Coyle Financial Counsel LLC

Q1 2026 13F-HR Holdings

Location
Glenview, IL
Holdings as of
3/31/2026
Date filed
5/12/2026
Form type
13F-HR
Num holdings
113
Total value ($000)
$472,797
Net value change ($000)
+4,940 (1.1%)
New positions
8
Sold out positions
9
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
VEA 2,646 4.3%
FRDM 2,142 7.2%
IJH 1,792 8.7%
DFAI 1,623 17.5%
FBND 1,159 3.3%
VCSH 935 3.9%
PNFP 871 NEW
KNX 598 116.6%
IVV 521 0.7%
VUSB 376 2.1%
Top Reduces (Value $000, Stocks/ETFs)
PINNACLE FINANCIAL PARTNERS INC -1,096 -100.0%
VOO -871 -6.7%
CIEN -786 -35.7%
MSFT -683 -17.0%
SGI -535 -26.7%
NVDA -487 -7.9%
CRH -337 -15.8%
PFF -310 -100.0%
HQY -276 -23.5%
GBIL -261 -30.4%
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