Coyle Financial Counsel LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 4, 2025), Coyle Financial Counsel LLC reported 73 stock positions worth $316.0 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 16.0% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 13.3%) and Fidelity Total Bond ETF (FBND, 7.6%). Compared with Q3 2024, it opened 7 new positions, sold out of 4, added to 35 and reduced 27. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +13%) and the biggest sale SS SPDR BB 1-3M T-Bill ETF (BIL, shares −57%).
- Most Recent 13F
- Q2 2026
- Location
- Glenview, IL
- CIK
- 0001593038
- Portfolio Value
- $316.0M (Q4 2024)
- SEC Filing
- 0001104659-25-009039 ↗ filed Feb 4, 2025
Holdings Value
Holdings 73 stocks · $316.0M
| IVV iShares Core S&P 500 ETF | 16.00% | 85,862 | $50.5M | Add +13.2% |
| VEA Vanguard Ftse Developed ETF | 13.32% | 879,969 | $42.1M | Add +14.1% |
| FBND Fidelity Total Bond ETF | 7.59% | 534,438 | $24.0M | Add +12.7% |
| QQQ Invesco QQQ Trust Series 1 | 5.70% | 35,218 | $18.0M | Add +12.7% |
| VCSH Vanguard S/T Corp. Bond ETF | 5.41% | 219,321 | $17.1M | Add +11.8% |
| FRDM Freedom 100 Emeging MRKT ETF | 4.75% | 458,976 | $15.0M | Add +16.7% |
| VT Vanguard Tot World STK ETF | 4.34% | 116,818 | $13.7M | Add +15.7% |
| VUSB Vanguard Ultra Short Bond Et | 3.95% | 251,747 | $12.5M | Add +8.3% |
| VOO Vanguard S&P 500 ETF | 3.82% | 22,374 | $12.1M | Add +5.9% |
| IJH iShares Core S&P Midcap ETF | 3.43% | 173,734 | $10.8M | Add +25.1% |
| VCIT Vanguard Int-Term Corporate | 3.31% | 130,158 | $10.4M | Add +8.8% |
| VXUS Vanguard Total Intl Stock | 2.12% | 113,692 | $6.7M | Reduce -3.1% |
| DFIC Dimensional International Co. | 1.81% | 220,718 | $5.7M | Reduce -7.2% |
| VTI VG Morningstar TS MKT ETF-US | 1.55% | 16,884 | $4.9M | Reduce -0.7% |
| AAPL Apple Inc. | 1.37% | 17,235 | $4.3M | Reduce -1.6% |
| VXF Vanguard Extended Market ETF | 1.34% | 22,311 | $4.2M | Add +6.8% |
| NVDA Nvidia Corp. | 0.98% | 23,018 | $3.1M | Reduce -6.3% |
| AMZN Amazon.com Inc. | 0.88% | 12,717 | $2.8M | Add +5.3% |
| SCZ iShares MSCI Eafe Small-Cap | 0.84% | 43,551 | $2.6M | Reduce -3.8% |
| PGR Progressive Corp. | 0.80% | 10,565 | $2.5M | Reduce -25.1% |
| CRH CRH PLC | 0.76% | 26,119 | $2.4M | Reduce -5.2% |
| CLH Clean Harbors Inc. | 0.71% | 9,723 | $2.2M | Reduce -47.1% |
| LKQ LKQ Corp. | 0.68% | 58,597 | $2.2M | Reduce -6.0% |
| RBA RB Global Inc. | 0.67% | 23,528 | $2.1M | Add +10.7% |
| AZO AutoZone Inc. | 0.59% | 583 | $1.9M | Reduce -16.5% |
| AMH American Homes 4 Rent- A | 0.59% | 49,772 | $1.9M | Add +4.2% |
| CIEN Ciena Corp. | 0.58% | 21,769 | $1.8M | New |
| GOOG Alphabet Inc. Class C | 0.58% | 9,561 | $1.8M | Reduce -10.9% |
| MAS Masco Corp. | 0.56% | 24,552 | $1.8M | Reduce -1.6% |
| PNFP Pinnacle Financial Partners | 0.56% | 15,529 | $1.8M | Reduce -1.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.55% | 2,976 | $1.7M | Reduce -17.5% |
| KEX Kirby Corp. | 0.53% | 15,960 | $1.7M | Add +7.2% |
| GPK Graphic Packaging Holding Co. | 0.51% | 59,506 | $1.6M | Reduce -47.7% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.50% | 17,377 | $1.6M | Reduce -56.8% |
| VWO Vanguard Ftse Emerging Marke | 0.50% | 35,813 | $1.6M | Add +8.8% |
| PPG PPG Industries Inc. | 0.49% | 13,017 | $1.6M | Reduce -4.9% |
| FANG Diamondback Energy Inc. | 0.47% | 9,102 | $1.5M | Add +53.7% |
| SGI Somnigroup International Inc. filed as TEMPUR SEALY INTL INC | 0.47% | 26,215 | $1.5M | New |
