Coyle Financial Counsel LLC

Est. AUM

$472.8M

13F long equity, this entity only

Positions

113

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$78.1M	119618	16.53%	SOLE
2	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$63.8M	995981	13.50%	SOLE
3	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$36.3M	794794	7.67%	SOLE
4	EA SERIES TRUST	FREEDOM 100 EM	$31.9M	583848	6.75%	SOLE
5	INVESCO QQQ TR	UNIT SER 1	$28.0M	48506	5.92%	SOLE
6	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$25.1M	316139	5.30%	SOLE
7	ISHARES TR	CORE S&P MCP ETF	$22.5M	333196	4.76%	SOLE
8	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$20.0M	144690	4.23%	SOLE
9	VANGUARD BD INDEX FDS	VANGUARD ULTRA	$18.4M	369912	3.90%	SOLE
10	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$15.3M	184572	3.23%	SOLE
11	VANGUARD INDEX FDS	S&P 500 ETF SHS	$12.1M	20318	2.57%	SOLE
12	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$10.9M	279126	2.30%	SOLE
13	VANGUARD STAR FDS	VG TL INTL STK F	$6.8M	88471	1.44%	SOLE
14	NVIDIA CORPORATION	COM	$5.7M	32428	1.20%	SOLE
15	VANGUARD INDEX FDS	TOTAL STK MKT	$5.5M	17219	1.17%	SOLE
16	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$5.5M	154270	1.16%	SOLE
17	APPLE INC	COM	$4.8M	18983	1.02%	SOLE
18	VANGUARD INDEX FDS	EXTEND MKT ETF	$4.3M	21042	0.92%	SOLE
19	AMAZON COM INC	COM	$3.8M	18050	0.80%	SOLE
20	FIDELITY COVINGTON TRUST	ENHANCED INTL	$3.7M	98347	0.77%	SOLE
21	MICROSOFT CORP	COM	$3.3M	8980	0.70%	SOLE
22	ALPHABET INC	CAP STK CL C	$3.1M	10958	0.66%	SOLE
23	ALPHABET INC	CAP STK CL A	$2.5M	8620	0.52%	SOLE
24	ISHARES TR	EAFE SML CP ETF	$2.4M	30044	0.50%	SOLE
25	SPDR SERIES TRUST	STATE STREET SPD	$2.3M	24718	0.48%	SOLE
26	STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.2M	3408	0.47%	SOLE
27	CLEAN HARBORS INC	COM	$2.2M	7626	0.46%	SOLE
28	CRH PLC	ORD	$1.8M	17085	0.38%	SOLE
29	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.8M	32401	0.37%	SOLE
30	STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$1.7M	2747	0.36%	SOLE
31	ABBVIE INC	COM	$1.7M	7675	0.35%	SOLE
32	SOMNIGROUP INTERNATIONAL INC	COM	$1.5M	19918	0.31%	SOLE
33	AUTOZONE INC	COM	$1.4M	423	0.30%	SOLE
34	CIENA CORP	COM NEW	$1.4M	3652	0.30%	SOLE
35	META PLATFORMS INC	CL A	$1.3M	2338	0.28%	SOLE
36	BROADCOM INC	COM	$1.2M	3925	0.26%	SOLE
37	KIRBY CORP	COM	$1.2M	8858	0.25%	SOLE
38	SELECT SECTOR SPDR TR	STATE STREET TEC	$1.1M	8638	0.24%	SOLE
39	JPMORGAN CHASE & CO	COM	$1.1M	3894	0.24%	SOLE
40	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.1M	2341	0.24%	SOLE
41	KNIGHT-SWIFT TRANSN HLDGS IN	CL A	$1.1M	19295	0.23%	SOLE
42	LKQ CORP	COM	$1.1M	37426	0.23%	SOLE
43	DELL TECHNOLOGIES INC	CL C	$992K	6047	0.21%	SOLE
44	RB GLOBAL INC	COM	$989K	10323	0.21%	SOLE
45	CATERPILLAR INC	COM	$988K	1394	0.21%	SOLE
46	ISHARES TR	RUSSELL 3000 ETF	$912K	2460	0.19%	SOLE
47	MASCO CORP	COM	$907K	15026	0.19%	SOLE
48	HEALTHEQUITY INC	COM	$896K	10726	0.19%	SOLE
49	PINNACLE FINL PARTNERS INC	COM	$871K	10112	0.18%	SOLE
50	DECKERS OUTDOOR CORP	COM	$861K	8601	0.18%	SOLE

1–50 of 113

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.