§ 13F · FUND PROFILE
FINANCIAL CONSULATE, INC.
AUM · $899M (13F)Positions · 1449Turnover · n/a · Q2Filed · Jul 23, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | 5.27M | $155M | 17.3% | +1% |
| 2 | DUHP | DIMENSIONAL ETF TRUST | 2.11M | $88M | 9.8% | +3% |
| 3 | MFDX | PIMCO EQUITY SER | 1.70M | $71M | 7.9% | +1% |
| 4 | SCHF | SCHWAB STRATEGIC TR | 1.92M | $53M | 5.9% | +4% |
| 5 | DIHP | DIMENSIONAL ETF TRUST | 1.30M | $44M | 4.9% | +5% |
| 6 | SHV | ISHARES TR | 348K | $38M | 4.3% | +6% |
| 7 | VTIP | VANGUARD MALVERN FDS | 739K | $37M | 4.1% | +5% |
| 8 | DFAS | DIMENSIONAL ETF TRUST | 433K | $36M | 4.0% | +2% |
| 9 | FNDB | SCHWAB STRATEGIC TR | 1.08M | $33M | 3.7% | +4% |
| 10 | SHY | ISHARES TR | 329K | $27M | 3.0% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FINANCIAL SIGNAL
AC read
FINANCIAL CONSULATE, INC is a Other fund managing $899 million in assets. The fund runs a massive portfolio of 1,449 positions.
Read the full dossier →