Financial Council, LLC has filed a Form 13F-HR disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing, signed by Chief Operating Officer Jodi Greenlund on November 2, 2026, lists a total of 110 securities held by the firm.
The report details a portfolio valued at approximately $316.6 million, with Apple Inc. identified as the largest holding. Financial Council holds 43,810 shares of Apple, representing a value of $14.6 million. Other significant positions include Microsoft Corporation, with 10,876 shares valued at $5.6 million, and NVIDIA Corporation, with 20,099 shares valued at $4.6 million.
The filing indicates that all positions are held in a sole voting capacity with no shared investment power. The portfolio is heavily weighted toward exchange-traded funds (ETFs), with the Capital Group’s Global Equity Shares unit holding 1,627,950 shares, and the iShares Core S&P 500 ETF holding 757,575 shares. Major U.S. technology and consumer staples companies, as well as various international and sector-specific ETFs, comprise the remainder of the disclosed holdings.
