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CIK: 0001593038
Total reported value
$548.0M
$548.0M
114 檔
42.3%
In Q4 2025, Coyle Financial Counsel LLC's U.S. equity holdings reached a combined market value of $548.0M, distributed across 114 disclosed stock positions.
In Q4 2025, Coyle Financial Counsel LLC displayed an active expansion posture, initiating 13 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 | 16.59% | +0.24% | +5.74% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 13.08% | -0.35% | +2.32% | |
| 3 | FBND | Fidelity Total Bond ETF | ETF-Other | 7.50% | -0.80% | +3.63% | |
| 4 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 6.36% | +0.92% | +4.29% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 6.04% | +0.70% | +5.78% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 5.16% | -0.55% | +3.72% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.43% | +0.05% | +8.15% | |
| 8 | VT | Vanguard Tot World Stk ETF | ETF-Other | 4.23% | — | +3.59% | |
| 9 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 3.86% | -0.46% | +4.64% | |
| 10 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.25% | -0.37% | +4.69% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.78% | -0.02% | -3.04% | |
| 12 | DFAI | Dimensional International Co | ETF-Other | 1.98% | -0.16% | +21.86% | |
| 13 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.43% | -0.09% | +2.74% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.31% | +0.07% | +14.62% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.23% | -0.01% | +2.66% | |
| 16 | DFIC | Dimensional International Co | ETF-Other | 1.15% | -0.14% | -2.08% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.03% | +0.07% | +15.62% | |
| 18 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.95% | +0.02% | -2.95% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 0.86% | -0.08% | +25.38% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.85% | +0.03% | +5.22% | |
| 21 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 0.78% | -0.07% | -1.53% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.72% | +0.07% | +9.25% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.52% | +0.09% | +4.19% | |
| 24 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.50% | -0.06% | -2.03% | |
| 25 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.49% | -0.02% | -27.55% | |
| 26 | CIEN | Ciena CORP | Stock-Tech | 0.47% | -0.07% | -13.37% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.46% | -0.01% | +1.52% | |
| 28 | CRH | CRH plc | Stock-Materials | 0.46% | -0.06% | -13.03% | |
| 29 | SGI | Somnigroup International Inc | Stock-Consumer Disc | 0.43% | -0.04% | -11.56% | |
| 30 | CLH | Clean Harbors Inc | Stock-Industrials | 0.41% | -0.14% | -13.97% | |
| 31 | ABBV | Abbvie Inc | Stock-Healthcare | 0.39% | +0.01% | +10.36% | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.38% | -0.01% | -5.26% | |
| 33 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.35% | — | +0.29% | |
| 34 | AZO | Autozone Inc | Stock-Consumer Disc | 0.34% | -0.07% | -10.69% | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.31% | +0.04% | +17.25% | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.31% | -0.04% | +4.60% | |
| 37 | LKQ | Lkq CORP | Stock-Consumer Disc | 0.28% | -0.11% | -17.76% | |
| 38 | XLK | Ss Technology Select Sector | ETF-Tech | 0.27% | +0.06% | +100.00% | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.26% | +0.01% | +29.16% | |
| 40 | HQY | Healthequity Inc | Stock-Healthcare | 0.25% | +0.05% | -17.09% | |
| 41 | RBA | Rb Global Inc | Stock-Industrials | 0.25% | — | +50.74% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.24% | -0.02% | +22.86% | |
| 43 | KEX | Kirby CORP | Stock-Industrials | 0.24% | -0.04% | -40.73% | |
| 44 | PNW | Pinnacle West Capital Corporation | Stock-Utilities | 0.23% | — | -14.24% | |
| 45 | MAS | Masco CORP | Stock-Industrials | 0.23% | +0.02% | -12.82% | |
| 46 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.20% | — | — | |
