13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001593038
Total reported value
$548.0M
$548.0M
97 檔
39.0%
According to the latest 13F quarterly dataset, Coyle Financial Counsel LLC managed an equity portfolio of $548.0M at the end of Q3 2025, spanning 97 distinct U.S. exchange-listed positions.
In Q3 2025, Coyle Financial Counsel LLC displayed an active expansion posture, initiating 14 new positions and adding to 24 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 | 16.53% | +0.24% | +7.12% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 13.22% | -0.35% | +2.14% | |
| 3 | FBND | Fidelity Total Bond ETF | ETF-Other | 7.84% | -0.80% | +21.81% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 6.01% | +0.70% | +4.91% | |
| 5 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 5.69% | +0.92% | +6.42% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 5.38% | -0.55% | +12.79% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.36% | +0.05% | +33.56% | |
| 8 | VT | Vanguard Tot World Stk ETF | ETF-Other | 4.31% | — | +3.82% | |
| 9 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 3.99% | -0.46% | +20.81% | |
| 10 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.36% | -0.37% | +17.13% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.02% | -0.02% | -0.69% | |
| 12 | DFAI | Dimensional International Co | ETF-Other | 1.67% | -0.16% | +100.04% | |
| 13 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.46% | -0.09% | -7.34% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.26% | -0.01% | -0.27% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.24% | +0.07% | +3.31% | |
| 16 | DFIC | Dimensional International Co | ETF-Other | 1.21% | -0.14% | -7.62% | |
| 17 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.06% | +0.02% | +3.30% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 0.90% | +0.07% | +9.11% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.82% | +0.03% | +12.10% | |
| 20 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 0.82% | -0.07% | — | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.79% | -0.08% | +20.04% | |
| 22 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.73% | -0.02% | +2.41% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.55% | +0.07% | +14.63% | |
| 24 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.54% | -0.06% | -10.03% | |
| 25 | CRH | CRH plc | Stock-Materials | 0.54% | -0.06% | -7.23% | |
| 26 | AZO | Autozone Inc | Stock-Consumer Disc | 0.52% | -0.07% | -5.76% | |
| 27 | CLH | Clean Harbors Inc | Stock-Industrials | 0.51% | -0.14% | -6.20% | |
| 28 | SGI | Somnigroup International Inc | Stock-Consumer Disc | 0.49% | -0.04% | -6.77% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.48% | -0.01% | -6.94% | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.44% | -0.01% | +6.60% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.42% | +0.09% | +5.65% | |
| 32 | ABBV | Abbvie Inc | Stock-Healthcare | 0.39% | +0.01% | +2.74% | |
| 33 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.38% | — | +9.20% | |
| 34 | LKQ | Lkq CORP | Stock-Consumer Disc | 0.37% | -0.11% | +8.35% | |
| 35 | CIEN | Ciena CORP | Stock-Tech | 0.37% | -0.07% | -54.97% | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.35% | -0.04% | +26.82% | |
| 37 | HQY | Healthequity Inc | Stock-Healthcare | 0.34% | +0.05% | +97.53% | |
| 38 | KEX | Kirby CORP | Stock-Industrials | 0.33% | -0.04% | -7.24% | |
| 39 | MAS | Masco CORP | Stock-Industrials | 0.31% | +0.02% | -6.48% | |
| 40 | PNW | Pinnacle West Capital Corporation | Stock-Utilities | 0.29% | — | -6.79% | |
| 41 | XLK | Ss Technology Select Sector | ETF-Tech | 0.28% | +0.06% | — | |
| 42 | AVGO | Broadcom Inc | Stock-Tech | 0.27% | +0.04% | +16.19% | |
| 43 | PGR | Progressive CORP | Stock-Financials | 0.24% | -0.01% | -3.98% | |
| 44 | AMCR | Amcor plc | Stock-Consumer Disc | 0.23% | — | -5.49% | |
| 45 | DECK | Deckers Outdoor CORP | Stock-Consumer Disc | 0.22% | -0.02% | +102.38% | |
| 46 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.21% | — | — | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.21% | -0.02% | +11.85% | |
