Coyle Financial Counsel LLC

Name: Coyle Financial Counsel LLC 13F holdings, Q1 2026
Creator: Coyle Financial Counsel LLC
Published: 2026-05-12

Q2 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

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%
PM Philip Morris International	0.05%	1,432	$237K	New
PLTR Palantir Technologies Inc. Class A	0.05%	1,591	$233K	Add +8.4%
ANET Arista Networks Inc.	0.05%	1,845	$227K	Add +6.0%
ORLY O'reilly Automotive Inc.	0.05%	2,442	$225K	Add +1.6%
BSX Boston Scientific Corp.	0.05%	3,495	$219K	Reduce -1.8%
IDXX Idexx Laboratories Inc.	0.05%	387	$217K	Add +5.7%
SU Suncor Energy Inc.	0.05%	3,255	$215K	New
LMT Lockheed Martin Corp.	0.04%	339	$205K	New
COST Costco Wholesale Corp.	0.04%	205	$204K	New
SBUX Starbucks Corp.	0.04%	2,249	$201K	New
UNH Unitedhealth Group Inc.	0.04%	744	$201K	Add +13.8%
PINS Pinterest Inc. Class A	0.04%	10,924	$200K	Add +3.2%
QUINCE THERAPEUTICS INC	0.00%	10,509	$1K	New

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