Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Coyle Financial Counsel LLC (CIK 1593038) reported $548.0M across 125 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($91.9M, 16.77%), VEA ($72.1M, 13.15%), FRDM ($42.0M, 7.67%), FBND ($37.7M, 6.87%), QQQ ($36.3M, 6.62%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $91.9M | 16.77% | 122,731 | Added |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $72.1M | 13.15% | 1.0M | Added |
| 3 | FRDM | EA SERIES TRUST | $42.0M | 7.67% | 576,703 | Trimmed |
| 4 | FBND | FIDELITY MERRIMACK STR TR | $37.7M | 6.87% | 827,671 | Added |
| 5 | QQQ | INVESCO QQQ TR | $36.3M | 6.62% | 49,250 | Added |
| 6 | IJH | ISHARES TR | $26.3M | 4.81% | 341,501 | Added |
| 7 | VCSH | VANGUARD SCOTTSDALE FDS | $26.0M | 4.75% | 329,479 | Added |
| 8 | VT | VANGUARD INTL EQUITY INDEX F | $23.2M | 4.23% | 147,778 | Added |
| 9 | VUSB | VANGUARD BD INDEX FDS | $18.9M | 3.44% | 378,923 | Added |
| 10 | VCIT | VANGUARD SCOTTSDALE FDS | $15.7M | 2.86% | 189,477 | Added |
| 11 | VOO | VANGUARD INDEX FDS | $13.9M | 2.55% | 20,307 | Trimmed |
| 12 | DFAI | DIMENSIONAL ETF TRUST | $11.7M | 2.14% | 284,051 | Added |
| 13 | VXUS | VANGUARD STAR FDS | $7.4M | 1.35% | 86,730 | Trimmed |
| 14 | NVDA | NVIDIA CORPORATION | $7.0M | 1.27% | 34,891 | Added |
| 15 | VTI | VANGUARD INDEX FDS | $6.4M | 1.16% | 17,222 | Added |
| 16 | AAPL | APPLE INC | $6.0M | 1.09% | 20,566 | Added |
| 17 | DFIC | DIMENSIONAL ETF TRUST | $5.6M | 1.02% | 150,299 | Trimmed |
| 18 | VXF | VANGUARD INDEX FDS | $5.2M | 0.94% | 20,962 | Trimmed |
| 19 | AMZN | AMAZON COM INC | $4.5M | 0.83% | 19,054 | Added |
| 20 | GOOG | ALPHABET INC | $4.0M | 0.73% | 11,359 | Added |
| 21 | FENI | FIDELITY COVINGTON TRUST | $3.8M | 0.70% | 95,803 | Trimmed |
| 22 | MSFT | MICROSOFT CORP | $3.4M | 0.62% | 9,134 | Added |
| 23 | GOOGL | ALPHABET INC | $3.3M | 0.61% | 9,286 | Added |
| 24 | BIL | SPDR SERIES TRUST | $2.5M | 0.46% | 27,542 | Added |
| 25 | SPY | STATE STR SPDR S&P 500 ETF T | $2.5M | 0.46% | 3,371 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30