§ 13F · FUND PROFILE
FINANCIAL CONSULATE, INC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $506.5T (13F)Positions · 37Turnover · — · Q4Filed · Jan 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$18.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | 5.20M | $140.0T | 19.1% | +1% |
| 2 | DUHP | DIMENSIONAL ETF TRUST | 1.99M | $75.6T | 10.3% | +1% |
| 3 | MFDX | PIMCO EQUITY SER | 1.67M | $64.1T | 8.8% | +3% |
| 4 | SCHF | SCHWAB STRATEGIC TR | 1.82M | $43.8T | 6.0% | +1% |
| 5 | DIHP | DIMENSIONAL ETF TRUST | 1.20M | $37.8T | 5.2% | +1% |
| 6 | DFAS | DIMENSIONAL ETF TRUST | 424K | $29.6T | 4.0% | +2% |
| 7 | VTIP | VANGUARD MALVERN FDS | 558K | $27.6T | 3.8% | +13% |
| 8 | FNDB | SCHWAB STRATEGIC TR | 1.02M | $27.1T | 3.7% | −17% |
| 9 | SCHD | SCHWAB STRATEGIC TR | 795K | $21.8T | 3.0% | +1% |
| 10 | FLQM | FRANKLIN TEMPLETON ETF TR | 380K | $21.4T | 2.9% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FINANCIAL SIGNAL
AC read
FINANCIAL CONSULATE, INC is a Other fund managing $506509.9 trillion in assets. The fund runs a portfolio of 37 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed