Financial Council Asset Management Inc Portfolio Holdings

Financial Council Asset Management Inc

  • $224 Million
  • Q3 2025

Financial Council Asset Management Inc has filed its 13F form on October 15, 2025 for Q3 2025 where it was disclosed a total value porftolio of $224 Million distributed in 95 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Capital Group Global Growth Eq with a value of $47.9M, Capital Group Growth ETF Shs C with a value of $19.1M, Ishares Core S&P U.S Growth Et with a value of $14.2M, Spdr Portfolio S&P 500 Value E with a value of $12.5M, and Apple Inc. with a value of $12.1M.

Examining the 13F form we can see an increase of $17.4M in the current position value, from $206M to 224M.

Below you can find more details about Financial Council Asset Management Inc portfolio as well as his latest detailed transactions.

Portfolio value $224 Million
ETFs: $169 Million
Technology: $25.1 Million
Consumer Defensive: $4.98 Million
Financial Services: $4.97 Million
Communication Services: $4.94 Million
Healthcare: $4.55 Million
Consumer Cyclical: $3.01 Million
Industrials: $2.64 Million
Other: $4.93 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$289B
$235,000 0.1% of portfolio
2,286
Q3 2025 Added 1.46%
$225B
$221,000 0.1% of portfolio
729
Q3 2025 Added 4.14%
$137B
$218,000 0.1% of portfolio
1,036
Q4 2023 New
$1.16B
$201,000 0.09% of portfolio
5,150
Q2 2024 Added 5,050.0%
$184B
$209,000 0.09% of portfolio
1,261
Q2 2025 New
$83.7B
$200,000 0.09% of portfolio
1,292
Q3 2025 New
$220B
$202,000 0.09% of portfolio
1,211
Q3 2025 New
$1.15B
$91,000 0.04% of portfolio
12,005
Q3 2021 New

Summary

  • Portfolio
  • No. of Stocks 95
  • Current Value $224 Million
  • Prior Value $206 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 15, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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