Financial Counselors
Latest statistics and disclosures from Financial Counselors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, VEA, IJR, VWO, IEMG, and represent 90.52% of Financial Counselors's stock portfolio.
- Added to shares of these 3 stocks: IVV (+$43M), IJR, VOO.
- Reduced shares in these 10 stocks: SCHG (-$24M), SCHV (-$21M), VBR, VWO, VEA, IEMG, VNQ, SPY, AAPL, MDY.
- Sold out of its positions in SCHG, SCHV.
- Financial Counselors was a net seller of stock by $-3.7M.
- Financial Counselors has $72M in assets under management (AUM), dropping by -4.05%.
- Central Index Key (CIK): 0000949623
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Portfolio Holdings for Financial Counselors
Financial Counselors holds 13 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Eetf (IVV) | 74.1 | $53M | +432% | 78k | 684.94 |
|
| Vanguard Tax-managed Fds Ietf (VEA) | 7.9 | $5.7M | -13% | 91k | 62.47 |
|
| Ishares Tr Eetf (IJR) | 3.6 | $2.6M | +56% | 22k | 120.18 |
|
| Vanguard Intl Equity Index F Ietf (VWO) | 2.4 | $1.8M | -37% | 33k | 53.76 |
|
| Ishares Ietf (IEMG) | 2.4 | $1.8M | -4% | 26k | 67.22 |
|
| Vanguard Index Fds Eetf (VBR) | 2.4 | $1.7M | -38% | 8.1k | 211.79 |
|
| Vanguard Index Fds Aetf (VNQ) | 1.9 | $1.4M | 15k | 88.49 |
|
|
| Vanguard Index Fds Eetf (VOO) | 1.6 | $1.2M | 1.9k | 627.13 |
|
|
| Spdr S&p 500 Etf Tr Eetf (SPY) | 1.2 | $872k | 1.3k | 681.92 |
|
|
| Invesco Exchange Traded Fd T Eetf (RSP) | 0.7 | $536k | 2.8k | 191.56 |
|
|
| Apple (AAPL) | 0.7 | $516k | 1.9k | 271.86 |
|
|
| Spdr S&p Midcap 400 Etf Tr Eetf (MDY) | 0.5 | $343k | 568.00 | 603.28 |
|
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| Invesco Qqq Tr Eetf (QQQ) | 0.5 | $327k | 533.00 | 614.31 |
|
Past Filings by Financial Counselors
SEC 13F filings are viewable for Financial Counselors going back to 2010
- Financial Counselors 2025 Q4 filed Feb. 3, 2026
- Financial Counselors 2025 Q3 filed Nov. 6, 2025
- Financial Counselors 2025 Q2 filed Aug. 1, 2025
- Financial Counselors 2025 Q1 filed April 29, 2025
- Financial Counselors 2024 Q4 filed Feb. 12, 2025
- Financial Counselors 2024 Q3 filed Nov. 14, 2024
- Financial Counselors 2024 Q2 filed Aug. 1, 2024
- Financial Counselors 2024 Q1 filed May 2, 2024
- Financial Counselors 2023 Q4 filed Jan. 26, 2024
- Financial Counselors 2023 Q3 filed Nov. 7, 2023
- Financial Counselors 2023 Q2 filed July 27, 2023
- Financial Counselors 2023 Q1 filed May 2, 2023
- Financial Counselors 2022 Q4 filed Feb. 14, 2023
- Financial Counselors 2022 Q3 filed Nov. 1, 2022
- Financial Counselors 2022 Q2 filed Aug. 2, 2022
- Financial Counselors 2022 Q1 filed April 28, 2022