Coyle Financial Counsel
Glenview, ILfiles as Coyle Financial Counsel LLC
$548m in 125 US stocks at the end of 30 June 2026. The top 10 are 71.2% of the money. It changed about 4.6% of the portfolio this quarter.
Value
$548m
Stocks
125
Top 10 share
71.2%
Turnover
4.6%
What changed this quarter
New
Bought for the first time this quarter.
- PoolPOOL0.2% of the fund
- SS&C Technologies HoldingsSSNC0.2% of the fund
- Micron TechnologyMU0.1% of the fund
- Advanced Micro DevicesAMD0.1% of the fund
- Nebius GroupNBIS<0.1% of the fund
- Applied MaterialsAMAT<0.1% of the fund
- Vanguard Index FDSVTV<0.1% of the fund
- MACOM Technology Solutions HoldingsMTSI<0.1% of the fund
- Vanguard Index FDSVUG<0.1% of the fund
- QualcommQCOM<0.1% of the fund
- MerckMRK<0.1% of the fund
- Analog DevicesADI<0.1% of the fund
- MastercardMA<0.1% of the fund
- Cisco SystemsCSCO<0.1% of the fund
- Select Sector Spdr TRXLI<0.1% of the fund
- Invesco Exchange Traded FD TRSPT<0.1% of the fund
- Ishares TRIWB<0.1% of the fund
- BRCBRCC<0.1% of the fund
- SnapSNAP<0.1% of the fund
- T3 Defense<0.1% of the fund
Added
Bought more of a stock they already held.
- Ishares TRIVV16.8% of the fund+3%
- Fidelity Merrimack STR TRFBND6.9% of the fund+4%
- Ishares TRIJH4.8% of the fund+2%
- Vanguard Scottsdale FDSVCSH4.8% of the fund+4%
- Vanguard Intl Equity Index FVT4.2% of the fund+2%
- Vanguard BD Index FDSVUSB3.4% of the fund+2%
- Vanguard Scottsdale FDSVCIT2.9% of the fund+3%
- NvidiaNVDA1.3% of the fund+8%
- AppleAAPL1.1% of the fund+8%
- Amazon.comAMZN0.8% of the fund+6%
- AlphabetGOOG0.7% of the fund+4%
- AlphabetGOOGL0.6% of the fund+8%
- Spdr Series TrustBIL0.5% of the fund+11%
- Vanguard Intl Equity Index FVWO0.4% of the fund+3%
- BroadcomAVGO0.3% of the fund+9%
- CaterpillarCAT0.3% of the fund+3%
- JPMorgan ChaseJPM0.3% of the fund+9%
- HealthequityHQY0.2% of the fund+33%
- Berkshire HathawayBRK-B0.2% of the fund+3%
- Pinnacle Financial PartnersPNFP0.2% of the fund+14%
- Palo Alto NetworksPANW0.2% of the fund+10%
- IntelINTC0.2% of the fund+10%
- McDonald'sMCD0.2% of the fund+48%
- Eli LillyLLY0.2% of the fund+26%
- Marvell TechnologyMRVL0.2% of the fund+14%
Cut
Sold some of their stake.
- Dimensional ETF TrustDFIC1.0% of the fund-3%
- Fidelity Covington TrustFENI0.7% of the fund-3%
- Ishares TRSCZ0.4% of the fund-3%
- Dell TechnologiesDELL0.3% of the fund-31%
- Clean HarborsCLH0.3% of the fund-23%
- CRH PublicCRH0.3% of the fund-4%
- Somnigroup InternationalSGI0.3% of the fund-4%
- Knight-Swift Transportation HoldingsKNX0.3% of the fund-4%
- AutozoneAZO0.2% of the fund-6%
- CienaCIEN0.2% of the fund-30%
- MascoMAS0.2% of the fund-4%
- RB GlobalRBA0.2% of the fund-3%
- KirbyKEX0.2% of the fund-6%
- BrunswickBC0.1% of the fund-4%
- LKQLKQ0.1% of the fund-35%
- Generac HoldingsGNRC<0.1% of the fund-6%
- WalmartWMT<0.1% of the fund-4%
- Wintrust FinancialWTFC<0.1% of the fund-5%
- Diamondback EnergyFANG<0.1% of the fund-7%
- Vanguard Instl Index FDVBIL<0.1% of the fund-20%
- Cardinal HealthCAH<0.1% of the fund-4%
Sold out
Sold their entire stake.
