Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| iShares TRCORE S&P500 ETF | CORE S&P500 ETF | $78.1M | 16.5% |
| Vanguard Tax-managed FdsVAN FTSE DEV MKT | VAN FTSE DEV MKT | $63.8M | 13.5% |
| Fidelity Merrimack Str TRTOTAL BD ETF | TOTAL BD ETF | $36.3M | 7.7% |
| EA Series TrustFREEDOM 100 EM | FREEDOM 100 EM | $31.9M | 6.7% |
| Invesco Qqq TRUNIT SER 1 | UNIT SER 1 | $28M | 5.9% |
| Vanguard Scottsdale FdsSHRT TRM CORP BD | SHRT TRM CORP BD | $25.1M | 5.3% |
| iShares TRCORE S&P MCP ETF | CORE S&P MCP ETF | $22.5M | 4.8% |
| Vanguard Intl Equity Index FTT WRLD ST ETF | TT WRLD ST ETF | $20M | 4.2% |
| Vanguard BD Index FdsVANGUARD ULTRA | VANGUARD ULTRA | $18.4M | 3.9% |
| Vanguard Scottsdale FdsINT-TERM CORP | INT-TERM CORP | $15.3M | 3.2% |
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $12.1M | 2.6% |
| Dimensional ETF TrustINTL CORE EQT MK | INTL CORE EQT MK | $10.9M | 2.3% |
| Vanguard Star FdsVG TL INTL STK F | VG TL INTL STK F | $6.82M | 1.4% |
| Nvidia CorporationCOM | COM | $5.66M | 1.2% |
| Vanguard Index FdsTOTAL STK MKT | TOTAL STK MKT | $5.52M | 1.2% |
| Dimensional ETF TrustINTL CORE EQUITY | INTL CORE EQUITY | $5.48M | 1.2% |
| Apple Inc.COM | COM | $4.82M | 1.0% |
| Vanguard Index FdsEXTEND MKT ETF | EXTEND MKT ETF | $4.33M | 0.9% |
| Amazon Com Inc.COM | COM | $3.76M | 0.8% |
| Fidelity Covington TrustENHANCED INTL | ENHANCED INTL | $3.66M | 0.8% |
| Microsoft Corp.COM | COM | $3.32M | 0.7% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $3.14M | 0.7% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $2.48M | 0.5% |
| iShares TREAFE SML CP ETF | EAFE SML CP ETF | $2.36M | 0.5% |
| SPDR Series TrustSTATE STREET SPD | STATE STREET SPD | $2.27M | 0.5% |
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $2.22M | 0.5% |
| Clean Harbors Inc.COM | COM | $2.19M | 0.5% |
| Crh PLCORD | ORD | $1.8M | 0.4% |
| Vanguard Intl Equity Index FFTSE EMR MKT ETF | FTSE EMR MKT ETF | $1.75M | 0.4% |
| State Str SPDR S&P Midcap 40UTSER1 S&PDCRP | UTSER1 S&PDCRP | $1.69M | 0.4% |
| Abbvie Inc.COM | COM | $1.67M | 0.4% |
| Somnigroup International Inc.COM | COM | $1.47M | 0.3% |
| Autozone Inc.COM | COM | $1.43M | 0.3% |
| Ciena Corp.COM NEW | COM NEW | $1.42M | 0.3% |
| Meta Platforms Inc.CL A | CL A | $1.34M | 0.3% |
| Broadcom Inc.COM | COM | $1.21M | 0.3% |
| Kirby Corp.COM | COM | $1.18M | 0.2% |
| Select Sector SPDR TRSTATE STREET TEC | STATE STREET TEC | $1.15M | 0.2% |
| JPMORGAN Chase & COCOM | COM | $1.15M | 0.2% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $1.12M | 0.2% |
| Knight-swift Transn Hldgs INCL A | CL A | $1.11M | 0.2% |
| Lkq Corp.COM | COM | $1.1M | 0.2% |
| Dell Technologies Inc.CL C | CL C | $992K | 0.2% |
| RB Global Inc.COM | COM | $989K | 0.2% |
| Caterpillar Inc.COM | COM | $988K | 0.2% |
| iShares TRRUSSELL 3000 ETF | RUSSELL 3000 ETF | $912K | 0.2% |
| Masco Corp.COM | COM | $907K | 0.2% |
| Healthequity Inc.COM | COM | $896K | 0.2% |
| Pinnacle Finl Partners Inc.COM | COM | $871K | 0.2% |
| Deckers Outdoor Corp.COM | COM | $861K | 0.2% |
iShares TRCORE S&P500 ETF$78.1M
- Class
- CORE S&P500 ETF
- Share
- 16.5%
Vanguard Tax-managed FdsVAN FTSE DEV MKT$63.8M
- Class
- VAN FTSE DEV MKT
- Share
- 13.5%
Fidelity Merrimack Str TRTOTAL BD ETF$36.3M
- Class
- TOTAL BD ETF
- Share
- 7.7%
EA Series TrustFREEDOM 100 EM$31.9M
- Class
- FREEDOM 100 EM
- Share
- 6.7%
Invesco Qqq TRUNIT SER 1$28M
- Class
- UNIT SER 1
- Share
- 5.9%
Vanguard Scottsdale FdsSHRT TRM CORP BD$25.1M
- Class
- SHRT TRM CORP BD
- Share
- 5.3%
iShares TRCORE S&P MCP ETF$22.5M
- Class
- CORE S&P MCP ETF
- Share
- 4.8%
Vanguard Intl Equity Index FTT WRLD ST ETF$20M
- Class
- TT WRLD ST ETF
- Share
- 4.2%
Vanguard BD Index FdsVANGUARD ULTRA$18.4M
- Class
- VANGUARD ULTRA
- Share
- 3.9%
