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CIK: 0001593038
Total reported value
$548.0M
$548.0M
76 檔
29.7%
As reported in its official Q1 2025 Form 13F filing, Coyle Financial Counsel LLC's tracked investment portfolio stood at $548.0M with 76 total positions.
In Q1 2025, Coyle Financial Counsel LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 16.11% | +0.24% | +9.33% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 14.12% | -0.35% | +3.33% | |
| 3 | FBND | Fidelity Total Bond ETF | ETF-Other | 7.89% | -0.80% | +5.94% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 5.99% | -0.55% | +13.33% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.53% | +0.70% | +9.73% | |
| 6 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 5.31% | +0.92% | +8.04% | |
| 7 | VT | Vanguard Tot World Stk ETF | ETF-Other | 4.40% | — | +6.29% | |
| 8 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 4.01% | -0.46% | +4.65% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.54% | +0.05% | +14.31% | |
| 10 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.41% | -0.37% | +5.01% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.40% | -0.02% | -3.09% | |
| 12 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.85% | -0.09% | -14.07% | |
| 13 | DFIC | Dimensional International Co | ETF-Other | 1.55% | -0.14% | -17.07% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.43% | -0.01% | +1.15% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.26% | +0.07% | +7.44% | |
| 16 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.12% | +0.02% | -4.57% | |
| 17 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.11% | -0.02% | +129.03% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.85% | +0.03% | +15.30% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 0.81% | +0.07% | +6.50% | |
| 20 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.70% | -0.06% | -16.92% | |
| 21 | DFAI | Dimensional International Co | ETF-Other | 0.69% | -0.16% | +193.78% | |
| 22 | AZO | Autozone Inc | Stock-Consumer Disc | 0.68% | -0.07% | +0.17% | |
| 23 | LKQ | Lkq CORP | Stock-Consumer Disc | 0.67% | -0.11% | -12.32% | |
| 24 | CRH | CRH plc | Stock-Materials | 0.62% | -0.06% | -11.86% | |
| 25 | PGR | Progressive CORP | Stock-Financials | 0.59% | -0.01% | -35.05% | |
| 26 | CLH | Clean Harbors Inc | Stock-Industrials | 0.58% | -0.14% | -0.56% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.58% | -0.08% | +53.20% | |
| 28 | RBA | Rb Global Inc | Stock-Industrials | 0.55% | — | -23.93% | |
| 29 | SGI | Somnigroup International Inc | Stock-Consumer Disc | 0.54% | -0.04% | +12.31% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.53% | -0.01% | +3.86% | |
| 31 | KEX | Kirby CORP | Stock-Industrials | 0.52% | -0.04% | +5.08% | |
| 32 | PNW | Pinnacle West Capital Corporation | Stock-Utilities | 0.50% | — | +0.24% | |
| 33 | MAS | Masco CORP | Stock-Industrials | 0.47% | +0.02% | -10.47% | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.46% | +0.07% | +1.29% | |
| 35 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.46% | -0.01% | -7.89% | |
| 36 | ABBV | Abbvie Inc | Stock-Healthcare | 0.45% | +0.01% | +2.60% | |
| 37 | BERYEUR | Berry Global Group Inc | Stock-Other | 0.42% | — | -11.61% | |
| 38 | GPK | Graphic Packaging Holding Co | Stock-Consumer Disc | 0.42% | — | -11.86% | |
| 39 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.41% | — | -2.79% | |
| 40 | FANG | Diamondback Energy Inc | Stock-Energy | 0.41% | -0.03% | -8.88% | |
| 41 | CIEN | Ciena CORP | Stock-Tech | 0.39% | -0.07% | -4.06% | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.32% | +0.09% | +1.85% | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.27% | -0.04% | +26.27% | |
| 44 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 0.24% | -0.02% | -7.72% | |
| 45 | ABT | Abbott Laboratories | Stock-Healthcare | 0.24% | -0.03% | +1.39% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.24% | -0.02% | +30.26% | |
| 47 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.24% | — | -0.04% | |
| 48 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.20% | +0.01% | +0.38% | |
| 49 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.18% | -0.01% | +0.13% | |
| 50 | KNX | Knight-swift Transportation | Stock-Industrials | 0.18% | +0.02% | -12.84% |
According to official SEC Form 13F filings, Coyle Financial Counsel LLC reported a total U.S. public equity portfolio value of $548.0M across 76 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, VEA, FBND) accounted for 29.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
IVV
市值: $52.7M
During Q1 2025, Coyle Financial Counsel LLC's top holdings by market value included IVV (16.1%)、VEA (14.1%)、FBND (7.9%). The largest single position, IVV, represented 16.1% of total portfolio value.
In Q1 2025, Coyle Financial Counsel LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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