Dave Smestuen

Coyle Financial Counsel Llc

Assets Managed

$472.797M

Holdings

113

Last Quarter

2026 - Q1

Filed Date

1mo 18d ago

Growth Rate

1.06%(2Q avg: 4.46%)

Sustained Growth

7 quarters

Portfolio positions

This chart displays the top 10 holdings in Coyle Financial Counsel Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 113 positions.

Assets under management

The assets under management (AUM) of Coyle Financial Counsel Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 7 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 472.797M in assets, with a quarterly growth rate of 1.06% and a 2-quarter average growth rate of 4.46%. The portfolio is managed by Dave Smestuen, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
IVV Ishares Core S&p 500 Etf Recent Activity Increased 5.57%	16.53%	$78.136M 119,618 shares@ $653.22 avg price	Increased 5.57%
VEA Vanguard Ftse Developed Etf Recent Activity Increased 1.71%	13.5%	$63.822M 995,981 shares@ $64.09 avg price	Increased 1.71%
FBND Fidelity Total Bond Etf Recent Activity Increased 4.26%	7.67%	$36.259M 794,794 shares@ $45.63 avg price	Increased 4.26%
FRDM Freedom 100 Emeging Mrkt Etf Recent Activity Increased 0.57%	6.75%	$31.907M 583,848 shares@ $54.66 avg price	Increased 0.57%
QQQ Invesco Qqq Trust Series 1 Recent Activity Increased 5.52%	5.93%	$27.997M 48,506 shares@ $577.19 avg price	Increased 5.52%
VCSH Vanguard S T Corp Bond Etf Recent Activity Increased 4.48%	5.31%	$25.06M 316,139 shares@ $79.28 avg price	Increased 4.48%
IJH Ishares Core S&p Midcap Etf Recent Activity Increased 6.2%	4.76%	$22.501M 333,196 shares@ $67.53 avg price	Increased 6.2%
VT Vanguard Tot World Stk Etf Recent Activity Increased 3.06%	4.24%	$20.014M 144,690 shares@ $138.33 avg price	Increased 3.06%
VUSB Vanguard Ultra Short Bond Et Recent Activity Increased 2.2%	3.9%	$18.416M 369,912 shares@ $49.79 avg price	Increased 2.2%
VCIT Vanguard Int-term Corporate Recent Activity Increased 1.79%	3.24%	$15.273M 184,572 shares@ $82.76 avg price	Increased 1.79%

1-10 of 113