Coyle Financial Counsel LLC
CIK 1593038
13F filing for Q2 2026・No. 3,678
- Holdings
- US$547.96M
- Quarter change
- +US$75.16M
- Entries
- 126
- Net bought (estimate)
- +US$14.12M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 20
- Sold out 8
- Cut 31
- Added 68
- Corporate actions 0
- Unchanged 6
Largest holdings
125 stocks worth US$547.62M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES TRCORE S&P500 ETF | Added | 122,731 | US$91.91M | 16.78% |
| VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | Added | 1,011,315 | US$72.06M | 13.16% |
| EA SERIES TRUSTFREEDOM 100 EM | Cut | 576,703 | US$42.04M | 7.68% |
| FIDELITY MERRIMACK STR TRTOTAL BD ETF | Added | 827,671 | US$37.65M | 6.88% |
| QQQInvesco QQQUNIT SER 1 | Added | 49,250 | US$36.27M | 6.62% |
| IJHISHARES TRCORE S&P MCP ETF | Added | 341,501 | US$26.33M | 4.81% |
| VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD | Added | 329,479 | US$26.04M | 4.75% |
| VANGUARD INTL EQUITY INDEX FTT WRLD ST ETF | Added | 147,778 | US$23.19M | 4.24% |
| VANGUARD BD INDEX FDSVANGUARD ULTRA | Added | 378,923 | US$18.86M | 3.44% |
| VANGUARD SCOTTSDALE FDSINT-TERM CORP | Added | 189,477 | US$15.66M | 2.86% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 7, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.