Coyle Financial Counsel LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 12, 2026), Coyle Financial Counsel LLC reported 113 stock positions worth $472.8 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, 13.5%) and Fidelity Total Bond ETF (FBND, 7.7%). Compared with Q4 2025, it opened 8 new positions, sold out of 9, added to 54 and reduced 46. The biggest buy was Vanguard Ftse Developed ETF (VEA, shares +2%) and the biggest sale an exit from Pinnacle Financial Partners (PNFP).
- Most Recent 13F
- Q2 2026
- Location
- Glenview, IL
- CIK
- 0001593038
- Portfolio Value
- $472.8M (Q1 2026)
- SEC Filing
- 0001104659-26-059200 ↗ filed May 12, 2026
Holdings Value
Holdings 113 stocks · $472.8M
| IVV iShares Core S&P 500 ETF | 16.53% | 119,618 | $78.1M | Add +5.6% |
| VEA Vanguard Ftse Developed ETF | 13.50% | 995,981 | $63.8M | Add +1.7% |
| FBND Fidelity Total Bond ETF | 7.67% | 794,794 | $36.3M | Add +4.3% |
| FRDM Freedom 100 Emeging MRKT ETF | 6.75% | 583,848 | $31.9M | Add +0.6% |
| QQQ Invesco QQQ Trust Series 1 | 5.92% | 48,506 | $28.0M | Add +5.5% |
| VCSH Vanguard S/T Corp. Bond ETF | 5.30% | 316,139 | $25.1M | Add +4.5% |
| IJH iShares Core S&P Midcap ETF | 4.76% | 333,196 | $22.5M | Add +6.2% |
| VT Vanguard Tot World STK ETF | 4.23% | 144,690 | $20.0M | Add +3.0% |
| VUSB Vanguard Ultra Short Bond Et | 3.90% | 369,912 | $18.4M | Add +2.2% |
| VCIT Vanguard Int-Term Corporate | 3.23% | 184,572 | $15.3M | Add +1.8% |
| VOO Vanguard S&P 500 ETF | 2.57% | 20,318 | $12.1M | Reduce -2.1% |
| DFAI Dimensional International Co. | 2.30% | 279,126 | $10.9M | Add +15.0% |
| VXUS Vanguard Total Intl Stock | 1.44% | 88,471 | $6.8M | Reduce -0.4% |
| NVDA Nvidia Corp. | 1.20% | 32,428 | $5.7M | Reduce -1.5% |
| VTI VG Morningstar TS MKT ETF-US | 1.17% | 17,219 | $5.5M | Add +0.3% |
| DFIC Dimensional International Co. | 1.16% | 154,270 | $5.5M | Reduce -1.3% |
| AAPL Apple Inc. | 1.02% | 18,983 | $4.8M | Add +7.0% |
| VXF Vanguard Extended Market ETF | 0.92% | 21,042 | $4.3M | Reduce -1.4% |
| AMZN Amazon.com Inc. | 0.80% | 18,050 | $3.8M | Add +5.3% |
| FENI Fidelity Enhanced Intl ETF | 0.77% | 98,347 | $3.7M | Reduce -1.3% |
| MSFT Microsoft Corp. | 0.70% | 8,980 | $3.3M | Add +8.4% |
| GOOG Alphabet Inc. Class C | 0.66% | 10,958 | $3.1M | Add +1.8% |
| GOOGL Alphabet Inc. Class A | 0.52% | 8,620 | $2.5M | Add +11.0% |
| SCZ iShares MSCI Eafe Small-Cap | 0.50% | 30,044 | $2.4M | Reduce -0.4% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.48% | 24,718 | $2.3M | Reduce -1.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.47% | 3,408 | $2.2M | Add +8.3% |
| CLH Clean Harbors Inc. | 0.46% | 7,626 | $2.2M | Reduce -7.4% |
| CRH CRH PLC | 0.38% | 17,085 | $1.8M | Reduce -0.1% |
