Financial Council, LLC - Portfolio overview

Financial Council, LLC has 108 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. CGGO - CAPITAL GROUP GBL GROWTH EQT, 19.81%
2. ACWX - ISHARES TR, 10.10%
3. CGGR - CAPITAL GROUP GROWTH ETF, 7.44%

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

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