☆Coyle Financial Counsel LLC
Quality Q
0.791
AUM ($M)
548
Positions
125
Turnover
0.05
Top-10 wt
71%
Herfindahl
0.071
History (qtrs)
6
Excess Return
+11.6%
AI Eval Run AI Eval
Holdings · 133 positions · portfolio value $548M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆IVV funds › | ISHARES TR | ADD | — | 16.8% | +0.3% | 91.9 | 122,731 | +3,113 | 5 | — |
| ☆VEA funds › | VANGUARD TAX-MANAGED FDS | ADD | — | 13.2% | -0.3% | 72.1 | 1,011,315 | +15,334 | 5 | — |
| ☆FRDM funds › | EA SERIES TRUST | TRIM | — | 7.7% | +0.9% | 42.0 | 576,703 | -7,145 | 5 | — |
| ☆FBND funds › | FIDELITY MERRIMACK STR TR | ADD | — | 6.9% | -0.8% | 37.7 | 827,671 | +32,877 | 5 | — |
| ☆QQQ funds › | INVESCO QQQ TR | ADD | — | 6.6% | +0.7% | 36.3 | 49,250 | +744 | 5 | — |
| ☆IJH funds › | ISHARES TR | ADD | — | 4.8% | +0.0% | 26.3 | 341,501 | +8,305 | 5 | — |
| ☆VCSH funds › | VANGUARD SCOTTSDALE FDS | ADD | — | 4.8% | -0.5% | 26.0 | 329,479 | +13,340 | 5 | — |
| ☆VT funds › | VANGUARD INTL EQUITY INDEX F | ADD | — | 4.2% | +0.0% | 23.2 | 147,778 | +3,088 | 5 | — |
| ☆VUSB funds › | VANGUARD BD INDEX FDS | ADD | — | 3.4% | -0.5% | 18.9 | 378,923 | +9,011 | 5 | — |
| ☆VCIT funds › | VANGUARD SCOTTSDALE FDS | ADD | — | 2.9% | -0.4% | 15.7 | 189,477 | +4,905 | 5 | — |
| ☆VOO funds › | VANGUARD INDEX FDS | TRIM | — | 2.5% | -0.0% | 13.9 | 20,307 | -11 | 5 | — |
| ☆DFAI funds › | DIMENSIONAL ETF TRUST | ADD | — | 2.1% | -0.2% | 11.7 | 284,051 | +4,925 | 5 | — |
| ☆VXUS funds › | VANGUARD STAR FDS | TRIM | — | 1.4% | -0.1% | 7.4 | 86,730 | -1,741 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | ADD | — | 1.3% | +0.1% | 7.0 | 34,891 | +2,463 | 5 | — |
| ☆VTI funds › | VANGUARD INDEX FDS | ADD | — | 1.2% | -0.0% | 6.4 | 17,222 | +3 | 5 | — |
| ☆AAPL funds › | APPLE INC | ADD | — | 1.1% | +0.1% | 6.0 | 20,566 | +1,583 | 5 | — |
| ☆DFIC funds › | DIMENSIONAL ETF TRUST | TRIM | — | 1.0% | -0.1% | 5.6 | 150,299 | -3,971 | 5 | — |
| ☆VXF funds › | VANGUARD INDEX FDS | TRIM | — | 0.9% | +0.0% | 5.2 | 20,962 | -80 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | ADD | — | 0.8% | +0.0% | 4.5 | 19,054 | +1,004 | 5 | — |
| ☆GOOG funds › | ALPHABET INC | ADD | — | 0.7% | +0.1% | 4.0 | 11,359 | +401 | 5 | — |
| ☆FENI funds › | FIDELITY COVINGTON TRUST | TRIM | — | 0.7% | -0.1% | 3.8 | 95,803 | -2,544 | 4 | +3.5% |
| ☆MSFT funds › | MICROSOFT CORP | ADD | — | 0.6% | -0.1% | 3.4 | 9,134 | +154 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC | ADD | — | 0.6% | +0.1% | 3.3 | 9,286 | +666 | 5 | — |
| ☆BIL funds › | SPDR SERIES TRUST | ADD | — | 0.5% | -0.0% | 2.5 | 27,542 | +2,824 | 5 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | TRIM | — | 0.5% | -0.0% | 2.5 | 3,371 | -37 | 5 | — |