- First HorizonFHN-100%
- American Homes 4 RentAMH-100%
- NetflixNFLX-100%
- i3 VerticalsIIIV-100%
- Palantir TechnologiesPLTR-100%
- Boston ScientificBSX-100%
- Lockheed MartinLMT-100%
- Cortexyme-100%
Holdings
- Ishares TRIVV
- Share
- 16.8%
- Value
- $92m
- Shares
- 122,731
+3%
- Vanguard Tax-Managed FDSVEA
- Share
- 13.2%
- Value
- $72m
- Shares
- 1,011,315
Held
- EA Series TrustFRDM
- Share
- 7.7%
- Value
- $42m
- Shares
- 576,703
Held
- Fidelity Merrimack STR TRFBND
- Share
- 6.9%
- Value
- $38m
- Shares
- 827,671
+4%
- Invesco QQQ TRQQQ
- Share
- 6.6%
- Value
- $36m
- Shares
- 49,250
Held
- Ishares TRIJH
- Share
- 4.8%
- Value
- $26m
- Shares
- 341,501
+2%
- Vanguard Scottsdale FDSVCSH
- Share
- 4.8%
- Value
- $26m
- Shares
- 329,479
+4%
- Vanguard Intl Equity Index FVT
- Share
- 4.2%
- Value
- $23m
- Shares
- 147,778
+2%
- Vanguard BD Index FDSVUSB
- Share
- 3.4%
- Value
- $19m
- Shares
- 378,923
+2%
- Vanguard Scottsdale FDSVCIT
- Share
- 2.9%
- Value
- $16m
- Shares
- 189,477
+3%
- Vanguard Index FDSVOO
- Share
- 2.5%
- Value
- $14m
- Shares
- 20,307
Held
- Dimensional ETF TrustDFAI
- Share
- 2.1%
- Value
- $12m
- Shares
- 284,051
Held
- Vanguard Star FDSVXUS
- Share
- 1.4%
- Value
- $7m
- Shares
- 86,730
Held
- Vanguard Index FDSVTI
- Share
- 1.2%
- Value
- $6m
- Shares
- 17,222
Held
- Dimensional ETF TrustDFIC
- Share
- 1.0%
- Value
- $6m
- Shares
- 150,299
-3%
- Vanguard Index FDSVXF
- Share
- 0.9%
- Value
- $5m
- Shares
- 20,962
Held
- Fidelity Covington TrustFENI
- Share
- 0.7%
- Value
- $4m
- Shares
- 95,803
-3%
- Spdr Series TrustBIL
- Share
- 0.5%
- Value
- $3m
- Shares
- 27,542
+11%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.5%
- Value
- $3m
- Shares
- 3,371
Held
- Ishares TRSCZ
- Share
- 0.4%
- Value
- $2m
- Shares
- 29,265
-3%
- Vanguard Intl Equity Index FVWO
- Share
- 0.4%
- Value
- $2m
- Shares
- 33,469
+3%
- State STR Spdr S&P Midcap 40MDY
- Share
- 0.4%
- Value
- $2m
- Shares
- 2,773
Held
- Select Sector Spdr TRXLK
- Share
- 0.3%
- Value
- $2m
- Shares
- 8,638
Held
- Ishares TRIWV
- Share
- 0.2%
- Value
- $1m
- Shares
- 2,460
Held
- Ishares TRICSH
- Share
- 0.1%
- Value
- $639,432
- Shares
- 12,642
Held
- Ishares TRSGOV
- Share
- 0.1%
- Value
- $603,726
- Shares
- 5,997
+22%
- Goldman Sachs ETF TRGBIL
- Share
- 0.1%
- Value
- $585,487
- Shares
- 5,846
Held
- Select Sector Spdr TRXLF
- Share
- <0.1%
- Value
- $546,290
- Shares
- 10,190
Held
- Ishares TRIVW
- Share
- <0.1%
- Value
- $515,875
- Shares
- 3,751
Held
- Vanguard Instl Index FDVBIL
- Share
- <0.1%
- Value
- $384,454
- Shares
- 5,080
-20%
- Select Sector Spdr TRXLC
- Share
- <0.1%
- Value
- $365,635
- Shares
- 3,413
Held
- Select Sector Spdr TRXLV
- Share
- <0.1%
- Value
- $350,163
- Shares
- 2,207
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Ishares TRIVV | 16.8% | $92m | 122,731 | +3% |
| Vanguard Tax-Managed FDSVEA | 13.2% | $72m | 1,011,315 | Held |
