Financial Council, LLC

CIK 0001883629 • 6 13F filings • Apr 15, 2025 – Aug 4, 2026

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Filer information

Filed by: Financial Council, LLC, COO
Address: 100 WEST ROAD, SUITE 504, TOWSON, MD, 21204
Phone: 410-821-9200
AUM: $250.5M

AUM over time

$308.3M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $250.5M98 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$211K	0.1%Prev: 0.1%	1,316 SH	Increased+24 SH
ABBOTT LABS	COM	$861K	0.3%Prev: 0.4%	6,871 SH	Decreased
ABBVIE INC	COM	$1.4M	0.5%Prev: 0.6%	5,996 SH	Decreased-12 SH
ADOBE INC	COM	$232K	0.1%Prev: 0.1%	662 SH	Decreased
ALPHABET INC	CAP STK CL A	$1.8M	0.7%Prev: 0.6%	5,800 SH	Increased
ALPHABET INC	CAP STK CL C	$2.1M	0.8%Prev: 0.7%	6,710 SH	Increased
AMAZON COM INC	COM	$1.7M	0.7%Prev: 0.7%	7,188 SH	Increased+70 SH
AMERICAN EXPRESS CO	COM	$310K	0.1%Prev: 0.1%	838 SH	Increased-17 SH
AMGEN INC	COM	$227K	0.1%	695 SH	New
APPLE INC	COM	$12.9M	5.1%Prev: 5.4%	47,420 SH	Increased-202 SH
APPLIED MATLS INC	COM	$485K	0.2%Prev: 0.2%	1,886 SH	Increased
BANK AMERICA CORP	COM	$590K	0.2%Prev: 0.2%	10,728 SH	Increased-73 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$639K	0.3%Prev: 0.3%	1,272 SH	Decreased-5 SH
BLACKROCK INC	COM	$247K	0.1%Prev: 0.1%	231 SH	Decreased
BROADCOM INC	COM	$644K	0.3%Prev: 0.3%	1,860 SH	Increased
CAPITAL GROUP DIVIDEND GROWE	SHS ETF	$507K	0.2%	14,217 SH	New
CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$2.5M	1.0%Prev: 0.8%	56,973 SH	Increased+15,455 SH
CAPITAL GROUP GBL GROWTH EQT	SHS CREATION UNI	$51.4M	20.5%Prev: 21.3%	1,483,388 SH	Increased+81,683 SH
CAPITAL GROUP GLOBAL EQUITY	SHS	$230K	0.1%	7,272 SH	New
CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$20.4M	8.2%Prev: 8.5%	459,406 SH	Increased+24,166 SH
CAPITAL GROUP INTERNATIONAL	SHS	$506K	0.2%	15,559 SH	New
CAPITAL GRP FIXED INCM ETF T	MUNICIPAL INCOME	$2.3M	0.9%	83,806 SH	New
CATERPILLAR INC	COM	$487K	0.2%Prev: 0.2%	850 SH	Increased-13 SH
CINTAS CORP	COM	$247K	0.1%Prev: 0.1%	1,312 SH	Decreased
CISCO SYS INC	COM	$480K	0.2%Prev: 0.2%	6,236 SH	Increased-88 SH
COCA COLA CO	COM	$1.7M	0.7%Prev: 0.7%	24,361 SH	Increased-144 SH
COLGATE PALMOLIVE CO	COM	$244K	0.1%Prev: 0.1%	3,089 SH	Decreased
CONSTELLATION ENERGY CORP	COM	$653K	0.3%Prev: 0.3%	1,849 SH	Increased
COSTCO WHSL CORP NEW	COM	$312K	0.1%Prev: 0.1%	362 SH	Decreased
CSX CORP	COM	$391K	0.2%Prev: 0.2%	10,794 SH	Increased+21 SH
DANAHER CORPORATION	COM	$203K	0.1%	885 SH	New
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$6.4M	2.5%Prev: 2.6%	160,420 SH	Increased+7,698 SH
