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, FRDM, QQQ, and represent 50.36% of Coyle Financial Counsel's stock portfolio.
- Added to shares of these 10 stocks: IVV, FBND, QQQ, DFAI, IJH, VCSH, VEA, PNFP, VT, KNX.
- Started 8 new stock positions in LMT, PNFP, SU, QNCX, PM, GNRC, COST, SBUX.
- Reduced shares in these 10 stocks: CIEN, , PFF, GBIL, VOO, QCOM, , DG, , AXP.
- Sold out of its positions in AXP, DG, FDX, PFF, Pinnacle Financial Partners, QCOM, NOW, VOD, Amcor.
- Coyle Financial Counsel was a net buyer of stock by $9.6M.
- Coyle Financial Counsel has $473M in assets under management (AUM), dropping by 1.06%.
- Central Index Key (CIK): 0001593038
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Portfolio Holdings for Coyle Financial Counsel
Coyle Financial Counsel holds 113 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 16.5 | $78M | +5% | 120k | 653.21 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 13.5 | $64M | 996k | 64.08 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 7.7 | $36M | +4% | 795k | 45.62 |
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| Ea Series Trust Freedom 100 Em (FRDM) | 6.7 | $32M | 584k | 54.65 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 5.9 | $28M | +5% | 49k | 577.18 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 5.3 | $25M | +4% | 316k | 79.27 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 4.8 | $23M | +6% | 333k | 67.53 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 4.2 | $20M | +3% | 145k | 138.32 |
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| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 3.9 | $18M | +2% | 370k | 49.79 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 3.2 | $15M | 185k | 82.75 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.6 | $12M | -2% | 20k | 597.54 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 2.3 | $11M | +14% | 279k | 38.96 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 1.4 | $6.8M | 89k | 77.11 |
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| NVIDIA Corporation (NVDA) | 1.2 | $5.7M | 32k | 174.40 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.2 | $5.5M | 17k | 320.81 |
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| Dimensional Etf Trust Intl Core Equity (DFIC) | 1.2 | $5.5M | 154k | 35.53 |
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| Apple (AAPL) | 1.0 | $4.8M | +6% | 19k | 253.79 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.9 | $4.3M | 21k | 205.80 |
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| Amazon (AMZN) | 0.8 | $3.8M | +5% | 18k | 208.27 |
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| Fidelity Covington Trust Enhanced Intl (FENI) | 0.8 | $3.7M | 98k | 37.20 |
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| Microsoft Corporation (MSFT) | 0.7 | $3.3M | +8% | 9.0k | 370.15 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $3.1M | 11k | 286.86 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $2.5M | +10% | 8.6k | 287.56 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.5 | $2.4M | 30k | 78.41 |
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| Spdr Series Trust State Street Spd (BIL) | 0.5 | $2.3M | 25k | 91.64 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.5 | $2.2M | +8% | 3.4k | 650.35 |
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| Clean Harbors (CLH) | 0.5 | $2.2M | -7% | 7.6k | 286.71 |
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| CRH Ord (CRH) | 0.4 | $1.8M | 17k | 105.12 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $1.8M | 32k | 54.05 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.4 | $1.7M | 2.7k | 616.76 |
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| Abbvie (ABBV) | 0.4 | $1.7M | -4% | 7.7k | 217.48 |
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| Tempur-Pedic International (SGI) | 0.3 | $1.5M | -11% | 20k | 73.92 |
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| AutoZone (AZO) | 0.3 | $1.4M | -9% | 423.00 | 3377.78 |
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| Ciena Corp Com New (CIEN) | 0.3 | $1.4M | -61% | 3.7k | 388.23 |
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| Meta Platforms Cl A (META) | 0.3 | $1.3M | +7% | 2.3k | 572.13 |
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| Broadcom (AVGO) | 0.3 | $1.2M | -6% | 3.9k | 309.51 |
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| Kirby Corporation (KEX) | 0.2 | $1.2M | -14% | 8.9k | 132.88 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.2 | $1.1M | 8.6k | 132.90 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $1.1M | +2% | 3.9k | 294.18 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $1.1M | +2% | 2.3k | 479.20 |
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| Knight-swift Transn Hldgs In Cl A (KNX) | 0.2 | $1.1M | +96% | 19k | 57.58 |
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| LKQ Corporation (LKQ) | 0.2 | $1.1M | -12% | 37k | 29.37 |
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| Dell Technologies CL C (DELL) | 0.2 | $993k | -13% | 6.0k | 164.13 |
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| Rb Global (RBA) | 0.2 | $990k | -9% | 10k | 95.85 |
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| Caterpillar (CAT) | 0.2 | $988k | 1.4k | 708.46 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.2 | $912k | 2.5k | 370.68 |
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| Masco Corporation (MAS) | 0.2 | $907k | -9% | 15k | 60.37 |
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| Healthequity (HQY) | 0.2 | $896k | -16% | 11k | 83.57 |
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| Pinnacle Finl Partners (PNFP) | 0.2 | $871k | NEW | 10k | 86.14 |
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| Deckers Outdoor Corporation (DECK) | 0.2 | $861k | -5% | 8.6k | 100.09 |
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| Abbott Laboratories (ABT) | 0.2 | $709k | -5% | 6.9k | 102.66 |
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| Progressive Corporation (PGR) | 0.1 | $704k | -5% | 3.6k | 198.21 |
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| McDonald's Corporation (MCD) | 0.1 | $698k | 2.2k | 310.79 |
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| Brunswick Corporation (BC) | 0.1 | $669k | -9% | 9.2k | 72.76 |
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| First Horizon National Corporation (FHN) | 0.1 | $658k | -10% | 29k | 22.76 |
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| Ishares Tr Ultra Short Dur (ICSH) | 0.1 | $635k | +2% | 13k | 50.62 |
