§ 13F · FUND PROFILE
Financial Council, LLC.
AUM · $308M (13F)Positions · 106Turnover · n/a · Q2Filed · Aug 4, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | CGGO | CAPITAL GROUP GBL GROWTH EQT | 1.58M | $67M | 21.7% | +1% |
| 2 | ACWX | ISHARES TR | 392K | $30M | 9.7% | +1% |
| 3 | CGGR | CAPITAL GROUP GROWTH ETF | 516K | $24M | 7.9% | +6% |
| 4 | IUSG | ISHARES TR | 86K | $16M | 5.2% | ±0% |
| 5 | SPYV | SPDR SERIES TRUST | 227K | $14M | 4.5% | +1% |
| 6 | AAPL | APPLE INC | 43K | $13M | 4.1% | −1% |
| 7 | IUSV | ISHARES TR | 91K | $10M | 3.2% | ±0% |
| 8 | SPYG | SPDR SERIES TRUST | 84K | $10M | 3.2% | −1% |
| 9 | IEMG | ISHARES INC | 113K | $9M | 3.0% | +2% |
| 10 | IJH | ISHARES TR | 111K | $9M | 2.8% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FINANCIAL SIGNAL
AC read
Financial Council, LLC is a Other fund managing $308 million in assets. The fund runs a portfolio of 106 positions.
Read the full dossier →