Financial Consulate
Latest statistics and disclosures from Financial Consulate's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHX, DUHP, MFDX, SCHF, DIHP, and represent 44.97% of Financial Consulate's stock portfolio.
- Added to shares of these 10 stocks: SHV (+$36M), SHY (+$27M), MFUS (+$11M), PULS (+$8.2M), VTIP (+$7.4M), DUHP, SPGM, DIHP, Sarepta Therapeutics Inc Note 1.250 9/1, SCHF.
- Started 173 new stock positions in UGI, TSN, NOG, GGG, CON, CGBL, NLY, EFC, MTZ, MGA.
- Reduced shares in these 10 stocks: SCHD (-$12M), Pennymac Mortgage Investment Trust, Summit Hotel Properties, Bandwidth, XOM, TMO, WST, SCHX, TXN, FLQM.
- Sold out of its positions in ALIT, AMLX, APLE, ARIS, AstraZeneca, AVB, AVTR, AVA, ASM, BRBR.
- Financial Consulate was a net buyer of stock by $80M.
- Financial Consulate has $803M in assets under management (AUM), dropping by 9.73%.
- Central Index Key (CIK): 0001624510
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Portfolio Holdings for Financial Consulate
Financial Consulate holds 1402 positions in its portfolio as reported in the March 2026 quarterly 13F filing
Financial Consulate has 1402 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Financial Consulate March 31, 2026 positions
- Download the Financial Consulate March 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 16.6 | $133M | 5.2M | 25.64 |
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| Dimensional Etf Trust Us High Profitab (DUHP) | 9.3 | $75M | +2% | 2.0M | 36.76 |
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| Pimco Equity Ser Rafi Dyn Multi (MFDX) | 8.4 | $67M | 1.7M | 39.82 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 5.7 | $46M | 1.9M | 24.75 |
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| Dimensional Etf Trust Intl High Profit (DIHP) | 5.0 | $40M | +3% | 1.2M | 32.22 |
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| Ishares Tr Trust Ishare 0-1 (SHV) | 4.5 | $36M | NEW | 329k | 110.39 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 4.4 | $35M | +26% | 706k | 49.95 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 3.7 | $30M | 423k | 71.13 |
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| Schwab Strategic Tr Fundamental Us B (FNDB) | 3.5 | $28M | 1.0M | 27.20 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 3.3 | $27M | NEW | 323k | 82.57 |
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| Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) | 2.6 | $21M | 376k | 54.93 |
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| Apple (AAPL) | 2.4 | $20M | 77k | 253.79 |
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| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 2.4 | $20M | +72% | 396k | 49.50 |
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| Schwab Strategic Tr Fundamental Emer (FNDE) | 2.2 | $17M | +2% | 454k | 38.26 |
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| T Rowe Price Etf Cap Appreciation (TCAF) | 2.0 | $16M | 444k | 35.59 |
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| Pimco Equity Ser Rafi Dyn Ml Us (MFUS) | 1.9 | $15M | +245% | 264k | 58.40 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.6 | $13M | -47% | 414k | 30.68 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 1.5 | $12M | +2% | 241k | 48.93 |
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| Mccormick & Co Com Non Vtg (MKC) | 1.2 | $9.3M | 184k | 50.44 |
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| Spdr Index Shs Fds State Street Spd (GMF) | 1.1 | $9.2M | 67k | 136.14 |
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| Patrick Industries (PATK) | 0.7 | $5.8M | 53k | 111.07 |
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| Spdr Index Shs Fds State Street Spd (SPGM) | 0.6 | $5.1M | +49% | 67k | 75.71 |
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| NVIDIA Corporation (NVDA) | 0.6 | $4.8M | 27k | 174.40 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $3.8M | +7% | 6.4k | 597.51 |
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| 10x Genomics Cl A Com (TXG) | 0.4 | $3.3M | 157k | 21.23 |
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| Microsoft Corporation (MSFT) | 0.4 | $3.0M | -2% | 8.1k | 370.19 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.3 | $2.7M | -3% | 107k | 25.10 |
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| PNC Financial Services (PNC) | 0.3 | $2.6M | 12k | 208.08 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.3 | $2.6M | 41k | 62.45 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $2.6M | +4% | 4.0k | 653.17 |
