Financial Council, LLC
Q3 2025 13F Holdings
- Locationtowson, MD
- Num holdings
95
- Value ($000)
$225,309
- Date Filed10/15/2025
- Form type13F-HR
- CIK0001883629
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
CGGO CAPITAL GROUP GBL GROWTH EQT | SHS CREATION UNI | 14020X104 | $47.90 M | 21 % | 1,401,705 | ||
CGGR CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 | $19.12 M | 9 % | 435,240 | ||
IUSG ISHARES TR | CORE S&P US GWT | 464287671 | $14.22 M | 6 % | 86,408 | ||
SPYV SPDR SERIES TRUST | PRTFLO S&P500 VL | 78464A508 | $12.51 M | 6 % | 226,010 | ||
AAPL APPLE INC | COM | 037833100 | $12.13 M | 5 % | 47,622 | ||
IUSV ISHARES TR | CORE S&P US VLU | 464287663 | $9.10 M | 4 % | 91,024 | ||
KRE SPDR SERIES TRUST | PRTFLO S&P500 GW | 78464A409 | $8.62 M | 4 % | 82,444 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $7.01 M | 3 % | 107,415 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $5.89 M | 3 % | 152,722 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $5.56 M | 3 % | 10,740 |
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