Financial Council, LLC holds a focused book of 106 stocks worth $308.3M as of Q2 2026 (disclosed Aug 4, 2026, a ~35-day 13F lag). This quarter they opened Advanced Micro Devices and trimmed Apple Inc. Their largest long position is Cap Group Global Growth at 22% of the equity book. Cloning the disclosed picks since 2024 would be +32% (+16.8%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 2.0 points over this window.
Growth of $10,000 cloning Financial Council, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~35 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
19% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Financial Council, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $632.8B |
| JPMORGAN CHASE & CO | 80 / 80 | $596.1B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $186.9B |
| ROYAL BANK OF CANADA | 80 / 80 | $180.6B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $115.3B |
| LPL Financial LLC | 80 / 80 | $105.3B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $105.0B |
| Cetera Investment Advisers | 80 / 80 | $25.6B |
Ranked by how many of Financial Council, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Capital Group GBL Growth Eqt SHS CREAT UNIT | $66.9M | 1.58M | 21.7% | ▲+1.4% Added · +22K sh | |
| 2 | Ishares TR MSCI ACWI EX US | $29.9M | 392.5K | 9.7% | ▲+1.3% Added · +5K sh | |
| 3 | Capital Group Growth ETF SHS CREAT UNIT | $24.4M | 516.4K | 7.9% | ▲+6.3% Added · +31K sh | |
| 4 | Ishares TR CORE S&P US GWT | $16.2M | 85.9K | 5.2% | ▲+0.1% Added · +79 sh | |
| 5 | SPDR Series Trust ST STR P500VAL | $13.8M | 227.0K | 4.5% | ▲+1.3% Added · +3K sh | |
| 6 | Apple Inc COM | $12.6M | 43.5K | 4.1% | ▼−0.7% Reduced · −295 sh | |
| 7 | Ishares TR CORE S&P US VLU | $10.0M | 90.9K | 3.2% | ▲+0.1% Added · +83 sh | |
| 8 | SPDR Series Trust ST STR P500GRW | $10.0M | 84.1K | 3.2% | ▼−1.5% Reduced · −1K sh | |
| 9 | Ishares Inc CORE MSCI EMKT | $9.4M | 113.3K | 3.0% | ▲+1.6% Added · +2K sh | |
| 10 | Ishares TR CORE S&P MCP ETF | $8.5M | 110.6K | 2.8% | ▼−0.1% Reduced · −121 sh | |
| 11 | Dimensional ETF Trust US COR EQU 2 ETF | $7.7M | 172.6K | 2.5% | ▲+3.8% Added · +6K sh | |
| 12 | Ishares TR RUSSELL 3000 ETF | $6.2M | 14.7K | 2.0% | ▲+1.0% Added · +146 sh | |
| 13 | Ishares TR CORE S&P500 ETF | $6.1M | 8.1K | 2.0% | ▼−0.4% Reduced · −30 sh | |
| 14 | Ishares TR MSCI ACWI ETF | $5.4M | 34.7K | 1.8% | ▼−0.2% Reduced · −56 sh | |
| 15 | Nvidia Corporation COM | $4.0M | 20.1K | 1.3% | ▲~0% Added · +4 sh | |
| 16 | Microsoft Corp COM | $4.0M | 10.7K | 1.3% | ▲+0.1% Added · +17 sh | |
| 17 | Vanguard Index FDS S&P 500 ETF SHS | $4.0M | 5.8K | 1.3% | ▲+2.8% Added · +158 sh | |
| 18 | Dimensional ETF Trust US EQUI MARK ETF | $4.0M | 48.4K | 1.3% | —Held | |
| 19 | Capital Group Dividend Value SHS CREAT UNIT | $3.7M | 75.0K | 1.2% | ▲+4.4% Added · +3K sh | |
| 20 | State STR SPDR S&P 500 ETF T TR UNIT | $2.7M | 3.6K | 0.9% | ▲+11% Added · +356 sh | |
