Coyle Financial Counsel LLC

Name: Coyle Financial Counsel LLC 13F holdings, Q2 2026
Creator: Coyle Financial Counsel LLC
Published: 2026-08-07

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

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 7, 2026), Coyle Financial Counsel LLC reported 125 stock positions worth $547.6 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 16.8% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 13.2%) and Freedom 100 Emeging MRKT ETF (FRDM, 7.7%). Compared with Q1 2026, it opened 20 new positions, sold out of 8, added to 68 and reduced 31. The biggest buy was Invesco QQQ Trust Series 1 (QQQ, shares +2%) and the biggest sale Clean Harbors (CLH, shares −23%).

Most Recent 13F: Q2 2026
Location: Glenview, IL
CIK: 0001593038
Portfolio Value: $547.6M (Q2 2026)
SEC Filing: 0001104659-26-092442 ↗ filed Aug 7, 2026

Holdings Value

Holdings 125 stocks · $547.6M


IVV iShares Core S&P 500 ETF	16.78%	122,731	$91.9M	Add +2.6%
VEA Vanguard Ftse Developed ETF	13.16%	1,011,315	$72.1M	Add +1.5%
FRDM Freedom 100 Emeging MRKT ETF	7.68%	576,703	$42.0M	Reduce -1.2%
FBND Fidelity Total Bond ETF	6.88%	827,671	$37.7M	Add +4.1%
QQQ Invesco QQQ Trust Series 1	6.62%	49,250	$36.3M	Add +1.5%
IJH iShares Core S&P Midcap ETF	4.81%	341,501	$26.3M	Add +2.5%
VCSH Vanguard S/T Corp. Bond ETF	4.75%	329,479	$26.0M	Add +4.2%
VT Vanguard Tot World STK ETF	4.24%	147,778	$23.2M	Add +2.1%
VUSB Vanguard Ultra Short Bond Et	3.44%	378,923	$18.9M	Add +2.4%
VCIT Vanguard Int-Term Corporate	2.86%	189,477	$15.7M	Add +2.7%
VOO Vanguard S&P 500 ETF	2.55%	20,307	$13.9M	Reduce -0.1%
DFAI Dimensional International Co.	2.14%	284,051	$11.7M	Add +1.8%
VXUS Vanguard Total Intl Stock	1.35%	86,730	$7.4M	Reduce -2.0%
NVDA Nvidia Corp.	1.27%	34,891	$7.0M	Add +7.6%
VTI VG Morningstar TS MKT ETF-US	1.16%	17,222	$6.4M	Add +0.0%
AAPL Apple Inc.	1.09%	20,566	$6.0M	Add +8.3%
DFIC Dimensional International Co.	1.02%	150,299	$5.6M	Reduce -2.6%
VXF Vanguard Extended Market ETF	0.94%	20,962	$5.2M	Reduce -0.4%
AMZN Amazon.com Inc.	0.83%	19,054	$4.5M	Add +5.6%
GOOG Alphabet Inc. Class C	0.73%	11,359	$4.0M	Add +3.7%
FENI Fidelity Enhanced Intl ETF	0.70%	95,803	$3.8M	Reduce -2.6%
MSFT Microsoft Corp.	0.62%	9,134	$3.4M	Add +1.7%
GOOGL Alphabet Inc. Class A	0.61%	9,286	$3.3M	Add +7.7%
BIL SS SPDR BB 1-3M T-Bill ETF	0.46%	27,542	$2.5M	Add +11.4%
SPY SS SPDR S&P 500 ETF Trust-US	0.46%	3,371	$2.5M	Reduce -1.1%
SCZ iShares MSCI Eafe Small-Cap	0.44%	29,265	$2.4M	Reduce -2.6%
VWO Vanguard Ftse Emerging Marke	0.36%	33,469	$2.0M	Add +3.3%
ABBV Abbvie Inc.	0.36%	7,780	$2.0M	Add +1.4%