| VWO Vanguard Ftse Emerging Marke | 0.37% | 32,401 | $1.8M | Reduce -2.0% |
| MDY State Street SPDR S&P Midcap | 0.36% | 2,747 | $1.7M | Reduce -0.1% |
| ABBV Abbvie Inc. | 0.35% | 7,675 | $1.7M | Reduce -4.2% |
| SGI Somnigroup International Inc. | 0.31% | 19,918 | $1.5M | Reduce -11.4% |
| AZO AutoZone Inc. | 0.30% | 423 | $1.4M | Reduce -9.6% |
| CIEN Ciena Corp. | 0.30% | 3,652 | $1.4M | Reduce -61.3% |
| META Meta Platforms Inc. Class A | 0.28% | 2,338 | $1.3M | Add +7.2% |
| AVGO Broadcom Inc. | 0.26% | 3,925 | $1.2M | Reduce -6.5% |
| KEX Kirby Corp. | 0.25% | 8,858 | $1.2M | Reduce -14.1% |
| XLK SS Technology Select Sector | 0.24% | 8,638 | $1.1M | No change |
| JPM JPMorgan Chase & Co. | 0.24% | 3,894 | $1.1M | Add +2.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.24% | 2,341 | $1.1M | Add +3.0% |
| KNX Knight-Swift Transportation | 0.23% | 19,295 | $1.1M | Add +96.6% |
| LKQ LKQ Corp. | 0.23% | 37,426 | $1.1M | Reduce -12.4% |
| DELL Dell Technologies -C | 0.21% | 6,047 | $992K | Reduce -13.4% |
| RBA RB Global Inc. | 0.21% | 10,323 | $989K | Reduce -9.1% |
| CAT Caterpillar Inc. | 0.21% | 1,394 | $988K | Add +1.8% |
| IWV iShares Russell 3000 ETF | 0.19% | 2,460 | $912K | No change |
| MAS Masco Corp. | 0.19% | 15,026 | $907K | Reduce -9.6% |
| HQY Healthequity Inc. | 0.19% | 10,726 | $896K | Reduce -16.2% |
| PNFP Pinnacle Financial Partners | 0.18% | 10,112 | $871K | New |
| DECK Deckers Outdoor Corp. | 0.18% | 8,601 | $861K | Reduce -5.4% |
| ABT Abbott Laboratories | 0.15% | 6,909 | $709K | Reduce -5.0% |
| PGR Progressive Corp. | 0.15% | 3,554 | $704K | Reduce -5.2% |
| MCD McDonald's Corp. | 0.15% | 2,246 | $698K | Add +1.4% |
| BC Brunswick Corp. | 0.14% | 9,199 | $669K | Reduce -9.7% |
| FHN First Horizon Corp. | 0.14% | 28,898 | $658K | Reduce -10.1% |
| ICSH iShares Ultra Short Duration | 0.13% | 12,552 | $635K | Add +2.8% |
| TSLA Tesla Inc. | 0.13% | 1,687 | $627K | Add +11.0% |
| GBIL Goldman Sachs Access Treasur | 0.13% | 5,955 | $597K | Reduce -30.7% |
| WMT Walmart Inc. | 0.12% | 4,750 | $590K | Add +9.2% |
| UPS United Parcel Service Class B | 0.12% | 5,723 | $563K | Reduce -6.4% |
| LLY Eli Lilly & Co. | 0.11% | 586 | $539K | Add +21.6% |
| HD Home Depot Inc. | 0.11% | 1,582 | $520K | Add +1.6% |
| JNJ Johnson & Johnson | 0.11% | 2,122 | $519K | Reduce -14.9% |
| XLF SS Financial Select Sector | 0.11% | 10,181 | $503K | Add +0.2% |
| FANG Diamondback Energy Inc. | 0.11% | 2,532 | $501K | Reduce -14.3% |
| SGOV iShares 0-3 Month Treasury B | 0.10% | 4,922 | $495K | Reduce -25.7% |
| V Visa Inc. Class A | 0.10% | 1,628 | $492K | Add +7.5% |
| VBIL Vanguard 0-3M T-Bill ETF | 0.10% | 6,350 | $480K | Add +0.0% |
