13F Filings History of Financial Council, LLC

Latest 13F report
Q4 2025 - 05 Feb 2026
Value $
$250,508,895
Signature - Title
Jodi Greenlund - COO
Location
Towson, MD
Summary
This page shows a list of all the recent 13F filings made by Financial Council, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Financial Council, LLC reported 101 stock holdings with total value $250,508,895 as of Q4 2025. Top holdings included CGGO, CGGR, IUSG, ACWX, and AAPL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 101 $250,508,895 +$23,273,116 -$2,805,960 +$20,467,156 CGGO, CGGR, IUSG, ACWX, AAPL 13F-HR 04 Feb 2026, 18:21
Q3 2025 95 $225,308,850 +$2,281,055 -$1,175,992 +$1,105,063 CGGO, CGGR, IUSG, SPYV, AAPL 13F-HR 15 Oct 2025, 15:55
Q2 2025 93 $207,388,967 +$4,479,096 -$1,744,433 +$2,734,663 CGGO, CGGR, IUSG, SPYV, AAPL 13F-HR 21 Jul 2025, 15:01
Q1 2025 87 $185,511,901 +$2,810,122 -$3,194,614 -$384,492 CGGO, CGGR, SPYV, IUSG, AAPL 13F-HR 15 Apr 2025, 09:44
Q4 2024 91 $194,046,187 +$3,460,129 -$1,725,983 +$1,734,146 CGGO, CGGR, AAPL, IUSG, SPYV 13F-HR 06 Feb 2025, 09:28
Q3 2024 91 $191,961,587 +$5,065,655 -$793,201 +$4,272,454 CGGO, CGGR, AAPL, IUSG, SPYV 13F-HR 12 Nov 2024, 11:52
Q2 2024 81 $178,813,596 +$8,619,833 -$2,603,180 +$6,016,653 CGGO, CGGR, IUSG, AAPL, SPYV 13F-HR 12 Aug 2024, 14:00
Q1 2024 83 $169,094,079 +$13,220,273 -$2,319,173 +$10,901,100 CGGO, CGGR, IUSG, SPYV, AAPL 13F-HR 03 May 2024, 19:08
Q4 2023 76 $149,105,377 +$10,435,196 -$616,392 +$9,818,804 CGGO, CGGR, IUSG, AAPL, SPYV 13F-HR 29 Jan 2024, 11:44
Q3 2023 66 $125,702,945 +$2,693,929 -$2,529,397 +$164,532 CGGO, CGGR, IUSG, AAPL, IUSV 13F-HR 31 Oct 2023, 16:26
Q2 2023 70 $131,014,229 +$3,181,506 -$4,048,868 -$867,362 CGGO, CGGR, IUSG, AAPL, IUSV 13F-HR 14 Jul 2023, 20:08
Q1 2023 69 $122,633,555 +$3,257,688 -$49,580,873 -$46,323,185 CGGO, CGGR, IUSG, AAPL, IUSV 13F-HR 17 May 2023, 16:50
Q4 2022 72 $159,673,553 +$74,442,210 -$7,491,032 +$66,951,178 CGGO, SUB, IUSB, CGGR, BND 13F-HR 26 Jan 2023, 18:35
Q3 2022 56 $86,605,000 +$11,715,837 -$969,777 +$10,746,060 IUSG, IUSV, CGGO, SPYG, AAPL 13F-HR 13 Oct 2022, 16:27
Q2 2022 42 $80,144,000 +$11,457,256 -$1,602,376 +$9,854,880 IUSG, IUSV, CGGO, SPYG, AAPL 13F-HR 02 Aug 2022, 15:36
Q1 2022 42 $82,588,000 +$5,814,246 -$2,952,711 +$2,861,535 IUSG, IUSV, SPYG, AAPL, IWV 13F-HR 02 May 2022, 13:11
Q4 2021 47 $83,701,000 +$5,677,884 -$285,914 +$5,391,970 IUSG, IUSV, SPYG, AAPL, IWV Restatement 21 Jan 2022, 18:33
Q3 2021 42 $70,855,000 $0 $0 $0 IUSG, IUSV, AAPL, SPYG, IWV 13F-HR 09 Nov 2021, 20:17