MDY State Street SPDR S&P Midcap	0.36%	2,773	$2.0M	Add +0.9%
DELL Dell Technologies -C	0.33%	4,146	$1.8M	Reduce -31.4%
CLH Clean Harbors Inc.	0.32%	5,865	$1.8M	Reduce -23.1%
CRH CRH PLC	0.32%	16,355	$1.7M	Reduce -4.3%
XLK SS Technology Select Sector	0.30%	8,638	$1.6M	No change
AVGO Broadcom Inc.	0.30%	4,288	$1.6M	Add +9.3%
CAT Caterpillar Inc.	0.28%	1,429	$1.5M	Add +2.5%
SGI Somnigroup International Inc.	0.27%	19,057	$1.5M	Reduce -4.3%
KNX Knight-Swift Transportation	0.26%	18,566	$1.4M	Reduce -3.8%
JPM JPMorgan Chase & Co.	0.25%	4,261	$1.4M	Add +9.4%
META Meta Platforms Inc. Class A	0.24%	2,367	$1.3M	Add +1.2%
HQY Healthequity Inc.	0.24%	14,260	$1.3M	Add +33.0%
AZO AutoZone Inc.	0.23%	397	$1.3M	Reduce -6.2%
CIEN Ciena Corp.	0.23%	2,568	$1.3M	Reduce -29.7%
BRK.B Berkshire Hathaway Inc. Class B	0.22%	2,404	$1.2M	Add +2.7%
MAS Masco Corp.	0.21%	14,391	$1.2M	Reduce -4.2%
RBA RB Global Inc.	0.21%	10,046	$1.2M	Reduce -2.7%
PNFP Pinnacle Financial Partners	0.21%	11,577	$1.2M	Add +14.5%
KEX Kirby Corp.	0.21%	8,313	$1.1M	Reduce -6.2%
IWV iShares Russell 3000 ETF	0.19%	2,460	$1.0M	No change
PANW Palo Alto Networks Inc.	0.18%	2,929	$999K	Add +10.3%
POOL Pool Corp.	0.18%	4,641	$997K	New
INTC Intel Corp.	0.17%	6,749	$942K	Add +10.0%
MCD McDonald's Corp.	0.16%	3,325	$899K	Add +48.0%
LLY Eli Lilly & Co.	0.16%	740	$887K	Add +26.3%
DECK Deckers Outdoor Corp.	0.16%	8,596	$853K	Reduce -0.1%
SSNC Ss&c Technologies Holdings	0.15%	13,524	$839K	New
MRVL Marvell Technology Inc.	0.15%	2,763	$823K	Add +14.5%
PGR Progressive Corp.	0.14%	3,550	$775K	Reduce -0.1%
TSLA Tesla Inc.	0.14%	1,830	$770K	Add +8.5%
BC Brunswick Corp.	0.14%	8,853	$746K	Reduce -3.8%
MU Micron Technology Inc.	0.13%	630	$727K	New
V Visa Inc. Class A	0.13%	2,089	$717K	Add +28.3%
ABT Abbott Laboratories	0.12%	7,366	$668K	Add +6.6%
PWR Quanta Services Inc.	0.12%	913	$657K	Add +7.5%
ICSH iShares Ultra Short Duration	0.12%	12,642	$639K	Add +0.7%
LKQ LKQ Corp.	0.12%	24,189	$637K	Reduce -35.4%
AMD Advanced Micro Devices	0.11%	1,055	$613K	New
UPS United Parcel Service Class B	0.11%	5,640	$606K	Reduce -1.4%
SGOV iShares 0-3 Month Treasury B	0.11%	5,997	$604K	Add +21.8%
HD Home Depot Inc.	0.11%	1,678	$592K	Add +6.1%
CRWD CrowdStrike Holdings Inc. Class A	0.11%	774	$591K	Add +1.7%
GBIL Goldman Sachs Access Treasur	0.11%	5,846	$585K	Reduce -1.8%
JNJ Johnson & Johnson	0.10%	2,230	$566K	Add +5.1%
GEV GE Vernova Inc.	0.10%	475	$558K	Add +6.7%
BAC Bank of America Corp.	0.10%	9,667	$551K	Add +3.5%
XLF SS Financial Select Sector	0.10%	10,190	$546K	Add +0.1%
GE General Electric filed as GE AEROSPACE	0.10%	1,415	$529K	Reduce -0.4%
