Coyle Financial Counsel LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 7, 2026), Coyle Financial Counsel LLC reported 125 stock positions worth $547.6 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 16.8% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 13.2%) and Freedom 100 Emeging MRKT ETF (FRDM, 7.7%). Compared with Q1 2026, it opened 20 new positions, sold out of 8, added to 68 and reduced 31. The biggest buy was Invesco QQQ Trust Series 1 (QQQ, shares +2%) and the biggest sale Clean Harbors (CLH, shares −23%).
- Most Recent 13F
- Q2 2026
- Location
- Glenview, IL
- CIK
- 0001593038
- Portfolio Value
- $547.6M (Q2 2026)
- SEC Filing
- 0001104659-26-092442 ↗ filed Aug 7, 2026
Holdings Value
Holdings 125 stocks · $547.6M
| IVV iShares Core S&P 500 ETF | 16.78% | 122,731 | $91.9M | Add +2.6% |
| VEA Vanguard Ftse Developed ETF | 13.16% | 1,011,315 | $72.1M | Add +1.5% |
| FRDM Freedom 100 Emeging MRKT ETF | 7.68% | 576,703 | $42.0M | Reduce -1.2% |
| FBND Fidelity Total Bond ETF | 6.88% | 827,671 | $37.7M | Add +4.1% |
| QQQ Invesco QQQ Trust Series 1 | 6.62% | 49,250 | $36.3M | Add +1.5% |
| IJH iShares Core S&P Midcap ETF | 4.81% | 341,501 | $26.3M | Add +2.5% |
| VCSH Vanguard S/T Corp. Bond ETF | 4.75% | 329,479 | $26.0M | Add +4.2% |
| VT Vanguard Tot World STK ETF | 4.24% | 147,778 | $23.2M | Add +2.1% |
| VUSB Vanguard Ultra Short Bond Et | 3.44% | 378,923 | $18.9M | Add +2.4% |
| VCIT Vanguard Int-Term Corporate | 2.86% | 189,477 | $15.7M | Add +2.7% |
| VOO Vanguard S&P 500 ETF | 2.55% | 20,307 | $13.9M | Reduce -0.1% |
| DFAI Dimensional International Co. | 2.14% | 284,051 | $11.7M | Add +1.8% |
| VXUS Vanguard Total Intl Stock | 1.35% | 86,730 | $7.4M | Reduce -2.0% |
| NVDA Nvidia Corp. | 1.27% | 34,891 | $7.0M | Add +7.6% |
| VTI VG Morningstar TS MKT ETF-US | 1.16% | 17,222 | $6.4M | Add +0.0% |
| AAPL Apple Inc. | 1.09% | 20,566 | $6.0M | Add +8.3% |
| DFIC Dimensional International Co. | 1.02% | 150,299 | $5.6M | Reduce -2.6% |
| VXF Vanguard Extended Market ETF | 0.94% | 20,962 | $5.2M | Reduce -0.4% |
| AMZN Amazon.com Inc. | 0.83% | 19,054 | $4.5M | Add +5.6% |
| GOOG Alphabet Inc. Class C | 0.73% | 11,359 | $4.0M | Add +3.7% |
| FENI Fidelity Enhanced Intl ETF | 0.70% | 95,803 | $3.8M | Reduce -2.6% |
| MSFT Microsoft Corp. | 0.62% | 9,134 | $3.4M | Add +1.7% |
| GOOGL Alphabet Inc. Class A | 0.61% | 9,286 | $3.3M | Add +7.7% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.46% | 27,542 | $2.5M | Add +11.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.46% | 3,371 | $2.5M | Reduce -1.1% |
