Fund Holdings — FINANCIAL CONSULATE, INC

Total Portfolio Value
$802.59M
Total Bought
$117.89M
Total Sold
$35.42M
Net Transaction
+$82.46M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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ISHARES TR0328,716+328,716036,2874.52%+36,287
ISHARES TR0323,277+323,277026,6933.33%+26,693
PIMCO EQUITY SER
RAFI DYN ML US
76,168263,494+187,3264,31215,3891.92%+11,077
PGIM ETF TR
PGIM ULTRA SH BD
229,710395,811+166,10111,39119,5942.44%+8,202
VANGUARD MALVERN FDS557,604705,949+148,34527,57935,2624.39%+7,683
PIMCO EQUITY SER
RAFI DYN MULTI
1,669,2381,686,385+17,14764,14267,1528.37%+3,010
SCHWAB STRATEGIC TR1,823,6191,854,408+30,78943,84045,8975.72%+2,057
DIMENSIONAL ETF TRUST
INTL HIGH PROFIT
1,195,1501,236,578+41,42837,84439,8434.96%+1,998
SPDR INDEX SHS FDS
ST STR MSCI GLB
44,79667,103+22,3073,4365,0800.63%+1,644
SCHWAB STRATEGIC TR441,510453,683+12,17315,92117,3582.16%+1,437
SCHWAB STRATEGIC TR234,290241,299+7,00910,59211,8071.47%+1,215
SCHWAB STRATEGIC TR1,019,2751,039,540+20,26527,08228,2753.52%+1,193
SAREPTA THERAPEUTICS INC(SRPT)0999,000+999,00009200.11%+920
10X GENOMICS INC(TXG)156,457156,45702,5523,3220.41%+770
SCHWAB STRATEGIC TR9,66228,364+18,7022758250.10%+550
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
424,499422,592-1,90729,57530,0593.75%+484
LOCKHEED MARTIN CORP(LMT)3,4123,362-501,6502,0320.25%+382
INTUITIVE SURGICAL INC390835+445193850.05%+366
CATERPILLAR INC(CAT)2,2132,257+441,2681,5990.20%+331
CHEVRON CORPORATION(CVX)3,7173,762+455677780.10%+212
VAALCO ENERGY INC(EGY)66,90066,90002444240.05%+181
COSTCO WHOLESALE CORPORATION(COST)1,2371,250+131,0671,2460.16%+179
ASTRAZENECA PLC(AZN)0873+87301720.02%+172
JOHNSON & JOHNSON(JNJ)3,3553,524+1696948620.11%+167
TAIWAN SEMICONDUCTOR MANUFAC(TSM)7651,126+3612323800.05%+148
PATRICK INDS INC(PATK)52,64552,64505,7085,8470.73%+139
EXXON MOBIL CORP9,7667,743-2,0231,1751,3140.16%+138
BROADCOM INC(AVGO)7121,240+5282463840.05%+137
ISHARES TR211,275+1,25421350.02%+133
FASTENAL CO(FAST)20,53520,547+128249530.12%+129
BLOOM ENERGY CORP2,5842,608+242253530.04%+129
LAM RESEARCH CORP(LRCX)2,1572,254+973694820.06%+112
MICRON TECHNOLOGY INC(MU)8421,011+1692403420.04%+101
ISHARES TR
ESG AWR MSCI USA
0704+70401000.01%+100
DIMENSIONAL ETF TRUST
US TARGETED VLU
41,87041,354-5162,4932,5830.32%+90
VANGUARD INDEX FDS5,9726,418+4463,7453,8350.48%+90
SPDR GOLD TR(GLD)590735+1452343160.04%+82
TARGA RES CORP(TRGP)1,0091,061+521862660.03%+80
GE VERNOVA INC(GEV)263288+251722520.03%+80
CSX CORP(CSX)15,87515,956+815756550.08%+80
EXELON CORP(EXC)11,28411,557+2734925670.07%+75
INTEL CORP(INTC)4,1875,188+1,0011552290.03%+74
PERIMETER SOLUTIONS INC(PRM)03,019+3,0190740.01%+74
AMPHENOL CORP30615+5854780.01%+74