GNRC Generac Holdings Inc.	0.10%	1,806	$529K	Reduce -5.6%
WMT Walmart Inc.	0.09%	4,581	$519K	Reduce -3.6%
IVW iShares S&P 500 Growth ETF	0.09%	3,751	$516K	No change
RTX RTX Corp.	0.09%	2,617	$496K	Add +13.5%
COKE Coca-Cola Consolidated Inc.	0.08%	2,361	$451K	Add +0.2%
WTFC Wintrust Financial Corp.	0.08%	2,772	$446K	Reduce -4.8%
ATI Ati Inc.	0.08%	2,227	$439K	Add +12.8%
TJX TJX Companies Inc. filed as TJX COS INC NEW	0.08%	2,768	$419K	Add +15.7%
FANG Diamondback Energy Inc.	0.08%	2,367	$416K	Reduce -6.5%
C Citigroup Inc.	0.08%	2,967	$415K	Add +0.1%
MPWR Monolithic Power Systems Inc.	0.07%	290	$401K	Add +11.1%
UNP Union Pacific Corp.	0.07%	1,452	$395K	Add +10.2%
ANET Arista Networks Inc.	0.07%	2,319	$394K	Add +25.7%
UNH Unitedhealth Group Inc.	0.07%	926	$385K	Add +24.5%
VBIL Vanguard 0-3M T-Bill ETF	0.07%	5,080	$384K	Reduce -20.0%
GL Globe Life Inc.	0.07%	2,061	$368K	Add +12.6%
XLC SS Comm Select Sector SPDR	0.07%	3,413	$366K	No change
MCK McKesson Corp.	0.07%	472	$357K	Add +7.0%
XLV SS Health Care Select Sector	0.06%	2,207	$350K	No change
CVX Chevron Corp.	0.06%	2,092	$347K	Add +12.1%
RGA Reinsurance Group of America	0.06%	1,595	$339K	Add +10.3%
XOM Exxon Mobil Corp.	0.06%	2,460	$336K	Add +1.1%
NBIS Nebius Group NV	0.06%	1,200	$331K	New
AMAT Applied Materials Inc.	0.06%	449	$325K	New
VTV Vanguard Mrngstr Val ETF-Aui	0.06%	1,474	$321K	New
CAH Cardinal Health Inc.	0.06%	1,349	$320K	Reduce -4.0%
FMB First Trust Managed Municipa	0.06%	6,204	$319K	No change
CME Cme Group Inc.	0.06%	1,421	$314K	Add +8.4%
MTSI Macom Technology Solutions H	0.06%	805	$306K	New
VUG Vanguard Mrngstar GR ETF-Sui	0.06%	3,510	$302K	New
QCOM Qualcomm Inc.	0.05%	1,566	$289K	New
PM Philip Morris International	0.05%	1,524	$276K	Add +6.4%
GM General Motors Co.	0.05%	3,518	$271K	Add +0.9%
ORLY O'reilly Automotive Inc.	0.05%	2,895	$267K	Add +18.6%
MRK Merck & Co. Inc.	0.05%	2,028	$261K	New
ADI Analog Devices Inc.	0.05%	652	$259K	New
MA Mastercard Inc. Class A	0.05%	486	$250K	New
CSCO Cisco Systems Inc.	0.04%	2,088	$245K	New
SBUX Starbucks Corp.	0.04%	2,303	$235K	Add +2.4%
PINS Pinterest Inc. Class A	0.04%	11,042	$232K	Add +1.1%
IDXX Idexx Laboratories Inc.	0.04%	439	$231K	Add +13.4%
XLI SS Industrial Select Sector	0.04%	1,201	$222K	New
COST Costco Wholesale Corp.	0.04%	224	$210K	Add +9.3%
SU Suncor Energy Inc.	0.04%	3,863	$207K	Add +18.7%
RSPT Invesco S&P 500 Equal Weight	0.04%	3,160	$204K	New
IWB iShares Russell 1000 ETF	0.04%	491	$201K	New
BRC INC-A	0.02%	79,395	$88K	New
SNAP Snap Inc. Class A	0.01%	10,043	$45K	New
T3 DEFENSE INC	0.00%	16,478	$3K	New

