§ 13F · FUND PROFILE
Coyle Financial Counsel LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $434M (13F)Positions · 97Turnover · — · Q1Filed · May 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 120K | $78M | 16.5% | +6% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 996K | $64M | 13.5% | +2% |
| 3 | FBND | FIDELITY MERRIMACK STR TR | 795K | $36M | 7.7% | +4% |
| 4 | FRDM | EA SERIES TRUST | 584K | $32M | 6.7% | +1% |
| 5 | QQQ | INVESCO QQQ TR | 49K | $28M | 5.9% | +6% |
| 6 | VCSH | VANGUARD SCOTTSDALE FDS | 316K | $25M | 5.3% | +4% |
| 7 | IJH | ISHARES TR | 333K | $23M | 4.8% | +6% |
| 8 | VT | VANGUARD INTL EQUITY INDEX F | 145K | $20M | 4.2% | +3% |
| 9 | VUSB | VANGUARD BD INDEX FDS | 370K | $18M | 3.9% | +2% |
| 10 | VCIT | VANGUARD SCOTTSDALE FDS | 185K | $15M | 3.2% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE COYLE SIGNAL
AC read
Coyle Financial Counsel LLC is a Other fund managing $434 million in assets. The fund runs a portfolio of 97 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed