Coyle Financial Counsel LLC

Q3 2026 13F-HR Holdings

Location
Glenview, IL
Holdings as of
9/30/2026
Date filed
10/28/2026
Form type
13F-HR
Num holdings
123
Total value ($000)
$542,944
Net value change ($000)
-5,014 (-0.9%)
New positions
5
Sold out positions
7
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
FBND 3,020 8.0%
IVV 2,448 2.7%
VCSH 2,070 7.9%
MSFT 1,261 37.0%
DFAI 1,141 9.7%
VUSB 1,030 5.5%
VCIT 934 6.0%
NVDA 780 11.2%
AAPL 746 12.5%
DELL 428 23.9%
Top Reduces (Value $000, Stocks/ETFs)
FRDM -9,315 -22.2%
VEA -1,818 -2.5%
QQQ -1,538 -4.2%
AZO -1,269 -100.0%
VOO -695 -5.0%
KNX -594 -41.1%
VXF -530 -10.3%
CRH -435 -24.9%
CIEN -418 -33.2%
RBA -376 -32.1%
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