| 21 | Capital Grp Fixed Incm ETF T MUN INM ETF | $2.6M | 95.2K | 0.8% | ▲+13% Added · +11K sh | |
| 22 | Exxon Mobil Corp COM | $2.5M | 18.5K | 0.8% | —Held | |
| 23 | Alphabet Inc CAP STK CL C | $2.4M | 6.7K | 0.8% | —Held | |
| 24 | Alphabet Inc CAP STK CL A | $2.1M | 5.8K | 0.7% | —Held | |
| 25 | Coca Cola Co COM | $2.0M | 24.4K | 0.6% | —Held | |
| 26 | Vanguard Index FDS TOTAL STK MKT | $2.0M | 5.3K | 0.6% | ▲+2.6% Added · +132 sh | |
| 27 | Procter & Gamble Co COM | $1.9M | 12.7K | 0.6% | ▲~0% Added · +5 sh | |
| 28 | JPMorgan Chase & Co COM | $1.8M | 5.5K | 0.6% | ▼−0.3% Reduced · −16 sh | |
| 29 | Amazon Com Inc COM | $1.7M | 7.1K | 0.6% | ▼−0.8% Reduced · −60 sh | |
| 30 | Ishares TR ESG SELECT SCRE | $1.6M | 28.1K | 0.5% | ▼−1.0% Reduced · −274 sh | |
| 31 | Abbvie Inc COM | $1.5M | 6.0K | 0.5% | —Held | |
| 32 | Eli Lilly & Co COM | $1.5M | 1.2K | 0.5% | ▼−1.2% Reduced · −15 sh | |
| 33 | Vanguard World FD ESG INTL STK ETF | $1.4M | 17.3K | 0.5% | ▼−0.3% Reduced · −52 sh | |
| 34 | Micron Technology Inc COM | $1.4M | 1.2K | 0.5% | —Held | |
| 35 | Applied Matls Inc COM | $1.4M | 1.9K | 0.4% | —Held | |
| 36 | Dimensional ETF Trust US MKTWIDE VALUE | $1.4M | 24.6K | 0.4% | —Held | |
| 37 | Capital Group Dividend Growe SHS ETF | $1.1M | 29.0K | 0.4% | ▲+43% Added · +9K sh | |
| 38 | Vanguard World FD INF TECH ETF | $979K | 8.2K | 0.3% | ▲+700% Added · +7K sh | |
| 39 | Ishares TR CORE MSCI TOTAL | $976K | 10.2K | 0.3% | —Held | |
| 40 | Caterpillar Inc COM | $905K | 850 | 0.3% | —Held | |
| 41 | Meta Platforms Inc CL A | $871K | 1.5K | 0.3% | —Held | |
| 42 | Vanguard Admiral FDS Inc SMLLCP 600 IDX | $851K | 6.2K | 0.3% | —Held | |
| 43 | Starbucks Corp COM | $737K | 7.2K | 0.2% | —Held | |
| 44 | Cisco Sys Inc COM | $732K | 6.2K | 0.2% | —Held | |
| 45 | Capital Group International SHS | $714K | 19.6K | 0.2% | ▲+7.3% Added · +1K sh | |
| 46 | Broadcom Inc COM | $703K | 1.9K | 0.2% | —Held | |
| 47 | Ge Aerospace COM NEW | $690K | 1.8K | 0.2% | —Held | |
| 48 | Ishares TR CORE S&P SCP ETF | $683K | 4.6K | 0.2% | ▲+0.8% Added · +39 sh | |
| 49 | Select Sector SPDR TR ST STR TECHN ETF | $660K | 3.5K | 0.2% | —Held | |
| 50 | Abbott Laboratories COM | $623K | 6.9K | 0.2% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1883629/holdings"
Use Arkolith to show Financial Council, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 4, 2026 | 106 | $308.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 21, 2026 | 101 | $259.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 5, 2026 | 101 | $250.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 15, 2025 | 95 | $225.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 21, 2025 | 93 | $207.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 15, 2025 | 87 | $185.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 6, 2025 | 91 | $194.0M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 12, 2024 | 91 | $192.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.