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| Amazon (AMZN) | 0.3 | $2.4M | -3% | 11k | 208.26 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $2.2M | +6% | 7.8k | 286.87 |
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| Lockheed Martin Corporation (LMT) | 0.3 | $2.0M | 3.4k | 604.43 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $1.8M | 6.2k | 287.58 |
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| Caterpillar (CAT) | 0.2 | $1.6M | 2.3k | 708.34 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $1.5M | -8% | 53k | 29.13 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $1.4M | -7% | 7.3k | 192.89 |
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| Vanguard World Inf Tech Etf (VGT) | 0.2 | $1.4M | 2.0k | 697.72 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $1.3M | -20% | 7.7k | 169.66 |
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| Costco Wholesale Corporation (COST) | 0.2 | $1.2M | 1.3k | 996.48 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $1.2M | 4.1k | 294.17 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $1.1M | -10% | 2.3k | 499.75 |
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| Eli Lilly & Co. (LLY) | 0.1 | $1.1M | 1.2k | 919.98 |
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| Spdr Index Shs Fds State Street Spd (CWI) | 0.1 | $1.1M | 30k | 36.59 |
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| Procter & Gamble Company (PG) | 0.1 | $1.1M | -2% | 7.4k | 144.45 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $1.1M | 11k | 93.98 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $1.0M | 7.3k | 142.43 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $1.0M | 2.2k | 479.09 |
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| Tesla Motors (TSLA) | 0.1 | $1.0M | +6% | 2.8k | 371.76 |
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| Constellation Energy (CEG) | 0.1 | $992k | 3.6k | 279.23 |
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| United Parcel Svcs CL B (UPS) | 0.1 | $973k | 9.9k | 98.38 |
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| Mgp Ingredients NOTE 1.875pcnt11/1 | 0.1 | $959k | 994k | 0.96 |
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| Fastenal Company (FAST) | 0.1 | $953k | 21k | 46.40 |
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| Blackstone Mortgage Trust In NOTE 5.500pcnt 3/1 | 0.1 | $948k | 954k | 0.99 |
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| Sarepta Therapeutics NOTE 1.250pcnt 9/1 | 0.1 | $920k | NEW | 999k | 0.92 |
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| Merck & Co (MRK) | 0.1 | $909k | -13% | 7.6k | 120.29 |
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| Pebblebrook Hotel Tr NOTE 1.750pcnt12/1 | 0.1 | $882k | 894k | 0.99 |
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| Johnson & Johnson (JNJ) | 0.1 | $862k | +5% | 3.5k | 244.47 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $825k | +193% | 28k | 29.08 |
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| TJX Companies (TJX) | 0.1 | $797k | -20% | 5.0k | 159.71 |
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| Chevron Corporation (CVX) | 0.1 | $778k | 3.8k | 206.91 |
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| McDonald's Corporation (MCD) | 0.1 | $775k | +6% | 2.5k | 310.79 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $718k | 1.00 | 718140.00 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $712k | 23k | 30.96 |
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| Visa Com Cl A (V) | 0.1 | $688k | -20% | 2.3k | 302.21 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $682k | +2% | 2.1k | 320.89 |
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| Home Depot (HD) | 0.1 | $669k | -4% | 2.0k | 328.96 |
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| Abbvie (ABBV) | 0.1 | $668k | +2% | 3.1k | 217.48 |
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| CSX Corporation (CSX) | 0.1 | $655k | 16k | 41.05 |
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| Docusign (DOCU) | 0.1 | $653k | -2% | 14k | 47.41 |
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| Mount Logan Cap (MLCI) | 0.1 | $626k | -6% | 175k | 3.58 |
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| Hewlett Packard Enterprise (HPE) | 0.1 | $626k | -3% | 26k | 23.81 |
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| Snap Note 5/0 | 0.1 | $618k | 655k | 0.94 |
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| Redfin Corp NOTE 0.500pcnt 4/0 | 0.1 | $567k | -3% | 592k | 0.96 |
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| Exelon Corporation (EXC) | 0.1 | $567k | +2% | 12k | 49.02 |
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| Meta Platforms Cl A (META) | 0.1 | $556k | +9% | 971.00 | 572.18 |
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| Bandwidth NOTE 0.500pcnt 4/0 | 0.1 | $545k | -44% | 612k | 0.89 |
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| Vanguard World Industrial Etf (VIS) | 0.1 | $517k | 1.7k | 312.30 |
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| International Business Machines (IBM) | 0.1 | $517k | 2.1k | 242.37 |
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| At&t (T) | 0.1 | $505k | -20% | 17k | 28.99 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $482k | +4% | 2.3k | 213.66 |
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| Pepsi (PEP) | 0.1 | $476k | -10% | 3.1k | 155.31 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $468k | -7% | 9.7k | 48.05 |
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| United Rentals (URI) | 0.1 | $463k | 636.00 | 728.56 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $442k | -3% | 1.0k | 426.40 |
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| Select Sector Spdr Tr State Street Con (XLY) | 0.1 | $440k | 4.0k | 108.99 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.1 | $435k | -3% | 19k | 23.22 |
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| Danaher Corporation (DHR) | 0.1 | $434k | -30% | 2.3k | 189.63 |
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| Vaalco Energy Com New (EGY) | 0.1 | $424k | 67k | 6.34 |
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| Heico Corp Cl A (HEI.A) | 0.1 | $415k | -24% | 2.0k | 211.09 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $400k | -27% | 303.00 | 1320.83 |
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| Linde SHS (LIN) | 0.0 | $393k | 793.00 | 495.72 |
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| Uber Technologies (UBER) | 0.0 | $390k | -30% | 5.4k | 71.93 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $385k | -12% | 835.00 | 460.99 |
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| Broadcom (AVGO) | 0.0 | $384k | +74% | 1.2k | 309.57 |
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| Marsh & McLennan Companies (MRSH) | 0.0 | $383k | 2.2k | 173.45 |
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| Monolithic Power Systems (MPWR) | 0.0 | $383k | -33% | 350.00 | 1093.35 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $380k | +47% | 1.1k | 337.85 |
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| Spectrum Brands NOTE 3.375pcnt 6/0 | 0.0 | $376k | 378k | 1.00 |
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| AmerisourceBergen (COR) | 0.0 | $370k | 1.2k | 314.14 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $366k | -29% | 3.7k | 99.27 |
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| Honeywell International (HON) | 0.0 | $365k | +3% | 1.6k | 226.00 |
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| Bloom Energy Corp Com Cl A (BE) | 0.0 | $353k | 2.6k | 135.49 |
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| Southern Copper Corporation (SCCO) | 0.0 | $349k | 2.0k | 172.06 |
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| L3harris Technologies (LHX) | 0.0 | $345k | 999.00 | 345.15 |
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| Vanguard World Health Car Etf (VHT) | 0.0 | $343k | 1.3k | 272.41 |
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| Micron Technology (MU) | 0.0 | $342k | +20% | 1.0k | 337.89 |
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| TransDigm Group Incorporated (TDG) | 0.0 | $341k | -21% | 294.00 | 1158.96 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $316k | +24% | 735.00 | 430.29 |
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| Goldman Sachs (GS) | 0.0 | $316k | 373.00 | 846.47 |
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| WesBan (WSBC) | 0.0 | $315k | 9.1k | 34.49 |
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| Vulcan Materials Company (VMC) | 0.0 | $310k | -30% | 1.1k | 272.30 |
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| Netflix (NFLX) | 0.0 | $309k | -13% | 3.2k | 96.15 |
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| Verizon Communications (VZ) | 0.0 | $307k | 6.1k | 50.20 |
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| Ametek (AME) | 0.0 | $301k | 1.4k | 214.36 |
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| Cbre Group Cl A (CBRE) | 0.0 | $298k | -23% | 2.2k | 135.46 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $297k | -30% | 2.4k | 124.30 |
