Coyle Financial Counsel LLC

Q2 2026 13F-HR Holdings

Location
Glenview, IL
Holdings as of
6/30/2026
Date filed
8/7/2026
Form type
13F-HR
Num holdings
126
Total value ($000)
$547,958
Net value change ($000)
+75,161 (15.9%)
New positions
20
Sold out positions
8
Turnover %
1.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 13,776 17.6%
FRDM 10,135 31.8%
QQQ 8,271 29.5%
VEA 8,234 12.9%
IJH 3,832 17.0%
VT 3,180 15.9%
VOO 1,806 14.9%
FBND 1,392 3.8%
NVDA 1,326 23.4%
AAPL 1,133 23.5%
Top Reduces (Value $000, Stocks/ETFs)
FHN -658 -100.0%
LKQ -462 -42.0%
CLH -434 -19.9%
AMH -399 -100.0%
NFLX -286 -100.0%
IIIV -258 -100.0%
PLTR -233 -100.0%
BSX -219 -100.0%
LMT -205 -100.0%
AZO -160 -11.2%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 342 (0.1% of total reported value)
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type