| ☆SCZ funds › | ISHARES TR | TRIM | — | 0.4% | -0.1% | 2.4 | 29,265 | -779 | 5 | — |
| ☆VWO funds › | VANGUARD INTL EQUITY INDEX F | ADD | — | 0.4% | -0.0% | 2.0 | 33,469 | +1,068 | 5 | — |
| ☆ABBV funds › | ABBVIE INC | ADD | — | 0.4% | +0.0% | 2.0 | 7,780 | +105 | 5 | — |
| ☆MDY funds › | STATE STR SPDR S&P MIDCAP 40 | ADD | — | 0.4% | -0.0% | 2.0 | 2,773 | +26 | 5 | — |
| ☆DELL funds › | DELL TECHNOLOGIES INC | TRIM | — | 0.3% | +0.1% | 1.8 | 4,146 | -1,901 | 3 | +537.5% |
| ☆CLH funds › | CLEAN HARBORS INC | TRIM | — | 0.3% | -0.1% | 1.8 | 5,865 | -1,761 | 5 | — |
| ☆CRH funds › | CRH PLC | TRIM | — | 0.3% | -0.1% | 1.7 | 16,355 | -730 | 5 | — |
| ☆XLK funds › | SELECT SECTOR SPDR TR | HOLD | — | 0.3% | +0.1% | 1.6 | 8,638 | +0 | 5 | +22.6% |
| ☆AVGO funds › | BROADCOM INC | ADD | — | 0.3% | +0.0% | 1.6 | 4,288 | +363 | 5 | — |
| ☆CAT funds › | CATERPILLAR INC | ADD | — | 0.3% | +0.1% | 1.5 | 1,429 | +35 | 5 | — |
| ☆SGI funds › | SOMNIGROUP INTERNATIONAL INC | TRIM | — | 0.3% | -0.0% | 1.5 | 19,057 | -861 | 5 | — |
| ☆KNX funds › | KNIGHT-SWIFT TRANSN HLDGS IN | TRIM | — | 0.3% | +0.0% | 1.4 | 18,566 | -729 | 5 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | ADD | — | 0.3% | +0.0% | 1.4 | 4,261 | +367 | 5 | — |
| ☆META funds › | META PLATFORMS INC | ADD | — | 0.2% | -0.0% | 1.3 | 2,367 | +29 | 5 | — |
| ☆HQY funds › | HEALTHEQUITY INC | ADD | — | 0.2% | +0.0% | 1.3 | 14,260 | +3,534 | 5 | -20.1% |
| ☆AZO funds › | AUTOZONE INC | TRIM | — | 0.2% | -0.1% | 1.3 | 397 | -26 | 5 | — |
| ☆CIEN funds › | CIENA CORP | TRIM | — | 0.2% | -0.1% | 1.3 | 2,568 | -1,084 | 5 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | ADD | — | 0.2% | -0.0% | 1.2 | 2,404 | +63 | 5 | — |
| ☆MAS funds › | MASCO CORP | TRIM | — | 0.2% | +0.0% | 1.2 | 14,391 | -635 | 5 | — |
| ☆RBA funds › | RB GLOBAL INC | TRIM | — | 0.2% | +0.0% | 1.2 | 10,046 | -277 | 5 | — |
| ☆PNFP funds › | PINNACLE FINL PARTNERS INC | ADD | — | 0.2% | +0.0% | 1.2 | 11,577 | +1,465 | 2 | -2.8% |
| ☆CUSIP:497266106 funds › | KIRBY CORP | TRIM | — | 0.2% | -0.0% | 1.1 | 8,313 | -545 | 5 | — |
| ☆IWV funds › | ISHARES TR | HOLD | — | 0.2% | -0.0% | 1.0 | 2,460 | +0 | 5 | — |
| ☆PANW funds › | PALO ALTO NETWORKS INC | ADD | — | 0.2% | +0.1% | 1.0 | 2,929 | +274 | 5 | — |
| ☆POOL funds › | POOL CORP | NEW | — | 0.2% | +0.2% | 1.0 | 4,641 | +4,641 | 1 | +14.0% |
| ☆INTC funds › | INTEL CORP | ADD | — | 0.2% | +0.1% | 0.9 | 6,749 | +612 | 3 | +308.2% |
| ☆MCD funds › | MCDONALDS CORP | ADD | — | 0.2% | +0.0% | 0.9 | 3,325 | +1,079 | 5 | — |
| ☆LLY funds › | ELI LILLY & CO | ADD | — | 0.2% | +0.0% | 0.9 | 740 | +154 | 5 | +18.4% |
| ☆DECK funds › | DECKERS OUTDOOR CORP | TRIM | — | 0.2% | -0.0% | 0.9 | 8,596 | -5 | 5 | — |
