Fund HoldingsFINANCIAL CONSULATE, INC

Total Portfolio Value
$898.55M
Total Bought
$95.20M
Total Sold
$16.33M
Net Transaction
+$78.87M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
SCHWAB STRATEGIC TR5,192,1735,266,972+74,799133,127155,00717.25%+21,880
DIMENSIONAL ETF TRUST
US HIGH PROF ETF
2,038,6692,109,650+70,98174,94188,0369.80%+13,094
SCHWAB STRATEGIC TR1,854,4081,923,183+68,77545,89753,2725.93%+7,376
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
422,592433,095+10,50330,05935,6613.97%+5,602
DIMENSIONAL ETF TRUST
INTL HIGH PROFIT
1,236,5781,301,772+65,19439,84344,4234.94%+4,580
SCHWAB STRATEGIC TR1,039,5401,078,457+38,91728,27532,8503.66%+4,574
PIMCO EQUITY SER
RAFI DYN MULTI
1,686,3851,704,901+18,51667,15270,9927.90%+3,840
PIMCO EQUITY SER
RAFI DYN ML US
263,494276,018+12,52415,38918,5402.06%+3,151
T ROWE PRICE EXCHANGE-TRADED
CAP APPRECIATION
443,936456,246+12,31015,80018,7522.09%+2,952
APPLE INC(AAPL)77,28776,017-1,27019,61521,9962.45%+2,382
ISHARES TR328,716347,758+19,04236,28738,3754.27%+2,088
VANGUARD MALVERN FDS705,949738,693+32,74435,26237,1054.13%+1,842
PGIM ETF TR
PGIM ULTRA SH BD
395,811427,177+31,36619,59421,1702.36%+1,576
10X GENOMICS INC(TXG)156,457126,356-30,1013,3224,8440.54%+1,523
SCHWAB STRATEGIC TR453,683473,791+20,10817,35818,8002.09%+1,442
SPDR INDEX SHS FDS
ST STR ASIA ETF
67,38167,180-2019,17310,5451.17%+1,372
FRANKLIN TEMPLETON ETF TR
US MID CP MLTFCT
376,016379,294+3,27820,65521,9572.44%+1,302
SCHWAB STRATEGIC TR241,299247,859+6,56011,80713,0771.46%+1,270
NVIDIA CORPORATION(NVDA)27,34828,859+1,5114,7695,7740.64%+1,005
CATERPILLAR INC(CAT)2,2572,335+781,5992,4860.28%+888
MICRON TECHNOLOGY INC(MU)1,0111,045+343421,2060.13%+865
SCHWAB STRATEGIC TR413,529426,828+13,29912,68713,5351.51%+848
ALPHABET INC(GOOG)6,1557,259+1,1041,7702,5940.29%+824
ADVANCED MICRO DEVICES INC(AMD)1,3961,679+2832849750.11%+691
SCHWAB STRATEGIC TR106,928114,378+7,4502,6843,3120.37%+628
VANGUARD WORLD FD
INF TECH ETF
1,99916,492+14,4931,3951,9710.22%+576
HEWLETT PACKARD ENTERPRISE C(HPE)26,30526,328+236261,1880.13%+561
VANGUARD INDEX FDS6,4186,394-243,8354,3910.49%+556
LAM RESEARCH CORP(LRCX)2,2542,371+1174821,0270.11%+546
ALPHABET INC(GOOG)7,7747,752-222,2302,7390.30%+509
DIMENSIONAL ETF TRUST
US TARGETED VLU
41,35444,061+2,7072,5833,0800.34%+497
PNC FINL SVCS GROUP INC(PNC)12,42612,368-582,5863,0450.34%+460
ISHARES TR3,9503,932-182,5802,9440.33%+364
AMAZON COM INC(AMZN)11,34011,413+732,3622,7200.30%+358
ELI LILLY & CO(LLY)1,2451,232-131,1451,4780.16%+332
INTUITIVE SURGICAL INC390820+430193260.04%+307
ISHARES TR323,277328,601+5,32426,69326,9813.00%+288
TAIWAN SEMICONDUCTOR MANUFAC(TSM)1,1261,365+2393806520.07%+271
VANGUARD INTL EQUITY INDEX F01,708+1,70802680.03%+268
TESLA INC(TSLA)2,7793,077+2981,0331,2940.14%+261
UNITED RENTALS INC(URI)63663604637210.08%+257
SCHWAB STRATEGIC TR53,09353,128+351,5471,7980.20%+251
BLOOM ENERGY CORP2,6081,952-6563535910.07%+238