| SCZ iShares MSCI Eafe Small-Cap | 0.44% | 29,265 | $2.4M | Reduce -2.6% |
| VWO Vanguard Ftse Emerging Marke | 0.36% | 33,469 | $2.0M | Add +3.3% |
| ABBV Abbvie Inc. | 0.36% | 7,780 | $2.0M | Add +1.4% |
| MDY State Street SPDR S&P Midcap | 0.36% | 2,773 | $2.0M | Add +0.9% |
| DELL Dell Technologies -C | 0.33% | 4,146 | $1.8M | Reduce -31.4% |
| CLH Clean Harbors Inc. | 0.32% | 5,865 | $1.8M | Reduce -23.1% |
| CRH CRH PLC | 0.32% | 16,355 | $1.7M | Reduce -4.3% |
| XLK SS Technology Select Sector | 0.30% | 8,638 | $1.6M | No change |
| AVGO Broadcom Inc. | 0.30% | 4,288 | $1.6M | Add +9.3% |
| CAT Caterpillar Inc. | 0.28% | 1,429 | $1.5M | Add +2.5% |
| SGI Somnigroup International Inc. | 0.27% | 19,057 | $1.5M | Reduce -4.3% |
| KNX Knight-Swift Transportation | 0.26% | 18,566 | $1.4M | Reduce -3.8% |
| JPM JPMorgan Chase & Co. | 0.25% | 4,261 | $1.4M | Add +9.4% |
| META Meta Platforms Inc. Class A | 0.24% | 2,367 | $1.3M | Add +1.2% |
| HQY Healthequity Inc. | 0.24% | 14,260 | $1.3M | Add +33.0% |
| AZO AutoZone Inc. | 0.23% | 397 | $1.3M | Reduce -6.2% |
| CIEN Ciena Corp. | 0.23% | 2,568 | $1.3M | Reduce -29.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.22% | 2,404 | $1.2M | Add +2.7% |
| MAS Masco Corp. | 0.21% | 14,391 | $1.2M | Reduce -4.2% |
| RBA RB Global Inc. | 0.21% | 10,046 | $1.2M | Reduce -2.7% |
| PNFP Pinnacle Financial Partners | 0.21% | 11,577 | $1.2M | Add +14.5% |
| KEX Kirby Corp. | 0.21% | 8,313 | $1.1M | Reduce -6.2% |
| IWV iShares Russell 3000 ETF | 0.19% | 2,460 | $1.0M | No change |
| PANW Palo Alto Networks Inc. | 0.18% | 2,929 | $999K | Add +10.3% |
| POOL Pool Corp. | 0.18% | 4,641 | $997K | New |
| INTC Intel Corp. | 0.17% | 6,749 | $942K | Add +10.0% |
| MCD McDonald's Corp. | 0.16% | 3,325 | $899K | Add +48.0% |
| LLY Eli Lilly & Co. | 0.16% | 740 | $887K | Add +26.3% |
| DECK Deckers Outdoor Corp. | 0.16% | 8,596 | $853K | Reduce -0.1% |
| SSNC Ss&c Technologies Holdings | 0.15% | 13,524 | $839K | New |
| MRVL Marvell Technology Inc. | 0.15% | 2,763 | $823K | Add +14.5% |
| PGR Progressive Corp. | 0.14% | 3,550 | $775K | Reduce -0.1% |
| TSLA Tesla Inc. | 0.14% | 1,830 | $770K | Add +8.5% |
| BC Brunswick Corp. | 0.14% | 8,853 | $746K | Reduce -3.8% |
| MU Micron Technology Inc. | 0.13% | 630 | $727K | New |
| V Visa Inc. Class A | 0.13% | 2,089 | $717K | Add +28.3% |
| ABT Abbott Laboratories | 0.12% | 7,366 | $668K | Add +6.6% |
| PWR Quanta Services Inc. | 0.12% | 913 | $657K | Add +7.5% |
