Coyle Financial Counsel LLC
•CIK: 1593038•Filing: Q4 2025
**Coyle Financial Counsel LLC** manages $468M across a diversified portfolio of 114 positions. The strategy exhibits a notable allocation to broad market and international exposure, highlighted by top holdings in IVV ($77.6M) and VEA ($61.2M). Significant tactical weight is also evident in fixed income and sector-specific plays, including FBND ($35.1M) and FRDM ($29.8M). This structure suggests a mandate focused on capturing global equity and fixed income yield premiums.
Total AUM
$467.9M
QoQ Performance
+7.8%
Positions
98
Top 10 Concentration
70.5%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
VEA
FBND
FRDM
NDQ
VCSH
IVV16.6%
VEA13.1%
FBND7.5%
FRDM6.4%
NDQ6.0%
VCSH5.2%
IJH4.4%
VT4.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other71.0%
ETF19.8%
Technology5.2%
Consumer1.4%
Healthcare0.9%
Financial0.6%
Industrial0.6%
Materials0.5%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW20 new positions
↑61 increased
↓27 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022