§ 13F · FUND PROFILE
Financial Council, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $207M (13F)Positions · 93Turnover · — · Q1Filed · Apr 21, 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 APR 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | CGGO | CAPITAL GROUP GBL GROWTH EQT | 1.56M | $52M | 20.1% | +5% |
| 2 | ACWX | ISHARES TR | 387K | $27M | 10.2% | +84% |
| 3 | CGGR | CAPITAL GROUP GROWTH ETF | 486K | $20M | 7.5% | +6% |
| 4 | IUSG | ISHARES TR | 86K | $13M | 5.1% | ±0% |
| 5 | SPYV | SPDR SERIES TRUST | 224K | $13M | 4.9% | −1% |
| 6 | AAPL | APPLE INC | 44K | $11M | 4.3% | −8% |
| 7 | IUSV | ISHARES TR | 91K | $9M | 3.6% | ±0% |
| 8 | SPYG | SPDR SERIES TRUST | 85K | $8M | 3.2% | +4% |
| 9 | IEMG | ISHARES INC | 112K | $8M | 3.0% | +5% |
| 10 | IJH | ISHARES TR | 111K | $7M | 2.9% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FINANCIAL SIGNAL
AC read
Financial Council, LLC is a Other fund managing $207 million in assets. The fund runs a portfolio of 93 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed