Financial Council, LLC

Q3 2025 13F Holdings

  • Location
    towson, MD
  • Num holdings

    95

  • Value ($000)

    $225,309

  • Date Filed
    10/15/2025
  • Form type
    13F-HR
  • CIK
    0001883629
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
C
CGGO

CAPITAL GROUP GBL GROWTH EQT

SHS CREATION UNI
14020X104
$47.90M
21 %

1,401,705

C
CGGR

CAPITAL GROUP GROWTH ETF

SHS CREATION UNI
14020G101
$19.12M
9 %

435,240

I
IUSG

ISHARES TR

CORE S&P US GWT
464287671
$14.22M
6 %

86,408

S
SPYV

SPDR SERIES TRUST

PRTFLO S&P500 VL
78464A508
$12.51M
6 %

226,010

A
AAPL

APPLE INC

COM
037833100
$12.13M
5 %

47,622

I
IUSV

ISHARES TR

CORE S&P US VLU
464287663
$9.10M
4 %

91,024

K
KRE

SPDR SERIES TRUST

PRTFLO S&P500 GW
78464A409
$8.62M
4 %

82,444

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$7.01M
3 %

107,415

D
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
25434V708
$5.89M
3 %

152,722

M
MSFT

MICROSOFT CORP

COM
594918104
$5.56M
3 %

10,740

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