| PWR Quanta Services Inc. | 0.10% | 849 | $466K | Add +8.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.10% | 9,337 | $455K | Reduce -0.8% |
| COKE Coca-Cola Consolidated Inc. | 0.10% | 2,357 | $452K | Add +0.3% |
| RTX RTX Corp. | 0.09% | 2,305 | $445K | Reduce -2.0% |
| PANW Palo Alto Networks Inc. | 0.09% | 2,655 | $426K | Add +3.2% |
| IVW iShares S&P 500 Growth ETF | 0.09% | 3,751 | $424K | Reduce -2.1% |
| XOM Exxon Mobil Corp. | 0.09% | 2,433 | $413K | Add +32.4% |
| WTFC Wintrust Financial Corp. | 0.09% | 2,911 | $404K | Reduce -0.3% |
| GE General Electric filed as GE AEROSPACE | 0.09% | 1,421 | $403K | Add +8.6% |
| AMH American Homes 4 Rent- A | 0.08% | 14,296 | $399K | Reduce -10.6% |
| GEV GE Vernova Inc. | 0.08% | 445 | $388K | Reduce -14.4% |
| CME Cme Group Inc. | 0.08% | 1,311 | $387K | Add +7.0% |
| CVX Chevron Corp. | 0.08% | 1,867 | $386K | Reduce -12.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.08% | 2,393 | $382K | Add +11.8% |
| MCK McKesson Corp. | 0.08% | 441 | $382K | Add +1.9% |
| XLC SS Comm Select Sector SPDR | 0.08% | 3,413 | $378K | No change |
| GNRC Generac Holdings Inc. | 0.08% | 1,914 | $374K | New |
| C Citigroup Inc. | 0.07% | 2,965 | $336K | Reduce -11.9% |
| XLV SS Health Care Select Sector | 0.07% | 2,207 | $324K | No change |
| UNP Union Pacific Corp. | 0.07% | 1,318 | $320K | Add +0.5% |
| FMB First Trust Managed Municipa | 0.07% | 6,204 | $314K | No change |
| CAH Cardinal Health Inc. | 0.06% | 1,406 | $297K | Reduce -13.3% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.06% | 761 | $297K | Reduce -27.1% |
| RGA Reinsurance Group of America | 0.06% | 1,446 | $295K | Add +2.0% |
| ATI Ati Inc. | 0.06% | 1,975 | $287K | Add +1.7% |
| NFLX Netflix Inc. | 0.06% | 2,972 | $286K | Add +2.1% |
| MPWR Monolithic Power Systems Inc. | 0.06% | 261 | $285K | Add +1.2% |
| INTC Intel Corp. | 0.06% | 6,137 | $271K | Add +6.8% |
| GM General Motors Co. | 0.05% | 3,485 | $260K | Reduce -17.7% |
| IIIV I3 Verticals Inc. Class A | 0.05% | 11,552 | $258K | Reduce -14.2% |
| GL Globe Life Inc. | 0.05% | 1,830 | $255K | Add +2.2% |
| MRVL Marvell Technology Inc. | 0.05% | 2,414 | $239K | Add +1.9% |
Portfolio Sells Q4 2025 → Q1 2026
| PNFP Pinnacle Financial Partners | Sold out | 0.00% | −0.23 |
| VOO Vanguard S&P 500 ETF | Reduce -2.1% | 2.57% | −0.21 |
| CIEN Ciena Corp. | Reduce -61.3% | 0.30% | −0.17 |
| SGI Somnigroup International Inc. | Reduce -11.4% | 0.31% | −0.12 |
| NVDA Nvidia Corp. | Reduce -1.5% | 1.20% | −0.12 |
| CRH CRH PLC | Reduce -0.1% | 0.38% | −0.08 |
| PFF iShares Preferred & Income S | Sold out | 0.00% | −0.07 |
| HQY Healthequity Inc. | Reduce -16.2% | 0.19% | −0.06 |
| GBIL Goldman Sachs Access Treasur | Reduce -30.7% | 0.13% | −0.06 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.05 |
