Financial Council
Financial Council reported 110 stocks worth $317M in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are CGGO (20.4%), ACWX (9.6%) and CGGR (8.2%). Compared with Q2 2026, the fund opened new positions in XOM, ILCV and VLO, added to CGGO, ACWX and CGGR, trimmed IUSG, IWV and IVV and sold out of XOM, CMI and IBM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  CGGO Capital Group Gbl Growth Eqt | $64.8M | 20.4% | 1.6M | +48K (+3%) | 8 of 8 | |
| 2 |  ACWX Ishares TR | $30.3M | 9.6% | 401K | +8,203 (+2%) | 8 of 8 | |
| 3 |  CGGR Capital Group Growth | $25.9M | 8.2% | 546K | +30K (+6%) | 8 of 8 | |
| 4 |  IUSG Ishares TR | $16.6M | 5.3% | 86K | −218 (−0%) | 8 of 8 | |
| 5 |  AAPL Apple Inc | $14.6M | 4.6% | 44K | +325 (+1%) | 8 of 8 | |
| 6 |  SPYV State Street | $14.4M | 4.5% | 235K | +8,422 (+4%) | 8 of 8 | |
| 7 |  SPYG Spdr Series Trust | $10.5M | 3.3% | 85K | +1,299 (+2%) | 8 of 8 | |
| 8 |  IUSV Ishares TR | $10M | 3.2% | 91K | No change | 8 of 8 | |
| 9 |  IEMG Ishares Inc | $9.8M | 3.1% | 120K | +7,148 (+6%) | 8 of 8 | |
| 10 |  IJH Ishares TR | $8.3M | 2.6% | 115K | +4,427 (+4%) | 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
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 | |
|---|---|---|---|
| Nov 2, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Financial Council 13F FAQ
What does Financial Council own?
Financial Council reported 110 stocks worth $317M in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are CGGO (20.4%), ACWX (9.6%) and CGGR (8.2%). The table above lists every position in the filing (the top 10 without an account).
What did Financial Council buy and sell in Q3 2026?
Compared with Q2 2026: 7 new positions, 25 added to, 10 trimmed and 3 sold out. New positions include XOM, ILCV and VLO. It sold all of XOM, CMI and IBM.
When will Financial Council 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 Financial Council's portfolio worth?
The Q3 2026 filing reports $317M 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.