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 $472.8M across 112 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($78.1M, 16.53%), VEA ($63.8M, 13.50%), FBND ($36.3M, 7.67%), FRDM ($31.9M, 6.75%), QQQ ($28.0M, 5.92%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $78.1M | 16.53% | 119,618 | Added |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $63.8M | 13.50% | 995,981 | Added |
| 3 | FBND | FIDELITY MERRIMACK STR TR | $36.3M | 7.67% | 794,794 | Added |
| 4 | FRDM | EA SERIES TRUST | $31.9M | 6.75% | 583,848 | Added |
| 5 | QQQ | INVESCO QQQ TR | $28.0M | 5.92% | 48,506 | Added |
| 6 | VCSH | VANGUARD SCOTTSDALE FDS | $25.1M | 5.30% | 316,139 | Added |
| 7 | IJH | ISHARES TR | $22.5M | 4.76% | 333,196 | Added |
| 8 | VT | VANGUARD INTL EQUITY INDEX F | $20.0M | 4.23% | 144,690 | Added |
| 9 | VUSB | VANGUARD BD INDEX FDS | $18.4M | 3.90% | 369,912 | Added |
| 10 | VCIT | VANGUARD SCOTTSDALE FDS | $15.3M | 3.23% | 184,572 | Added |
| 11 | VOO | VANGUARD INDEX FDS | $12.1M | 2.57% | 20,318 | Trimmed |
| 12 | DFAI | DIMENSIONAL ETF TRUST | $10.9M | 2.30% | 279,126 | Added |
| 13 | VXUS | VANGUARD STAR FDS | $6.8M | 1.44% | 88,471 | Trimmed |
| 14 | NVDA | NVIDIA CORPORATION | $5.7M | 1.20% | 32,428 | Trimmed |
| 15 | VTI | VANGUARD INDEX FDS | $5.5M | 1.17% | 17,219 | Added |
| 16 | DFIC | DIMENSIONAL ETF TRUST | $5.5M | 1.16% | 154,270 | Trimmed |
| 17 | AAPL | APPLE INC | $4.8M | 1.02% | 18,983 | Added |
| 18 | VXF | VANGUARD INDEX FDS | $4.3M | 0.92% | 21,042 | Trimmed |
| 19 | AMZN | AMAZON COM INC | $3.8M | 0.80% | 18,050 | Added |
| 20 | FENI | FIDELITY COVINGTON TRUST | $3.7M | 0.77% | 98,347 | Trimmed |
| 21 | MSFT | MICROSOFT CORP | $3.3M | 0.70% | 8,980 | Added |
| 22 | GOOG | ALPHABET INC | $3.1M | 0.66% | 10,958 | Added |
| 23 | GOOGL | ALPHABET INC | $2.5M | 0.52% | 8,620 | Added |
| 24 | SCZ | ISHARES TR | $2.4M | 0.50% | 30,044 | Trimmed |
| 25 | BIL | SPDR SERIES TRUST | $2.3M | 0.48% | 24,718 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31