Options reported separately and not counted above: SPCX puts ($342K).

Portfolio Sells Q1 2026 → Q2 2026


CLH Clean Harbors Inc.	Reduce -23.1%	0.32%	−0.14
FHN First Horizon Corp.	Sold out	0.00%	−0.14
DFIC Dimensional International Co.	Reduce -2.6%	1.02%	−0.14
LKQ LKQ Corp.	Reduce -35.4%	0.12%	−0.12
VXUS Vanguard Total Intl Stock	Reduce -2.0%	1.35%	−0.09
AMH American Homes 4 Rent- A	Sold out	0.00%	−0.08
FENI Fidelity Enhanced Intl ETF	Reduce -2.6%	0.70%	−0.07
AZO AutoZone Inc.	Reduce -6.2%	0.23%	−0.07
CIEN Ciena Corp.	Reduce -29.7%	0.23%	−0.07
NFLX Netflix Inc.	Sold out	0.00%	−0.06
CRH CRH PLC	Reduce -4.3%	0.32%	−0.06
SCZ iShares MSCI Eafe Small-Cap	Reduce -2.6%	0.44%	−0.06
IIIV I3 Verticals Inc. Class A	Sold out	0.00%	−0.05
PLTR Palantir Technologies Inc. Class A	Sold out	0.00%	−0.05
BSX Boston Scientific Corp.	Sold out	0.00%	−0.05
LMT Lockheed Martin Corp.	Sold out	0.00%	−0.04
KEX Kirby Corp.	Reduce -6.2%	0.21%	−0.04
SGI Somnigroup International Inc.	Reduce -4.3%	0.27%	−0.04
VBIL Vanguard 0-3M T-Bill ETF	Reduce -20.0%	0.07%	−0.03
WMT Walmart Inc.	Reduce -3.6%	0.09%	−0.03
FANG Diamondback Energy Inc.	Reduce -6.5%	0.08%	−0.03
DECK Deckers Outdoor Corp.	Reduce -0.1%	0.16%	−0.03
VOO Vanguard S&P 500 ETF	Reduce -0.1%	2.55%	−0.02
GBIL Goldman Sachs Access Treasur	Reduce -1.8%	0.11%	−0.02
SPY SS SPDR S&P 500 ETF Trust-US	Reduce -1.1%	0.46%	−0.01
UPS United Parcel Service Class B	Reduce -1.4%	0.11%	−0.01
PGR Progressive Corp.	Reduce -0.1%	0.14%	−0.01
BC Brunswick Corp.	Reduce -3.8%	0.14%	−0.01
CAH Cardinal Health Inc.	Reduce -4.0%	0.06%	−0.00
WTFC Wintrust Financial Corp.	Reduce -4.8%	0.08%	−0.00
QUINCE THERAPEUTICS INC	Sold out	0.00%	−0.00
RBA RB Global Inc.	Reduce -2.7%	0.21%	+0.00
GE General Electric	Reduce -0.4%	0.10%	+0.01
GNRC Generac Holdings Inc.	Reduce -5.6%	0.10%	+0.02
MAS Masco Corp.	Reduce -4.2%	0.21%	+0.02
VXF Vanguard Extended Market ETF	Reduce -0.4%	0.94%	+0.03
KNX Knight-Swift Transportation	Reduce -3.8%	0.26%	+0.03
DELL Dell Technologies -C	Reduce -31.4%	0.33%	+0.12
FRDM Freedom 100 Emeging MRKT ETF	Reduce -1.2%	7.68%	+0.93

