Coyle Financial Counsel LLC

Q3 2025 13F-HR Holdings

Location
Glenview, IL
Holdings as of
9/30/2025
Date filed
11/10/2025
Form type
13F-HR
Num holdings
97
Total value ($000)
$433,786
Net value change ($000)
+60,298 (16.1%)
New positions
14
Sold out positions
8
Turnover %
2.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2025 Next filing: 2/10/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IVV 9,608 15.5%
FBND 6,386 23.1%
IJH 5,461 40.5%
VEA 3,928 7.4%
DFAI 3,799 110.3%
FENI 3,568 NEW
FRDM 3,533 16.7%
QQQ 3,241 14.2%
VUSB 3,016 21.1%
VCSH 2,755 13.4%
Top Reduces (Value $000, Stocks/ETFs)
GPK -1,036 -100.0%
KEX -676 -31.8%
RBA -453 -35.7%
CIEN -380 -19.3%
AJG -366 -100.0%
PINNACLE FINANCIAL PARTNERS INC -330 -20.8%
ITOT -323 -100.0%
AMT -277 -100.0%
UNH -255 -100.0%
VGIT -210 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type