| EA Series TrustFRDM | 7.7% | $42m | 576,703 | Held |
| Fidelity Merrimack STR TRFBND | 6.9% | $38m | 827,671 | +4% |
| Invesco QQQ TRQQQ | 6.6% | $36m | 49,250 | Held |
| Ishares TRIJH | 4.8% | $26m | 341,501 | +2% |
| Vanguard Scottsdale FDSVCSH | 4.8% | $26m | 329,479 | +4% |
| Vanguard Intl Equity Index FVT | 4.2% | $23m | 147,778 | +2% |
| Vanguard BD Index FDSVUSB | 3.4% | $19m | 378,923 | +2% |
| Vanguard Scottsdale FDSVCIT | 2.9% | $16m | 189,477 | +3% |
| Vanguard Index FDSVOO | 2.5% | $14m | 20,307 | Held |
| Dimensional ETF TrustDFAI | 2.1% | $12m | 284,051 | Held |
| Vanguard Star FDSVXUS | 1.4% | $7m | 86,730 | Held |
| NvidiaNVDA | 1.3% | $7m | 34,891 | +8% |
| Vanguard Index FDSVTI | 1.2% | $6m | 17,222 | Held |
| AppleAAPL | 1.1% | $6m | 20,566 | +8% |
| Dimensional ETF TrustDFIC | 1.0% | $6m | 150,299 | -3% |
| Vanguard Index FDSVXF | 0.9% | $5m | 20,962 | Held |
| Amazon.comAMZN | 0.8% | $5m | 19,054 | +6% |
| AlphabetGOOG | 0.7% | $4m | 11,359 | +4% |
| Fidelity Covington TrustFENI | 0.7% | $4m | 95,803 | -3% |
| MicrosoftMSFT | 0.6% | $3m | 9,134 | Held |
| AlphabetGOOGL | 0.6% | $3m | 9,286 | +8% |
| Spdr Series TrustBIL | 0.5% | $3m | 27,542 | +11% |
| State STR Spdr S&P 500 ETF TSPY | 0.5% | $3m | 3,371 | Held |
| Ishares TRSCZ | 0.4% | $2m | 29,265 | -3% |
| Vanguard Intl Equity Index FVWO | 0.4% | $2m | 33,469 | +3% |
| AbbVieABBV | 0.4% | $2m | 7,780 | Held |
| State STR Spdr S&P Midcap 40MDY | 0.4% | $2m | 2,773 | Held |
| Dell TechnologiesDELL | 0.3% | $2m | 4,146 | -31% |
| Clean HarborsCLH | 0.3% | $2m | 5,865 | -23% |
| CRH PublicCRH | 0.3% | $2m | 16,355 | -4% |
| Select Sector Spdr TRXLK | 0.3% | $2m | 8,638 | Held |
| BroadcomAVGO | 0.3% | $2m | 4,288 | +9% |
| CaterpillarCAT | 0.3% | $2m | 1,429 | +3% |
| Somnigroup InternationalSGI | 0.3% | $1m | 19,057 | -4% |
| Knight-Swift Transportation HoldingsKNX | 0.3% | $1m | 18,566 | -4% |
| JPMorgan ChaseJPM | 0.3% | $1m | 4,261 | +9% |
| Meta PlatformsMETA | 0.2% | $1m | 2,367 | Held |
| HealthequityHQY | 0.2% | $1m | 14,260 | +33% |
| AutozoneAZO | 0.2% | $1m | 397 | -6% |
| CienaCIEN | 0.2% | $1m | 2,568 | -30% |
| Berkshire HathawayBRK-B | 0.2% | $1m | 2,404 | +3% |
| MascoMAS | 0.2% | $1m | 14,391 | -4% |
| RB GlobalRBA | 0.2% | $1m | 10,046 | -3% |
| Pinnacle Financial PartnersPNFP | 0.2% | $1m | 11,577 | +14% |
| KirbyKEX | 0.2% | $1m | 8,313 | -6% |
| Ishares TRIWV | 0.2% | $1m | 2,460 | Held |
| Palo Alto NetworksPANW | 0.2% | $998,848 | 2,929 | +10% |
| PoolPOOL | 0.2% | $997,351 | 4,641 | New |
| IntelINTC | 0.2% | $942,332 | 6,749 | +10% |
| McDonald'sMCD | 0.2% | $898,781 | 3,325 | +48% |
| Eli LillyLLY | 0.2% | $887,461 | 740 | +26% |
| Deckers OutdoorDECK | 0.2% | $853,497 | 8,596 | Held |
| SS&C Technologies HoldingsSSNC | 0.2% | $839,164 | 13,524 | New |
| Marvell TechnologyMRVL | 0.2% | $823,071 | 2,763 | +14% |
| ProgressivePGR | 0.1% | $775,388 | 3,550 | Held |
| TeslaTSLA | 0.1% | $769,698 | 1,830 | +8% |
