Coyle Financial Counsel LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Coyle Financial Counsel LLC reported 91 stock positions worth $373.5 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 16.6% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 14.3%) and Fidelity Total Bond ETF (FBND, 7.4%). Compared with Q1 2025, it opened 17 new positions, sold out of 2, added to 40 and reduced 31. The biggest buy was Invesco QQQ Trust Series 1 (QQQ, shares +7%) and the biggest sale Apple (AAPL, shares −24%).
- Most Recent 13F
- Q2 2026
- Location
- Glenview, IL
- CIK
- 0001593038
- Portfolio Value
- $373.5M (Q2 2025)
- SEC Filing
- 0001104659-25-078429 ↗ filed Aug 14, 2025
Holdings Value
Holdings 91 stocks · $373.5M
| IVV iShares Core S&P 500 ETF | 16.63% | 100,041 | $62.1M | Add +6.6% |
| VEA Vanguard Ftse Developed ETF | 14.30% | 937,083 | $53.4M | Add +3.1% |
| FBND Fidelity Total Bond ETF | 7.40% | 603,996 | $27.6M | Add +6.7% |
| QQQ Invesco QQQ Trust Series 1 | 6.12% | 41,423 | $22.9M | Add +7.2% |
| FRDM Freedom 100 Emeging MRKT ETF | 5.66% | 523,087 | $21.1M | Add +5.5% |
| VCSH Vanguard S/T Corp. Bond ETF | 5.51% | 258,667 | $20.6M | Add +4.1% |
| VT Vanguard Tot World STK ETF | 4.49% | 130,561 | $16.8M | Add +5.2% |
| VUSB Vanguard Ultra Short Bond Et | 3.82% | 286,325 | $14.3M | Add +8.7% |
| IJH iShares Core S&P Midcap ETF | 3.61% | 217,207 | $13.5M | Add +9.4% |
| VCIT Vanguard Int-Term Corporate | 3.28% | 147,883 | $12.3M | Add +8.2% |
| VOO Vanguard S&P 500 ETF | 3.28% | 21,546 | $12.2M | Reduce -0.6% |
| VXUS Vanguard Total Intl Stock | 1.73% | 93,305 | $6.4M | Reduce -4.5% |
| DFIC Dimensional International Co. | 1.44% | 172,785 | $5.4M | Reduce -5.6% |
| VTI VG Morningstar TS MKT ETF-US | 1.36% | 16,762 | $5.1M | Reduce -1.9% |
| NVDA Nvidia Corp. | 1.18% | 27,809 | $4.4M | Add +13.4% |
| VXF Vanguard Extended Market ETF | 1.10% | 21,281 | $4.1M | Reduce -0.1% |
| DFAI Dimensional International Co. | 0.92% | 99,589 | $3.4M | Add +37.4% |
| AMZN Amazon.com Inc. | 0.85% | 14,530 | $3.2M | Reduce -0.9% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.83% | 33,910 | $3.1M | Reduce -14.8% |
| AAPL Apple Inc. | 0.77% | 14,065 | $2.9M | Reduce -24.0% |
| MSFT Microsoft Corp. | 0.73% | 5,505 | $2.7M | Add +9.4% |
| SCZ iShares MSCI Eafe Small-Cap | 0.67% | 34,216 | $2.5M | Reduce -5.4% |
| CLH Clean Harbors Inc. | 0.63% | 10,206 | $2.4M | Add +5.5% |
| KEX Kirby Corp. | 0.57% | 18,761 | $2.1M | Add +11.9% |
| AZO AutoZone Inc. | 0.55% | 556 | $2.1M | Reduce -4.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.55% | 3,330 | $2.1M | Add +7.7% |
| CIEN Ciena Corp. | 0.53% | 24,157 | $2.0M | Add +15.7% |
| CRH CRH PLC | 0.52% | 21,188 | $1.9M | Reduce -8.0% |
| SGI Somnigroup International Inc. | 0.50% | 27,271 | $1.9M | Reduce -7.4% |
| LKQ LKQ Corp. | 0.48% | 47,979 | $1.8M | Reduce -6.6% |
| VWO Vanguard Ftse Emerging Marke | 0.43% | 32,734 | $1.6M | Reduce -0.8% |
| PNFP Pinnacle Financial Partners | 0.42% | 14,367 | $1.6M | Reduce -7.7% |
