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Financial Council, LLC

Q1 2026 13F Holdings

  • Location
    towson, MD
  • Num holdings

    101

  • Value ($000)

    $259,226

  • Date Filed
    04/21/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
C
CGGO

CAPITAL GROUP GBL GROWTH EQT

SHS CREATION UNI
14020X104
$52M
20 %

1,558,410

A
ACWX

ISHARES TR

MSCI ACWI EX US
464288240
$26.52M
10 %

387,256

C
CGGR

CAPITAL GROUP GROWTH ETF

SHS CREATION UNI
14020G101
$19.52M
8 %

485,720

I
IUSG

ISHARES TR

CORE S&P US GWT
464287671
$13.32M
5 %

85,867

S
SPYV

SPDR SERIES TRUST

STATE STREET SPD
78464A508
$12.68M
5 %

224,052

A
AAPL

APPLE INC

COM
037833100
$11.11M
4 %

43,780

I
IUSV

ISHARES TR

CORE S&P US VLU
464287663
$9.28M
4 %

90,785

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78464A409
$8.36M
3 %

85,366

I
IEMG

ISHARES INC

CORE MSCI EMKT
46434G103
$7.78M
3 %

111,575

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$7.48M
3 %

110,728

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