |
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| Kirby Corporation (KEX) | 0.2 | $1.1M | -6% | 8.3k | 135.97 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.2 | $1.0M | 2.5k | 426.40 |
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| Palo Alto Networks (PANW) | 0.2 | $999k | +10% | 2.9k | 341.02 |
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| Pool Corporation (POOL) | 0.2 | $997k | NEW | 4.6k | 214.90 |
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| Intel Corporation (INTC) | 0.2 | $942k | +9% | 6.7k | 139.63 |
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| McDonald's Corporation (MCD) | 0.2 | $899k | +48% | 3.3k | 270.31 |
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| Eli Lilly & Co. (LLY) | 0.2 | $888k | +26% | 740.00 | 1199.27 |
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| Deckers Outdoor Corporation (DECK) | 0.2 | $854k | 8.6k | 99.29 |
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| Ss&c Technologies Holding (SSNC) | 0.2 | $839k | NEW | 14k | 62.05 |
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| Marvell Technology (MRVL) | 0.2 | $823k | +14% | 2.8k | 297.89 |
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| Progressive Corporation (PGR) | 0.1 | $775k | 3.6k | 218.42 |
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| Tesla Motors (TSLA) | 0.1 | $770k | +8% | 1.8k | 420.60 |
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| Brunswick Corporation (BC) | 0.1 | $746k | -3% | 8.9k | 84.24 |
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| Micron Technology (MU) | 0.1 | $727k | NEW | 630.00 | 1154.29 |
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| Visa Com Cl A (V) | 0.1 | $717k | +28% | 2.1k | 343.09 |
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| Abbott Laboratories (ABT) | 0.1 | $668k | +6% | 7.4k | 90.74 |
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| Quanta Services (PWR) | 0.1 | $657k | +7% | 913.00 | 720.04 |
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| Ishares Tr Ultra Short Dur (ICSH) | 0.1 | $639k | 13k | 50.58 |
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| LKQ Corporation (LKQ) | 0.1 | $637k | -35% | 24k | 26.33 |
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| Advanced Micro Devices (AMD) | 0.1 | $613k | NEW | 1.1k | 580.91 |
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| United Parcel Svcs CL B (UPS) | 0.1 | $606k | 5.6k | 107.50 |
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| Ishares Tr 0-3 Mth Treasury (SGOV) | 0.1 | $604k | +21% | 6.0k | 100.67 |
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| Home Depot (HD) | 0.1 | $592k | +6% | 1.7k | 352.68 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $591k | 774.00 | 763.14 |
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| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.1 | $586k | 5.8k | 100.15 |
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| Johnson & Johnson (JNJ) | 0.1 | $566k | +5% | 2.2k | 253.97 |
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| Ge Vernova (GEV) | 0.1 | $558k | +6% | 475.00 | 1174.86 |
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| Bank of America Corporation (BAC) | 0.1 | $551k | +3% | 9.7k | 56.98 |
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| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.1 | $546k | 10k | 53.61 |
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| Ge Aerospace Com New (GE) | 0.1 | $529k | 1.4k | 373.73 |
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| Generac Holdings (GNRC) | 0.1 | $529k | -5% | 1.8k | 292.81 |
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| Wal-Mart Stores (WMT) | 0.1 | $519k | -3% | 4.6k | 113.26 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $516k | 3.8k | 137.53 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $496k | +13% | 2.6k | 189.70 |
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| Coca-Cola Bottling Co. Consolidated (COKE) | 0.1 | $451k | 2.4k | 190.95 |
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| Wintrust Financial Corporation (WTFC) | 0.1 | $446k | -4% | 2.8k | 160.72 |
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| Allegheny Technologies Incorporated (ATI) | 0.1 | $439k | +12% | 2.2k | 197.10 |
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| TJX Companies (TJX) | 0.1 | $419k | +15% | 2.8k | 151.50 |
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| Diamondback Energy (FANG) | 0.1 | $416k | -6% | 2.4k | 175.78 |
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| Citigroup Com New (C) | 0.1 | $415k | 3.0k | 139.96 |
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| Monolithic Power Systems (MPWR) | 0.1 | $401k | +11% | 290.00 | 1382.36 |
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| Union Pacific Corporation (UNP) | 0.1 | $395k | +10% | 1.5k | 272.00 |
