Coyle Financial Counsel LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 10, 2025), Coyle Financial Counsel LLC reported 97 stock positions worth $433.8 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 16.5% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 13.2%) and Fidelity Total Bond ETF (FBND, 7.8%). Compared with Q2 2025, it opened 14 new positions, sold out of 8, added to 56 and reduced 22. The biggest buy was a new position in Fidelity Enhanced Intl ETF (FENI) and the biggest sale an exit from Graphic Packaging (GPK).

Most Recent 13F
Q2 2026
Location
Glenview, IL
CIK
0001593038
Portfolio Value
$433.8M (Q3 2025)
SEC Filing
0001104659-25-108808 ↗ filed Nov 10, 2025

Holdings Value

0$200.0M$400.0M$600.0M Q1 2024: $279.6M Q1 2024 Q2 2024: $279.6M Q2 2024 Q3 2024: $286.6M Q3 2024 Q4 2024: $316.0M Q4 2024 Q1 2025: $327.4M Q1 2025 Q2 2025: $373.5M Q2 2025 Q3 2025: $433.8M $433.8M Q3 2025 Q4 2025: $467.9M Q4 2025 Q1 2026: $472.8M Q1 2026 Q2 2026: $547.6M Q2 2026

Holdings 97 stocks · $433.8M
IVV iShares Core S&P 500 ETF 16.53% 107,161 $71.7M Add +7.1%
VEA Vanguard Ftse Developed ETF 13.22% 957,119 $57.4M Add +2.1%
FBND Fidelity Total Bond ETF 7.84% 735,709 $34.0M Add +21.8%
QQQ Invesco QQQ Trust Series 1 6.01% 43,458 $26.1M Add +4.9%
FRDM Freedom 100 Emeging MRKT ETF 5.69% 556,660 $24.7M Add +6.4%
VCSH Vanguard S/T Corp. Bond ETF 5.38% 291,741 $23.3M Add +12.8%
IJH iShares Core S&P Midcap ETF 4.36% 290,109 $18.9M Add +33.6%
VT Vanguard Tot World STK ETF 4.31% 135,545 $18.7M Add +3.8%
VUSB Vanguard Ultra Short Bond Et 3.99% 345,905 $17.3M Add +20.8%
VCIT Vanguard Int-Term Corporate 3.36% 173,219 $14.6M Add +17.1%
VOO Vanguard S&P 500 ETF 3.02% 21,398 $13.1M Reduce -0.7%
DFAI Dimensional International Co. 1.67% 199,217 $7.2M Add +100.0%
VXUS Vanguard Total Intl Stock 1.46% 86,457 $6.4M Reduce -7.3%
VTI VG Morningstar TS MKT ETF-US 1.26% 16,716 $5.5M Reduce -0.3%
NVDA Nvidia Corp. 1.24% 28,730 $5.4M Add +3.3%
DFIC Dimensional International Co. 1.21% 159,622 $5.2M Reduce -7.6%
VXF Vanguard Extended Market ETF 1.06% 21,983 $4.6M Add +3.3%
AAPL Apple Inc. 0.90% 15,346 $3.9M Add +9.1%
AMZN Amazon.com Inc. 0.82% 16,288 $3.6M Add +12.1%
FENI Fidelity Enhanced Intl ETF 0.82% 101,139 $3.6M New
MSFT Microsoft Corp. 0.79% 6,608 $3.4M Add +20.0%
BIL SS SPDR BB 1-3M T-Bill ETF 0.73% 34,726 $3.2M Add +2.4%
GOOG Alphabet Inc. Class C 0.55% 9,857 $2.4M Add +14.6%
SCZ iShares MSCI Eafe Small-Cap 0.54% 30,785 $2.4M Reduce -10.0%
CRH CRH PLC 0.54% 19,657 $2.4M Reduce -7.2%
AZO AutoZone Inc. 0.52% 524 $2.2M Reduce -5.8%
CLH Clean Harbors Inc. 0.51% 9,573 $2.2M Reduce -6.2%
SGI Somnigroup International Inc. 0.49% 25,425 $2.1M Reduce -6.8%