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| Tesla Motors (TSLA) | 0.1 | $627k | +10% | 1.7k | 371.75 |
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| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.1 | $597k | -30% | 6.0k | 100.19 |
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| Wal-Mart Stores (WMT) | 0.1 | $590k | +9% | 4.8k | 124.28 |
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| United Parcel Svcs CL B (UPS) | 0.1 | $563k | -6% | 5.7k | 98.38 |
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| Eli Lilly & Co. (LLY) | 0.1 | $539k | +21% | 586.00 | 919.77 |
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| Home Depot (HD) | 0.1 | $520k | 1.6k | 328.89 |
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| Johnson & Johnson (JNJ) | 0.1 | $519k | -14% | 2.1k | 244.44 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.1 | $503k | 10k | 49.37 |
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| Diamondback Energy (FANG) | 0.1 | $501k | -14% | 2.5k | 197.79 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.1 | $495k | -25% | 4.9k | 100.65 |
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| Visa Com Cl A (V) | 0.1 | $492k | +7% | 1.6k | 302.19 |
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| Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) | 0.1 | $480k | 6.4k | 75.65 |
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| Quanta Services (PWR) | 0.1 | $466k | +8% | 849.00 | 549.02 |
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| Bank of America Corporation (BAC) | 0.1 | $455k | 9.3k | 48.75 |
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| Coca-Cola Bottling Co. Consolidated (COKE) | 0.1 | $452k | 2.4k | 191.75 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $445k | 2.3k | 192.86 |
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| Palo Alto Networks (PANW) | 0.1 | $426k | +3% | 2.7k | 160.32 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $424k | -2% | 3.8k | 113.11 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $413k | +32% | 2.4k | 169.63 |
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| Wintrust Financial Corporation (WTFC) | 0.1 | $405k | 2.9k | 138.94 |
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| Ge Aerospace Com New (GE) | 0.1 | $403k | +8% | 1.4k | 283.77 |
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| American Homes 4 Rent Cl A (AMH) | 0.1 | $399k | -10% | 14k | 27.92 |
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| Ge Vernova (GEV) | 0.1 | $388k | -14% | 445.00 | 872.90 |
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| Cme (CME) | 0.1 | $387k | +7% | 1.3k | 295.24 |
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| Chevron Corporation (CVX) | 0.1 | $386k | -12% | 1.9k | 206.92 |
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| TJX Companies (TJX) | 0.1 | $382k | +11% | 2.4k | 159.70 |
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| McKesson Corporation (MCK) | 0.1 | $382k | 441.00 | 865.36 |
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| Select Sector Spdr Tr State Street Com (XLC) | 0.1 | $378k | 3.4k | 110.86 |
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| Generac Holdings (GNRC) | 0.1 | $374k | NEW | 1.9k | 195.33 |
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| Citigroup Com New (C) | 0.1 | $336k | -11% | 3.0k | 113.41 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.1 | $324k | 2.2k | 146.61 |
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| Union Pacific Corporation (UNP) | 0.1 | $320k | 1.3k | 242.62 |
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| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.1 | $314k | 6.2k | 50.66 |
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| Cardinal Health (CAH) | 0.1 | $297k | -13% | 1.4k | 211.31 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $297k | -27% | 761.00 | 390.41 |
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| Reinsurance Group Amer Com New (RGA) | 0.1 | $295k | 1.4k | 204.16 |
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| Allegheny Technologies Incorporated (ATI) | 0.1 | $287k | 2.0k | 145.46 |
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| Netflix (NFLX) | 0.1 | $286k | +2% | 3.0k | 96.15 |
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| Monolithic Power Systems (MPWR) | 0.1 | $285k | 261.00 | 1093.35 |
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| Intel Corporation (INTC) | 0.1 | $271k | +6% | 6.1k | 44.13 |
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| General Motors Company (GM) | 0.1 | $260k | -17% | 3.5k | 74.50 |
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| I3 Verticals Com Cl A (IIIV) | 0.1 | $258k | -14% | 12k | 22.36 |
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| Globe Life (GL) | 0.1 | $255k | +2% | 1.8k | 139.17 |
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| Marvell Technology (MRVL) | 0.1 | $239k | 2.4k | 99.05 |
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| Philip Morris International (PM) | 0.1 | $237k | NEW | 1.4k | 165.34 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $233k | +8% | 1.6k | 146.28 |
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| Arista Networks Com Shs (ANET) | 0.0 | $227k | +5% | 1.8k | 122.78 |
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| O'reilly Automotive (ORLY) | 0.0 | $225k | 2.4k | 92.31 |
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| Boston Scientific Corporation (BSX) | 0.0 | $219k | 3.5k | 62.75 |
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| IDEXX Laboratories (IDXX) | 0.0 | $218k | +5% | 387.00 | 561.89 |
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| Suncor Energy (SU) | 0.0 | $215k | NEW | 3.3k | 66.11 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $205k | NEW | 339.00 | 604.39 |
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| Costco Wholesale Corporation (COST) | 0.0 | $204k | NEW | 205.00 | 996.43 |
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| Starbucks Corporation (SBUX) | 0.0 | $202k | NEW | 2.2k | 89.59 |
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| UnitedHealth (UNH) | 0.0 | $201k | +13% | 744.00 | 270.59 |
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| Pinterest Cl A (PINS) | 0.0 | $200k | +3% | 11k | 18.34 |
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| Cortexyme (QNCX) | 0.0 | $1.1k | NEW | 11k | 0.10 |
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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 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
- Coyle Financial Counsel 2022 Q1 filed May 9, 2022