Q3 2026 13F · SEC CIK 1593038

Coyle Financial Counsel LLC

Wealth managerFiled 2026-10-28 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $542.9M
Reported positions: 123
Top holdings a year, 3 yrs: +14.8%
Assets under management: $1.0B

Coyle Financial Counsel LLC is a wealth manager that reported 123 positions worth $542.9M in its Q3 2026 13F, filed 2026-10-28. Its largest holdings were Ishares Tr (IVV, 17.4%), Vanguard Ftse Developed Markets Index Fu (VEA, 12.9%), Fidelity Merrimack Str Tr (FBND, 7.5%). 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 123 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 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	Q2 2026	Shares	Share change	Reported value
IVVIshares Tr	17.4%	16.8%	123,209	+0.4%	$94.4M
VEAVanguard Ftse Developed Markets Index Fu	12.9%	13.2%	994,726	-1.6%	$70.2M
FBNDFidelity Merrimack Str Tr	7.5%	6.9%	939,278	+13.5%	$40.7M
QQQInvesco Qqq Tr	6.4%	6.6%	46,947	-4.7%	$34.7M
FRDMEa Series Trust	6.0%	7.7%	467,795	-18.9%	$32.7M
VCSHVanguard Scottsdale Fds	5.2%	4.8%	363,868	+10.4%	$28.1M
IJHIshares Tr	4.8%	4.8%	361,747	+5.9%	$26.0M
VTVanguard Intl Equity Index F	4.3%	4.2%	148,063	+0.2%	$23.4M
VUSBVanguard Bd Index Fds	3.7%	3.4%	401,478	+6.0%	$19.9M
VCITVanguard Scottsdale Fds	3.1%	2.9%	211,897	+11.8%	$16.6M
VOOVanguard Index Fds	2.4%	2.5%	18,908	-6.9%	$13.3M
DFAIDimensional ETF Trust	2.4%	2.1%	310,357	+9.3%	$12.9M
NVDANvidia Corporation	1.4%	1.3%	33,983	-2.6%	$7.8M
VXUSVanguard Star Fds	1.4%	1.4%	88,630	+2.2%	$7.5M
AAPLApple Inc	1.2%	1.1%	20,111	-2.2%	$6.7M
VTIVanguard Index Fds	1.2%	1.2%	17,561	+2.0%	$6.6M
DFICDimensional ETF Trust	1.1%	1.0%	156,867	+4.4%	$5.9M
AMZNAmazon Com Inc	0.9%	0.8%	18,737	-1.7%	$4.7M
MSFTMicrosoft Corp	0.9%	0.6%	9,101	-0.4%	$4.7M
VXFVanguard Index Fds	0.9%	0.9%	19,994	-4.6%	$4.6M
FENIFidelity Covington Trust	0.7%	0.7%	100,846	+5.3%	$4.0M
GOOGAlphabet Inc	0.7%	0.7%	11,015	-3.0%	$3.8M
GOOGLAlphabet Inc	0.6%	0.6%	9,165	-1.3%	$3.2M
SPYState Str Spdr S&p 500 ETF T	0.5%	0.5%	3,539	+5.0%	$2.7M
SCZIshares Tr	0.5%	0.4%	31,881	+8.9%	$2.7M
BILSpdr Series Trust	0.4%	0.5%	26,112	-5.2%	$2.4M
DELLDell Technologies Inc	0.4%	0.3%	4,121	-0.6%	$2.2M
ABBVAbbvie Inc	0.4%	0.4%	8,020	+3.1%	$2.1M
MDYState Str Spdr S&p Midcap 40	0.3%	0.4%	2,866	+3.4%	$1.9M
VWOVanguard Intl Equity Index F	0.3%	0.4%	31,691	-5.3%	$1.9M
CLHClean Harbors Inc	0.3%	0.3%	5,603	-4.5%	$1.7M
XLKSelect Sector Spdr Tr	0.3%	0.3%	8,637	-0.0%	$1.7M
METAMeta Platforms Inc	0.3%	0.2%	2,316	-2.2%	$1.7M
AVGOBroadcom Inc	0.3%	0.3%	4,142	-3.4%	$1.5M
PNFPPinnacle Finl Partners Inc	0.3%	0.2%	15,125	+30.6%	$1.4M
JPMJpmorgan Chase & Co	0.3%	0.3%	4,115	-3.4%	$1.4M
CRHCrh PLC	0.2%	0.3%	15,878	-2.9%	$1.3M
HQYHealthequity Inc	0.2%	0.2%	14,086	-1.2%	$1.2M
BRK-BBerkshire Hathaway Inc Del	0.2%	0.2%	2,351	-2.2%	$1.2M
CATCaterpillar Inc	0.2%	0.3%	1,420	-0.6%	$1.2M
PANWPalo Alto Networks Inc	0.2%	0.2%	2,880	-1.7%	$1.1M
TPXSomnigroup International Inc	0.2%	0.3%	18,324	-3.8%	$1.1M
KEXKirby Corp	0.2%	0.2%	8,196	-1.4%	$1.1M
IWVIshares Tr	0.2%	0.2%	2,460	+0.0%	$1.1M
SSNCSs&c Tech Hldgs	0.2%	—	13,348	—	$1.0M
MASMasco Corp	0.2%	0.2%	13,948	-3.1%	$940K
KNXKnight-Swift Transn Hldgs in	0.2%	0.3%	13,392	-27.9%	$852K
CIENCiena Corp	0.2%	0.2%	2,394	-6.8%	$842K
LLYEli Lilly & Co	0.2%	—	713	—	$825K
CRWDCrowdstrike Hldgs Inc	0.2%	—	3,097	—	$820K