| AVGO Broadcom Inc. | Reduce -6.5% | 0.26% | −0.05 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.05 |
| DG Dollar General Corp. | Sold out | 0.00% | −0.05 |
| FDX FedEx Corp. | Sold out | 0.00% | −0.05 |
| ABT Abbott Laboratories | Reduce -5.0% | 0.15% | −0.04 |
| AXP American Express Co. | Sold out | 0.00% | −0.04 |
| LKQ LKQ Corp. | Reduce -12.4% | 0.23% | −0.04 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -27.1% | 0.06% | −0.04 |
| RBA RB Global Inc. | Reduce -9.1% | 0.21% | −0.04 |
| ABBV Abbvie Inc. | Reduce -4.2% | 0.35% | −0.04 |
| VXF Vanguard Extended Market ETF | Reduce -1.4% | 0.92% | −0.04 |
| SGOV iShares 0-3 Month Treasury B | Reduce -25.7% | 0.10% | −0.04 |
| AZO AutoZone Inc. | Reduce -9.6% | 0.30% | −0.04 |
| MAS Masco Corp. | Reduce -9.6% | 0.19% | −0.03 |
| PGR Progressive Corp. | Reduce -5.2% | 0.15% | −0.03 |
| VOD Vodafone Group PLC-SP ADR | Sold out | 0.00% | −0.03 |
| BSX Boston Scientific Corp. | Reduce -1.8% | 0.05% | −0.03 |
| AMH American Homes 4 Rent- A | Reduce -10.6% | 0.08% | −0.03 |
| FHN First Horizon Corp. | Reduce -10.1% | 0.14% | −0.03 |
| AMCR Amcor PLC | Sold out | 0.00% | −0.02 |
| BC Brunswick Corp. | Reduce -9.7% | 0.14% | −0.02 |
| DECK Deckers Outdoor Corp. | Reduce -5.4% | 0.18% | −0.02 |
| GM General Motors Co. | Reduce -17.7% | 0.05% | −0.02 |
| IIIV I3 Verticals Inc. Class A | Reduce -14.2% | 0.05% | −0.02 |
| BAC Bank of America Corp. | Reduce -0.8% | 0.10% | −0.01 |
| C Citigroup Inc. | Reduce -11.9% | 0.07% | −0.01 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -1.8% | 0.48% | −0.01 |
| IVW iShares S&P 500 Growth ETF | Reduce -2.1% | 0.09% | −0.01 |
| UPS United Parcel Service Class B | Reduce -6.4% | 0.12% | −0.01 |
| VWO Vanguard Ftse Emerging Marke | Reduce -2.0% | 0.37% | −0.01 |
| CAH Cardinal Health Inc. | Reduce -13.3% | 0.06% | −0.01 |
| FENI Fidelity Enhanced Intl ETF | Reduce -1.3% | 0.77% | −0.00 |
| WTFC Wintrust Financial Corp. | Reduce -0.3% | 0.09% | −0.00 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -0.4% | 0.50% | −0.00 |
| JNJ Johnson & Johnson | Reduce -14.9% | 0.11% | −0.00 |
| RTX RTX Corp. | Reduce -2.0% | 0.09% | +0.00 |
| MDY State Street SPDR S&P Midcap | Reduce -0.1% | 0.36% | +0.00 |
| KEX Kirby Corp. | Reduce -14.1% | 0.25% | +0.01 |
| DFIC Dimensional International Co. | Reduce -1.3% | 1.16% | +0.01 |
| GEV GE Vernova Inc. | Reduce -14.4% | 0.08% | +0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| VEA Vanguard Ftse Developed ETF | Add +1.7% | 13.50% | +0.42 |
| FRDM Freedom 100 Emeging MRKT ETF | Add +0.6% | 6.75% | +0.39 |
| IJH iShares Core S&P Midcap ETF | Add +6.2% | 4.76% | +0.33 |
