Financial Council, LLC

Est. AUM

$259.2M

13F long equity, this entity only

Positions

101

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	CAPITAL GROUP GBL GROWTH EQT	SHS CREATION UNI	$52.0M	1558410	20.06%	SOLE
2	ISHARES TR	MSCI ACWI EX US	$26.5M	387256	10.23%	SOLE
3	CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$19.5M	485720	7.53%	SOLE
4	ISHARES TR	CORE S&P US GWT	$13.3M	85867	5.14%	SOLE
5	SPDR SERIES TRUST	STATE STREET SPD	$12.7M	224052	4.89%	SOLE
6	APPLE INC	COM	$11.1M	43780	4.29%	SOLE
7	ISHARES TR	CORE S&P US VLU	$9.3M	90785	3.58%	SOLE
8	SPDR SERIES TRUST	STATE STREET SPD	$8.4M	85366	3.22%	SOLE
9	ISHARES INC	CORE MSCI EMKT	$7.8M	111575	3.00%	SOLE
10	ISHARES TR	CORE S&P MCP ETF	$7.5M	110728	2.88%	SOLE
11	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$6.5M	166234	2.49%	SOLE
12	ISHARES TR	RUSSELL 3000 ETF	$5.4M	14505	2.07%	SOLE
13	ISHARES TR	CORE S&P500 ETF	$5.3M	8151	2.05%	SOLE
14	ISHARES TR	MSCI ACWI ETF	$4.8M	34747	1.85%	SOLE
15	MICROSOFT CORP	COM	$4.0M	10724	1.53%	SOLE
16	NVIDIA CORPORATION	COM	$3.5M	20095	1.35%	SOLE
17	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$3.4M	48387	1.32%	SOLE
18	VANGUARD INDEX FDS	S&P 500 ETF SHS	$3.4M	5616	1.29%	SOLE
19	EXXON MOBIL CORP	COM	$3.1M	18474	1.21%	SOLE
20	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$3.1M	71826	1.18%	SOLE
21	CAPITAL GRP FIXED INCM ETF T	MUNICIPAL INCOME	$2.3M	84591	0.89%	SOLE
22	STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.1M	3236	0.81%	SOLE
23	ALPHABET INC	CAP STK CL C	$1.9M	6711	0.74%	SOLE
24	COCA COLA CO	COM	$1.9M	24361	0.71%	SOLE
25	PROCTER & GAMBLE CO	COM	$1.8M	12647	0.70%	SOLE
26	ALPHABET INC	CAP STK CL A	$1.7M	5845	0.65%	SOLE
27	VANGUARD INDEX FDS	TOTAL STK MKT	$1.7M	5152	0.64%	SOLE
28	JPMORGAN CHASE & CO	COM	$1.6M	5525	0.63%	SOLE
29	AMAZON COM INC	COM	$1.5M	7188	0.58%	SOLE
30	ISHARES TR	ESG SELECT SCRE	$1.4M	28388	0.54%	SOLE
31	ABBVIE INC	COM	$1.3M	5951	0.50%	SOLE
32	VANGUARD WORLD FD	ESG INTL STK ETF	$1.2M	17307	0.48%	SOLE
33	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$1.2M	24585	0.46%	SOLE
34	ELI LILLY & CO	COM	$1.2M	1262	0.45%	SOLE
35	ISHARES TR	CORE MSCI TOTAL	$886K	10224	0.34%	SOLE
36	META PLATFORMS INC	CL A	$885K	1546	0.34%	SOLE
37	CAPITAL GROUP DIVIDEND GROWE	SHS ETF	$731K	20350	0.28%	SOLE
38	VANGUARD WORLD FD	INF TECH ETF	$714K	1024	0.28%	SOLE
39	VANGUARD ADMIRAL FDS INC	SMLLCP 600 IDX	$711K	6188	0.27%	SOLE
40	ABBOTT LABORATORIES	COM	$705K	6871	0.27%	SOLE
41	STARBUCKS CORP	COM	$646K	7210	0.25%	SOLE
42	APPLIED MATLS INC	COM	$645K	1886	0.25%	SOLE
43	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$610K	1272	0.24%	SOLE
44	CAPITAL GROUP INTERNATIONAL	SHS	$605K	18284	0.23%	SOLE
45	CATERPILLAR INC	COM	$602K	850	0.23%	SOLE
46	BROADCOM INC	COM	$576K	1860	0.22%	SOLE
47	ISHARES TR	CORE S&P SCP ETF	$568K	4569	0.22%	SOLE
48	GE AEROSPACE	COM NEW	$524K	1847	0.20%	SOLE
49	BANK AMERICA CORP	COM	$523K	10734	0.20%	SOLE
50	PEPSICO INC	COM	$522K	3364	0.20%	SOLE

1–50 of 101

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