Q2 2026 13F · SEC CIK 1593038

Coyle Financial Counsel LLC

Wealth managerFiled 2026-08-07 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $547.6M
Reported positions: 125
Top holdings a year, 3 yrs: +14.8%
Assets under management: $1.0B

Coyle Financial Counsel LLC is a wealth manager that reported 125 positions worth $547.6M in its Q2 2026 13F, filed 2026-08-07. Its largest holdings were Ishares Core S&p 500 ETF (IVV, 16.8%), Vanguard Tax-Managed Fds (VEA, 13.2%), Ea Series Trust (FRDM, 7.7%). A portfolio copying its top holdings returned 14.8% a year over the last 3 years, against 20.4% for the S&P 500.

Coyle Financial Counsel LLC holdings largest 50 of 125 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Coyle Financial Counsel LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IVVIshares Core S&p 500 ETF	16.8%	16.5%	122,731	+2.6%	$91.9M
VEAVanguard Tax-Managed Fds	13.2%	13.5%	1,011,315	+1.5%	$72.1M
FRDMEa Series Trust	7.7%	6.7%	576,703	-1.2%	$42.0M
FBNDFidelity Merrimack Str Tr	6.9%	7.7%	827,671	+4.1%	$37.7M
QQQInvesco Qqq Tr	6.6%	5.9%	49,250	+1.5%	$36.3M
IJHIshares Tr	4.8%	4.8%	341,501	+2.5%	$26.3M
VCSHVanguard Scottsdale Fds	4.8%	5.3%	329,479	+4.2%	$26.0M
VTVanguard Total World Stock Index Fund Et	4.2%	4.2%	147,778	+2.1%	$23.2M
VUSBVanguard Bd Index Fds	3.4%	3.9%	378,923	+2.4%	$18.9M
VCITVanguard Scottsdale Fds	2.9%	3.2%	189,477	+2.7%	$15.7M
VOOVanguard S&p 500 ETF	2.5%	2.6%	20,307	-0.1%	$13.9M
DFAIDimensional International Core Equity Ma	2.1%	2.3%	284,051	+1.8%	$11.7M
VXUSVanguard Star Fds Vanguard Total Intl St	1.4%	1.4%	86,730	-2.0%	$7.4M
NVDANvidia Corporation Com	1.3%	1.2%	34,891	+7.6%	$7.0M
VTIVanguard Index Fds	1.2%	1.2%	17,222	+0.0%	$6.4M
AAPLApple Inc	1.1%	1.0%	20,566	+8.3%	$6.0M
DFICDfa Dimensional Intl Core Equit	1.0%	1.2%	150,299	-2.6%	$5.6M
VXFVanguard Index Fds	0.9%	0.9%	20,962	-0.4%	$5.2M
AMZNAmazon Com Inc Com	0.8%	0.8%	19,054	+5.6%	$4.5M
GOOGAlphabet Inc	0.7%	0.7%	11,359	+3.7%	$4.0M
FENIFidelity Enhanced International ETF	0.7%	0.8%	95,803	-2.6%	$3.8M
MSFTMicrosoft Corp	0.6%	0.7%	9,134	+1.7%	$3.4M
GOOGLAlphabet Inc	0.6%	0.5%	9,286	+7.7%	$3.3M
BILSPDR Brcy1-3 Ser	0.5%	0.5%	27,542	+11.4%	$2.5M
SPYSpdr S&p 500 ETF Tr	0.5%	0.5%	3,371	-1.1%	$2.5M
SCZIshares Msci Eafe Small Cap	0.4%	0.5%	29,265	-2.6%	$2.4M
VWOVanguard Intl Equity Index F	0.4%	0.4%	33,469	+3.3%	$2.0M
ABBVAbbvie Inc	0.4%	0.4%	7,780	+1.4%	$2.0M
MDYState Street Spdr S&p Midcap 400 ETF Tru	0.4%	0.4%	2,773	+0.9%	$2.0M
DELLDell Technologies Inc	0.3%	0.2%	4,146	-31.4%	$1.8M
CLHClean Harbors Inc	0.3%	0.5%	5,865	-23.1%	$1.8M
CRHCrh PLC	0.3%	0.4%	16,355	-4.3%	$1.7M
XLKState Street Technology Select Sector Sp	0.3%	0.2%	8,638	+0.0%	$1.6M
AVGOBroadcom Inc	0.3%	0.3%	4,288	+9.2%	$1.6M
CATCaterpillar Inc Com	0.3%	0.2%	1,429	+2.5%	$1.5M
TPXSomnigroup International Inc	0.3%	0.3%	19,057	-4.3%	$1.5M
KNXKnight-Swift Transn Hldgs in	0.3%	0.2%	18,566	-3.8%	$1.4M
JPMJpmorgan Chase & Co	0.3%	0.2%	4,261	+9.4%	$1.4M
METAMeta Platforms Inc Class A	0.2%	0.3%	2,367	+1.2%	$1.3M
HQYHealthequity Inc	0.2%	0.2%	14,260	+32.9%	$1.3M
AZOAutozone Inc	0.2%	0.3%	397	-6.1%	$1.3M
CIENCiena Corp	0.2%	0.3%	2,568	-29.7%	$1.3M
BRK-BBerkshire Hathaway Inc Del	0.2%	0.2%	2,404	+2.7%	$1.2M
MASMasco Corp.	0.2%	0.2%	14,391	-4.2%	$1.2M
RBARb Global Inc	0.2%	0.2%	10,046	-2.7%	$1.2M
PNFPPinnacle Finl Partners Inc Com	0.2%	0.2%	11,577	+14.5%	$1.2M
KEXKirby Corp	0.2%	0.2%	8,313	-6.2%	$1.1M
IWVIshares Russell 3000 Index	0.2%	0.2%	2,460	+0.0%	$1.0M
PANWPalo Alto Networks Inc	0.2%	—	2,929	—	$999K
POOLPool Corp	0.2%	—	4,641	—	$997K

