Coyle Financial Counsel
Coyle Financial Counsel reported 123 stocks worth $543M in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are IVV (17.4%), VEA (12.9%) and FBND (7.5%). Compared with Q2 2026, the fund opened new positions in XOM, added to IVV, FBND and VCSH, trimmed VEA, QQQ and FRDM and sold out of AZO, XOM and SBUX.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $94.4M | 17.4% | 123K | +478 (+0%) | 8 of 8 | |
| 2 |  VEA Vanguard Tax-Managed Fds | $70.2M | 12.9% | 995K | −17K (−2%) | 8 of 8 | |
| 3 |  FBND Fidelity Total Bond ETF | $40.7M | 7.5% | 939K | +112K (+13%) | 8 of 8 | |
| 4 |  QQQ Invesco Qqq TR | $34.7M | 6.4% | 47K | −2,303 (−5%) | 8 of 8 | |
| 5 |  FRDM Freedom 100 Emerging Markets ETF | $32.7M | 6.0% | 468K | −109K (−19%) | 8 of 8 | |
| 6 |  VCSH Vanguard Scottsdale Fds | $28.1M | 5.2% | 364K | +34K (+10%) | 8 of 8 | |
| 7 |  IJH Ishares TR | $26M | 4.8% | 362K | +20K (+6%) | 8 of 8 | |
| 8 |  VT Vanguard Total World | $23.4M | 4.3% | 148K | +285 (+0%) | 8 of 8 | |
| 9 |  VUSB Van Ultra Shrt Bnd | $19.9M | 3.7% | 401K | +23K (+6%) | 8 of 8 | |
| 10 |  VCIT Vanguard Scottsdale Fds | $16.6M | 3.1% | 212K | +22K (+12%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 AZO Autozone Inc | $1.3M | 397 |
 XOM Exxon Mobil Corp | $336K | 2,460 |
 SBUX Starbucks Corp | $235K | 2,303 |
 COST Costco Whsl Corp New | $210K | 224 |
BRC INC | $88K | 79K |
🔒 Free account: see all 7.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 28, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Coyle Financial Counsel 13F FAQ
What does Coyle Financial Counsel own?
Coyle Financial Counsel reported 123 stocks worth $543M in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are IVV (17.4%), VEA (12.9%) and FBND (7.5%). The table above lists every position in the filing (the top 10 without an account).
What did Coyle Financial Counsel buy and sell in Q3 2026?
Compared with Q2 2026: 5 new positions, 30 added to, 76 trimmed and 7 sold out. New positions include XOM. It sold all of AZO, XOM and SBUX.
When will Coyle Financial Counsel file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Coyle Financial Counsel's portfolio worth?
The Q3 2026 filing reports $543M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.