| ICSH iShares Ultra Short Duration | 0.12% | 12,642 | $639K | Add +0.7% |
| LKQ LKQ Corp. | 0.12% | 24,189 | $637K | Reduce -35.4% |
| AMD Advanced Micro Devices | 0.11% | 1,055 | $613K | New |
| UPS United Parcel Service Class B | 0.11% | 5,640 | $606K | Reduce -1.4% |
| SGOV iShares 0-3 Month Treasury B | 0.11% | 5,997 | $604K | Add +21.8% |
| HD Home Depot Inc. | 0.11% | 1,678 | $592K | Add +6.1% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.11% | 774 | $591K | Add +1.7% |
| GBIL Goldman Sachs Access Treasur | 0.11% | 5,846 | $585K | Reduce -1.8% |
| JNJ Johnson & Johnson | 0.10% | 2,230 | $566K | Add +5.1% |
| GEV GE Vernova Inc. | 0.10% | 475 | $558K | Add +6.7% |
| BAC Bank of America Corp. | 0.10% | 9,667 | $551K | Add +3.5% |
| XLF SS Financial Select Sector | 0.10% | 10,190 | $546K | Add +0.1% |
| GE General Electric filed as GE AEROSPACE | 0.10% | 1,415 | $529K | Reduce -0.4% |
| GNRC Generac Holdings Inc. | 0.10% | 1,806 | $529K | Reduce -5.6% |
| WMT Walmart Inc. | 0.09% | 4,581 | $519K | Reduce -3.6% |
| IVW iShares S&P 500 Growth ETF | 0.09% | 3,751 | $516K | No change |
| RTX RTX Corp. | 0.09% | 2,617 | $496K | Add +13.5% |
| COKE Coca-Cola Consolidated Inc. | 0.08% | 2,361 | $451K | Add +0.2% |
| WTFC Wintrust Financial Corp. | 0.08% | 2,772 | $446K | Reduce -4.8% |
| ATI Ati Inc. | 0.08% | 2,227 | $439K | Add +12.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.08% | 2,768 | $419K | Add +15.7% |
| FANG Diamondback Energy Inc. | 0.08% | 2,367 | $416K | Reduce -6.5% |
| C Citigroup Inc. | 0.08% | 2,967 | $415K | Add +0.1% |
| MPWR Monolithic Power Systems Inc. | 0.07% | 290 | $401K | Add +11.1% |
| UNP Union Pacific Corp. | 0.07% | 1,452 | $395K | Add +10.2% |
| ANET Arista Networks Inc. | 0.07% | 2,319 | $394K | Add +25.7% |
| UNH Unitedhealth Group Inc. | 0.07% | 926 | $385K | Add +24.5% |
| VBIL Vanguard 0-3M T-Bill ETF | 0.07% | 5,080 | $384K | Reduce -20.0% |
| GL Globe Life Inc. | 0.07% | 2,061 | $368K | Add +12.6% |
| XLC SS Comm Select Sector SPDR | 0.07% | 3,413 | $366K | No change |
| MCK McKesson Corp. | 0.07% | 472 | $357K | Add +7.0% |
| XLV SS Health Care Select Sector | 0.06% | 2,207 | $350K | No change |
| CVX Chevron Corp. | 0.06% | 2,092 | $347K | Add +12.1% |
| RGA Reinsurance Group of America | 0.06% | 1,595 | $339K | Add +10.3% |
| XOM Exxon Mobil Corp. | 0.06% | 2,460 | $336K | Add +1.1% |
| NBIS Nebius Group NV | 0.06% | 1,200 | $331K | New |
| AMAT Applied Materials Inc. | 0.06% | 449 | $325K | New |
Options reported separately and not counted above: SPCX puts ($342K).