| ☆SSNC funds › | SS&C TECH HLDGS | NEW | — | 0.2% | +0.2% | 0.8 | 13,524 | +13,524 | 1 | +101.9% |
| ☆MRVL funds › | MARVELL TECHNOLOGY INC | ADD | — | 0.2% | +0.1% | 0.8 | 2,763 | +349 | 3 | +252.0% |
| ☆PGR funds › | PROGRESSIVE CORP | TRIM | — | 0.1% | -0.0% | 0.8 | 3,550 | -4 | 5 | — |
| ☆TSLA funds › | TESLA INC | ADD | — | 0.1% | +0.0% | 0.8 | 1,830 | +143 | 5 | -27.1% |
| ☆BC funds › | BRUNSWICK CORP | TRIM | — | 0.1% | -0.0% | 0.7 | 8,853 | -346 | 5 | +20.8% |
| ☆MU funds › | MICRON TECHNOLOGY INC | NEW | — | 0.1% | +0.1% | 0.7 | 630 | +630 | 1 | +311.8% |
| ☆V funds › | VISA INC | ADD | — | 0.1% | +0.0% | 0.7 | 2,089 | +461 | 4 | -15.5% |
| ☆ABT funds › | ABBOTT LABORATORIES | ADD | — | 0.1% | -0.0% | 0.7 | 7,366 | +457 | 5 | — |
| ☆PWR funds › | QUANTA SVCS INC | ADD | — | 0.1% | +0.0% | 0.7 | 913 | +64 | 4 | +58.5% |
| ☆ICSH funds › | ISHARES TR | ADD | — | 0.1% | -0.0% | 0.6 | 12,642 | +90 | 5 | — |
| ☆LKQ funds › | LKQ CORP | TRIM | — | 0.1% | -0.1% | 0.6 | 24,189 | -13,237 | 5 | — |
| ☆AMD funds › | ADVANCED MICRO DEVICES INC | NEW | — | 0.1% | +0.1% | 0.6 | 1,055 | +1,055 | 1 | +105.4% |
| ☆UPS funds › | UNITED PARCEL SVCS INC | TRIM | — | 0.1% | -0.0% | 0.6 | 5,640 | -83 | 4 | +4.3% |
| ☆SGOV funds › | ISHARES TR | ADD | — | 0.1% | +0.0% | 0.6 | 5,997 | +1,075 | 5 | — |
| ☆HD funds › | HOME DEPOT INC | ADD | — | 0.1% | -0.0% | 0.6 | 1,678 | +96 | 5 | — |
| ☆CRWD funds › | CROWDSTRIKE HLDGS INC | ADD | — | 0.1% | +0.0% | 0.6 | 774 | +13 | 5 | — |
| ☆GBIL funds › | GOLDMAN SACHS ETF TR | TRIM | — | 0.1% | -0.0% | 0.6 | 5,846 | -109 | 5 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | ADD | — | 0.1% | -0.0% | 0.6 | 2,230 | +108 | 5 | +33.4% |
| ☆GEV funds › | GE VERNOVA INC | ADD | — | 0.1% | +0.0% | 0.6 | 475 | +30 | 5 | +82.7% |
| ☆BAC funds › | BANK OF AMER CORP | ADD | — | 0.1% | +0.0% | 0.6 | 9,667 | +330 | 5 | — |
| ☆XLF funds › | SELECT SECTOR SPDR TR | ADD | — | 0.1% | -0.0% | 0.5 | 10,190 | +9 | 5 | -13.6% |
| ☆GE funds › | GE AEROSPACE | TRIM | — | 0.1% | +0.0% | 0.5 | 1,415 | -6 | 5 | +20.5% |
| ☆GNRC funds › | GENERAC HLDGS INC | TRIM | — | 0.1% | +0.0% | 0.5 | 1,806 | -108 | 2 | -43.6% |
| ☆WMT funds › | WALMART INC | TRIM | — | 0.1% | -0.0% | 0.5 | 4,581 | -169 | 5 | — |
| ☆IVW funds › | ISHARES TR | HOLD | — | 0.1% | +0.0% | 0.5 | 3,751 | +0 | 5 | — |
| ☆RTX funds › | RTX CORPORATION | ADD | — | 0.1% | -0.0% | 0.5 | 2,617 | +312 | 3 | +16.4% |
| ☆COKE funds › | COCA COLA CONS INC | ADD | — | 0.1% | -0.0% | 0.5 | 2,361 | +4 | 5 | — |
| ☆WTFC funds › | WINTRUST FINL CORP | TRIM | — | 0.1% | -0.0% | 0.4 | 2,772 | -139 | 3 | +22.6% |
| ☆ATI funds › | ATI INC | ADD | — | 0.1% | +0.0% | 0.4 | 2,227 | +252 | 3 | +186.5% |
| ☆TJX funds › | TJX COS INC NEW | ADD | — | 0.1% | -0.0% | 0.4 | 2,768 | +375 | 4 | -5.9% |