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$3.6M	1.4%Prev: 1.6%	48,387 SH	Increased
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$1.1M	0.5%Prev: 0.5%	24,585 SH	Increased
DISNEY WALT CO	COM	$240K	0.1%Prev: 0.1%	2,113 SH	Decreased-17 SH
EATON CORP PLC	SHS	$235K	0.1%Prev: 0.1%	739 SH	Decreased
ELI LILLY & CO	COM	$1.4M	0.5%Prev: 0.4%	1,262 SH	Increased+6 SH
EMPIRE ST RLTY TR INC	CL A	$78K	0.0%Prev: 0.0%	12,005 SH	Decreased
EXELON CORP	COM	$242K	0.1%Prev: 0.1%	5,549 SH	Decreased
EXXON MOBIL CORP	COM	$2.2M	0.9%Prev: 0.9%	18,474 SH	Increased
FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$233K	0.1%Prev: 0.1%	1,036 SH	Increased
GE AEROSPACE	COM NEW	$569K	0.2%Prev: 0.2%	1,847 SH	Increased
GE VERNOVA INC	COM	$295K	0.1%Prev: 0.1%	451 SH	Increased
HOME DEPOT INC	COM	$349K	0.1%Prev: 0.2%	1,015 SH	Decreased-10 SH
HONEYWELL INTL INC	COM	$202K	0.1%Prev: 0.1%	1,036 SH	Decreased
INTERNATIONAL BUSINESS MACHS	COM	$255K	0.1%Prev: 0.1%	861 SH	Increased
INVESCO EXCH TRADED FD TR II	PFD ETF	$118K	0.0%	10,479 SH	New
ISHARES INC	CORE MSCI EMKT	$7.2M	2.9%Prev: 2.1%	106,596 SH	Increased+36,063 SH
ISHARES TR	CORE MSCI TOTAL	$861K	0.3%Prev: 0.4%	10,173 SH	Increased-46 SH
ISHARES TR	CORE S&P MCP ETF	$7.2M	2.9%Prev: 3.1%	108,676 SH	Increased+1,261 SH
ISHARES TR	CORE S&P SCP ETF	$549K	0.2%Prev: 0.2%	4,569 SH	Increased
ISHARES TR	CORE S&P US GWT	$14.4M	5.8%Prev: 6.3%	85,961 SH	Increased-447 SH
ISHARES TR	CORE S&P US VLU	$9.3M	3.7%Prev: 4.0%	90,466 SH	Increased-558 SH
ISHARES TR	CORE S&P500 ETF	$5.6M	2.2%Prev: 2.4%	8,189 SH	Increased-26 SH
ISHARES TR	ESG AW MSCI EAFE	$238K	0.1%Prev: 0.1%	2,499 SH	Increased+29 SH
ISHARES TR	ESG SELECT SCRE	$1.7M	0.7%Prev: 0.8%	33,300 SH	Decreased-1,542 SH
ISHARES TR	GLOBAL 100 ETF	$395K	0.2%Prev: 0.2%	3,116 SH	Increased
ISHARES TR	MSCI ACWI ETF	$4.9M	2.0%Prev: 2.2%	34,708 SH	Increased-438 SH
ISHARES TR	MSCI ACWI EX US	$14.1M	5.6%Prev: 1.5%	210,729 SH	Increased+159,189 SH
ISHARES TR	RUS TP200 GR ETF	$256K	0.1%Prev: 0.1%	926 SH	Increased
ISHARES TR	RUSSELL 3000 ETF	$5.7M	2.3%Prev: 2.5%	14,660 SH	Increased-10 SH
JOHNSON & JOHNSON	COM	$416K	0.2%Prev: 0.2%	2,011 SH	Increased-16 SH
JPMORGAN CHASE & CO.	COM	$1.8M	0.7%Prev: 0.8%	5,556 SH	Increased-15 SH
LEIDOS HOLDINGS INC	COM	$389K	0.2%Prev: 0.2%	2,159 SH	Decreased-385 SH
MASTERCARD INCORPORATED	CL A	$485K	0.2%Prev: 0.2%	849 SH	Decreased-7 SH
MCDONALDS CORP	COM	$214K	0.1%Prev: 0.1%	700 SH	Decreased-29 SH
MERCK & CO INC	COM	$420K	0.2%Prev: 0.1%	3,991 SH	Increased-13 SH
META PLATFORMS INC	CL A	$1.0M	0.4%Prev: 0.5%	1,546 SH	Decreased
