Coyle Financial Counsel LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 10, 2026, for the 2025 Q4 period, Coyle Financial Counsel LLC held in its portfolio 114 assets valued at $467,856,819 (i.e. $467.86M).
The most valuable assets in the portfolio included: ISHARES TR ($77.61M), VANGUARD TAX-MANAGED FDS ($61.18M), and FIDELITY MERRIMACK STR TR ($35.10M).
The chart below shows the top 10 valuable assets, and the table below shows the top 114 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Coyle Financial Counsel LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 113317 | 77615339 | CORE S&P500 ETF |
| VANGUARD TAX-MANAGED FDS | 979288 | 61176145 | VAN FTSE DEV MKT |
| FIDELITY MERRIMACK STR TR | 762388 | 35100342 | TOTAL BD ETF |
| EA SERIES TRUST | 580560 | 29765315 | FREEDOM 100 EM |
| INVESCO QQQ TR | 45972 | 28240925 | UNIT SER 1 |
| VANGUARD SCOTTSDALE FDS | 302588 | 24125372 | SHRT TRM CORP BD |
| ISHARES TR | 313767 | 20708613 | CORE S&P MCP ETF |
| VANGUARD INTL EQUITY INDEX F | 140407 | 19805764 | TT WRLD ST ETF |
| VANGUARD BD INDEX FDS | 361964 | 18040281 | VANGUARD ULTRA |
| VANGUARD SCOTTSDALE FDS | 181341 | 15187306 | INT-TERM CORP |
| VANGUARD INDEX FDS | 20748 | 13011780 | S&P 500 ETF SHS |
| DIMENSIONAL ETF TRUST | 242768 | 9251888 | INTL CORE EQT MK |
| VANGUARD STAR FDS | 88829 | 6701265 | VG TL INTL STK F |
| NVIDIA CORPORATION | 32931 | 6141671 | COM |
| VANGUARD INDEX FDS | 17160 | 5753165 | TOTAL STK MKT |
| DIMENSIONAL ETF TRUST | 156307 | 5386339 | INTL CORE EQUITY |
| APPLE INC | 17743 | 4823736 | COM |
| VANGUARD INDEX FDS | 21334 | 4461467 | EXTEND MKT ETF |
| MICROSOFT CORP | 8285 | 4006792 | COM |
| AMAZON COM INC | 17139 | 3956024 | COM |
| FIDELITY COVINGTON TRUST | 99595 | 3643185 | ENHANCED INTL |
| ALPHABET INC | 10769 | 3379314 | CAP STK CL C |
| ALPHABET INC | 7767 | 2431071 | CAP STK CL A |
| ISHARES TR | 30159 | 2338204 | EAFE SML CP ETF |
| SPDR SERIES TRUST | 25160 | 2299121 | STATE STREET SPD |
| CIENA CORP | 9424 | 2203991 | COM NEW |
| SPDR S&P 500 ETF TR | 3146 | 2145350 | TR UNIT |
| CRH PLC | 17095 | 2133456 | ORD |
| SOMNIGROUP INTERNATIONAL INC | 22485 | 2007461 | COM |
| CLEAN HARBORS INC | 8236 | 1931060 | COM |
| ABBVIE INC | 8014 | 1831119 | COM |
| VANGUARD INTL EQUITY INDEX F | 33058 | 1777205 | FTSE EMR MKT ETF |
| SPDR S&P MIDCAP 400 ETF TR | 2749 | 1658417 | UTSER1 S&PDCRP |
| AUTOZONE INC | 468 | 1587222 | COM |
| BROADCOM INC | 4200 | 1453620 | COM |
| META PLATFORMS INC | 2181 | 1439656 | CL A |
| LKQ CORP | 42750 | 1291035 | COM |
| SELECT SECTOR SPDR TR | 8638 | 1243613 | STATE STREET TEC |
| JPMORGAN CHASE & CO. | 3783 | 1218956 | COM |
| HEALTHEQUITY INC | 12795 | 1172150 | COM |
| RB GLOBAL INC | 11360 | 1168603 | COM |
| BERKSHIRE HATHAWAY INC DEL | 2273 | 1142523 | CL B NEW |
| KIRBY CORP | 10314 | 1136397 | COM |
| PINNACLE FINL PARTNERS INC | 11485 | 1095784 | COM |
| MASCO CORP | 16622 | 1054800 | COM |
| ISHARES TR | 2460 | 951651 | RUSSELL 3000 ETF |
| DECKERS OUTDOOR CORP | 9096 | 942982 | COM |
| ABBOTT LABS | 7273 | 911234 | COM |