| 47 | DECK | Deckers Outdoor CORP | Stock-Consumer Disc | 0.20% | -0.02% | -4.33% | |
| 48 | ABT | Abbott Laboratories | Stock-Healthcare | 0.19% | -0.03% | +14.00% | |
| 49 | DELL | Dell Technologies -c | Stock-Tech | 0.19% | +0.12% | — | |
| 50 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 0.18% | -0.02% | +7.63% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FRDM | Freedom 100 Emeging Mrkt ETF | +0.7% | +4.29% | Add |
| 2 | DFAI | Dimensional International Co | +0.3% | +21.86% | Add |
| 3 | GOOG | Alphabet Inc-cl C | +0.2% | +9.25% | Add |
| 4 | AAPL | Apple Inc | +0.1% | +15.62% | Add |
| 5 | CIEN | Ciena CORP | +0.1% | -13.37% | Trim |
| 6 | GOOGL | Alphabet Inc-cl A | +0.1% | +4.19% | Add |
| 7 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +8.15% | Add |
| 8 | NVDA | Nvidia CORP | +0.1% | +14.62% | Add |
| 9 | MSFT | Microsoft CORP | +0.1% | +25.38% | Add |
| 10 | IVV | Ishares Core S&p 500 ETF | +0.1% | +5.74% | Add |
| 11 | RBA | Rb Global Inc | +0.1% | +50.74% | Add |
| 12 | LLY | Eli Lilly & Co | +0.1% | +64.51% | Add |
| 13 | JPM | Jpmorgan Chase & Co | +0.1% | +29.16% | Add |
| 14 | JNJ | Johnson & Johnson | +0.1% | +76.63% | Add |
| 15 | AVGO | Broadcom Inc | 0% | +17.25% | Add |
| 16 | QQQ | Invesco Qqq Trust Series 1 | 0% | +5.78% | Add |
| 17 | AMZN | Amazon.com Inc | 0% | +5.22% | Add |
| 18 | VXUS | Vanguard Total Intl Stock | 0% | +2.74% | Add |
| 19 | VTI | Vanguard Total Stock Mkt ETF | 0% | +2.66% | Add |
| 20 | VT | Vanguard Tot World Stk ETF | -0.1% | +3.59% | Add |
| 21 | MAS | Masco CORP | -0.1% | -12.82% | Trim |
| 22 | CRH | CRH plc | -0.1% | -13.03% | Trim |
| 23 | KEX | Kirby CORP | -0.1% | -40.73% | Trim |
| 24 | LKQ | Lkq CORP | -0.1% | -17.76% | Trim |
| 25 | HQY | Healthequity Inc | -0.1% | -17.09% | Trim |
| 26 | CLH | Clean Harbors Inc | -0.1% | -13.97% | Trim |
| 27 | VCIT | Vanguard Int-term Corporate | -0.1% | +4.69% | Add |
| 28 | FANG | Diamondback Energy Inc | -0.1% | -54.23% | Trim |
| 29 | VUSB | Vanguard Ultra Short Bond Et | -0.1% | +4.64% | Add |
| 30 | VEA | Vanguard Ftse Developed ETF | -0.1% | +2.32% | Add |
| 31 | AZO | Autozone Inc | -0.2% | -10.69% | Trim |
| 32 | AMCR | Amcor plc | -0.2% | -89.38% | Trim |
| 33 | VCSH | Vanguard S/t CORP Bond ETF | -0.2% | +3.72% | Add |
| 34 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.2% | -27.55% | Trim |
| 35 | FBND | Fidelity Total Bond ETF | -0.3% | +3.63% | Add |
| 36 | DELL | Dell Technologies -c | — | NEW | New buy |
| 37 | FHN | First Horizon CORP | — | NEW | New buy |
| 38 | VBIL | Vanguard 0-3m T-bill ETF | — | NEW | New buy |
| 39 | RTX | Rtx CORP | — | NEW | New buy |
| 40 | WTFC | Wintrust Financial CORP | — | NEW | New buy |
| 41 | GM | General Motors Co | — | NEW | New buy |
| 42 | MA | Mastercard Inc - A | — | EXIT | Sold out |
| 43 | ✓ | Rtx Corporation | — | EXIT | Sold out |
| 44 | GL | Globe Life Inc | — | NEW | New buy |
| 45 | IDXX | Idexx Laboratories Inc | — | NEW | New buy |
| 46 | DG | Dollar General CORP | — | NEW | New buy |
| 47 | MPWR | Monolithic Power Systems Inc | — | NEW | New buy |
| 48 | ANET | Arista Networks Inc | — | NEW | New buy |
| 49 | ATI | Ati Inc | — | NEW | New buy |
| 50 | FDX | Fedex CORP | — | 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 114 disclosed positions in Q4 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 42.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
DELL
市值: $879.0K
Top Position Liquidated / Trimmed
MA
前期市值: $300.3K
During Q4 2025, Coyle Financial Counsel LLC's top holdings by market value included IVV (16.6%)、VEA (13.1%)、FBND (7.5%). The largest single position, IVV, represented 16.6% of total portfolio value.
In Q4 2025, Coyle Financial Counsel LLC made 50 total portfolio adjustments, initiating 13 new buys, adding to 24 positions, trimming 11 holdings, and fully liquidating 2 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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