What Coyle Financial Counsel LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

PNFP Pinnacle Finl Partners Inc+30.6% shares
FBND Fidelity Merrimack Str Tr+13.5% shares
VCIT Vanguard Scottsdale Fds+11.8% shares
VCSH Vanguard Scottsdale Fds+10.4% shares
DFAI Dimensional ETF Trust+9.3% shares
SCZ Ishares Tr+8.9% shares
VUSB Vanguard Bd Index Fds+6.0% shares
IJH Ishares Tr+5.9% shares

Reduced

KNX Knight-Swift Transn Hldgs in-27.9% shares
FRDM Ea Series Trust-18.9% shares
VOO Vanguard Index Fds-6.9% shares
CIEN Ciena Corp-6.8% shares
VWO Vanguard Intl Equity Index F-5.3% shares
BIL Spdr Series Trust-5.2% shares

Left the top 50

Share counts compared with the Q2 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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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
Q3 2026	$542.9M	123
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

Questions about Coyle Financial Counsel LLC's portfolio

What stocks does Coyle Financial Counsel LLC own?

Coyle Financial Counsel LLC's latest 13F, for Q3 2026 and filed Oct 28, 2026, lists 123 positions worth $542.9M. The largest are Ishares Tr (IVV) at 17.4%, Vanguard Ftse Developed Markets Index Fu (VEA) at 12.9%, Fidelity Merrimack Str Tr (FBND) at 7.5%, Invesco Qqq Tr (QQQ) at 6.4% and Ea Series Trust (FRDM) at 6.0%.

What did Coyle Financial Counsel LLC buy last quarter?

In Q3 2026, Coyle Financial Counsel LLC added Pinnacle Finl Partners Inc (PNFP) (+30.6% shares), Fidelity Merrimack Str Tr (FBND) (+13.5% shares) and Vanguard Scottsdale Fds (VCIT) (+11.8% shares), compared with its Q2 2026 filing.

What did Coyle Financial Counsel LLC sell last quarter?

In Q3 2026, Coyle Financial Counsel LLC cut from its top 50 Autozone Inc (AZO), cut from its top 50 Rb Global Inc (RBA), cut from its top 50 Pool Corp (POOL), Knight-Swift Transn Hldgs in (KNX) (-27.9% shares), Ea Series Trust (FRDM) (-18.9% shares) and Vanguard Index Fds (VOO) (-6.9% shares), compared with its Q2 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 Dec 31, 2026 is due by Feb 14, 2027; 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 $542.9M.