Institutions / Financial Council, LLC
Financial Council, LLC
CIK 1883629 · Institution · as of Dec 31, 2025
Portfolio value
$250.51M
Positions
101
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 101 →
| Company | Value | % of portfolio |
|---|---|---|
| Capital Group Gbl Growth Eqt | $51.40M | 20.5% |
| Capital Group Growth ETF | $20.43M | 8.2% |
| iShares Tr | $14.44M | 5.8% |
| iShares Tr | $14.15M | 5.6% |
| Apple Inc. | $12.89M | 5.1% |
| SPDR Series Trust | $12.85M | 5.1% |
| iShares Tr | $9.28M | 3.7% |
| SPDR Series Trust | $8.76M | 3.5% |
| iShares Tr | $7.17M | 2.9% |
| iShares Inc | $7.17M | 2.9% |
| Dimensional ETF Trust | $6.35M | 2.5% |
| iShares Tr | $5.67M | 2.3% |
| iShares Tr | $5.61M | 2.2% |
| Microsoft Corp | $5.18M | 2.1% |
| iShares Tr | $4.91M | 2.0% |
| NVIDIA Corp | $3.75M | 1.5% |
| Dimensional ETF Trust | $3.59M | 1.4% |
| Vanguard Index Fds | $3.23M | 1.3% |
| Capital Group Dividend Value | $2.49M | 1.0% |
| Capital Grp Fixed Incm ETF T | $2.29M | 0.9% |
| Exxon Mobil Corp | $2.22M | 0.9% |
| Alphabet Inc. | $2.11M | 0.8% |
| PROCTER & GAMBLE Co | $1.86M | 0.7% |
| Alphabet Inc. | $1.82M | 0.7% |
| Vanguard Index Fds | $1.81M | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.