Coyle Financial Counsel Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$472.8M
Q ending 2026-03-31
Prior quarter
$467.9M
Q ending 2025-12-31
Change
+1.1% QoQ · +44.4% YoY
Positions
113
reported holdings
Largest positions
Top 100 of 113 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | IVV | Shares | $78.1M | 120K |
| Vanguard Tax-Managed Fds | VEA | Shares | $63.8M | 996K |
| Fidelity Merrimack Str Tr | FBND | Shares | $36.3M | 795K |
| Ea Series Trust | FRDM | Shares | $31.9M | 584K |
| Invesco Qqq Tr | QQQ | Shares | $28.0M | 49K |
| Vanguard Scottsdale Fds | VCSH | Shares | $25.1M | 316K |
| Ishares Tr | IJH | Shares | $22.5M | 333K |
| Vanguard Intl Equity Index F | VT | Shares | $20.0M | 145K |
| Vanguard Bd Index Fds | VUSB | Shares | $18.4M | 370K |
| Vanguard Scottsdale Fds | VCIT | Shares | $15.3M | 185K |
| Vanguard Index Fds | VOO | Shares | $12.1M | 20K |
| Dimensional Etf Trust | DFAI | Shares | $10.9M | 279K |
| Vanguard Star Fds | VXUS | Shares | $6.8M | 88K |
| Nvidia Corporation | NVDA | Shares | $5.7M | 32K |
| Vanguard Index Fds | VTI | Shares | $5.5M | 17K |
| Dimensional Etf Trust | DFIC | Shares | $5.5M | 154K |
| Apple Inc | AAPL | Shares | $4.8M | 19K |
| Vanguard Index Fds | VXF | Shares | $4.3M | 21K |
| Amazon Com Inc | AMZN | Shares | $3.8M | 18K |
| Fidelity Covington Trust | FENI | Shares | $3.7M | 98K |
| Microsoft Corp | MSFT | Shares | $3.3M | 9K |
| Alphabet Inc | GOOG | Shares | $3.1M | 11K |
| Alphabet Inc | GOOGL | Shares | $2.5M | 9K |
| Ishares Tr | SCZ | Shares | $2.4M | 30K |
| Spdr Series Trust | BIL | Shares | $2.3M | 25K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $2.2M | 3K |
| Clean Harbors Inc | CLH | Shares | $2.2M | 8K |
| Crh Plc | Shares | $1.8M | 17K | |
| Vanguard Intl Equity Index F | VWO | Shares | $1.8M | 32K |
| State Str Spdr S&P Midcap 40 | MDY | Shares | $1.7M | 3K |
| Abbvie Inc | ABBV | Shares | $1.7M | 8K |
| Somnigroup International Inc | SGI | Shares | $1.5M | 20K |
| Autozone Inc | AZO | Shares | $1.4M | 423 |
| Ciena Corp | CIEN | Shares | $1.4M | 4K |
| Meta Platforms Inc | META | Shares | $1.3M | 2K |
| Broadcom Inc | AVGO | Shares | $1.2M | 4K |
| Kirby Corp | KEX | Shares | $1.2M | 9K |
| Select Sector Spdr Tr | XLK | Shares | $1.1M | 9K |
| Jpmorgan Chase & Co | JPM | Shares | $1.1M | 4K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $1.1M | 2K |
| Knight-Swift Transn Hldgs In | KNX | Shares | $1.1M | 19K |
| Lkq Corp | LKQ | Shares | $1.1M | 37K |
| Dell Technologies Inc | DELL | Shares | $992K | 6K |
| Rb Global Inc | RBA | Shares | $989K | 10K |
| Caterpillar Inc | CAT | Shares | $988K | 1K |
| Ishares Tr | IWV | Shares | $912K | 2K |
| Masco Corp | MAS | Shares | $907K | 15K |
| Healthequity Inc | HQY | Shares | $896K | 11K |
| Pinnacle Finl Partners Inc | PNFP | Shares | $871K | 10K |
| Deckers Outdoor Corp | DECK | Shares | $861K | 9K |
| Abbott Laboratories | ABT | Shares | $709K | 7K |
| Progressive Corp | PGR | Shares | $704K | 4K |
| Mcdonalds Corp | MCD | Shares | $698K | 2K |
| Brunswick Corp | BC | Shares | $669K | 9K |
| First Horizon Corporation | FHN | Shares | $658K | 29K |
| Ishares Tr | ICSH | Shares | $635K | 13K |
| Tesla Inc | TSLA | Shares | $627K | 2K |
| Goldman Sachs Etf Tr | GBIL | Shares | $597K | 6K |
| Walmart Inc | WMT | Shares | $590K | 5K |
| United Parcel Svcs Inc | UPS | Shares | $563K | 6K |
| Eli Lilly & Co | LLY | Shares | $539K | 586 |
| Home Depot Inc | HD | Shares | $520K | 2K |
| Johnson & Johnson | JNJ | Shares | $519K | 2K |
| Select Sector Spdr Tr | XLF | Shares | $503K | 10K |
| Diamondback Energy Inc | FANG | Shares | $501K | 3K |
| Ishares Tr | SGOV | Shares | $495K | 5K |
| Visa Inc | V | Shares | $492K | 2K |
| Vanguard Instl Index Fd | VBIL | Shares | $480K | 6K |
| Quanta Svcs Inc | PWR | Shares | $466K | 849 |
| Bank America Corp | BAC | Shares | $455K | 9K |
| Coca Cola Cons Inc | COKE | Shares | $452K | 2K |
| Rtx Corporation | RTX | Shares | $445K | 2K |
| Palo Alto Networks Inc | PANW | Shares | $426K | 3K |
| Ishares Tr | IVW | Shares | $424K | 4K |
| Exxon Mobil Corp | XOM | Shares | $413K | 2K |
| Wintrust Finl Corp | WTFC | Shares | $404K | 3K |
| Ge Aerospace | GE | Shares | $403K | 1K |
| American Homes 4 Rent | AMH | Shares | $399K | 14K |
| Ge Vernova Inc | GEV | Shares | $388K | 445 |
| Cme Group Inc | CME | Shares | $387K | 1K |
| Chevron Corporation | CVX | Shares | $386K | 2K |
| Tjx Cos Inc New | TJX | Shares | $382K | 2K |
| Mckesson Corp | MCK | Shares | $382K | 441 |
| Select Sector Spdr Tr | XLC | Shares | $378K | 3K |
| Generac Hldgs Inc | GNRC | Shares | $374K | 2K |
| Citigroup Inc | C | Shares | $336K | 3K |
| Select Sector Spdr Tr | XLV | Shares | $324K | 2K |
| Union Pac Corp | UNP | Shares | $320K | 1K |
| First Tr Exch Traded Fd Iii | FMB | Shares | $314K | 6K |
| Cardinal Health Inc | CAH | Shares | $297K | 1K |
| Crowdstrike Hldgs Inc | CRWD | Shares | $297K | 761 |
| Reinsurance Group Amer Inc | RGA | Shares | $295K | 1K |
| Ati Inc | ATI | Shares | $287K | 2K |
| Netflix Inc. | NFLX | Shares | $286K | 3K |
| Monolithic Pwr Sys Inc | MPWR | Shares | $285K | 261 |
| Intel Corp | INTC | Shares | $271K | 6K |
| General Mtrs Co | GM | Shares | $260K | 3K |
| I3 Verticals Inc | IIIV | Shares | $258K | 12K |
| Globe Life Inc | GL | Shares | $255K | 2K |
| Marvell Technology Inc | MRVL | Shares | $239K | 2K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.