Portfolio Sells Q1 2026 → Q2 2026
| CLH Clean Harbors Inc. | Reduce -23.1% | 0.32% | −0.14 |
| FHN First Horizon Corp. | Sold out | 0.00% | −0.14 |
| DFIC Dimensional International Co. | Reduce -2.6% | 1.02% | −0.14 |
| LKQ LKQ Corp. | Reduce -35.4% | 0.12% | −0.12 |
| VXUS Vanguard Total Intl Stock | Reduce -2.0% | 1.35% | −0.09 |
| AMH American Homes 4 Rent- A | Sold out | 0.00% | −0.08 |
| FENI Fidelity Enhanced Intl ETF | Reduce -2.6% | 0.70% | −0.07 |
| AZO AutoZone Inc. | Reduce -6.2% | 0.23% | −0.07 |
| CIEN Ciena Corp. | Reduce -29.7% | 0.23% | −0.07 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.06 |
| CRH CRH PLC | Reduce -4.3% | 0.32% | −0.06 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -2.6% | 0.44% | −0.06 |
| IIIV I3 Verticals Inc. Class A | Sold out | 0.00% | −0.05 |
| PLTR Palantir Technologies Inc. Class A | Sold out | 0.00% | −0.05 |
| BSX Boston Scientific Corp. | Sold out | 0.00% | −0.05 |
| LMT Lockheed Martin Corp. | Sold out | 0.00% | −0.04 |
| KEX Kirby Corp. | Reduce -6.2% | 0.21% | −0.04 |
| SGI Somnigroup International Inc. | Reduce -4.3% | 0.27% | −0.04 |
| VBIL Vanguard 0-3M T-Bill ETF | Reduce -20.0% | 0.07% | −0.03 |
| WMT Walmart Inc. | Reduce -3.6% | 0.09% | −0.03 |
| FANG Diamondback Energy Inc. | Reduce -6.5% | 0.08% | −0.03 |
| DECK Deckers Outdoor Corp. | Reduce -0.1% | 0.16% | −0.03 |
| VOO Vanguard S&P 500 ETF | Reduce -0.1% | 2.55% | −0.02 |
| GBIL Goldman Sachs Access Treasur | Reduce -1.8% | 0.11% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.1% | 0.46% | −0.01 |
| UPS United Parcel Service Class B | Reduce -1.4% | 0.11% | −0.01 |
| PGR Progressive Corp. | Reduce -0.1% | 0.14% | −0.01 |
| BC Brunswick Corp. | Reduce -3.8% | 0.14% | −0.01 |
| CAH Cardinal Health Inc. | Reduce -4.0% | 0.06% | −0.00 |
| WTFC Wintrust Financial Corp. | Reduce -4.8% | 0.08% | −0.00 |
| QUINCE THERAPEUTICS INC | Sold out | 0.00% | −0.00 |
| RBA RB Global Inc. | Reduce -2.7% | 0.21% | +0.00 |
| GE General Electric | Reduce -0.4% | 0.10% | +0.01 |
| GNRC Generac Holdings Inc. | Reduce -5.6% | 0.10% | +0.02 |
| MAS Masco Corp. | Reduce -4.2% | 0.21% | +0.02 |
| VXF Vanguard Extended Market ETF | Reduce -0.4% | 0.94% | +0.03 |
| KNX Knight-Swift Transportation | Reduce -3.8% | 0.26% | +0.03 |
| DELL Dell Technologies -C | Reduce -31.4% | 0.33% | +0.12 |
| FRDM Freedom 100 Emeging MRKT ETF | Reduce -1.2% | 7.68% | +0.93 |
Portfolio Buys Q1 2026 → Q2 2026
| QQQ Invesco QQQ Trust Series 1 | Add +1.5% | 6.62% | +0.70 |
| IVV iShares Core S&P 500 ETF | Add +2.6% | 16.78% | +0.26 |
| POOL Pool Corp. | New | 0.18% | +0.18 |
| SSNC Ss&c Technologies Holdings | New | 0.15% | +0.15 |
| MU Micron Technology Inc. | New | 0.13% | +0.13 |
| INTC Intel Corp. | Add +10.0% | 0.17% | +0.11 |
| AMD Advanced Micro Devices | New | 0.11% | +0.11 |
| MRVL Marvell Technology Inc. | Add +14.5% | 0.15% | +0.10 |
| PANW Palo Alto Networks Inc. | Add +10.3% | 0.18% | +0.09 |
