Financial Council, LLC: 13F holdings

CIK 18836292026Q2

Positions106
Reported value$308.3m
Filed2026-08-04

Change since last quarter

Positions106 (+5 vs prior quarter)
Reported value$308.3m (+18.9%)

Top 10 holdings

SecuritySharesValueWeight
CGGO CAPITAL GROUP GBL GROWTH EQT1,580,300$66.9m21.7%
ACWX ISHARES TR392,461$29.9m9.7%
CGGR CAPITAL GROUP GROWTH ETF516,393$24.4m7.9%
IUSG ISHARES TR85,946$16.2m5.2%
SPYV SPDR SERIES TRUST227,017$13.8m4.5%
AAPL APPLE INC43,485$12.6m4.1%
QQQE ISHARES TR90,868$10.0m3.2%
SPYG SPDR SERIES TRUST84,101$10.0m3.2%
IEMG ISHARES INC113,346$9.4m3.0%
IJH ISHARES TR110,607$8.5m2.8%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1883629")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

Get a free API keySee history bundlesDownload free samples