| GOOG Alphabet Inc. Class C | 0.41% | 8,599 | $1.5M | Reduce -11.2% |
| MDY State Street SPDR S&P Midcap | 0.38% | 2,510 | $1.4M | Add +0.2% |
| MAS Masco Corp. | 0.35% | 20,388 | $1.3M | Reduce -7.3% |
| ABBV Abbvie Inc. | 0.35% | 7,068 | $1.3M | Add +0.2% |
| RBA RB Global Inc. | 0.34% | 11,955 | $1.3M | Reduce -33.2% |
| GOOGL Alphabet Inc. Class A | 0.33% | 7,056 | $1.2M | Add +4.9% |
| META Meta Platforms Inc. Class A | 0.32% | 1,644 | $1.2M | Add +6.9% |
| AMCR Amcor PLC | 0.32% | 131,598 | $1.2M | New |
| PGR Progressive Corp. | 0.32% | 4,468 | $1.2M | Reduce -34.9% |
| XLK SS Technology Select Sector | 0.29% | 4,319 | $1.1M | New |
| GPK Graphic Packaging Holding Co. | 0.28% | 49,153 | $1.0M | Reduce -6.3% |
| FANG Diamondback Energy Inc. | 0.26% | 6,934 | $953K | Reduce -16.4% |
| GBIL Goldman Sachs Access Treasur | 0.23% | 8,761 | $877K | Add +9.9% |
| IWV iShares Russell 3000 ETF | 0.23% | 2,460 | $863K | Reduce -0.3% |
| AVGO Broadcom Inc. | 0.23% | 3,083 | $850K | Add +83.4% |
| HQY Healthequity Inc. | 0.22% | 7,813 | $818K | New |
| ABT Abbott Laboratories | 0.22% | 6,001 | $816K | Add +0.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.22% | 1,654 | $803K | Add +11.4% |
| JPM JPMorgan Chase & Co. | 0.17% | 2,236 | $648K | Add +1.4% |
| ICSH iShares Ultra Short Duration | 0.17% | 12,361 | $627K | Add +8.1% |
| MCD McDonald's Corp. | 0.17% | 2,142 | $626K | Add +0.1% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.14% | 1,044 | $532K | Add +44.4% |
| XLF SS Financial Select Sector | 0.14% | 10,143 | $531K | New |
| KNX Knight-Swift Transportation | 0.14% | 11,910 | $527K | Reduce -10.2% |
| CAT Caterpillar Inc. | 0.14% | 1,347 | $523K | Reduce -0.1% |
| DECK Deckers Outdoor Corp. | 0.13% | 4,698 | $484K | Add +0.3% |
| SGOV iShares 0-3 Month Treasury B | 0.12% | 4,621 | $465K | Add +40.9% |
| HD Home Depot Inc. | 0.12% | 1,240 | $455K | Add +0.9% |
| AMH American Homes 4 Rent- A | 0.12% | 12,373 | $446K | Reduce -9.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.12% | 9,267 | $439K | Add +0.6% |
| IVW iShares S&P 500 Growth ETF | 0.11% | 3,833 | $422K | No change |
| WMT Walmart Inc. | 0.10% | 3,833 | $375K | Add +3.6% |
| XLC SS Comm Select Sector SPDR | 0.10% | 3,413 | $370K | New |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.10% | 1,144 | $366K | Add +33.0% |
| BC Brunswick Corp. | 0.09% | 6,310 | $349K | New |
| BSX Boston Scientific Corp. | 0.09% | 3,171 | $341K | New |
| PINS Pinterest Inc. Class A | 0.09% | 9,451 | $339K | Add +4.6% |
| NFLX Netflix Inc. | 0.09% | 247 | $331K | New |
| ITOT iShares Core S&P Total U.S. | 0.09% | 2,390 | $323K | Add +9.9% |
| PANW Palo Alto Networks Inc. | 0.08% | 1,498 | $307K | Reduce -5.1% |
| TSLA Tesla Inc. | 0.08% | 942 | $299K | New |
| XLV SS Health Care Select Sector | 0.08% | 2,212 | $298K | Add +43.7% |
| CME Cme Group Inc. | 0.08% | 1,061 | $292K | Add +0.2% |
| UNP Union Pacific Corp. | 0.07% | 1,210 | $278K | Add +0.2% |