| MDY State Street SPDR S&P Midcap | 0.46% | 2,578 | $1.5M | Reduce -6.5% |
| BERY Berry Global Group Inc. | 0.45% | 22,113 | $1.4M | Reduce -17.1% |
| MSFT Microsoft Corp. | 0.44% | 3,286 | $1.4M | Add +17.6% |
| GOOGL Alphabet Inc. Class A | 0.40% | 6,602 | $1.2M | Add +3.6% |
| ABBV Abbvie Inc. | 0.39% | 6,878 | $1.2M | Reduce -2.5% |
| DECK Deckers Outdoor Corp. | 0.31% | 4,862 | $987K | Add +500.3% |
| GBIL Goldman Sachs Access Treasur | 0.27% | 8,637 | $863K | Reduce -18.0% |
| IWV iShares Russell 3000 ETF | 0.26% | 2,468 | $825K | Reduce -10.5% |
| KNX Knight-Swift Transportation | 0.26% | 15,208 | $807K | Reduce -16.5% |
| DFAI Dimensional International Co. | 0.23% | 24,667 | $720K | New |
| META Meta Platforms Inc. Class A | 0.23% | 1,218 | $713K | Add +10.2% |
| ABT Abbott Laboratories | 0.21% | 5,890 | $666K | Reduce -2.9% |
| MCD McDonald's Corp. | 0.20% | 2,132 | $618K | Add +0.1% |
| ICSH iShares Ultra Short Duration | 0.18% | 11,418 | $576K | Add +8.2% |
| JPM JPMorgan Chase & Co. | 0.16% | 2,174 | $521K | Add +31.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.16% | 1,140 | $517K | Add +39.9% |
| CAT Caterpillar Inc. | 0.15% | 1,348 | $489K | Add +0.1% |
| AMT American Tower Corp. | 0.13% | 2,185 | $401K | Add +1.7% |
| IVW iShares S&P 500 Growth ETF | 0.12% | 3,833 | $389K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.12% | 8,531 | $375K | Add +11.2% |
| AVGO Broadcom Inc. | 0.12% | 1,580 | $366K | Add +1144.1% |
| HD Home Depot Inc. | 0.11% | 926 | $360K | Add +8.9% |
| SGOV iShares 0-3 Month Treasury B | 0.10% | 3,195 | $321K | Add +39.8% |
| WMT Walmart Inc. | 0.10% | 3,431 | $310K | Add +3.1% |
| COKE Coca-Cola Consolidated Inc. | 0.09% | 228 | $288K | No change |
| PANW Palo Alto Networks Inc. | 0.09% | 1,530 | $278K | Add +17.3% |
| TSLA Tesla Inc. | 0.09% | 689 | $278K | New |
| UNP Union Pacific Corp. | 0.09% | 1,206 | $275K | Add +0.5% |
| FMB First Trust Managed Municipa | 0.09% | 5,366 | $274K | New |
| SBUX Starbucks Corp. | 0.08% | 2,881 | $263K | New |
| CME Cme Group Inc. | 0.08% | 1,102 | $256K | Reduce -3.5% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.07% | 660 | $226K | Reduce -13.2% |
| CVX Chevron Corp. | 0.07% | 1,540 | $223K | New |
| XLV SS Health Care Select Sector | 0.07% | 1,539 | $212K | No change |
| VERU Veru Inc. | 0.00% | 11,165 | $7K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -56.8% | 0.50% | −0.79 |
| CLH Clean Harbors Inc. | Reduce -47.1% | 0.71% | −0.74 |
| GPK Graphic Packaging Holding Co. | Reduce -47.7% | 0.51% | −0.53 |
| VC Visteon Corp. | Sold out | 0.00% | −0.52 |
| FDX FedEx Corp. | Sold out | 0.00% | −0.46 |
| DFIC Dimensional International Co. | Reduce -7.2% | 1.81% | −0.38 |
| VXUS Vanguard Total Intl Stock | Reduce -3.1% | 2.12% | −0.35 |
| LKQ LKQ Corp. | Reduce -6.0% | 0.68% | −0.22 |
| PGR Progressive Corp. | Reduce -25.1% | 0.80% | −0.22 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -3.8% | 0.84% | −0.14 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -17.5% | 0.55% | −0.13 |
| AZO AutoZone Inc. | Reduce -16.5% | 0.59% | −0.13 |
| GOOG Alphabet Inc. Class C | Reduce -10.9% | 0.58% | −0.11 |
| PPG PPG Industries Inc. | Reduce -4.9% | 0.49% | −0.11 |
| BERY Berry Global Group Inc. | Reduce -17.1% | 0.45% | −0.10 |
| GBIL Goldman Sachs Access Treasur | Reduce -18.0% | 0.27% | −0.09 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.09 |