Portfolio Buys Q1 2026 → Q2 2026


QQQ Invesco QQQ Trust Series 1	Add +1.5%	6.62%	+0.70
IVV iShares Core S&P 500 ETF	Add +2.6%	16.78%	+0.26
POOL Pool Corp.	New	0.18%	+0.18
SSNC Ss&c Technologies Holdings	New	0.15%	+0.15
MU Micron Technology Inc.	New	0.13%	+0.13
INTC Intel Corp.	Add +10.0%	0.17%	+0.11
AMD Advanced Micro Devices	New	0.11%	+0.11
MRVL Marvell Technology Inc.	Add +14.5%	0.15%	+0.10
PANW Palo Alto Networks Inc.	Add +10.3%	0.18%	+0.09
GOOGL Alphabet Inc. Class A	Add +7.7%	0.61%	+0.08
NVDA Nvidia Corp.	Add +7.6%	1.27%	+0.08
CAT Caterpillar Inc.	Add +2.5%	0.28%	+0.07
GOOG Alphabet Inc. Class C	Add +3.7%	0.73%	+0.07
AAPL Apple Inc.	Add +8.3%	1.09%	+0.07
NBIS Nebius Group NV	New	0.06%	+0.06
AMAT Applied Materials Inc.	New	0.06%	+0.06
VTV Vanguard Mrngstr Val ETF-Aui	New	0.06%	+0.06
MTSI Macom Technology Solutions H	New	0.06%	+0.06
VUG Vanguard Mrngstar GR ETF-Sui	New	0.06%	+0.06
QCOM Qualcomm Inc.	New	0.05%	+0.05
IJH iShares Core S&P Midcap ETF	Add +2.5%	4.81%	+0.05
LLY Eli Lilly & Co.	Add +26.3%	0.16%	+0.05
MRK Merck & Co. Inc.	New	0.05%	+0.05
ADI Analog Devices Inc.	New	0.05%	+0.05
HQY Healthequity Inc.	Add +33.0%	0.24%	+0.05
MA Mastercard Inc. Class A	New	0.05%	+0.05
CRWD CrowdStrike Holdings Inc. Class A	Add +1.7%	0.11%	+0.04
CSCO Cisco Systems Inc.	New	0.04%	+0.04
XLI SS Industrial Select Sector	New	0.04%	+0.04
AVGO Broadcom Inc.	Add +9.3%	0.30%	+0.04
RSPT Invesco S&P 500 Equal Weight	New	0.04%	+0.04
IWB iShares Russell 1000 ETF	New	0.04%	+0.04
AMZN Amazon.com Inc.	Add +5.6%	0.83%	+0.03
PNFP Pinnacle Financial Partners	Add +14.5%	0.21%	+0.03
UNH Unitedhealth Group Inc.	Add +24.5%	0.07%	+0.03
V Visa Inc. Class A	Add +28.3%	0.13%	+0.03
ANET Arista Networks Inc.	Add +25.7%	0.07%	+0.02
PWR Quanta Services Inc.	Add +7.5%	0.12%	+0.02
GEV GE Vernova Inc.	Add +6.7%	0.10%	+0.02
ATI Ati Inc.	Add +12.8%	0.08%	+0.02
MCD McDonald's Corp.	Add +48.0%	0.16%	+0.02
BRC INC-A	New	0.02%	+0.02
GL Globe Life Inc.	Add +12.6%	0.07%	+0.01
MPWR Monolithic Power Systems Inc.	Add +11.1%	0.07%	+0.01
JPM JPMorgan Chase & Co.	Add +9.4%	0.25%	+0.01
SNAP Snap Inc. Class A	New	0.01%	+0.01
TSLA Tesla Inc.	Add +8.5%	0.14%	+0.01
SGOV iShares 0-3 Month Treasury B	Add +21.8%	0.11%	+0.01
C Citigroup Inc.	Add +0.1%	0.08%	+0.00
ABBV Abbvie Inc.	Add +1.4%	0.36%	+0.00

Options Activity Q1 2026 → Q2 2026


SPCX Space Exploration Techn Class A	put	New	2,000	$342K

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

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