Coyle Financial Counsel LLC Portfolio Holdings

Coyle Financial Counsel LLC

  • $355 Million
  • Q2 2025

Coyle Financial Counsel LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $355 Million distributed in 91 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $62.1M, Vanguard Ftse Developed Market with a value of $53.4M, Fidelity Merrimack Str Tr Tota with a value of $27.6M, Invesco Qqq Trust, Series 1 with a value of $22.9M, and Ea Ser Tr Freedom 100 Emerging with a value of $21.1M.

Examining the 13F form we can see an increase of $45.1M in the current position value, from $310M to 355M.

Coyle Financial Counsel LLC is based out at Glenview, IL

Below you can find more details about Coyle Financial Counsel LLC portfolio as well as his latest detailed transactions.

Portfolio value $355 Million
ETFs: $304 Million
Technology: $13.9 Million
Consumer Cyclical: $13.3 Million
Industrials: $7.4 Million
Financial Services: $5.59 Million
Communication Services: $4.65 Million
Healthcare: $4.21 Million
Energy: $952,000
Other: $1.56 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$254M
$6,000 0.0% of portfolio
11,165
Q2 2025 Reduced 3.39%

Summary

  • Portfolio
  • No. of Stocks 91
  • Current Value $355 Million
  • Prior Value $310 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 17 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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