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| UnitedHealth (UNH) | 0.0 | $296k | 1.1k | 270.59 |
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| Advanced Micro Devices (AMD) | 0.0 | $284k | +3% | 1.4k | 203.43 |
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| Coca-Cola Company (KO) | 0.0 | $281k | +3% | 3.7k | 76.10 |
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| American Express Company (AXP) | 0.0 | $269k | 890.00 | 302.62 |
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| Targa Res Corp (TRGP) | 0.0 | $266k | +5% | 1.1k | 250.73 |
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| Ge Aerospace Com New (GE) | 0.0 | $266k | 936.00 | 283.64 |
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| Cisco Systems (CSCO) | 0.0 | $262k | 3.4k | 77.60 |
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| Wal-Mart Stores (WMT) | 0.0 | $260k | +8% | 2.1k | 124.26 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $255k | 2.0k | 130.97 |
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| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.0 | $254k | 5.4k | 46.74 |
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| Moody's Corporation (MCO) | 0.0 | $252k | -24% | 579.00 | 435.95 |
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| Ge Vernova (GEV) | 0.0 | $252k | +9% | 288.00 | 873.42 |
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| Spdr Series Trust State Street Spd (SPYM) | 0.0 | $245k | -32% | 3.2k | 76.54 |
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| Abbott Laboratories (ABT) | 0.0 | $244k | +2% | 2.4k | 102.67 |
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| Truist Financial Corp equities (TFC) | 0.0 | $236k | 5.1k | 45.97 |
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| Waste Connections (WCN) | 0.0 | $233k | -32% | 1.4k | 162.44 |
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| Royal Caribbean Cruises (RCL) | 0.0 | $230k | +2% | 834.00 | 275.29 |
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| Intel Corporation (INTC) | 0.0 | $229k | +23% | 5.2k | 44.13 |
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| Allstate Corporation (ALL) | 0.0 | $228k | 1.1k | 207.34 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $227k | -3% | 2.4k | 96.47 |
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| American Electric Power Company (AEP) | 0.0 | $224k | 1.7k | 131.07 |
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| Bank of America Corporation (BAC) | 0.0 | $222k | +10% | 4.6k | 48.75 |
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| Textron (TXT) | 0.0 | $222k | 2.5k | 87.56 |
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| Spdr Series Trust State Street Spd (SPYG) | 0.0 | $217k | -29% | 2.2k | 97.91 |
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| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.0 | $213k | +27% | 2.2k | 97.75 |
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| Guidewire Software (GWRE) | 0.0 | $213k | -3% | 1.4k | 149.56 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $212k | +25% | 2.6k | 82.43 |
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| Cadence Design Systems (CDNS) | 0.0 | $208k | -43% | 749.00 | 277.87 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $208k | +4% | 360.00 | 577.52 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $208k | +52% | 2.6k | 79.27 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $207k | 961.00 | 214.97 |
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| Axsome Therapeutics (AXSM) | 0.0 | $206k | 1.2k | 169.02 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.0 | $199k | +12% | 3.7k | 53.22 |
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| Nextera Energy (NEE) | 0.0 | $192k | +8% | 2.1k | 92.88 |
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| Servicenow (NOW) | 0.0 | $189k | -43% | 1.8k | 104.55 |
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| Waste Management (WM) | 0.0 | $189k | 820.00 | 229.87 |
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| Hershey Company (HSY) | 0.0 | $189k | 907.00 | 207.80 |
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| AFLAC Incorporated (AFL) | 0.0 | $188k | 1.7k | 109.71 |
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| M&T Bank Corporation (MTB) | 0.0 | $184k | 892.00 | 206.71 |
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| Motorola Solutions Com New (MSI) | 0.0 | $182k | -33% | 419.00 | 433.97 |
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| Ecolab (ECL) | 0.0 | $181k | -37% | 680.00 | 266.02 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $176k | 2.9k | 61.26 |