What Coyle Financial Counsel LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +19.5% /yr; S&P 500 +20.1%
3 years: +14.8% /yr; S&P 500 +20.4%
5 years: +7.2% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$547.6M	125
Q1 2026	$472.8M	113
Q4 2025	$467.9M	114
Q3 2025	$433.8M	97
Q2 2025	$373.5M	91
Q1 2025	$327.4M	76
Q4 2024	$316.0M	73
Q3 2024	$286.6M	70
Q2 2024	$279.6M	74
Q1 2024	$279.6M	74
Q4 2023	$260.2M	69
Q3 2023	$238.8M	63

Questions about Coyle Financial Counsel LLC's portfolio

What stocks does Coyle Financial Counsel LLC own?

Coyle Financial Counsel LLC's latest 13F, for Q2 2026 and filed Aug 7, 2026, lists 125 positions worth $547.6M. The largest are Ishares Core S&p 500 ETF (IVV) at 16.8%, Vanguard Tax-Managed Fds (VEA) at 13.2%, Ea Series Trust (FRDM) at 7.7%, Fidelity Merrimack Str Tr (FBND) at 6.9% and Invesco Qqq Tr (QQQ) at 6.6%.

What did Coyle Financial Counsel LLC buy last quarter?

In Q2 2026, Coyle Financial Counsel LLC added Healthequity Inc (HQY) (+32.9% shares), Pinnacle Finl Partners Inc Com (PNFP) (+14.5% shares) and SPDR Brcy1-3 Ser (BIL) (+11.4% shares), compared with its Q1 2026 filing.

What did Coyle Financial Counsel LLC sell last quarter?

In Q2 2026, Coyle Financial Counsel LLC cut from its top 50 Lkq Corp (LKQ), cut from its top 50 Deckers Outdoor Corp (DECK), Dell Technologies Inc (DELL) (-31.4% shares), Ciena Corp (CIEN) (-29.7% shares) and Clean Harbors Inc (CLH) (-23.1% shares), compared with its Q1 2026 filing.

How has Coyle Financial Counsel LLC's portfolio performed?

A portfolio copying Coyle Financial Counsel LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +14.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +19.5% against +20.1%. Over 5 years: +7.2% a year against +11.6%.

When is Coyle Financial Counsel LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Coyle Financial Counsel LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Coyle Financial Counsel LLC manage?

Coyle Financial Counsel LLC reported $1.0B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $547.6M.