| ☆FANG funds › | DIAMONDBACK ENERGY INC | TRIM | — | 0.1% | -0.0% | 0.4 | 2,367 | -165 | 5 | — |
| ☆C funds › | CITIGROUP INC | ADD | — | 0.1% | +0.0% | 0.4 | 2,967 | +2 | 4 | +30.0% |
| ☆MPWR funds › | MONOLITHIC PWR SYS INC | ADD | — | 0.1% | +0.0% | 0.4 | 290 | +29 | 3 | +59.8% |
| ☆UNP funds › | UNION PAC CORP | ADD | — | 0.1% | +0.0% | 0.4 | 1,452 | +134 | 5 | — |
| ☆ANET funds › | ARISTA NETWORKS INC | ADD | — | 0.1% | +0.0% | 0.4 | 2,319 | +474 | 3 | +58.4% |
| ☆UNH funds › | UNITEDHEALTH GROUP INC | ADD | — | 0.1% | +0.0% | 0.4 | 926 | +182 | 3 | +15.0% re-entry |
| ☆VBIL funds › | VANGUARD INSTL INDEX FD | TRIM | — | 0.1% | -0.0% | 0.4 | 5,080 | -1,270 | 3 | -20.7% |
| ☆GL funds › | GLOBE LIFE INC | ADD | — | 0.1% | +0.0% | 0.4 | 2,061 | +231 | 3 | +31.0% |
| ☆XLC funds › | SELECT SECTOR SPDR TR | HOLD | — | 0.1% | -0.0% | 0.4 | 3,413 | +0 | 5 | -15.3% |
| ☆MCK funds › | MCKESSON CORP | ADD | — | 0.1% | -0.0% | 0.4 | 472 | +31 | 4 | +7.7% |
| ☆XLV funds › | SELECT SECTOR SPDR TR | HOLD | — | 0.1% | -0.0% | 0.4 | 2,207 | +0 | 5 | — |
| ☆CVX funds › | CHEVRON CORPORATION | ADD | — | 0.1% | -0.0% | 0.3 | 2,092 | +225 | 4 | +11.2% |
| ☆RGA funds › | REINSURANCE GROUP AMER INC | ADD | — | 0.1% | -0.0% | 0.3 | 1,595 | +149 | 4 | +12.4% |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | ADD | — | 0.1% | -0.0% | 0.3 | 2,460 | +27 | 3 | — |
| ☆NBIS funds › | NEBIUS GROUP N.V. | NEW | — | 0.1% | +0.1% | 0.3 | 1,200 | +1,200 | 1 | +267.3% |
| ☆AMAT funds › | APPLIED MATLS INC | NEW | — | 0.1% | +0.1% | 0.3 | 449 | +449 | 1 | +110.2% |
| ☆VTV funds › | VANGUARD INDEX FDS | NEW | — | 0.1% | +0.1% | 0.3 | 1,474 | +1,474 | 1 | +25.7% |
| ☆CAH funds › | CARDINAL HEALTH INC | TRIM | — | 0.1% | -0.0% | 0.3 | 1,349 | -57 | 5 | +16.5% |
| ☆FMB funds › | FIRST TR EXCH TRADED FD III | HOLD | — | 0.1% | -0.0% | 0.3 | 6,204 | +0 | 5 | — |
| ☆CME funds › | CME GROUP INC | ADD | — | 0.1% | -0.0% | 0.3 | 1,421 | +110 | 5 | — |
| ☆MTSI funds › | MACOM TECH SOLUTIONS HLDGS I | NEW | — | 0.1% | +0.1% | 0.3 | 805 | +805 | 1 | -63.1% |
| ☆VUG funds › | VANGUARD INDEX FDS | NEW | — | 0.1% | +0.1% | 0.3 | 3,510 | +3,510 | 1 | -12.6% |
| ☆QCOM funds › | QUALCOMM INC | NEW | — | 0.1% | +0.1% | 0.3 | 1,566 | +1,566 | 1 | -81.0% re-entry |
| ☆PM funds › | PHILIP MORRIS INTL INC | ADD | — | 0.1% | +0.0% | 0.3 | 1,524 | +92 | 2 | -20.0% |
| ☆GM funds › | GENERAL MTRS CO | ADD | — | 0.0% | -0.0% | 0.3 | 3,518 | +33 | 3 | +16.0% |
| ☆ORLY funds › | OREILLY AUTOMOTIVE INC | ADD | — | 0.0% | +0.0% | 0.3 | 2,895 | +453 | 3 | -35.9% |
| ☆MRK funds › | MERCK & CO INC | NEW | — | 0.0% | +0.0% | 0.3 | 2,028 | +2,028 | 1 | +100.5% |
| ☆ADI funds › | ANALOG DEVICES INC | NEW | — | 0.0% | +0.0% | 0.3 | 652 | +652 | 1 | -49.3% |