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| Mccormick & Co Com Vtg (MKC.V) | 0.0 | $175k | 3.5k | 50.38 |
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| Becton, Dickinson and (BDX) | 0.0 | $175k | 1.1k | 157.23 |
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| Astrazeneca Ord (AZN) | 0.0 | $172k | NEW | 873.00 | 197.22 |
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| Omega Healthcare Investors (OHI) | 0.0 | $169k | 3.8k | 43.82 |
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| Greenlight Cap Re Class A (GLRE) | 0.0 | $168k | 9.7k | 17.29 |
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| Adams Express Company (ADX) | 0.0 | $168k | -38% | 7.7k | 21.89 |
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| Sherwin-Williams Company (SHW) | 0.0 | $164k | -47% | 513.00 | 320.55 |
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| Watts Water Technologies Cl A (WTS) | 0.0 | $160k | 550.00 | 290.29 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $155k | 1.1k | 144.71 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $155k | 1.3k | 114.99 |
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| Global X Fds S&p 500 Catholic (CATH) | 0.0 | $155k | 2.0k | 78.15 |
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| Omni (OMC) | 0.0 | $154k | +2% | 2.0k | 75.31 |
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| Walt Disney Company (DIS) | 0.0 | $153k | 1.6k | 96.36 |
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| Ishares Silver Tr Ishares (SLV) | 0.0 | $152k | +52% | 2.2k | 68.14 |
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| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $151k | 647.00 | 234.03 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.0 | $151k | 606.00 | 248.84 |
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| Deere & Company (DE) | 0.0 | $147k | +4% | 260.00 | 563.32 |
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| MetLife (MET) | 0.0 | $146k | 2.1k | 70.72 |
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| Vanguard World Financials Etf (VFH) | 0.0 | $143k | 1.2k | 120.81 |
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| Veeva Sys Cl A Com (VEEV) | 0.0 | $143k | -53% | 814.00 | 175.66 |
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| Stifel Financial (SF) | 0.0 | $138k | +49% | 1.9k | 73.92 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $135k | 2.1k | 64.07 |
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| Ishares Tr National Mun Etf (MUB) | 0.0 | $135k | +5971% | 1.3k | 106.15 |
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| Carrier Global Corporation (CARR) | 0.0 | $135k | -18% | 2.4k | 56.31 |
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| Amgen (AMGN) | 0.0 | $132k | +7% | 374.00 | 351.98 |
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| Lamar Advertising Cl A (LAMR) | 0.0 | $131k | 1.0k | 126.68 |
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| Spdr Series Trust State Street Spd (SLYG) | 0.0 | $131k | -38% | 1.4k | 96.60 |
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| Everus Constr Group (ECG) | 0.0 | $130k | 1.1k | 118.06 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $128k | +6% | 3.3k | 38.42 |
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| F.N.B. Corporation (FNB) | 0.0 | $128k | 7.7k | 16.72 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $125k | 392.00 | 318.07 |
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| MGIC Investment (MTG) | 0.0 | $125k | 4.7k | 26.25 |
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| 3M Company (MMM) | 0.0 | $124k | -26% | 857.00 | 145.16 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $124k | 337.00 | 367.44 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $123k | 2.5k | 48.46 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $123k | 1.1k | 108.99 |
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| Dominion Resources (D) | 0.0 | $122k | +11% | 2.0k | 61.81 |
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| Capital One Financial (COF) | 0.0 | $121k | 663.00 | 182.37 |
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| Carpenter Technology Corporation (CRS) | 0.0 | $118k | 300.00 | 394.15 |
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| Lennar Corp Cl A (LEN) | 0.0 | $117k | +4% | 1.3k | 86.85 |
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| Travelers Companies (TRV) | 0.0 | $117k | +7% | 400.00 | 291.68 |