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| Arista Networks Com Shs (ANET) | 0.1 | $394k | +25% | 2.3k | 169.88 |
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| UnitedHealth (UNH) | 0.1 | $385k | +24% | 926.00 | 415.63 |
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| Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL) | 0.1 | $385k | -20% | 5.1k | 75.68 |
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| Globe Life (GL) | 0.1 | $368k | +12% | 2.1k | 178.68 |
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| Select Sector Spdr Tr St Str Svc Etf (XLC) | 0.1 | $366k | 3.4k | 107.13 |
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| McKesson Corporation (MCK) | 0.1 | $357k | +7% | 472.00 | 755.60 |
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| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.1 | $350k | 2.2k | 158.66 |
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| Chevron Corporation (CVX) | 0.1 | $347k | +12% | 2.1k | 165.79 |
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| Space Exploration Techn Corp Class A Com Stk Put Option (SPCX) | 0.1 | $342k | NEW | 2.0k | 170.86 |
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| Reinsurance Group Amer Com New (RGA) | 0.1 | $339k | +10% | 1.6k | 212.65 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $336k | 2.5k | 136.72 |
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| Nebius Group Shs Class A (NBIS) | 0.1 | $331k | NEW | 1.2k | 276.17 |
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| Applied Materials (AMAT) | 0.1 | $325k | NEW | 449.00 | 723.00 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $321k | NEW | 1.5k | 217.88 |
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| Cardinal Health (CAH) | 0.1 | $321k | -4% | 1.3k | 237.56 |
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| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.1 | $319k | 6.2k | 51.37 |
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| Cme (CME) | 0.1 | $314k | +8% | 1.4k | 220.79 |
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| M/a (MTSI) | 0.1 | $306k | NEW | 805.00 | 380.37 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $302k | NEW | 3.5k | 86.14 |
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| Qualcomm (QCOM) | 0.1 | $289k | NEW | 1.6k | 184.79 |
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| Philip Morris International (PM) | 0.1 | $276k | +6% | 1.5k | 180.91 |
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| General Motors Company (GM) | 0.0 | $271k | 3.5k | 77.08 |
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| O'reilly Automotive (ORLY) | 0.0 | $267k | +18% | 2.9k | 92.09 |
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| Merck & Co (MRK) | 0.0 | $261k | NEW | 2.0k | 128.50 |
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| Analog Devices (ADI) | 0.0 | $259k | NEW | 652.00 | 397.17 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $250k | NEW | 486.00 | 513.86 |
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| Cisco Systems (CSCO) | 0.0 | $245k | NEW | 2.1k | 117.46 |
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| Starbucks Corporation (SBUX) | 0.0 | $235k | +2% | 2.3k | 102.19 |
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| Pinterest Cl A (PINS) | 0.0 | $232k | 11k | 21.03 |
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| IDEXX Laboratories (IDXX) | 0.0 | $231k | +13% | 439.00 | 526.44 |
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| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.0 | $223k | NEW | 1.2k | 185.23 |
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| Costco Wholesale Corporation (COST) | 0.0 | $210k | +9% | 224.00 | 935.47 |
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| Suncor Energy (SU) | 0.0 | $207k | +18% | 3.9k | 53.68 |
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| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.0 | $204k | NEW | 3.2k | 64.50 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $201k | NEW | 491.00 | 409.50 |
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| BRC Com Cl A (BRCC) | 0.0 | $88k | NEW | 79k | 1.11 |
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| Snap Cl A (SNAP) | 0.0 | $45k | NEW | 10k | 4.44 |
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| T3 Defense Com New (DFNS) | 0.0 | $2.8k | NEW | 17k | 0.17 |
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Past Filings by Coyle Financial Counsel
SEC 13F filings are viewable for Coyle Financial Counsel going back to 2013
- Coyle Financial Counsel 2026 Q2 filed Aug. 7, 2026
- Coyle Financial Counsel 2026 Q1 filed May 12, 2026
- Coyle Financial Counsel 2025 Q4 filed Feb. 10, 2026
- 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