Coyle Financial Counsel, Inc.

RIA/Wealth

Coyle Financial Counsel, Inc. is a RIA/Wealth based in Glenview, IL led by Gary William Klaben, reporting $922.2M in AUM as of Q3 2025 with 85% ETF concentration, 70% concentrated in top 10 holdings, and 16% allocation to IVV.

PresidentGary William Klaben

Portfolio Value: $435.7M
Positions: 97
Top Holding: IVV at 16.46%
Last Reported: Q3 2025

Address2700 Patriot Blvd., Suite 440, Glenview, IL, 60026, United States

Top Holdings

Largest long holdings in Coyle Financial Counsel, Inc.'s portfolio (70.4% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares Core S&P 500 ETF IVV	ETF ETF	$71.7M	16.46%	+$4.8M Bought	— 107.2K shares	Q4 2017 Held for 7y 11m
2 Vanguard FTSE Developed Markets VEA	ETF ETF	$57.4M	13.16%	+$1.2M Bought	— 957.1K shares	Q4 2017 Held for 7y 11m
3 Fidelity Total Bond FBND	ETF ETF	$34.0M	7.81%	+$6.1M Bought	— 735.7K shares	Q3 2023 Held for 2y 2m
4 Invesco QQQ Trust QQQ	ETF ETF	$26.1M	5.99%	+$1.2M Bought	— 43.5K shares	Q4 2023 Held for 1y 11m
5 Freedom 100 Emerging Markets FRDM	ETF ETF	$24.7M	5.66%	+$1.5M Bought	— 556.7K shares	Q1 2022 Held for 3y 8m
6 Vanguard Short-Term Corporate Bond VCSH	ETF ETF	$23.3M	5.35%	+$2.6M Bought	— 291.7K shares	Q3 2020 Held for 5y 2m
7 iShares Core S&P Mid-Cap ETF IJH	ETF ETF	$18.9M	4.35%	+$4.8M Bought	— 290.1K shares	Q4 2017 Held for 7y 11m
8 Vanguard Total World Stock VT	ETF ETF	$18.7M	4.29%	+$686.8K Bought	— 135.5K shares	Q3 2023 Held for 2y 2m
9 Vanguard Ultra-Short Bond VUSB	ETF ETF	$17.3M	3.97%	+$3.0M Bought	— 345.9K shares	Q3 2023 Held for 2y 2m
10 Vanguard Intermediate-Term Corporate Bond VCIT	ETF ETF	$14.6M	3.34%	+$2.1M Bought	— 173.2K shares	Q4 2022 Held for 2y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Coyle Financial Counsel, Inc.'s latest filing

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Market Value

$435.7M

Prior: $375.3M

Q/Q Change

+16.07%

+$60.3M

Net Flows % of MV

+8.14%

Turnover Ratio

6.07%

New Purchases

8 stocks

$5.7M

Added To

56 stocks

+$37.7M

Sold Out Of

8 stocks

$2.7M

Reduced Holdings

23 stocks

-$5.2M

Increased Positions

Position	Shares Δ	Change
1 Fidelity Enhanced International FENI	New	0 → 101.1K +$3.6M
2 i3 Verticals, Inc. IIIV	New	0 → 16.7K +$541.2K
3 iShares Preferred and Income Securities ETF PFF	New	0 → 10.0K +$316.2K
4 Quanta Services PWR	New	0 → 681.0 +$282.2K
5 McKesson MCK	New	0 → 353.0 +$272.7K

Decreased Positions

Position	Shares Δ	Change
1 Graphic Packaging Holding GPK	Sold	49.2K → 0 −$1.0M
2 Arthur J. Gallagher AJG	Sold	1.1K → 0 −$366.3K
3 iShares Core S&P Total U.S. Stock Market ITOT	Sold	2.4K → 0 −$322.7K
4 American Tower AMT	Sold	1.3K → 0 −$277.1K
5 UnitedHealth Group UNH	Sold	816.0 → 0 −$254.6K