SPY SS SPDR S&P 500 ETF Trust-US 0.48% 3,099 $2.1M Reduce -6.9%
VWO Vanguard Ftse Emerging Marke 0.44% 34,894 $1.9M Add +6.6%
GOOGL Alphabet Inc. Class A 0.42% 7,455 $1.8M Add +5.7%
ABBV Abbvie Inc. 0.39% 7,262 $1.7M Add +2.7%
MDY State Street SPDR S&P Midcap 0.38% 2,741 $1.6M Add +9.2%
LKQ LKQ Corp. 0.37% 51,983 $1.6M Add +8.3%
CIEN Ciena Corp. 0.37% 10,878 $1.6M Reduce -55.0%
META Meta Platforms Inc. Class A 0.35% 2,085 $1.5M Add +26.8%
HQY Healthequity Inc. 0.34% 15,433 $1.5M Add +97.5%
KEX Kirby Corp. 0.33% 17,403 $1.5M Reduce -7.2%
MAS Masco Corp. 0.31% 19,066 $1.3M Reduce -6.5%
PNFP Pinnacle Financial Partners 0.29% 13,392 $1.3M Reduce -6.8%
XLK SS Technology Select Sector 0.28% 4,319 $1.2M No change
AVGO Broadcom Inc. 0.27% 3,582 $1.2M Add +16.2%
PGR Progressive Corp. 0.24% 4,290 $1.1M Reduce -4.0%
AMCR Amcor PLC 0.23% 124,374 $1.0M Reduce -5.5%
DECK Deckers Outdoor Corp. 0.22% 9,508 $964K Add +102.4%
IWV iShares Russell 3000 ETF 0.21% 2,460 $932K No change
BRK.B Berkshire Hathaway Inc. Class B 0.21% 1,850 $930K Add +11.8%
JPM JPMorgan Chase & Co. 0.21% 2,929 $924K Add +31.0%
FANG Diamondback Energy Inc. 0.21% 6,454 $924K Reduce -6.9%
ABT Abbott Laboratories 0.20% 6,380 $855K Add +6.3%
RBA RB Global Inc. 0.19% 7,536 $817K Reduce -37.0%
GBIL Goldman Sachs Access Treasur 0.18% 7,981 $800K Reduce -8.9%
BC Brunswick Corp. 0.17% 11,911 $753K Add +88.8%
ICSH iShares Ultra Short Duration 0.17% 14,287 $725K Add +15.6%
MCD McDonald's Corp. 0.15% 2,209 $671K Add +3.1%
CAT Caterpillar Inc. 0.15% 1,356 $647K Add +0.7%
AMH American Homes 4 Rent- A 0.14% 18,723 $623K Add +51.3%
HD Home Depot Inc. 0.14% 1,447 $586K Add +16.7%
SGOV iShares 0-3 Month Treasury B 0.13% 5,754 $579K Add +24.5%
XLF SS Financial Select Sector 0.13% 10,151 $547K Add +0.1%
IIIV I3 Verticals Inc. Class A 0.12% 16,674 $541K New
CRWD CrowdStrike Holdings Inc. Class A 0.12% 1,044 $512K No change
TSLA Tesla Inc. 0.11% 1,115 $496K Add +18.4%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.11% 9,377 $484K Add +1.2%
UPS United Parcel Service Class B 0.11% 5,758 $481K New
PANW Palo Alto Networks Inc. 0.11% 2,307 $470K Add +54.0%
IVW iShares S&P 500 Growth ETF 0.11% 3,833 $463K No change
KNX Knight-Swift Transportation 0.10% 11,219 $443K Reduce -5.8%
WMT Walmart Inc. 0.09% 3,937 $406K Add +2.7%
XLC SS Comm Select Sector SPDR 0.09% 3,413 $404K No change
V Visa Inc. Class A 0.09% 1,164 $397K New
BSX Boston Scientific Corp. 0.09% 4,029 $393K Add +27.1%
GE General Electric filed as GE AEROSPACE 0.09% 1,234 $371K Add +14.3%
NFLX Netflix Inc. 0.08% 296 $355K Add +19.8%
CME Cme Group Inc. 0.08% 1,211 $327K Add +14.1%
PINS Pinterest Inc. Class A 0.07% 10,002 $322K Add +5.8%
PFF iShares Preferred & Income S 0.07% 10,000 $316K New
