Financial Counselors
Latest statistics and disclosures from Financial Counselors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, VEA, IJR, VWO, VBR, and represent 92.63% of Financial Counselors's stock portfolio.
- Added to shares of these 2 stocks: IVV, VWO.
- Reduced shares in these 8 stocks: VNQ, IEMG, VEA, MDY, VBR, AAPL, VOO, IJR.
- Sold out of its position in VNQ.
- Financial Counselors was a net buyer of stock by $1.0M.
- Financial Counselors has $71M in assets under management (AUM), dropping by -1.73%.
- Central Index Key (CIK): 0000949623
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Portfolio Holdings for Financial Counselors
Financial Counselors holds 12 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 Core S&p 500 Etf Eetf (IVV) | 75.7 | $54M | +5% | 82k | 653.21 |
|
| Vanguard Ftse Developed Market Ietf (VEA) | 8.2 | $5.8M | 90k | 64.08 |
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| Ishares Core S&p Small-cap Etf Eetf (IJR) | 3.8 | $2.7M | 22k | 124.31 |
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| Vanguard Ftse Emerging Markets Ietf (VWO) | 2.5 | $1.8M | 33k | 54.05 |
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| Vanguard Small Cap Value Etf Eetf (VBR) | 2.5 | $1.7M | 8.0k | 217.25 |
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| Ishares Core Msci Emerging Mar Ietf (IEMG) | 2.4 | $1.7M | -7% | 24k | 69.75 |
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| Vanguard S&p 500 Etf Eetf (VOO) | 1.6 | $1.1M | 1.9k | 597.55 |
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| State Street Spdr S&p 500 Etf Eetf (SPY) | 1.2 | $831k | 1.3k | 650.34 |
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| Invesco Exchange Traded Fd Tr Eetf (RSP) | 0.8 | $537k | 2.8k | 191.92 |
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| Apple (AAPL) | 0.6 | $460k | -4% | 1.8k | 253.79 |
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| Invesco Qqq Tr Unit Ser 1 Eetf (QQQ) | 0.4 | $308k | 533.00 | 577.18 |
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| State Str Spdr S&p Midcap 400 Eetf (MDY) | 0.4 | $278k | -20% | 450.00 | 616.76 |
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Past Filings by Financial Counselors
SEC 13F filings are viewable for Financial Counselors going back to 2010
- Financial Counselors 2026 Q1 filed May 1, 2026
- 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