Financial Council Asset Management Inc has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $206 Million distributed in 93 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 $44.3M, Capital Group Growth ETF Shs C with a value of $17.6M, Ishares Core S&P U.S Growth Et with a value of $13M, Spdr Portfolio S&P 500 Value E with a value of $11.7M, and Apple Inc. with a value of $9.74M.

Examining the 13F form we can see an increase of $21.5M in the current position value, from $185M to 206M.

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

Portfolio value $206 Million
ETFs: $157 Million
Technology: $21.3 Million
Consumer Defensive: $5.36 Million
Financial Services: $4.67 Million
Healthcare: $4.12 Million
Communication Services: $4.09 Million
Consumer Cyclical: $3.01 Million
Industrials: $2.25 Million
Other: $4.67 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 93
  • Current Value $206 Million
  • Prior Value $185 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 21, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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