| WFC Wells Fargo & Co. | Sold out | 0.00% | −0.08 |
| NVDA Nvidia Corp. | Reduce -6.3% | 0.98% | −0.08 |
| KNX Knight-Swift Transportation | Reduce -16.5% | 0.26% | −0.06 |
| MDY State Street SPDR S&P Midcap | Reduce -6.5% | 0.46% | −0.05 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.7% | 1.55% | −0.04 |
| IWV iShares Russell 3000 ETF | Reduce -10.5% | 0.26% | −0.04 |
| ABBV Abbvie Inc. | Reduce -2.5% | 0.39% | −0.04 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -13.2% | 0.07% | −0.03 |
| MAS Masco Corp. | Reduce -1.6% | 0.56% | −0.02 |
| ABT Abbott Laboratories | Reduce -2.9% | 0.21% | −0.01 |
| CME Cme Group Inc. | Reduce -3.5% | 0.08% | +0.00 |
| CRH CRH PLC | Reduce -5.2% | 0.76% | +0.04 |
| AAPL Apple Inc. | Reduce -1.6% | 1.37% | +0.08 |
| PNFP Pinnacle Financial Partners | Reduce -1.3% | 0.56% | +0.12 |
Portfolio Buys Q3 2024 → Q4 2024
| IVV iShares Core S&P 500 ETF | Add +13.2% | 16.00% | +1.52 |
| IJH iShares Core S&P Midcap ETF | Add +25.1% | 3.43% | +0.59 |
| CIEN Ciena Corp. | New | 0.58% | +0.58 |
| QQQ Invesco QQQ Trust Series 1 | Add +12.7% | 5.70% | +0.47 |
| SGI Somnigroup International Inc. | New | 0.47% | +0.47 |
| VT Vanguard Tot World STK ETF | Add +15.7% | 4.34% | +0.38 |
| DFAI Dimensional International Co. | New | 0.23% | +0.23 |
| FBND Fidelity Total Bond ETF | Add +12.7% | 7.59% | +0.16 |
| VOO Vanguard S&P 500 ETF | Add +5.9% | 3.82% | +0.13 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +11.8% | 5.41% | +0.13 |
| VXF Vanguard Extended Market ETF | Add +6.8% | 1.34% | +0.11 |
| RBA RB Global Inc. | Add +10.7% | 0.67% | +0.11 |
| TSLA Tesla Inc. | New | 0.09% | +0.09 |
| FMB First Trust Managed Municipa | New | 0.09% | +0.09 |
| SBUX Starbucks Corp. | New | 0.08% | +0.08 |
| CVX Chevron Corp. | New | 0.07% | +0.07 |
| AMZN Amazon.com Inc. | Add +5.3% | 0.88% | +0.07 |
| FANG Diamondback Energy Inc. | Add +53.7% | 0.47% | +0.06 |
| JPM JPMorgan Chase & Co. | Add +31.7% | 0.16% | +0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +39.9% | 0.16% | +0.05 |
| AVGO Broadcom Inc. | Add +1144.1% | 0.12% | +0.04 |
| DECK Deckers Outdoor Corp. | Add +500.3% | 0.31% | +0.04 |
| META Meta Platforms Inc. Class A | Add +10.2% | 0.23% | +0.03 |
| VEA Vanguard Ftse Developed ETF | Add +14.1% | 13.32% | +0.03 |
| SGOV iShares 0-3 Month Treasury B | Add +39.8% | 0.10% | +0.02 |
| WMT Walmart Inc. | Add +3.1% | 0.10% | +0.02 |
| BAC Bank of America Corp. | Add +11.2% | 0.12% | +0.01 |
| HD Home Depot Inc. | Add +8.9% | 0.11% | +0.01 |
| PANW Palo Alto Networks Inc. | Add +17.3% | 0.09% | +0.01 |
| MCD McDonald's Corp. | Add +0.1% | 0.20% | +0.01 |
| MSFT Microsoft Corp. | Add +17.6% | 0.44% | +0.00 |
| CAT Caterpillar Inc. | Add +0.1% | 0.15% | −0.00 |
| VWO Vanguard Ftse Emerging Marke | Add +8.8% | 0.50% | −0.00 |
| ICSH iShares Ultra Short Duration | Add +8.2% | 0.18% | −0.00 |
| UNP Union Pacific Corp. | Add +0.5% | 0.09% | −0.01 |
| GOOGL Alphabet Inc. Class A | Add +3.6% | 0.40% | −0.01 |
| AMT American Tower Corp. | Add +1.7% | 0.13% | −0.02 |
| VCIT Vanguard Int-Term Corporate | Add +8.8% | 3.31% | −0.03 |
| AMH American Homes 4 Rent- A | Add +4.2% | 0.59% | −0.03 |
| VUSB Vanguard Ultra Short Bond Et | Add +8.3% | 3.95% | −0.06 |
| KEX Kirby Corp. | Add +7.2% | 0.53% | −0.09 |
| FRDM Freedom 100 Emeging MRKT ETF | Add +16.7% | 4.75% | −0.10 |
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 |