Institutional Fund
Coyle Financial Counsel LLC
Glenview, ILCIK 15930385 filings on record
Portfolio Value
$472.80M
Q1 2026
Holdings
113
Reported positions
New Buys
8
Opened this quarter
QoQ Change
+1.1%
from $467.86M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr16.5%
- Vanguard Tax-Managed Fds13.5%
- Fidelity Merrimack Str Tr7.7%
- Ea Series Trust6.7%
- Invesco Qqq Tr5.9%
- Vanguard Scottsdale Fds5.3%
- Other44.3%
Portfolio Holdings
113 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 119.6K | $78.14M | 16.5% | +6.3K | Added |
| 2 | Vanguard Tax-Managed Fds | 996.0K | $63.82M | 13.5% | +16.7K | Added |
| 3 | Fidelity Merrimack Str Tr | 794.8K | $36.26M | 7.7% | +32.4K | Added |
| 4 | Ea Series Trust | 583.8K | $31.91M | 6.7% | +3.3K | Added |
| 5 | Invesco Qqq Tr | 48.5K | $28.00M | 5.9% | +2.5K | Added |
| 6 | Vanguard Scottsdale Fds | 316.1K | $25.06M | 5.3% | +13.6K | Added |
| 7 | Ishares Tr | 333.2K | $22.50M | 4.8% | +19.4K | Added |
| 8 | Vanguard Intl Equity Index F | 144.7K | $20.01M | 4.2% | +4.3K | Added |
| 9 | Vanguard Bd Index Fds | 369.9K | $18.42M | 3.9% | +7.9K | Added |
| 10 | Vanguard Scottsdale Fds | 184.6K | $15.27M | 3.2% | +3.2K | Added |
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