Q2 2026 13F · SEC CIK 1593038
Coyle Financial Counsel LLC
Wealth managerFiled 2026-08-07 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $547.6M
- Reported positions
- 125
- Top holdings a year, 3 yrs
- +14.8%
- Assets under management
- $1.0B
Coyle Financial Counsel LLC is a wealth manager that reported 125 positions worth $547.6M in its Q2 2026 13F, filed 2026-08-07. Its largest holdings were Ishares Core S&p 500 ETF (IVV, 16.8%), Vanguard Tax-Managed Fds (VEA, 13.2%), Ea Series Trust (FRDM, 7.7%). A portfolio copying its top holdings returned 14.8% a year over the last 3 years, against 20.4% for the S&P 500.
Coyle Financial Counsel LLC holdings largest 50 of 125 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
What Coyle Financial Counsel LLC bought and sold in Q2 2026, against Q1 2026.
New positions
Q1 2026's filing was too long to tell new positions apart.
Added to
- HQY Healthequity Inc+32.9% shares
- PNFP Pinnacle Finl Partners Inc Com+14.5% shares
- BIL SPDR Brcy1-3 Ser+11.4% shares
- JPM Jpmorgan Chase & Co+9.4% shares
- AVGO Broadcom Inc+9.2% shares
- AAPL Apple Inc+8.3% shares
- GOOGL Alphabet Inc+7.7% shares
- NVDA Nvidia Corporation Com+7.6% shares
Reduced
- DELL Dell Technologies Inc-31.4% shares
- CIEN Ciena Corp-29.7% shares
- CLH Clean Harbors Inc-23.1% shares
- KEX Kirby Corp-6.2% shares
- AZO Autozone Inc-6.1% shares
Left the top 50
- LKQ Lkq Corpwas 0.2%
- DECK Deckers Outdoor Corpwas 0.2%
Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.
How the holdings did against the S&P 500.
- 1 year
- +19.5% /yr
- S&P 500 +20.1%
- 3 years
- +14.8% /yr
- S&P 500 +20.4%
- 5 years
- +7.2% /yr
- S&P 500 +11.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $547.6M | 125 |
| Q1 2026 | $472.8M | 113 |
| Q4 2025 | $467.9M | 114 |
| Q3 2025 | $433.8M | 97 |
| Q2 2025 | $373.5M | 91 |
| Q1 2025 | $327.4M | 76 |
| Q4 2024 | $316.0M | 73 |
| Q3 2024 | $286.6M | 70 |
| Q2 2024 | $279.6M | 74 |
| Q1 2024 | $279.6M | 74 |
| Q4 2023 | $260.2M | 69 |
| Q3 2023 | $238.8M | 63 |
Questions about Coyle Financial Counsel LLC's portfolio
What stocks does Coyle Financial Counsel LLC own?
Coyle Financial Counsel LLC's latest 13F, for Q2 2026 and filed Aug 7, 2026, lists 125 positions worth $547.6M. The largest are Ishares Core S&p 500 ETF (IVV) at 16.8%, Vanguard Tax-Managed Fds (VEA) at 13.2%, Ea Series Trust (FRDM) at 7.7%, Fidelity Merrimack Str Tr (FBND) at 6.9% and Invesco Qqq Tr (QQQ) at 6.6%.
What did Coyle Financial Counsel LLC buy last quarter?
In Q2 2026, Coyle Financial Counsel LLC added Healthequity Inc (HQY) (+32.9% shares), Pinnacle Finl Partners Inc Com (PNFP) (+14.5% shares) and SPDR Brcy1-3 Ser (BIL) (+11.4% shares), compared with its Q1 2026 filing.
What did Coyle Financial Counsel LLC sell last quarter?
In Q2 2026, Coyle Financial Counsel LLC cut from its top 50 Lkq Corp (LKQ), cut from its top 50 Deckers Outdoor Corp (DECK), Dell Technologies Inc (DELL) (-31.4% shares), Ciena Corp (CIEN) (-29.7% shares) and Clean Harbors Inc (CLH) (-23.1% shares), compared with its Q1 2026 filing.
How has Coyle Financial Counsel LLC's portfolio performed?
A portfolio copying Coyle Financial Counsel LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +14.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +19.5% against +20.1%. Over 5 years: +7.2% a year against +11.6%.
When is Coyle Financial Counsel LLC's next 13F filing due?
13F filings are due 45 days after each quarter ends. Coyle Financial Counsel LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does Coyle Financial Counsel LLC manage?
Coyle Financial Counsel LLC reported $1.0B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $547.6M.