Financial Council, LLC
All 13F Filings
- Location
- Towson, MD
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 308,310
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 | 8/4/2026 | 106 | 308,310 | 13F-HR | Financial Council, LLC |
| Q1 2026 | 4/21/2026 | 101 | 259,226 | 13F-HR | Financial Council, LLC |
| Q4 2025 | 2/5/2026 | 101 | 250,509 | 13F-HR | Financial Council, LLC |
| Q3 2025 | 10/15/2025 | 95 | 225,309 | 13F-HR | Financial Council, LLC |
| Q2 2025 | 7/21/2025 | 93 | 207,389 | 13F-HR | Financial Council, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 131.3 K | 42.6% | 23.32 K | 0 | 23.32 K |
| ETFs | 177 K | 57.4% | 25.77 K | 0 | 25.77 K |
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Fund Snapshot
Q2 2026
Latest filed
8/4/2026
Total value ($000)
308,310
Holdings
106
QoQ value change ($000)
49,084
(18.9%)
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.