Coyle Financial Counsel LLC - Portfolio overview

Coyle Financial Counsel LLC has 118 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 16.45%
2. VEA - VANGUARD TAX-MANAGED FDS, 13.44%
3. FBND - FIDELITY MERRIMACK STR TR, 7.63%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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