| DELL TECHNOLOGIES INC | 6983 | 879020 | CL C |
| GOLDMAN SACHS ETF TR | 8590 | 858483 | ACCES TREASURY |
| PROGRESSIVE CORP | 3748 | 853381 | COM |
| CATERPILLAR INC | 1369 | 784259 | COM |
| FIRST HORIZON CORPORATION | 32143 | 768218 | COM |
| BRUNSWICK CORP | 10181 | 755837 | COM |
| TESLA INC | 1520 | 683574 | COM |
| MCDONALDS CORP | 2215 | 676970 | COM |
| ISHARES TR | 6623 | 664776 | 0-3 MNTH TREASRY |
| ISHARES TR | 12207 | 617430 | ULTRA SHORT DUR |
| UNITED PARCEL SERVICE INC | 6113 | 606348 | CL B |
| SELECT SECTOR SPDR TR | 10160 | 556489 | STATE STREET FIN |
| HOME DEPOT INC | 1557 | 535764 | COM |
| VISA INC | 1514 | 531128 | COM CL A |
| ELI LILLY & CO | 482 | 517996 | COM |
| BANK AMERICA CORP | 9413 | 517715 | COM |
| JOHNSON & JOHNSON | 2494 | 516133 | COM |
| AMERICAN HOMES 4 RENT | 15997 | 513488 | CL A |
| KNIGHT-SWIFT TRANSN HLDGS IN | 9813 | 513024 | CL A |
| CROWDSTRIKE HLDGS INC | 1044 | 489385 | CL A |
| WALMART INC | 4349 | 484523 | COM |
| VANGUARD INSTL INDEX FD | 6349 | 478905 | 0-3 MO TREAS BIL |
| PALO ALTO NETWORKS INC | 2572 | 473762 | COM |
| ISHARES TR | 3833 | 472456 | S&P 500 GRWT ETF |
| DIAMONDBACK ENERGY INC | 2954 | 444075 | COM |
| RTX CORPORATION | 2351 | 431257 | COM |
| WINTRUST FINL CORP | 2919 | 408135 | COM |
| GE AEROSPACE | 1309 | 403211 | COM NEW |
| SELECT SECTOR SPDR TR | 3413 | 401778 | STATE STREET COM |
| CITIGROUP INC | 3365 | 392662 | COM NEW |
| COCA COLA CONS INC | 2351 | 360474 | COM |
| MCKESSON CORP | 433 | 355186 | COM |
| GENERAL MTRS CO | 4236 | 344472 | COM |
| SELECT SECTOR SPDR TR | 2207 | 341647 | STATE STREET HEA |
| GE VERNOVA INC | 520 | 339856 | COM |
| BOSTON SCIENTIFIC CORP | 3560 | 339446 | COM |
| I3 VERTICALS INC | 13462 | 339108 | COM CL A |
| CME GROUP INC | 1225 | 334523 | COM |
| CARDINAL HEALTH INC | 1621 | 333116 | COM |
| QUANTA SVCS INC | 784 | 330895 | COM |
| TJX COS INC NEW | 2140 | 328725 | COM |
| CHEVRON CORP NEW | 2132 | 324938 | COM |
| FIRST TR EXCH TRADED FD III | 6204 | 317242 | MANAGD MUN ETF |
| ISHARES TR | 10000 | 309600 | PFD AND INCM SEC |
| UNION PAC CORP | 1312 | 303492 | COM |
| REINSURANCE GRP OF AMERICA I | 1418 | 288506 | COM NEW |
| PINTEREST INC | 10589 | 274149 | CL A |
| NETFLIX INC | 2910 | 272842 | COM |
| PALANTIR TECHNOLOGIES INC | 1467 | 260759 | CL A |
| QUALCOMM INC | 1487 | 254351 | COM |
| GLOBE LIFE INC | 1791 | 250489 | COM |
| IDEXX LABS INC | 366 | 247610 | COM |
| SERVICENOW INC | 1605 | 245870 | COM |
| DOLLAR GEN CORP NEW | 1775 | 235667 | COM |
| MONOLITHIC PWR SYS INC | 258 | 233841 | COM |
| ARISTA NETWORKS INC | 1741 | 228123 | COM SHS |
| ATI INC | 1942 | 222864 | COM |
| FEDEX CORP | 771 | 222711 | COM |
| EXXON MOBIL CORP | 1838 | 221203 | COM |
| OREILLY AUTOMOTIVE INC | 2403 | 219178 | COM |
| UNITEDHEALTH GROUP INC | 654 | 215892 | COM |
| INTEL CORP | 5748 | 212101 | COM |
| AMERICAN EXPRESS CO | 565 | 209022 | COM |
| MARVELL TECHNOLOGY INC | 2368 | 201233 | COM |
| VODAFONE GROUP PLC NEW | 11251 | 148626 | SPONSORED ADR |
| AMCOR PLC | 13210 | 110171 | ORD |