| DFAI Dimensional International Co. | Add +15.0% | 2.30% | +0.32 |
| PNFP Pinnacle Financial Partners | New | 0.18% | +0.18 |
| FBND Fidelity Total Bond ETF | Add +4.3% | 7.67% | +0.17 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +4.5% | 5.30% | +0.14 |
| KNX Knight-Swift Transportation | Add +96.6% | 0.23% | +0.13 |
| GNRC Generac Holdings Inc. | New | 0.08% | +0.08 |
| PM Philip Morris International | New | 0.05% | +0.05 |
| SU Suncor Energy Inc. | New | 0.05% | +0.05 |
| LMT Lockheed Martin Corp. | New | 0.04% | +0.04 |
| COST Costco Wholesale Corp. | New | 0.04% | +0.04 |
| SBUX Starbucks Corp. | New | 0.04% | +0.04 |
| CAT Caterpillar Inc. | Add +1.8% | 0.21% | +0.04 |
| XOM Exxon Mobil Corp. | Add +32.4% | 0.09% | +0.04 |
| VUSB Vanguard Ultra Short Bond Et | Add +2.2% | 3.90% | +0.04 |
| PWR Quanta Services Inc. | Add +8.3% | 0.10% | +0.03 |
| WMT Walmart Inc. | Add +9.2% | 0.12% | +0.02 |
| COKE Coca-Cola Consolidated Inc. | Add +0.3% | 0.10% | +0.02 |
| ATI Ati Inc. | Add +1.7% | 0.06% | +0.01 |
| INTC Intel Corp. | Add +6.8% | 0.06% | +0.01 |
| TJX TJX Companies Inc. | Add +11.8% | 0.08% | +0.01 |
| CME Cme Group Inc. | Add +7.0% | 0.08% | +0.01 |
| MPWR Monolithic Power Systems Inc. | Add +1.2% | 0.06% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +8.3% | 0.47% | +0.01 |
| MRVL Marvell Technology Inc. | Add +1.9% | 0.05% | +0.01 |
| MCK McKesson Corp. | Add +1.9% | 0.08% | +0.00 |
| GOOGL Alphabet Inc. Class A | Add +11.0% | 0.52% | +0.00 |
| LLY Eli Lilly & Co. | Add +21.6% | 0.11% | +0.00 |
| MCD McDonald's Corp. | Add +1.4% | 0.15% | +0.00 |
| UNP Union Pacific Corp. | Add +0.5% | 0.07% | +0.00 |
| ICSH iShares Ultra Short Duration | Add +2.8% | 0.13% | +0.00 |
| NFLX Netflix Inc. | Add +2.1% | 0.06% | +0.00 |
| ORLY O'reilly Automotive Inc. | Add +1.6% | 0.05% | +0.00 |
| RGA Reinsurance Group of America | Add +2.0% | 0.06% | +0.00 |
| GL Globe Life Inc. | Add +2.2% | 0.05% | +0.00 |
| QUINCE THERAPEUTICS INC | New | 0.00% | +0.00 |
| VT Vanguard Tot World STK ETF | Add +3.0% | 4.23% | −0.00 |
| ANET Arista Networks Inc. | Add +6.0% | 0.05% | −0.00 |
| VBIL Vanguard 0-3M T-Bill ETF | Add +0.0% | 0.10% | −0.00 |
| GE General Electric | Add +8.6% | 0.09% | −0.00 |
| UNH Unitedhealth Group Inc. | Add +13.8% | 0.04% | −0.00 |
| HD Home Depot Inc. | Add +1.6% | 0.11% | −0.00 |
| PLTR Palantir Technologies Inc. Class A | Add +8.4% | 0.05% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +3.0% | 0.24% | −0.01 |
| IDXX Idexx Laboratories Inc. | Add +5.7% | 0.05% | −0.01 |
| V Visa Inc. Class A | Add +7.5% | 0.10% | −0.01 |
| PANW Palo Alto Networks Inc. | Add +3.2% | 0.09% | −0.01 |
| AAPL Apple Inc. | Add +7.0% | 1.02% | −0.01 |
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 |