Institutions / Coyle Financial Counsel LLC
Coyle Financial Counsel LLC
CIK 1593038 · Institution · as of Jun 30, 2026
Portfolio value
$547.62M
Positions
125
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$547.62M+17.0%Positions
125+9.6%Top holdings
Jun 30, 2026View all 125 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $91.91M | 16.8% |
| Vanguard Tax-Managed Fds | $72.06M | 13.2% |
| Ea Series Trust | $42.04M | 7.7% |
| Fidelity Merrimack Str Tr | $37.65M | 6.9% |
| Invesco Qqq Tr | $36.27M | 6.6% |
| iShares Tr | $26.33M | 4.8% |
| Vanguard Scottsdale Fds | $26.04M | 4.8% |
| Vanguard Intl Equity Index F | $23.19M | 4.2% |
| Vanguard Bd Index Fds | $18.86M | 3.4% |
| Vanguard Scottsdale Fds | $15.66M | 2.9% |
| Vanguard Index Fds | $13.95M | 2.5% |
| Dimensional ETF Trust | $11.72M | 2.1% |
| Vanguard Star Fds | $7.41M | 1.4% |
| NVIDIA Corp | $6.98M | 1.3% |
| Vanguard Index Fds | $6.37M | 1.2% |
| Apple Inc. | $5.95M | 1.1% |
| Dimensional ETF Trust | $5.60M | 1.0% |
| Vanguard Index Fds | $5.16M | 0.9% |
| Amazon.com Inc | $4.54M | 0.8% |
| Alphabet Inc. | $4.01M | 0.7% |
| Fidelity Covington Trust | $3.84M | 0.7% |
| Microsoft Corp | $3.41M | 0.6% |
| Alphabet Inc. | $3.32M | 0.6% |
| SPDR Series Trust | $2.52M | 0.5% |
| State Str SPDR S&P 500 ETF T | $2.52M | 0.5% |
Activity
Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | 464287200 | $7.05M | +9K +8.31% | 122,731 16.78% of portfolio | medium |
| Q2 2026 as of | Trim | Ciena Corp | $-3.36M | -7K -72.75% | 2,568 0.23% of portfolio | low |
| Q2 2026 as of | Add | 316188309 | $2.97M | +65K +8.56% | 827,671 6.88% of portfolio | low |
| Q2 2026 as of | Add | 46090E103 | $2.41M | +3K +7.13% | 49,250 6.62% of portfolio | low |
| Q2 2026 as of | Add | 921943858 | $2.28M | +32K +3.27% | 1,011,315 13.16% of portfolio | low |
| Q2 2026 as of | Add | 464287507 | $2.14M | +28K +8.84% | 341,501 4.81% of portfolio | low |
| Q2 2026 as of | Add | 92206C409 | $2.13M | +27K +8.89% | 329,479 4.75% of portfolio | low |
| Q2 2026 as of | Add | 25434V203 | $1.70M | +41K +17.01% | 284,051 2.14% of portfolio | low |
| Q2 2026 as of | Trim | Dell Technologies Inc. | $-1.22M | -3K -40.63% | 4,146 0.33% of portfolio | low |
| Q2 2026 as of | New | Pinnacle Financial Partners, Inc. | $1.17M | +12K | 11,577 0.21% of portfolio | low |