Coyle Financial Counsel LLC

Q4 2025 13F-HR Holdings

Location
Glenview, IL
Holdings as of
12/31/2025
Date filed
2/10/2026
Form type
13F-HR
Num holdings
114
Total value ($000)
$467,857
Net value change ($000)
+34,071 (7.9%)
New positions
20
Sold out positions
3
Turnover %
1.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/10/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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 5,892 8.2%
FRDM 5,099 20.7%
VEA 3,825 6.7%
QQQ 2,150 8.2%
DFAI 2,010 27.8%
IJH 1,777 9.4%
VT 1,128 6.0%
FBND 1,081 3.2%
GOOGL 978 40.7%
AAPL 916 23.4%
Top Reduces (Value $000, Stocks/ETFs)
AMCR -907 -89.2%
BIL -887 -27.8%
AZO -661 -29.4%
FANG -480 -51.9%
KEX -316 -21.8%
MA -300 -100.0%
LKQ -297 -18.7%
CLH -292 -13.1%
HQY -291 -19.9%
MAS -287 -21.4%
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