account_balance
Investment manager · 13F filer · SEC CIK 1883629
Financial Council, LLC
Reported value$317Mas of Sep 30, 2026
Positions110 6 new, 2 sold out
Top 10 weight64.8%CGGO alone is 20%
FiledNov 233 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
CGGOCapital Group GBL Growth Eqt
20.5%Added +3%
ACWXiShares Tr
9.6%Added +2%
CGGRCapital Group Growth ETF
8.2%Added +6%
IUSGiShares Tr
5.2%
AAPLApple Inc.
4.6%
SPYVSPDR Series Trust
4.5%Added +4%
SPYGSPDR Series Trust
3.3%
IUSViShares Tr
3.2%
IEMGiShares Inc
3.1%+6%
IJHiShares Tr
2.6%
DFACDimensional ETF Trust
2.4%
IWViShares Tr
1.9%−5%
CGGOCapital Group GBL Growth Eqt
20.5%Added +3%
ACWXiShares Tr
9.6%
CGGRCapital Group Growth ETF
8.2%+6%
IUSGiShares Tr
5.2%
AAPLApple Inc.
4.6%
SPYVSPDR Series Trust
4.5%
SPYGSPDR Series Trust
3.3%
IUSV3.2%
IEMG3.1%
IJH2.6%
DFAC2.4%
IWV
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
CGGO Capital Group GBL Growth Eqt 20.5% Added +3%
ACWX iShares Tr 9.6% Added +2%
CGGR Capital Group Growth ETF 8.2% Added +6%
IUSG iShares Tr 5.2% Held
AAPL Apple Inc. 4.6% HeldSPYV SPDR Series Trust 4.5% Added +4%
SPYG SPDR Series Trust 3.3% Held
IUSV iShares Tr 3.2% Held
IEMG iShares Inc 3.1% Added +6%
IJH iShares Tr 2.6% Added +4%
DFAC Dimensional ETF Trust 2.4% Held
IWV iShares Tr 1.9% Trimmed −5%
What changed
Biggest moves since Jun 30, 2026
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