| BrunswickBC | 0.1% | $745,777 | 8,853 | -4% |
| Micron TechnologyMU | 0.1% | $727,203 | 630 | New |
| VisaV | 0.1% | $716,713 | 2,089 | +28% |
| Abbott LaboratoriesABT | 0.1% | $668,414 | 7,366 | +7% |
| Quanta ServicesPWR | 0.1% | $657,397 | 913 | +8% |
| Ishares TRICSH | 0.1% | $639,432 | 12,642 | Held |
| LKQLKQ | 0.1% | $636,883 | 24,189 | -35% |
| Advanced Micro DevicesAMD | 0.1% | $612,860 | 1,055 | New |
| United Parcel ServiceUPS | 0.1% | $606,300 | 5,640 | Held |
| Ishares TRSGOV | 0.1% | $603,726 | 5,997 | +22% |
| Home DepotHD | 0.1% | $591,797 | 1,678 | +6% |
| CrowdStrike HoldingsCRWD | 0.1% | $590,670 | 774 | Held |
| Goldman Sachs ETF TRGBIL | 0.1% | $585,487 | 5,846 | Held |
| Johnson & JohnsonJNJ | 0.1% | $566,353 | 2,230 | +5% |
| GE VernovaGEV | 0.1% | $558,059 | 475 | +7% |
| Bank of AmericaBAC | 0.1% | $550,800 | 9,667 | +4% |
| Select Sector Spdr TRXLF | <0.1% | $546,290 | 10,190 | Held |
| General ElectricGE | <0.1% | $528,828 | 1,415 | Held |
| Generac HoldingsGNRC | <0.1% | $528,815 | 1,806 | -6% |
| WalmartWMT | <0.1% | $518,848 | 4,581 | -4% |
| Ishares TRIVW | <0.1% | $515,875 | 3,751 | Held |
| RTXRTX | <0.1% | $496,448 | 2,617 | +14% |
| Coca-Cola ConsolidatedCOKE | <0.1% | $450,841 | 2,361 | Held |
| Wintrust FinancialWTFC | <0.1% | $445,516 | 2,772 | -5% |
| ATIATI | <0.1% | $438,942 | 2,227 | +13% |
| TJX CompaniesTJX | <0.1% | $419,353 | 2,768 | +16% |
| Diamondback EnergyFANG | <0.1% | $416,071 | 2,367 | -7% |
| CitigroupC | <0.1% | $415,261 | 2,967 | Held |
| Monolithic Power SystemsMPWR | <0.1% | $400,884 | 290 | +11% |
| Union PacificUNP | <0.1% | $394,944 | 1,452 | +10% |
| Arista NetworksANET | <0.1% | $393,952 | 2,319 | +26% |
| UnitedHealth GroupUNH | <0.1% | $384,873 | 926 | +24% |
| Vanguard Instl Index FDVBIL | <0.1% | $384,454 | 5,080 | -20% |
| Globe LifeGL | <0.1% | $368,259 | 2,061 | +13% |
| Select Sector Spdr TRXLC | <0.1% | $365,635 | 3,413 | Held |
| MckessonMCK | <0.1% | $356,643 | 472 | +7% |
| Select Sector Spdr TRXLV | <0.1% | $350,163 | 2,207 | Held |
| ChevronCVX | <0.1% | $346,823 | 2,092 | +12% |
| Reinsurance Group of AmericaRGA | <0.1% | $339,177 | 1,595 | +10% |
| ExxonMobil HoldingsXOM | <0.1% | $336,340 | 2,460 | Held |
| Nebius GroupNBIS | <0.1% | $331,404 | 1,200 | New |
| Applied MaterialsAMAT | <0.1% | $324,627 | 449 | New |
Showing the largest 100 of 125.
Options (1)
- Space Exploration TechnologiesSPCX
- Type
- Put
- Value
- $341,720
- Contracts
- 2,000
| Company | Type | Value | Contracts |
|---|---|---|---|
| Space Exploration TechnologiesSPCX | Put | $341,720 | 2,000 |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 46.6% since 30 June 2025.
Where the money is
Technology5.3%
Industrials2.6%
Retail & consumer2.3%
Media & telecom1.6%
Financial services1.4%
Health care1.3%
Materials0.3%
Everyday goods0.3%
Energy0.2%
Other84.7%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.