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| National Fuel Gas (NFG) | 0.0 | $113k | 1.2k | 93.96 |
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| Msci (MSCI) | 0.0 | $113k | -28% | 209.00 | 539.01 |
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| Palo Alto Networks (PANW) | 0.0 | $110k | 684.00 | 160.32 |
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| Applied Materials (AMAT) | 0.0 | $109k | +33% | 318.00 | 341.79 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $108k | +9% | 1.4k | 77.11 |
|
| Fidelity Covington Trust Sml Mid Mltfct (FSMD) | 0.0 | $107k | 2.4k | 44.72 |
|
|
| Ameren Corporation (AEE) | 0.0 | $107k | 970.00 | 109.92 |
|
|
| Select Sector Spdr Tr State Street Com (XLC) | 0.0 | $107k | 961.00 | 110.86 |
|
|
| SLB Com Stk (SLB) | 0.0 | $106k | +3% | 2.1k | 51.39 |
|
| Archer Daniels Midland Company (ADM) | 0.0 | $106k | +4% | 1.5k | 72.70 |
|
| Agnico (AEM) | 0.0 | $106k | +5% | 522.00 | 202.98 |
|
| U Haul Holding Company Com Ser N (UHAL.B) | 0.0 | $104k | 2.3k | 44.67 |
|
|
| Vanguard World Utilities Etf (VPU) | 0.0 | $104k | 523.00 | 198.05 |
|
|
| Boulder Growth & Income Fund (STEW) | 0.0 | $102k | 6.0k | 17.10 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $101k | 232.00 | 436.79 |
|
|
| Ishares Tr Core Intl Aggr (IAGG) | 0.0 | $100k | 2.0k | 50.05 |
|
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $100k | 216.00 | 463.75 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $100k | -40% | 1.6k | 60.64 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $100k | NEW | 704.00 | 141.42 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $95k | 497.00 | 191.92 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $95k | +12% | 1.2k | 79.58 |
|
| ConocoPhillips (COP) | 0.0 | $95k | -20% | 716.00 | 132.00 |
|
| S&p Global (SPGI) | 0.0 | $94k | -69% | 222.00 | 425.34 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $94k | 708.00 | 132.90 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $93k | 239.00 | 390.41 |
|
|
| Kinsale Cap Group (KNSL) | 0.0 | $93k | -59% | 271.00 | 341.66 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $92k | +86% | 830.00 | 111.37 |
|
| Power Solutions Intl Com New (PSIX) | 0.0 | $92k | 1.5k | 60.88 |
|
|
| Altria (MO) | 0.0 | $91k | +335% | 1.4k | 66.01 |
|
| Boeing Company (BA) | 0.0 | $91k | +4% | 456.00 | 199.09 |
|
| Vanguard World Mega Cap Index (MGC) | 0.0 | $89k | 378.00 | 236.35 |
|
|
| First Solar (FSLR) | 0.0 | $89k | 450.00 | 197.26 |
|
|
| Copart (CPRT) | 0.0 | $87k | -60% | 2.6k | 33.20 |
|
| Procore Technologies (PCOR) | 0.0 | $87k | -60% | 1.5k | 57.00 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $87k | -21% | 1.1k | 77.08 |
|
| Ishares Tr Core Lt Usdb Etf (ILTB) | 0.0 | $86k | 1.8k | 48.97 |
|
|
| Nucor Corporation (NUE) | 0.0 | $85k | -28% | 501.00 | 169.02 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $84k | 3.1k | 27.46 |
|
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $84k | 818.00 | 102.25 |
|
|
| American Tower Reit (AMT) | 0.0 | $83k | +10% | 483.00 | 172.58 |
|
| Qualcomm (QCOM) | 0.0 | $83k | -13% | 644.00 | 128.78 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $82k | 415.00 | 198.29 |
|
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.0 | $82k | 2.4k | 33.97 |
|
|
| Wec Energy Group (WEC) | 0.0 | $82k | +9% | 708.00 | 115.71 |
|
| Public Service Enterprise (PEG) | 0.0 | $79k | -15% | 973.00 | 80.93 |
|
| Xcel Energy (XEL) | 0.0 | $79k | 990.00 | 79.40 |
|
|
| Amphenol Corp Cl A (APH) | 0.0 | $78k | +1950% | 615.00 | 126.35 |
|
| Tyler Technologies (TYL) | 0.0 | $77k | -60% | 225.00 | 342.38 |
|
| Howmet Aerospace (HWM) | 0.0 | $76k | +4% | 329.00 | 230.46 |
|
| Argenx Se Sponsored Adr (ARGX) | 0.0 | $75k | 103.00 | 730.25 |
|
Past Filings by Financial Consulate
SEC 13F filings are viewable for Financial Consulate going back to 2014
- Financial Consulate 2026 Q1 filed April 21, 2026
- Financial Consulate 2025 Q4 filed Jan. 22, 2026
- Financial Consulate 2025 Q3 filed Oct. 21, 2025
- Financial Consulate 2025 Q2 filed July 18, 2025
- Financial Consulate 2025 Q1 filed April 25, 2025
- Financial Consulate 2024 Q4 filed Feb. 3, 2025
- Financial Consulate 2024 Q3 filed Oct. 21, 2024
- Financial Consulate 2024 Q2 filed July 22, 2024
- Financial Consulate 2024 Q1 filed April 23, 2024
- Financial Consulate 2023 Q4 filed Feb. 1, 2024
- Financial Consulate 2023 Q3 filed Oct. 24, 2023
- Financial Consulate 2023 Q2 filed July 21, 2023
- Financial Consulate 2023 Q1 filed April 17, 2023
- Financial Consulate 2022 Q4 filed Jan. 11, 2023
- Financial Consulate 2022 Q3 filed Oct. 20, 2022
- Financial Consulate 2022 Q2 filed July 19, 2022