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Financial Council, LLC
Updated 3 days agoManaged by Financial Council, Llc • Latest filing Q3 2026
Portfolio value
$316.6M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $250.5M |
| Q1 2026 | $259.2M |
| Q2 2026 | $308.3M |
| Q3 2026 | $316.6M |
Top holdings
110 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $64.8M | 1.63M | 20.45% | — | |
| 2 | $30.3M | 400.7K | 9.57% | — | |
| 3 | $25.9M | 546.4K | 8.18% | — | |
| 4 | $16.6M | 85.7K | 5.25% | — | |
| 5 | $14.6M | 43.8K | 4.61% | — | |
| 6 | $14.4M | 235.4K | 4.55% | — | |
| 7 | $10.5M | 85.4K | 3.32% | — | |
| 8 | $10M | 91.0K | 3.17% | — | |
| 9 | $9.8M | 120.5K | 3.09% | — | |
| 10 | $8.3M | 115.0K | 2.61% | — | |
| 11 | ? N/A DIMENSIONAL ETF TRUST | $7.7M | 172.7K | 2.42% | — |
| 12 | $6M | 13.9K | 1.89% | — | |
| 13 | $5.8M | 7.6K | 1.83% | — | |
| 14 | $5.6M | 10.9K | 1.76% | — | |
| 15 | $5.5M | 34.5K | 1.73% | — | |
| 16 | $5.4M | 111.3K | 1.72% | — | |
| 17 | $4.6M | 20.1K | 1.45% | — | |
| 18 | $4M | 5.8K | 1.28% | — | |
| 19 | $4M | 48.4K | 1.27% | — | |
| 20 | $3M | 18.5K | 0.95% | — |