ALTRIA GROUP INC(MO)3171,380+1,06318910.01%+73
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
1,7172,621+9041372080.03%+71
ISHARES TR0905+9050670.01%+67
SOUTHERN COPPER CORP(SCCO)2,0042,030+262883490.04%+62
HONEYWELL INTL INC(HON)1,5541,613+593033650.05%+61
VANGUARD INTL EQUITY INDEX F1,7062,181+4751542130.03%+59
KINROSS GOLD CORP(KGC)5302,401+1,87115730.01%+58
VERIZON COMMUNICATIONS INC(VZ)6,1076,117+102493070.04%+58
ISHARES SILVER TR(SLV)1,4582,227+769941520.02%+58
LINDE PLC(LIN)787793+63363930.05%+58
MCDONALDS CORP(MCD)2,3502,492+1427187740.10%+56
NOVARTIS AG(NVS)154482+32821740.01%+52
L3HARRIS TECHNOLOGIES INC(LHX)997999+22933450.04%+52
SELECT SECTOR SPDR TR
ST STR ENERG ETF
2,8382,867+291271760.02%+49
APPLIED MATLS INC239318+79611090.01%+47
LOWES COS INC(LOW)94296+20223700.01%+47
STRYKER CORPORATION(SYK)44189+14515620.01%+47
ISHARES INC
MSCI EMRG CHN
0583+5830460.01%+46
WATERS CORP(WAT)0150+1500450.01%+45
WALMART INC(WMT)1,9352,094+1592162600.03%+45
ISHARES TR445830+38551920.01%+42
VANGUARD INTL EQUITY INDEX F2,0552,577+5221722120.03%+41
NEXTERA ENERGY INC(NEE)1,9062,068+1621531920.02%+39
TAKEDA PHARMACEUTICAL CO LTD(TAK)7812,640+1,85912490.01%+37
TOTALENERGIES SE(TTE)107472+3657430.01%+36
EVERUS CONSTR GROUP(ECG)1,1001,1000941300.02%+36
NEWMONT CORP(NEM)223512+28922550.01%+33
ISHARES TR23207+1845380.00%+33
COCA COLA CO(KO)3,5743,698+1242502810.04%+32
DEERE & CO(DE)249260+111161460.02%+31
CORNING INC(GLW)325429+10428580.01%+30
LG DISPLAY CO LTD(LPL)3217,947+7,6261310.00%+29
SLB LIMITED(SLB)2,0052,070+65771060.01%+29
COEUR MNG INC(CDE)301,563+1,5331290.00%+29
KLA CORP(KLAC)725+189370.00%+28
AMERICAN ELEC PWR CO INC1,6991,708+91962240.03%+28
DUKE ENERGY CORP NEW(DUK)1,9411,950+92282550.03%+28
ISHARES TR
MSCI USA QLT FCT
0143+1430270.00%+27
SHINHAN FINANCIAL GROUP CO L(SHG)42483+4412300.00%+27
HSBC HLDGS PLC(HSBC)174495+32114410.01%+27
SOLSTICE ADVANCED MATLS INC(SOLS)978978048740.01%+27
GREENLIGHT CAP RE LTD(GLRE)9,7369,73601421680.02%+26
ARCHER DANIELS MIDLAND CO1,4031,461+58811060.01%+26
DR REDDYS LABS LTD(RDY)1,5603,390+1,83022470.01%+25
ISHARES TR0246+2460250.00%+25
HERSHEY CO(HSY)904907+31651880.02%+24
CARPENTER TECHNOLOGY CORP(CRS)3003000941180.01%+24
WOODSIDE ENERGY GROUP LTD(WDS)4161,250+8346300.00%+23
ASE TECHNOLOGY HLDG CO LTD(ASX)1001,148+1,0482250.00%+23
VANGUARD WORLD FD
INDUSTRIAL ETF
1,6561,65604945170.06%+23
ISHARES TR377613+23646690.01%+23
BHP BILLITON LIMITED192466+27412340.00%+22
AGNICO EAGLE MINES LTD(AEM)494522+28841060.01%+22
NLIGHT INC(LASR)1,1001,100041630.01%+21
SHELL PLC(SHEL)180371+19113350.00%+21
SCHWAB STRATEGIC TR22,96522,981+166917120.09%+21
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FINANCIAL CONSULATE, INC — 13F Holdings — Q1 2026 | TickerTrail