| ☆MA funds › | MASTERCARD INCORPORATED | NEW | — | 0.0% | +0.0% | 0.2 | 486 | +486 | 1 | +40.3% re-entry |
| ☆CSCO funds › | CISCO SYS INC | NEW | — | 0.0% | +0.0% | 0.2 | 2,088 | +2,088 | 1 | -45.9% |
| ☆SBUX funds › | STARBUCKS CORP | ADD | — | 0.0% | +0.0% | 0.2 | 2,303 | +54 | 2 | -0.2% re-entry |
| ☆PINS funds › | PINTEREST INC | ADD | — | 0.0% | +0.0% | 0.2 | 11,042 | +118 | 5 | — |
| ☆IDXX funds › | IDEXX LABS INC | ADD | — | 0.0% | -0.0% | 0.2 | 439 | +52 | 3 | -47.6% |
| ☆XLI funds › | SELECT SECTOR SPDR TR | NEW | — | 0.0% | +0.0% | 0.2 | 1,201 | +1,201 | 1 | +21.5% |
| ☆COST funds › | COSTCO WHOLESALE CORPORATION | ADD | — | 0.0% | -0.0% | 0.2 | 224 | +19 | 2 | -41.0% re-entry |
| ☆SU funds › | SUNCOR ENERGY INC NEW | ADD | — | 0.0% | -0.0% | 0.2 | 3,863 | +608 | 2 | +16.8% |
| ☆RSPT funds › | INVESCO EXCHANGE TRADED FD T | NEW | — | 0.0% | +0.0% | 0.2 | 3,160 | +3,160 | 1 | +53.3% |
| ☆IWB funds › | ISHARES TR | NEW | — | 0.0% | +0.0% | 0.2 | 491 | +491 | 1 | +2.9% |
| ☆BRCC funds › | BRC INC | NEW | — | 0.0% | +0.0% | 0.1 | 79,395 | +79,395 | 1 | -117.9% |
| ☆SNAP funds › | SNAP INC | NEW | — | 0.0% | +0.0% | 0.0 | 10,043 | +10,043 | 1 | -42.0% |
| ☆DFNS funds › | T3 DEFENSE INC | NEW | — | 0.0% | +0.0% | 0.0 | 16,478 | +16,478 | 1 | -103.8% |
| ☆LMT funds › | LOCKHEED MARTIN CORP | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -339 | 0 | -94.9% |
| ☆BSX funds › | BOSTON SCIENTIFIC CORP | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -3,495 | 0 | -72.7% |
| ☆NFLX funds › | NETFLIX INC. | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -2,972 | 0 | -50.3% |
| ☆AMH funds › | AMERICAN HOMES 4 RENT | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -14,296 | 0 | — |
| ☆CUSIP:22053A107 funds › | QUINCE THERAPEUTICS INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -10,509 | 0 | — |
| ☆FHN funds › | FIRST HORIZON CORPORATION | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -28,898 | 0 | +12.1% |
| ☆PLTR funds › | PALANTIR TECHNOLOGIES INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -1,591 | 0 | -51.5% |
| ☆IIIV funds › | I3 VERTICALS INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -11,552 | 0 | -67.9% |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 548 | 125 | 0.05 | 71% | 0.071 | 0.789 | — | in |
| 2026Q1 | 473 | 113 | 0.03 | 72% | 0.071 | 0.807 | — | in |
| 2025Q4 | 468 | 114 | 0.04 | 70% | 0.070 | 0.751 | — | in |
| 2025Q3 | 434 | 97 | 0.05 | 71% | 0.070 | 0.727 | — | in |
| 2025Q2 | 373 | 91 | 0.05 | 71% | 0.072 | 0.742 | — | entered |
| 2025Q1 | 327 | 76 | 0.00 | 70% | 0.071 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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