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.
Financial Council, LLC (CIK 1883629) reported $259.2M across 101 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CGGO ($52.0M, 20.06%), ACWX ($26.5M, 10.23%), CGGR ($19.5M, 7.53%), IUSG ($13.3M, 5.14%), SPYV ($12.7M, 4.89%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CGGO | CAPITAL GROUP GBL GROWTH EQT | $52.0M | 20.06% | 1.6M | Added |
| 2 | ACWX | ISHARES TR | $26.5M | 10.23% | 387,256 | Added |
| 3 | CGGR | CAPITAL GROUP GROWTH ETF | $19.5M | 7.53% | 485,720 | Added |
| 4 | IUSG | ISHARES TR | $13.3M | 5.14% | 85,867 | Trimmed |
| 5 | SPYV | SPDR SERIES TRUST | $12.7M | 4.89% | 224,052 | Trimmed |
| 6 | AAPL | APPLE INC | $11.1M | 4.29% | 43,780 | Trimmed |
| 7 | IUSV | ISHARES TR | $9.3M | 3.58% | 90,785 | Added |
| 8 | SPYG | SPDR SERIES TRUST | $8.4M | 3.22% | 85,366 | Added |
| 9 | IEMG | ISHARES INC | $7.8M | 3.00% | 111,575 | Added |
| 10 | IJH | ISHARES TR | $7.5M | 2.88% | 110,728 | Added |
| 11 | DFAC | DIMENSIONAL ETF TRUST | $6.5M | 2.49% | 166,234 | Added |
| 12 | IWV | ISHARES TR | $5.4M | 2.07% | 14,505 | Trimmed |
| 13 | IVV | ISHARES TR | $5.3M | 2.05% | 8,151 | Trimmed |
| 14 | ACWI | ISHARES TR | $4.8M | 1.85% | 34,747 | Added |
| 15 | MSFT | MICROSOFT CORP | $4.0M | 1.53% | 10,724 | Added |
| 16 | NVDA | NVIDIA CORPORATION | $3.5M | 1.35% | 20,095 | Hold |
| 17 | DFUS | DIMENSIONAL ETF TRUST | $3.4M | 1.32% | 48,387 | Hold |
| 18 | VOO | VANGUARD INDEX FDS | $3.4M | 1.29% | 5,616 | Added |
| 19 | XOM | EXXON MOBIL CORP | $3.1M | 1.21% | 18,474 | Hold |
| 20 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $3.1M | 1.18% | 71,826 | Added |
| 21 | CGMU | CAPITAL GRP FIXED INCM ETF T | $2.3M | 0.89% | 84,591 | Added |
| 22 | SPY | STATE STR SPDR S&P 500 ETF T | $2.1M | 0.81% | 3,236 | Added |
| 23 | GOOG | ALPHABET INC | $1.9M | 0.74% | 6,711 | Added |
| 24 | KO | COCA COLA CO | $1.9M | 0.71% | 24,361 | Hold |
| 25 | PG | PROCTER & GAMBLE CO | $1.8M | 0.70% | 12,647 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31