Institutions / Financial Consulate, Inc
Financial Consulate, Inc
CIK 1624510 · Institution · as of Dec 31, 2025
Portfolio value
$731.40M
Positions
1,339
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 1,339 →
| Company | Value | % of portfolio |
|---|---|---|
| Schwab Strategic Tr | $139.98M | 19.1% |
| Dimensional ETF Trust | $75.61M | 10.3% |
| PIMCO Equity Ser | $64.14M | 8.8% |
| Schwab Strategic Tr | $43.84M | 6.0% |
| Dimensional ETF Trust | $37.84M | 5.2% |
| Dimensional ETF Trust | $29.57M | 4.0% |
| Vanguard Malvern Fds | $27.58M | 3.8% |
| Schwab Strategic Tr | $27.08M | 3.7% |
| Schwab Strategic Tr | $21.80M | 3.0% |
| Franklin Templeton ETF Tr | $21.39M | 2.9% |
| Apple Inc. | $21.23M | 2.9% |
| T Rowe Price ETF Inc | $16.89M | 2.3% |
| Schwab Strategic Tr | $15.92M | 2.2% |
| McCormick & Co Inc | $12.49M | 1.7% |
| PGIM ETF Tr | $11.39M | 1.6% |
| Schwab Strategic Tr | $10.59M | 1.4% |
| SPDR Index Shs Fds | $9.30M | 1.3% |
| Patrick Industries Inc | $5.71M | 0.8% |
| NVIDIA Corp | $5.11M | 0.7% |
| PIMCO Equity Ser | $4.31M | 0.6% |
| Microsoft Corp | $4.02M | 0.5% |
| Vanguard Index Fds | $3.75M | 0.5% |
| SPDR Index Shs Fds | $3.44M | 0.5% |
| Schwab Strategic Tr | $2.90M | 0.4% |
| Amazon.com Inc | $2.72M | 0.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.