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Financial Council, LLC

Portfolio Manager
Financial Council, LLC
Performance
-4.21% (2026 Q1)
AUM (13F)
$259.23M
# of Holdings
101
Performance Rank
Allocation (Top 20)
81.16%

Financial Council, LLC Holdings Map

Top 50 Financial Council, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
CGGO
CAPITAL GROUP GBL GROWTH EQT
20.06%1.56M$52.0M
+5.06%(+75.02K)
2025-Q1: 1.33M shares2025-Q2: 1.39M shares2025-Q3: 1.40M shares2025-Q4: 1.48M shares2026-Q1: 1.56M shares
$24.19(+64.14%)
2026-03-31
ACWX
ISHARES TR
10.23%387.3K$26.5M
+83.77%(+176.53K)
2025-Q1: 51.4K shares2025-Q2: 51.6K shares2025-Q3: 51.5K shares2025-Q4: 210.7K shares2026-Q1: 387.3K shares
$63.93(+18.02%)
2026-03-31
CGGR
CAPITAL GROUP GROWTH ETF
7.53%485.7K$19.5M
+5.73%(+26.31K)
2025-Q1: 427.7K shares2025-Q2: 432.6K shares2025-Q3: 435.2K shares2025-Q4: 459.4K shares2026-Q1: 485.7K shares
$24.76(+87.09%)
2026-03-31
IUSG
ISHARES TR
5.14%85.9K$13.3M
-0.11%(-94)
2025-Q1: 86.8K shares2025-Q2: 86.5K shares2025-Q3: 86.4K shares2025-Q4: 86.0K shares2026-Q1: 85.9K shares
$101.63(+84.50%)
2026-03-31
SPYV
SPDR SERIES TRUST
4.89%224.1K$12.7M
-0.96%(-2.17K)
2025-Q1: 217.4K shares2025-Q2: 222.7K shares2025-Q3: 226.0K shares2025-Q4: 226.2K shares2026-Q1: 224.1K shares
$41.95(+43.47%)
2026-03-31
AAPL
APPLE INC
4.29%43.8K$11.1M
-7.68%(-3.64K)
2025-Q1: 48.4K shares2025-Q2: 47.5K shares2025-Q3: 47.6K shares2025-Q4: 47.4K shares2026-Q1: 43.8K shares
$143.04(+108.94%)
2026-03-31
IUSV
ISHARES TR
3.58%90.8K$9.3M
+0.35%(+319)
2025-Q1: 91.3K shares2025-Q2: 91.4K shares2025-Q3: 91.0K shares2025-Q4: 90.5K shares2026-Q1: 90.8K shares
$71.63(+51.76%)
2026-03-31
SPYG
SPDR SERIES TRUST
3.22%85.4K$8.4M
+3.99%(+3.27K)
2025-Q1: 79.6K shares2025-Q2: 81.2K shares2025-Q3: 82.4K shares2025-Q4: 82.1K shares2026-Q1: 85.4K shares
$66.51(+78.67%)
2026-03-31
IEMG
ISHARES INC
3%111.6K$7.8M
+4.67%(+4.98K)
2025-Q1: 71.7K shares2025-Q2: 70.7K shares2025-Q3: 70.5K shares2025-Q4: 106.6K shares2026-Q1: 111.6K shares
$54.33(+51.03%)
2026-03-31
IJH
ISHARES TR
2.88%110.7K$7.5M
+1.89%(+2.05K)
2025-Q1: 107.0K shares2025-Q2: 107.3K shares2025-Q3: 107.4K shares2025-Q4: 108.7K shares2026-Q1: 110.7K shares
$53.66(+36.30%)
2026-03-31

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