Coyle Financial Counsel LLC has recently filed its 13F-HR report, disclosing a total of $542.9 million in assets under management as of September 30, 2026. This filing is significant as it provides insights into the firm’s investment strategy and highlights its positions within the financial services sector.

The filing reveals that Coyle Financial Counsel has made substantial investments in several major companies, including Apple Inc., Amazon.com Inc., and Alphabet Inc. This suggests a strong focus on technology and consumer sectors, which have been pivotal in driving market growth.

Background

Coyle Financial Counsel LLC, incorporated in Illinois, operates in the financial services industry. The firm has been actively filing reports with the SEC, including its most recent 13F-HR on October 28, 2026. This report is part of a series of filings that reflect the firm’s ongoing investment activities.

What the Filing Says

The 13F-HR report indicates that Coyle Financial Counsel holds a total of 123 different securities, valued at approximately $542,944,295. The firm’s Chief Operating Officer, Dave Smestuen, signed the filing, confirming the accuracy of the reported holdings.

Impact

This filing could have implications for various stakeholders, including investors, analysts, and competitors in the financial advisory space. Investors may look to Coyle Financial Counsel’s holdings as indicators of market trends and potential investment opportunities. Meanwhile, competitors will analyze these moves to gauge Coyle’s strategy and positioning within the industry.

What's Next

The filing does not specify what actions Coyle Financial Counsel will take next, leaving investors and analysts to speculate on future strategies based on the current holdings.

Source: SEC Accession Number 0001104659-26-119579