XLV SS Health Care Select Sector 0.07% 2,207 $307K Reduce -0.2%
FMB First Trust Managed Municipa 0.07% 6,027 $306K Add +12.3%
UNP Union Pacific Corp. 0.07% 1,283 $303K Add +6.0%
MA Mastercard Inc. Class A 0.07% 528 $300K Add +13.1%
GEV GE Vernova Inc. 0.07% 477 $293K Add +15.8%
PWR Quanta Services Inc. 0.07% 681 $282K New
RTX CORPORATION 0.06% 1,667 $279K New
COKE Coca-Cola Consolidated Inc. 0.06% 2,347 $275K Add +0.2%
MCK McKesson Corp. 0.06% 353 $273K New
JNJ Johnson & Johnson 0.06% 1,412 $262K Reduce -2.0%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.06% 1,671 $242K New
QCOM Qualcomm Inc. 0.06% 1,442 $240K Add +9.2%
NOW ServiceNow Inc. 0.05% 257 $237K New
PLTR Palantir Technologies Inc. Class A 0.05% 1,291 $236K New
CVX Chevron Corp. 0.05% 1,480 $230K New
LLY Eli Lilly & Co. 0.05% 293 $224K Add +3.5%
C Citigroup Inc. 0.05% 2,192 $222K New
CAH Cardinal Health Inc. 0.05% 1,360 $213K Add +1.5%
SBUX Starbucks Corp. 0.05% 2,501 $212K Add +10.2%
RGA Reinsurance Group of America 0.05% 1,061 $204K New

Portfolio Sells Q2 2025 → Q3 2025
GPK Graphic Packaging Holding Co. Sold out 0.00% −0.28
VXUS Vanguard Total Intl Stock Reduce -7.3% 1.46% −0.26
VOO Vanguard S&P 500 ETF Reduce -0.7% 3.02% −0.26
KEX Kirby Corp. Reduce -7.2% 0.33% −0.23
DFIC Dimensional International Co. Reduce -7.6% 1.21% −0.23
CIEN Ciena Corp. Reduce -55.0% 0.37% −0.16
RBA RB Global Inc. Reduce -37.0% 0.19% −0.15
PNFP Pinnacle Financial Partners Reduce -6.8% 0.29% −0.14
SCZ iShares MSCI Eafe Small-Cap Reduce -10.0% 0.54% −0.12
CLH Clean Harbors Inc. Reduce -6.2% 0.51% −0.12
VTI VG Morningstar TS MKT ETF-US Reduce -0.3% 1.26% −0.10
AJG Arthur J Gallagher & Co. Sold out 0.00% −0.10
AMCR Amcor PLC Reduce -5.5% 0.23% −0.09
ITOT iShares Core S&P Total U.S. Sold out 0.00% −0.09
PGR Progressive Corp. Reduce -4.0% 0.24% −0.07
SPY SS SPDR S&P 500 ETF Trust-US Reduce -6.9% 0.48% −0.07
AMT American Tower Corp. Sold out 0.00% −0.07
UNH Unitedhealth Group Inc. Sold out 0.00% −0.07
VGIT Vanguard Intermediate-Term T Sold out 0.00% −0.06
COST Costco Wholesale Corp. Sold out 0.00% −0.05
GBIL Goldman Sachs Access Treasur Reduce -8.9% 0.18% −0.05
FANG Diamondback Energy Inc. Reduce -6.9% 0.21% −0.04
MAS Masco Corp. Reduce -6.5% 0.31% −0.04
KNX Knight-Swift Transportation Reduce -5.8% 0.10% −0.04
AZO AutoZone Inc. Reduce -5.8% 0.52% −0.03
XLV SS Health Care Select Sector Reduce -0.2% 0.07% −0.01
SGI Somnigroup International Inc. Reduce -6.8% 0.49% −0.00
VERU Veru Inc. Sold out 0.00% −0.00
JNJ Johnson & Johnson Reduce -2.0% 0.06% +0.00
CRH CRH PLC Reduce -7.2% 0.54% +0.02

Portfolio Buys Q2 2025 → Q3 2025
FENI Fidelity Enhanced Intl ETF New 0.82% +0.82
IJH iShares Core S&P Midcap ETF Add +33.6% 4.36% +0.76