| GOOGL Alphabet Inc. Class A | Add +7.7% | 0.61% | +0.08 |
| NVDA Nvidia Corp. | Add +7.6% | 1.27% | +0.08 |
| CAT Caterpillar Inc. | Add +2.5% | 0.28% | +0.07 |
| GOOG Alphabet Inc. Class C | Add +3.7% | 0.73% | +0.07 |
| AAPL Apple Inc. | Add +8.3% | 1.09% | +0.07 |
| NBIS Nebius Group NV | New | 0.06% | +0.06 |
| AMAT Applied Materials Inc. | New | 0.06% | +0.06 |
| VTV Vanguard Mrngstr Val ETF-Aui | New | 0.06% | +0.06 |
| MTSI Macom Technology Solutions H | New | 0.06% | +0.06 |
| VUG Vanguard Mrngstar GR ETF-Sui | New | 0.06% | +0.06 |
| QCOM Qualcomm Inc. | New | 0.05% | +0.05 |
| IJH iShares Core S&P Midcap ETF | Add +2.5% | 4.81% | +0.05 |
| LLY Eli Lilly & Co. | Add +26.3% | 0.16% | +0.05 |
| MRK Merck & Co. Inc. | New | 0.05% | +0.05 |
| ADI Analog Devices Inc. | New | 0.05% | +0.05 |
| HQY Healthequity Inc. | Add +33.0% | 0.24% | +0.05 |
| MA Mastercard Inc. Class A | New | 0.05% | +0.05 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +1.7% | 0.11% | +0.04 |
| CSCO Cisco Systems Inc. | New | 0.04% | +0.04 |
| XLI SS Industrial Select Sector | New | 0.04% | +0.04 |
| AVGO Broadcom Inc. | Add +9.3% | 0.30% | +0.04 |
| RSPT Invesco S&P 500 Equal Weight | New | 0.04% | +0.04 |
| IWB iShares Russell 1000 ETF | New | 0.04% | +0.04 |
| AMZN Amazon.com Inc. | Add +5.6% | 0.83% | +0.03 |
| PNFP Pinnacle Financial Partners | Add +14.5% | 0.21% | +0.03 |
| UNH Unitedhealth Group Inc. | Add +24.5% | 0.07% | +0.03 |
| V Visa Inc. Class A | Add +28.3% | 0.13% | +0.03 |
| ANET Arista Networks Inc. | Add +25.7% | 0.07% | +0.02 |
| PWR Quanta Services Inc. | Add +7.5% | 0.12% | +0.02 |
| GEV GE Vernova Inc. | Add +6.7% | 0.10% | +0.02 |
| ATI Ati Inc. | Add +12.8% | 0.08% | +0.02 |
| MCD McDonald's Corp. | Add +48.0% | 0.16% | +0.02 |
| BRC INC-A | New | 0.02% | +0.02 |
| GL Globe Life Inc. | Add +12.6% | 0.07% | +0.01 |
| MPWR Monolithic Power Systems Inc. | Add +11.1% | 0.07% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +9.4% | 0.25% | +0.01 |
| SNAP Snap Inc. Class A | New | 0.01% | +0.01 |
| TSLA Tesla Inc. | Add +8.5% | 0.14% | +0.01 |
| SGOV iShares 0-3 Month Treasury B | Add +21.8% | 0.11% | +0.01 |
| C Citigroup Inc. | Add +0.1% | 0.08% | +0.00 |
| ABBV Abbvie Inc. | Add +1.4% | 0.36% | +0.00 |
Options Activity Q1 2026 → Q2 2026
| SPCX Space Exploration Techn Class A | put | New | 2,000 | $342K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 125 | $547.6M | IVV, VEA, FRDM, FBND, QQQ |
| Q1 2026 | 113 | $472.8M | IVV, VEA, FBND, FRDM, QQQ |
| Q4 2025 | 114 | $467.9M | IVV, VEA, FBND, FRDM, QQQ |
| Q3 2025 | 97 | $433.8M | IVV, VEA, FBND, QQQ, FRDM |
| Q2 2025 | 91 | $373.5M | IVV, VEA, FBND, QQQ, FRDM |
| Q1 2025 | 76 | $327.4M | IVV, VEA, FBND, VCSH, QQQ |
| Q4 2024 | 73 | $316.0M | IVV, VEA, FBND, QQQ, VCSH |
| Q3 2024 | 70 | $286.6M | IVV, VEA, FBND, VCSH, QQQ |
| Q2 2024 | 74 | $279.6M | IVV, VEA, FBND, VCSH, QQQ |
| Q1 2024 | 74 | $279.6M | IVV, VEA, FBND, VCSH, QQQ |