Institutional Fund
Financial Council, LLC
Towson, MDCIK 18836295 filings on record
Portfolio Value
$259.23M
Q1 2026
Holdings
101
Reported positions
New Buys
6
Opened this quarter
QoQ Change
+3.5%
from $250.51M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Capital Group Gbl Growth Eqt20.1%
- Ishares Tr10.2%
- Capital Group Growth ETF7.5%
- Ishares Tr5.1%
- Spdr Series Trust4.9%
- Apple Inc4.3%
- Other47.9%
Portfolio Holdings
101 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Capital Group Gbl Growth Eqt | 1.56M | $52.00M | 20.1% | +75.0K | Added |
| 2 | Ishares Tr | 387.3K | $26.52M | 10.2% | +176.5K | Added |
| 3 | Capital Group Growth ETF | 485.7K | $19.52M | 7.5% | +26.3K | Added |
| 4 | Ishares Tr | 85.9K | $13.32M | 5.1% | −94 | Reduced |
| 5 | Spdr Series Trust | 224.1K | $12.68M | 4.9% | −2.2K | Reduced |
| 6 | Apple Inc | 43.8K | $11.11M | 4.3% | −3.6K | Reduced |
| 7 | Ishares Tr | 90.8K | $9.28M | 3.6% | +319 | Added |
| 8 | Spdr Series Trust | 85.4K | $8.36M | 3.2% | +3.3K | Added |
| 9 | Ishares Inc | 111.6K | $7.78M | 3.0% | +5.0K | Added |
| 10 | Ishares Tr | 110.7K | $7.48M | 2.9% | +2.1K | Added |
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