DATADOG INC(DDOG)202893+691242330.03%+209
SCHWAB STRATEGIC TR28,36428,106-2588251,0150.11%+191
HONEYWELL INTL INC0816+81601830.02%+183
HONEYWELL AEROSPACE INC0812+81201800.02%+180
UNITEDHEALTH GROUP INC(UNH)1,0941,135+412964720.05%+176
ASML HLDG NV
N Y REGISTRY SHS
303287-164005710.06%+171
VANGUARD INDEX FDS2,1262,297+1716828500.09%+168
CISCO SYS INC(CSCO)3,3713,604+2332624230.05%+162
ISHARES TR7,2937,290-31,0391,1980.13%+159
PALO ALTO NETWORKS INC(PANW)684730+461102490.03%+139
SCHWAB STRATEGIC TR22,98123,044+637128500.09%+138
APPLIED MATLS INC318331+131092390.03%+131
ABBVIE INC(ABBV)3,0693,167+986677970.09%+130
MARVELL TECHNOLOGY INC(MRVL)452577+125451720.02%+127
JPMORGAN CHASE & CO(JPM)4,0954,063-321,2051,3300.15%+125
VANGUARD WORLD FD
INDUSTRIAL ETF
1,6561,779+1235176410.07%+124
SPDR INDEX SHS FDS
ST STR ACWI ETF
29,61329,657+441,0841,2060.13%+123
VANGUARD WORLD FD
HEALTH CAR ETF
1,2601,552+2923434640.05%+121
VANGUARD INTL EQUITY INDEX F2,1812,857+6762133310.04%+117
ISHARES TR01,070+1,07001110.01%+111
BROADCOM INC(AVGO)1,2401,308+683844940.06%+110
CSX CORP(CSX)15,95615,980+246557600.08%+105
VANGUARD INTL EQUITY INDEX F2,5773,481+9042123080.03%+96
CROWDSTRIKE HLDGS INC(CRWD)239247+8931880.02%+95
BOEING CO(BA)456852+396911840.02%+94
INVESCO EXCHANGE TRADED FD T
S&P500 PUR GWT
5,4295,431+22543470.04%+93
UNITED PARCEL SVCS INC(UPS)9,8879,898+119731,0640.12%+91
GE VERNOVA INC(GEV)288289+12523400.04%+88
INTERNATIONAL BUSINESS MACHS(IBM)2,1312,146+155166030.07%+87
DELL TECHNOLOGIES INC(DELL)331326-5541410.02%+86
GE AEROSPACE(GE)936941+52653520.04%+86
VISA INC(V)2,2772,250-276887720.09%+84
ISHARES TR01,966+1,9660810.01%+81
WISDOMTREE TR(WT)6722,111+1,439191000.01%+81
HEICO CORP NEW1,9651,923-424154960.06%+81
IAMGOLD CORP(IAG)05,000+5,0000790.01%+79
ISHARES TR1,0364,148+3,1124425150.06%+73
SILICON MOTION TECHNOLOGY CO(SIMO)107254+14712850.01%+73
BERKSHIRE HATHAWAY INC DEL2,1662,216+501,0381,1090.12%+71
SAREPTA THERAPEUTICS INC(SRPT)999,0001,047,000+48,0009209910.11%+71
JOHNSON & JOHNSON(JNJ)3,5243,667+1438629310.10%+70
MERCK & CO INC(MRK)7,5587,599+419099780.11%+69
T ROWE PRICE EXCHANGE-TRADED
US EQUI RESH ETF
01,442+1,4420690.01%+69
CARPENTER TECHNOLOGY CORP(CRS)30030001181850.02%+67
BLACKSTONE MORTGAGE TRUST IN(BXMT)954,0001,006,000+52,0009481,0130.11%+65
GOLDMAN SACHS GROUP INC(GS)37337303163780.04%+62
SELECT SECTOR SPDR TR
ST STR DISCR ETF
4,0384,259+2214404990.06%+59
META PLATFORMS INC(META)9711,091+1205566150.07%+59
INVESCO QQQ TR36036002082650.03%+57
ISHARES TR2,3912,388-32973540.04%+57
WATTS WATER TECHNOLOGIES INC(WTS)55055001602150.02%+56
WISDOMTREE TR(WT)1,4182,288+870751290.01%+55
CORNING INC(GLW)429442+13581130.01%+55
COCA COLA CO(KO)3,6984,123+4252813350.04%+54
COHERENT CORP(COHR)268297+29641170.01%+53
EVERUS CONSTR GROUP(ECG)1,1001,10001301830.02%+53
CADENCE DESIGN SYSTEM INC(CDNS)749694-552082600.03%+52
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