MICRON TECHNOLOGY INC	COM	$346K	0.1%Prev: 0.1%	1,211 SH	Increased
MICROSOFT CORP	COM	$5.2M	2.1%Prev: 2.5%	10,713 SH	Decreased-27 SH
MORGAN STANLEY	COM NEW	$274K	0.1%Prev: 0.1%	1,543 SH	Increased
NETFLIX INC	COM	$397K	0.2%Prev: 0.2%	4,230 SH	Decreased+3,801 SH
NVIDIA CORPORATION	COM	$3.7M	1.5%Prev: 1.6%	20,095 SH	Increased+609 SH
ORACLE CORP	COM	$507K	0.2%Prev: 0.3%	2,600 SH	Decreased
PEPSICO INC	COM	$486K	0.2%Prev: 0.2%	3,386 SH	Decreased-98 SH
PNC FINL SVCS GROUP INC	COM	$268K	0.1%Prev: 0.1%	1,286 SH	Increased-12 SH
PROCTER AND GAMBLE CO	COM	$1.9M	0.7%Prev: 0.9%	13,007 SH	Decreased-307 SH
QUALCOMM INC	COM	$216K	0.1%Prev: 0.1%	1,261 SH	Increased
RTX CORPORATION	COM	$351K	0.1%Prev: 0.1%	1,911 SH	Increased-78 SH
SELECT SECTOR SPDR TR	STATE STREET TEC	$499K	0.2%	3,466 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$1.8M	0.7%Prev: 0.8%	2,645 SH	Increased
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$353K	0.1%Prev: 0.2%	585 SH	Increased
SPDR SERIES TRUST	STATE STREET SPD	$21.9M	8.7%	310,328 SH	New
STARBUCKS CORP	COM	$607K	0.2%Prev: 0.3%	7,210 SH	Decreased
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$211K	0.1%	694 SH	New
TEXAS INSTRS INC	COM	$205K	0.1%Prev: 0.1%	1,179 SH	Decreased
THERMO FISHER SCIENTIFIC INC	COM	$342K	0.1%Prev: 0.1%	591 SH	Increased-4 SH
TRAVELERS COMPANIES INC	COM	$288K	0.1%Prev: 0.1%	994 SH	Increased
UNITEDHEALTH GROUP INC	COM	$271K	0.1%Prev: 0.1%	820 SH	Decreased+14 SH
VANGUARD ADMIRAL FDS INC	SMLLCP 600 IDX	$687K	0.3%Prev: 0.3%	6,188 SH	Increased
VANGUARD INDEX FDS	GROWTH ETF	$225K	0.1%Prev: 0.1%	461 SH	Decreased-62 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$3.2M	1.3%Prev: 1.4%	5,152 SH	Increased
VANGUARD INDEX FDS	TOTAL STK MKT	$1.8M	0.7%Prev: 0.7%	5,387 SH	Increased+397 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$270K	0.1%Prev: 0.1%	4,501 SH	Decreased-56 SH
VANGUARD WORLD FD	ESG INTL STK ETF	$1.2M	0.5%Prev: 0.6%	17,398 SH	Decreased-569 SH
VANGUARD WORLD FD	INF TECH ETF	$772K	0.3%Prev: 0.3%	1,024 SH	Increased
VISA INC	COM CL A	$472K	0.2%Prev: 0.2%	1,347 SH	Increased-5 SH
WALMART INC	COM	$251K	0.1%Prev: 0.1%	2,253 SH	Increased-33 SH

Sold (vs prior filing)

CHIPOTLE MEXICAN GRILL INC — $202K
FIRSTSERVICE CORP NEW — $1.9M
SELECT SECTOR SPDR TR — $488K
SPDR SERIES TRUST — $8.6M
SPDR SERIES TRUST — $12.5M
SPDR SERIES TRUST — $201K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 5, 2026	Q4 2025	13F-HR	0001883629-26-000001	$250.5M	View
Oct 15, 2025	Q3 2025	13F-HR	0001883629-25-000004	$225.3M	View
Aug 4, 2026	Q2 2026