| GE General Electric filed as GE AEROSPACE | 0.07% | 1,080 | $278K | New |
| AMT American Tower Corp. | 0.07% | 1,254 | $277K | Reduce -44.0% |
| FMB First Trust Managed Municipa | 0.07% | 5,366 | $267K | No change |
| MA Mastercard Inc. Class A | 0.07% | 467 | $262K | Reduce -2.9% |
| COKE Coca-Cola Consolidated Inc. | 0.07% | 2,342 | $262K | No change |
| UNH Unitedhealth Group Inc. | 0.07% | 816 | $255K | New |
| CAH Cardinal Health Inc. | 0.06% | 1,340 | $225K | New |
| LLY Eli Lilly & Co. | 0.06% | 283 | $221K | New |
| JNJ Johnson & Johnson | 0.06% | 1,441 | $220K | New |
| GEV GE Vernova Inc. | 0.06% | 412 | $218K | New |
| QCOM Qualcomm Inc. | 0.06% | 1,321 | $210K | Reduce -6.4% |
| VGIT Vanguard Intermediate-Term T | 0.06% | 3,507 | $210K | New |
| SBUX Starbucks Corp. | 0.06% | 2,270 | $208K | Reduce -1.9% |
| COST Costco Wholesale Corp. | 0.05% | 206 | $204K | New |
| VERU Veru Inc. | 0.00% | 11,165 | $6K | Reduce -3.4% |
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -24.0% | 0.77% | −0.48 |
| BERY Berry Global Group Inc. | Sold out | 0.00% | −0.42 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -14.8% | 0.83% | −0.28 |
| PGR Progressive Corp. | Reduce -34.9% | 0.32% | −0.27 |
| RBA RB Global Inc. | Reduce -33.2% | 0.34% | −0.21 |
| LKQ LKQ Corp. | Reduce -6.6% | 0.48% | −0.19 |
| FANG Diamondback Energy Inc. | Reduce -16.4% | 0.26% | −0.15 |
| GPK Graphic Packaging Holding Co. | Reduce -6.3% | 0.28% | −0.14 |
| AZO AutoZone Inc. | Reduce -4.8% | 0.55% | −0.13 |
| VXUS Vanguard Total Intl Stock | Reduce -4.5% | 1.73% | −0.13 |
| VOO Vanguard S&P 500 ETF | Reduce -0.6% | 3.28% | −0.13 |
| MAS Masco Corp. | Reduce -7.3% | 0.35% | −0.12 |
| DFIC Dimensional International Co. | Reduce -5.6% | 1.44% | −0.11 |
| CRH CRH PLC | Reduce -8.0% | 0.52% | −0.10 |
| CVX Chevron Corp. | Sold out | 0.00% | −0.09 |
| PNFP Pinnacle Financial Partners | Reduce -7.7% | 0.42% | −0.08 |
| AMT American Tower Corp. | Reduce -44.0% | 0.07% | −0.07 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.9% | 1.36% | −0.07 |
| GOOG Alphabet Inc. Class C | Reduce -11.2% | 0.41% | −0.05 |
| SGI Somnigroup International Inc. | Reduce -7.4% | 0.50% | −0.04 |
| AMH American Homes 4 Rent- A | Reduce -9.3% | 0.12% | −0.04 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -5.4% | 0.67% | −0.04 |
| KNX Knight-Swift Transportation | Reduce -10.2% | 0.14% | −0.04 |
| VWO Vanguard Ftse Emerging Marke | Reduce -0.8% | 0.43% | −0.02 |
| VXF Vanguard Extended Market ETF | Reduce -0.1% | 1.10% | −0.02 |
| SBUX Starbucks Corp. | Reduce -1.9% | 0.06% | −0.01 |
| MA Mastercard Inc. Class A | Reduce -2.9% | 0.07% | −0.01 |
| QCOM Qualcomm Inc. | Reduce -6.4% | 0.06% | −0.01 |
| IWV iShares Russell 3000 ETF | Reduce -0.3% | 0.23% | −0.01 |
| PANW Palo Alto Networks Inc. | Reduce -5.1% | 0.08% | −0.00 |
| VERU Veru Inc. | Reduce -3.4% | 0.00% | 0.00 |
| AMZN Amazon.com Inc. | Reduce -0.9% | 0.85% | +0.00 |
