StockDriftsStockDriftsTop 50 Financial Council, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 21.7% | 1.58M | $66.9M | +1.40%(+21.89K) | $24.37(+70.25%) | 2026-06-30 | |
| ACWX | ISHARES TR | 9.69% | 392.5K | $29.9M | +1.34%(+5.21K) | $64.03(+22.34%) | 2026-06-30 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 7.91% | 516.4K | $24.4M | +6.31%(+30.67K) | $25.84(+81.99%) | 2026-06-30 | |
| IUSG | ISHARES TR | 5.24% | 85.9K | $16.2M | +0.09%(+79) | $101.69(+91.03%) | 2026-06-30 | |
| SPYV | SPDR SERIES TRUST | 4.48% | 227.0K | $13.8M | +1.32%(+2.96K) | $42.16(+50.42%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.08% | 43.5K | $12.6M | -0.67%(-295) | $143.04(+113.49%) | 2026-06-30 | |
| IUSV | ISHARES TR | 3.25% | 90.9K | $10.0M | +0.09%(+83) | $71.66(+60.98%) | 2026-06-30 | |
| SPYG | SPDR SERIES TRUST | 3.25% | 84.1K | $10.0M | -1.48%(-1.26K) | $66.51(+84.75%) | 2026-06-30 | |
| IEMG | ISHARES INC | 3.05% | 113.3K | $9.4M | +1.59%(+1.77K) | $54.65(+51.19%) | 2026-06-30 | |
| IJH | ISHARES TR | 2.77% | 110.6K | $8.5M | -0.11%(-121) | $53.66(+46.40%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (19 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.67% | +67.12% | — | — | +70.83% |
| Top 20 Holdings Unweighted | +17.14% | +60.74% | — | — | +69.03% |
Financial Council, LLC reports $308.31M in US-listed equity holdings across 106 positions in its most recent 13F filing. Its largest disclosed positions are CGGO (21.7%), ACWX (9.7%) and CGGR (7.9%). The top 20 holdings account for 80.92% of reported assets. Its disclosed equity book has returned +67.12% 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 Financial Council, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1883629). View Financial Council, LLC’s 13F filings on SEC