ETF Holders

Financial Council, LLC ETF holdings

Towson, MD

Reported $248.9M in 46 ETFs in its Form 13F for June 30, 2026.

ETF value
$248.9M
ETFs held
46
Change from prior quarter
+20.0%
With price moves
ETFs as a share of its 13F
80.7%
of $308.3M

Top 10 of 46 ETF holdings

TickerFundValueSharesChange
CGGOCapital Group Global Growth Equity ETF$66.9M1,580,300+21,890 shares
ACWXiShares MSCI ACWI ex U.S. ETF$29.9M392,461+5,205 shares
CGGRCapital Group Growth ETF$24.4M516,393+30,673 shares
IUSGiShares Core S&P U.S. Growth ETF$16.2M85,946+79 shares
SPYVState Street SPDR Portfolio S&P 500 Value ETF$13.8M227,017+2,965 shares
IUSViShares Core S&P U.S. Value ETF$10.0M90,868+83 shares
SPYGState Street SPDR Portfolio S&P 500 Growth ETF$10.0M84,101−1,265 shares
IEMGiShares Core MSCI Emerging Markets ETF$9.4M113,346+1,771 shares
IJHiShares Core S&P Mid-Cap ETF$8.5M110,607−121 shares
DFACDimensional U.S. Core Equity 2 ETF$7.7M172,628+6,394 shares
36 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001883629. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does Financial Council, LLC own?

Financial Council, LLC reported 46 ETF positions worth $248.9M in its Form 13F for June 30, 2026. The largest was CGGO, at $66.9M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.