Coyle Financial Counsel LLC

All 13F Filings

Location
Glenview, IL
Most recent 13F
Q2 2026
Holdings value ($000)
547,958
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/7/2026 126 547,958 13F-HR Coyle Financial Counsel LLC
Q1 2026 5/12/2026 113 472,797 13F-HR Coyle Financial Counsel LLC
Q4 2025 2/10/2026 114 467,857 13F-HR Coyle Financial Counsel LLC
Q3 2025 11/10/2025 97 433,786 13F-HR Coyle Financial Counsel LLC
Q2 2025 8/14/2025 91 373,488 13F-HR Coyle Financial Counsel LLC
Q1 2014 5/21/2014 40 71,556 13F-HR Coyle Financial Counsel, Inc.
Q4 2013 2/20/2014 38 72,230 13F-HR Coyle Financial Counsel, Inc.
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000): 342 (0.1% of total reported value) · QoQ Δ: +342
Type Value ($000) Share % Inflow Outflow Net
Stocks 129.8 K 23.7% 26.13 K 0 26.13 K
ETFs 417.8 K 76.3% 48.7 K 0 48.7 K
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Fund Snapshot

Q2 2026
Latest filed
8/7/2026
Total value ($000)
547,958
Holdings
126
QoQ value change ($000)
75,161 (15.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.