StockDriftsStockDriftsTop 50 Coyle Financial Counsel LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 16.78% | 122.7K | $91.9M | +2.60%(+3.11K) | $397.66(+95.88%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 13.16% | 1.01M | $72.1M | +1.54%(+15.33K) | $44.16(+67.58%) | 2026-06-30 | |
| FRDM | EA SERIES TRUST | 7.68% | 576.7K | $42.0M | -1.22%(-7.14K) | $34.88(+96.15%) | 2026-06-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 6.88% | 827.7K | $37.7M | +4.14%(+32.88K) | $45.10(-0.51%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 6.62% | 49.3K | $36.3M | +1.53%(+744) | $261.29(+180.34%) | 2026-06-30 | |
| IJH | ISHARES TR | 4.81% | 341.5K | $26.3M | +2.49%(+8.30K) | $53.72(+46.22%) | 2026-06-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 4.75% | 329.5K | $26.0M | +4.22%(+13.34K) | $76.92(+2.23%) | 2026-06-30 | |
| VT | VANGUARD INTL EQUITY INDEX F | 4.24% | 147.8K | $23.2M | +2.13%(+3.09K) | $105.20(+52.75%) | 2026-06-30 | |
| VUSB | VANGUARD BD INDEX FDS | 3.44% | 378.9K | $18.9M | +2.44%(+9.01K) | $49.46(+0.52%) | 2026-06-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 2.86% | 189.5K | $15.7M | +2.66%(+4.91K) | $79.11(+2.58%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.32% | +49.42% | +6.95% | +39.96% |
| Top 20 Holdings Unweighted | +14.80% | +51.30% | +7.86% | +45.99% |
Coyle Financial Counsel LLC reports $547.96M in US-listed equity holdings across 125 positions in its most recent 13F filing. Its largest disclosed positions are IVV (16.8%), VEA (13.2%) and FRDM (7.7%). The top 20 holdings account for 84.3% of reported assets. Its disclosed equity book has returned +49.42% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Coyle Financial Counsel LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1593038). View Coyle Financial Counsel LLC’s 13F filings on SEC