DFAI Dimensional International Co. Add +100.0% 1.67% +0.75
FBND Fidelity Total Bond ETF Add +21.8% 7.84% +0.44
VUSB Vanguard Ultra Short Bond Et Add +20.8% 3.99% +0.16
GOOG Alphabet Inc. Class C Add +14.6% 0.55% +0.14
AAPL Apple Inc. Add +9.1% 0.90% +0.13
IIIV I3 Verticals Inc. Class A New 0.12% +0.12
HQY Healthequity Inc. Add +97.5% 0.34% +0.12
UPS United Parcel Service Class B New 0.11% +0.11
DECK Deckers Outdoor Corp. Add +102.4% 0.22% +0.09
V Visa Inc. Class A New 0.09% +0.09
GOOGL Alphabet Inc. Class A Add +5.7% 0.42% +0.08
BC Brunswick Corp. Add +88.8% 0.17% +0.08
VCIT Vanguard Int-Term Corporate Add +17.1% 3.36% +0.08
PFF iShares Preferred & Income S New 0.07% +0.07
PWR Quanta Services Inc. New 0.07% +0.07
RTX CORPORATION New 0.06% +0.06
MCK McKesson Corp. New 0.06% +0.06
NVDA Nvidia Corp. Add +3.3% 1.24% +0.06
MSFT Microsoft Corp. Add +20.0% 0.79% +0.06
TJX TJX Companies Inc. New 0.06% +0.06
NOW ServiceNow Inc. New 0.05% +0.05
PLTR Palantir Technologies Inc. Class A New 0.05% +0.05
CVX Chevron Corp. New 0.05% +0.05
C Citigroup Inc. New 0.05% +0.05
RGA Reinsurance Group of America New 0.05% +0.05
AVGO Broadcom Inc. Add +16.2% 0.27% +0.04
JPM JPMorgan Chase & Co. Add +31.0% 0.21% +0.04
ABBV Abbvie Inc. Add +2.7% 0.39% +0.04
TSLA Tesla Inc. Add +18.4% 0.11% +0.03
META Meta Platforms Inc. Class A Add +26.8% 0.35% +0.03
FRDM Freedom 100 Emeging MRKT ETF Add +6.4% 5.69% +0.03
PANW Palo Alto Networks Inc. Add +54.0% 0.11% +0.03
AMH American Homes 4 Rent- A Add +51.3% 0.14% +0.02
HD Home Depot Inc. Add +16.7% 0.14% +0.01
GE General Electric Add +14.3% 0.09% +0.01
GEV GE Vernova Inc. Add +15.8% 0.07% +0.01
CAT Caterpillar Inc. Add +0.7% 0.15% +0.01
SGOV iShares 0-3 Month Treasury B Add +24.5% 0.13% +0.01
VWO Vanguard Ftse Emerging Marke Add +6.6% 0.44% +0.00
BSX Boston Scientific Corp. Add +27.1% 0.09% −0.00
BRK.B Berkshire Hathaway Inc. Class B Add +11.8% 0.21% −0.00
ICSH iShares Ultra Short Duration Add +15.6% 0.17% −0.00
MA Mastercard Inc. Class A Add +13.1% 0.07% −0.00
QCOM Qualcomm Inc. Add +9.2% 0.06% −0.00
FMB First Trust Managed Municipa Add +12.3% 0.07% −0.00
CME Cme Group Inc. Add +14.1% 0.08% −0.00
MDY State Street SPDR S&P Midcap Add +9.2% 0.38% −0.00
UNP Union Pacific Corp. Add +6.0% 0.07% −0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 125$547.6MIVV, VEA, FRDM, FBND, QQQ
Q1 2026 113$472.8MIVV, VEA, FBND, FRDM, QQQ
Q4 2025 114$467.9MIVV, VEA, FBND, FRDM, QQQ
Q3 2025 97$433.8MIVV, VEA, FBND, QQQ, FRDM
Q2 2025 91$373.5MIVV, VEA, FBND, QQQ, FRDM
Q1 2025 76$327.4MIVV, VEA, FBND, VCSH, QQQ
Q4 2024 73$316.0MIVV, VEA, FBND, QQQ, VCSH
Q3 2024 70$286.6MIVV, VEA, FBND, VCSH, QQQ
Q2 2024 74$279.6MIVV, VEA, FBND, VCSH, QQQ
Q1 2024 74$279.6MIVV, VEA, FBND, VCSH, QQQ