Vanguard Scottsdale FdsINT-TERM CORP$15.3M
- Class
- INT-TERM CORP
- Share
- 3.2%
Vanguard Index FdsS&P 500 ETF SHS$12.1M
- Class
- S&P 500 ETF SHS
- Share
- 2.6%
Dimensional ETF TrustINTL CORE EQT MK$10.9M
- Class
- INTL CORE EQT MK
- Share
- 2.3%
Vanguard Star FdsVG TL INTL STK F$6.82M
- Class
- VG TL INTL STK F
- Share
- 1.4%
Nvidia CorporationCOM$5.66M
- Class
- COM
- Share
- 1.2%
Vanguard Index FdsTOTAL STK MKT$5.52M
- Class
- TOTAL STK MKT
- Share
- 1.2%
Dimensional ETF TrustINTL CORE EQUITY$5.48M
- Class
- INTL CORE EQUITY
- Share
- 1.2%
Apple Inc.COM$4.82M
- Class
- COM
- Share
- 1.0%
Vanguard Index FdsEXTEND MKT ETF$4.33M
- Class
- EXTEND MKT ETF
- Share
- 0.9%
Amazon Com Inc.COM$3.76M
- Class
- COM
- Share
- 0.8%
Fidelity Covington TrustENHANCED INTL$3.66M
- Class
- ENHANCED INTL
- Share
- 0.8%
Microsoft Corp.COM$3.32M
- Class
- COM
- Share
- 0.7%
Alphabet Inc.CAP STK CL C$3.14M
- Class
- CAP STK CL C
- Share
- 0.7%
Alphabet Inc.CAP STK CL A$2.48M
- Class
- CAP STK CL A
- Share
- 0.5%
iShares TREAFE SML CP ETF$2.36M
- Class
- EAFE SML CP ETF
- Share
- 0.5%
SPDR Series TrustSTATE STREET SPD$2.27M
- Class
- STATE STREET SPD
- Share
- 0.5%
State Str SPDR S&P 500 ETF TTR UNIT$2.22M
- Class
- TR UNIT
- Share
- 0.5%
Clean Harbors Inc.COM$2.19M
- Class
- COM
- Share
- 0.5%
Crh PLCORD$1.8M
- Class
- ORD
- Share
- 0.4%
Vanguard Intl Equity Index FFTSE EMR MKT ETF$1.75M
- Class
- FTSE EMR MKT ETF
- Share
- 0.4%
State Str SPDR S&P Midcap 40UTSER1 S&PDCRP$1.69M
- Class
- UTSER1 S&PDCRP
- Share
- 0.4%
Abbvie Inc.COM$1.67M
- Class
- COM
- Share
- 0.4%
Somnigroup International Inc.COM$1.47M
- Class
- COM
- Share
- 0.3%
Autozone Inc.COM$1.43M
- Class
- COM
- Share
- 0.3%
Ciena Corp.COM NEW$1.42M
- Class
- COM NEW
- Share
- 0.3%
Meta Platforms Inc.CL A$1.34M
- Class
- CL A
- Share
- 0.3%
Broadcom Inc.COM$1.21M
- Class
- COM
- Share
- 0.3%
Kirby Corp.COM$1.18M
- Class
- COM
- Share
- 0.2%
Select Sector SPDR TRSTATE STREET TEC$1.15M
- Class
- STATE STREET TEC
- Share
- 0.2%
JPMORGAN Chase & COCOM$1.15M
- Class
- COM
- Share
- 0.2%
Berkshire Hathaway Inc. DelCL B NEW$1.12M
- Class
- CL B NEW
- Share
- 0.2%
Knight-swift Transn Hldgs INCL A$1.11M
- Class
- CL A
- Share
- 0.2%
Lkq Corp.COM$1.1M
- Class
- COM
- Share
- 0.2%
Dell Technologies Inc.CL C$992K
- Class
- CL C
- Share
- 0.2%
RB Global Inc.COM$989K
- Class
- COM
- Share
- 0.2%
Caterpillar Inc.COM$988K
- Class
- COM
- Share
- 0.2%
iShares TRRUSSELL 3000 ETF$912K
- Class
- RUSSELL 3000 ETF
- Share
- 0.2%
Masco Corp.COM$907K
- Class
- COM
- Share
- 0.2%
Healthequity Inc.COM$896K
- Class
- COM
- Share
- 0.2%
Pinnacle Finl Partners Inc.COM$871K
- Class
- COM
- Share
- 0.2%
Deckers Outdoor Corp.COM$861K
- Class
- COM
- Share
- 0.2%
The share class is shown on a wider screen.
The 50 largest of 113 positions by value, with holdings of the same security combined. The 113 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1593038
- File number
- 028-16084
- Options
- 0 call, 0 put
- In the 25 largest
- 88.0%
Common questions
What are Coyle Financial Counsel’s 13F holdings worth?
$473 million across 113 positions for the quarter ended 31 March 2026.
What is Coyle Financial Counsel’s largest 13F holding?
ISHARES TR (CORE S&P500 ETF) was the largest position at $78.1 million, or 16.5% of reported 13F value, as of 31 March 2026.
How concentrated is Coyle Financial Counsel’s 13F portfolio?
The ten largest positions accounted for 71.8% of reported value and the twenty-five largest for 88.0%, across 113 positions as of 31 March 2026.
Does Form 13F show everything Coyle Financial Counsel manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Coyle Financial Counsel file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 31 March 2026.
Answered from this filing and the prior quarter's.