| CAT Caterpillar Inc. | Reduce -0.1% | 0.14% | +0.00 |
Portfolio Buys Q1 2025 → Q2 2025
| QQQ Invesco QQQ Trust Series 1 | Add +7.2% | 6.12% | +0.58 |
| IVV iShares Core S&P 500 ETF | Add +6.6% | 16.63% | +0.52 |
| NVDA Nvidia Corp. | Add +13.4% | 1.18% | +0.36 |
| FRDM Freedom 100 Emeging MRKT ETF | Add +5.5% | 5.66% | +0.35 |
| AMCR Amcor PLC | New | 0.32% | +0.32 |
| XLK SS Technology Select Sector | New | 0.29% | +0.29 |
| DFAI Dimensional International Co. | Add +37.4% | 0.92% | +0.23 |
| HQY Healthequity Inc. | New | 0.22% | +0.22 |
| VEA Vanguard Ftse Developed ETF | Add +3.1% | 14.30% | +0.19 |
| MSFT Microsoft Corp. | Add +9.4% | 0.73% | +0.16 |
| XLF SS Financial Select Sector | New | 0.14% | +0.14 |
| AVGO Broadcom Inc. | Add +83.4% | 0.23% | +0.14 |
| CIEN Ciena Corp. | Add +15.7% | 0.53% | +0.14 |
| XLC SS Comm Select Sector SPDR | New | 0.10% | +0.10 |
| VT Vanguard Tot World STK ETF | Add +5.2% | 4.49% | +0.10 |
| BC Brunswick Corp. | New | 0.09% | +0.09 |
| BSX Boston Scientific Corp. | New | 0.09% | +0.09 |
| NFLX Netflix Inc. | New | 0.09% | +0.09 |
| TSLA Tesla Inc. | New | 0.08% | +0.08 |
| GE General Electric | New | 0.07% | +0.07 |
| UNH Unitedhealth Group Inc. | New | 0.07% | +0.07 |
| IJH iShares Core S&P Midcap ETF | Add +9.4% | 3.61% | +0.07 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +44.4% | 0.14% | +0.06 |
| CAH Cardinal Health Inc. | New | 0.06% | +0.06 |
| LLY Eli Lilly & Co. | New | 0.06% | +0.06 |
| JNJ Johnson & Johnson | New | 0.06% | +0.06 |
| GEV GE Vernova Inc. | New | 0.06% | +0.06 |
| VGIT Vanguard Intermediate-Term T | New | 0.06% | +0.06 |
| COST Costco Wholesale Corp. | New | 0.05% | +0.05 |
| META Meta Platforms Inc. Class A | Add +6.9% | 0.32% | +0.05 |
| KEX Kirby Corp. | Add +11.9% | 0.57% | +0.05 |
| CLH Clean Harbors Inc. | Add +5.5% | 0.63% | +0.05 |
| SGOV iShares 0-3 Month Treasury B | Add +40.9% | 0.12% | +0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +7.7% | 0.55% | +0.02 |
| GOOGL Alphabet Inc. Class A | Add +4.9% | 0.33% | +0.02 |
| XLV SS Health Care Select Sector | Add +43.7% | 0.08% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +1.4% | 0.17% | +0.01 |
| AJG Arthur J Gallagher & Co. | Add +33.0% | 0.10% | +0.01 |
| ITOT iShares Core S&P Total U.S. | Add +9.9% | 0.09% | +0.01 |
| PINS Pinterest Inc. Class A | Add +4.6% | 0.09% | +0.01 |
| WMT Walmart Inc. | Add +3.6% | 0.10% | +0.00 |
| BAC Bank of America Corp. | Add +0.6% | 0.12% | 0.00 |
| CME Cme Group Inc. | Add +0.2% | 0.08% | −0.01 |
| GBIL Goldman Sachs Access Treasur | Add +9.9% | 0.23% | −0.01 |
| ICSH iShares Ultra Short Duration | Add +8.1% | 0.17% | −0.01 |
| UNP Union Pacific Corp. | Add +0.2% | 0.07% | −0.01 |
| HD Home Depot Inc. | Add +0.9% | 0.12% | −0.02 |
| ABT Abbott Laboratories | Add +0.5% | 0.22% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +11.4% | 0.22% | −0.03 |
| MDY State Street SPDR S&P Midcap | Add +0.2% | 0.38% | −0.03 |
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 |