| 48 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.21% | +0.01% | +30.99% | |
| 49 | FANG | Diamondback Energy Inc | Stock-Energy | 0.21% | -0.03% | -6.92% | |
| 50 | ABT | Abbott Laboratories | Stock-Healthcare | 0.20% | -0.03% | +6.32% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFAI | Dimensional International Co | +1% | +100.04% | Add |
| 2 | IJH | Ishares Core S&p Midcap ETF | +0.8% | +33.56% | Add |
| 3 | QQQ | Invesco Qqq Trust Series 1 | +0.5% | +4.91% | Add |
| 4 | NVDA | Nvidia CORP | +0.4% | +3.31% | Add |
| 5 | IVV | Ishares Core S&p 500 ETF | +0.4% | +7.12% | Add |
| 6 | FRDM | Freedom 100 Emeging Mrkt ETF | +0.4% | +6.42% | Add |
| 7 | MSFT | Microsoft CORP | +0.2% | +20.04% | Add |
| 8 | AVGO | Broadcom Inc | +0.2% | +16.19% | Add |
| 9 | GOOGL | Alphabet Inc-cl A | +0.1% | +5.65% | Add |
| 10 | GOOG | Alphabet Inc-cl C | +0.1% | +14.63% | Add |
| 11 | META | Meta Platforms Inc-class A | +0.1% | +26.82% | Add |
| 12 | DECK | Deckers Outdoor CORP | +0.1% | +102.38% | Add |
| 13 | JPM | Jpmorgan Chase & Co | 0% | +30.99% | Add |
| 14 | VUSB | Vanguard Ultra Short Bond Et | 0% | +20.81% | Add |
| 15 | VWO | Vanguard Ftse Emerging Marke | 0% | +6.60% | Add |
| 16 | AMZN | Amazon.com Inc | 0% | +12.10% | Add |
| 17 | FBND | Fidelity Total Bond ETF | -0.1% | +21.81% | Add |
| 18 | VCIT | Vanguard Int-term Corporate | -0.1% | +17.13% | Add |
| 19 | SGI | Somnigroup International Inc | -0.1% | -6.77% | Trim |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -6.94% | Add |
| 21 | VXF | Vanguard Extended Market ETF | -0.1% | +3.30% | Add |
| 22 | CRH | CRH plc | -0.1% | -7.23% | Trim |
| 23 | VT | Vanguard Tot World Stk ETF | -0.1% | +3.82% | Add |
| 24 | VTI | Vanguard Total Stock Mkt ETF | -0.2% | -0.27% | Trim |
| 25 | FANG | Diamondback Energy Inc | -0.2% | -6.92% | Trim |
| 26 | PNW | Pinnacle West Capital Corporation | -0.2% | -6.79% | Trim |
| 27 | LKQ | Lkq CORP | -0.3% | +8.35% | Add |
| 28 | PGR | Progressive CORP | -0.4% | -3.98% | Trim |
| 29 | RBA | Rb Global Inc | -0.4% | -36.96% | Trim |
| 30 | VOO | Vanguard S&p 500 ETF | -0.4% | -0.69% | Trim |
| 31 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.4% | +2.41% | Trim |
| 32 | VCSH | Vanguard S/t CORP Bond ETF | -0.6% | +12.79% | Add |
| 33 | VEA | Vanguard Ftse Developed ETF | -0.9% | +2.14% | Add |
| 34 | FENI | Fidelity Enhanced Intl ETF | — | NEW | New buy |
| 35 | HQY | Healthequity Inc | — | NEW | New buy |
| 36 | BERYEUR | Berry Global Group Inc | — | EXIT | Sold out |
| 37 | GPK | Graphic Packaging Holding Co | — | EXIT | Sold out |
| 38 | XLK | Ss Technology Select Sector | — | NEW | New buy |
| 39 | AMCR | Amcor plc | — | NEW | New buy |
| 40 | BC | Brunswick CORP | — | NEW | New buy |
| 41 | XLF | Ss Financial Select Sector | — | NEW | New buy |
| 42 | IIIV | I3 Verticals Inc-class A | — | NEW | New buy |
| 43 | TSLA | Tesla Inc | — | NEW | New buy |
| 44 | AMT | American Tower CORP | — | EXIT | Sold out |
| 45 | UPS | United Parcel Service-cl B | — | NEW | New buy |
| 46 | XLC | Ss Comm Select Sector Spdr | — | NEW | New buy |
| 47 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 48 | BSX | Boston Scientific CORP | — | NEW | New buy |
| 49 | GE | General Electric | — | NEW | New buy |
| 50 | NFLX | Netflix Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Coyle Financial Counsel LLC reported a total U.S. public equity portfolio value of $548.0M across 97 disclosed positions in Q3 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 39.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
FENI
市值: $3.6M
Top Position Liquidated / Trimmed
BERYEUR
前期市值: $1.4M
During Q3 2025, Coyle Financial Counsel LLC's top holdings by market value included IVV (16.5%)、VEA (13.2%)、FBND (7.8%). The largest single position, IVV, represented 16.5% of total portfolio value.
In Q3 2025, Coyle Financial Counsel LLC made 50 total portfolio adjustments, initiating 14 new buys, adding to 24 positions, trimming 9 holdings, and fully liquidating 3 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.