Fund HoldingsFrederick Financial Consultants, LLC

Total Portfolio Value
$200.99M
Total Bought
$51.94M
Total Sold
$36.17M
Net Transaction
+$15.77M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
SPDR SERIES TRUST
SP KENSHO FUTR
0150,057+150,057012,8366.39%+12,836
FEDERATED HERMES ETF TRUST
MDT MAR NEU ETF
0491,754+491,754012,7656.35%+12,765
FEDERATED HERMES ETF TRUST
MDT SMALL CAP
0367,839+367,839010,9215.43%+10,921
SPDR SERIES TRUST
ST STR DOW REIT
0107,295+107,295010,8345.39%+10,834
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
136,896133,935-2,96113,46014,8377.38%+1,378
ISHARES TR6,04010,644+4,6046061,0710.53%+465
LOCKHEED MARTIN CORP(LMT)3,0703,071+11,4851,8560.92%+372
EXXON MOBIL CORP3,8394,552+7134627720.38%+310
BERKSHIRE HATHAWAY INC DEL0588+58802820.14%+282
JOHN HANCOCK EXCHANGE TRADED
MULTIFACTOR MI
60,55163,048+2,4973,9654,2322.11%+267
CHEVRON CORPORATION(CVX)01,066+1,06602200.11%+220
VANGUARD INDEX FDS0802+80202100.10%+210
CONSTELLATION ENERGY CORP(CEG)0752+75202100.10%+210
PHILIP MORRIS INTL INC(PM)01,232+1,23202040.10%+204
FIRST TR EXCH TRADED FD III
LNG/SHT EQUITY
32,60435,603+2,9992,3152,5051.25%+190
ISHARES TR2,2132,592+3791,5161,6930.84%+178
SCHWAB STRATEGIC TR9,68513,546+3,8612664160.21%+150
FS SPECIALTY LENDING FD(FSSL)010,527+10,52701320.07%+132
COLUMBIA ETF TR I
MULTI SEC MUNI
137,483144,073+6,5902,8342,9551.47%+121
FIRST TR EXCHANGE TRADED FD
SMID RISNG ETF
16,16118,769+2,6086197400.37%+121
WORLD GOLD TR(GLDM)15,03515,145+1101,2841,4040.70%+120
UNITED THERAPEUTICS CORP DEL(UTHR)1,0001,00004875930.30%+106
DEERE & CO(DE)1,0201,017-34755730.28%+98
JOHNSON & JOHNSON(JNJ)3,6033,407-1967468330.41%+87
TAIWAN SEMICONDUCTOR MANUFAC(TSM)704879+1752142970.15%+83
NEXTERA ENERGY INC(NEE)4,9025,018+1163944660.23%+72
WELLS FARGO & CO(WFC)3,3974,780+1,3833173810.19%+64
AT&T INC(T)12,03612,442+4062993610.18%+62
MARRIOTT INTL INC NEW(MAR)3,5313,532+11,0951,1550.57%+60
ISHARES TR13,04313,383+3405155700.28%+55
DOVER CORP(DOV)1,5351,699+1643003540.18%+54
ISHARES TR7,6987,626-721,3951,4460.72%+51
SPDR SERIES TRUST
SST SPDR BLOOMBE
10,03112,692+2,6612142620.13%+48
ALPHABET INC(GOOG)4,0464,555+5091,2661,3100.65%+44
HERSHEY CO(HSY)1,4871,467-202713050.15%+34
ISHARES TR6,2026,454+2523393670.18%+27
COCA COLA CO(KO)4,1174,107-102883120.16%+25
ISHARES TR13,34113,432+911,2811,3050.65%+24
S & T BANCORP INC(STBA)9,4109,411+13703940.20%+23
VANECK ETF TRUST
URANI NUCLE ETF
2,5612,504-573183340.17%+15
VANGUARD INDEX FDS2,7002,70005725860.29%+15
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
25,02425,521+4971,4321,4470.72%+14
COLUMBIA ETF TR I
RESH ENHNC VLU
026,300+26,30007530.37%+753
HOME DEPOT INC(HD)728774+462502550.13%+4
M & T BK CORP(MTB)1,2341,214-202492510.12%+2
PEPSICO INC(PEP)1,8661,736-1302682700.13%+2
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
1,5771,576-13023020.15%0
ISHARES TR2,0862,133+472952950.15%-0
NORFOLK SOUTHN CORP(NSC)771772+12232220.11%-1
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
114,491116,468+1,9777,9547,9523.96%-1
ISHARES TR
MSCI USA QLT FCT
1,8201,872+523613590.18%-2
ISHARES TR
MSCI USA MIN ETF
2,3502,35002212180.11%-3
ISHARES TR2,3032,286-172752710.13%-4
WALMART INC(WMT)2,4212,135-2862702650.13%-4
FIRST TR EXCH TRADED FD III
EQUITY MARKET NE
62,45261,888-5641,2891,2810.64%-8
SPDR SERIES TRUST
SP KENSHO NEWEC
3,6683,553-1152192080.10%-11
ISHARES TR
ESG AWR MSCI USA
1,5221,52202272150.11%-12
FIRST TR EXCHANGE TRADED FD
DORSEY WRT 5 ETF
195,451203,280+7,82912,29812,2866.11%-12
J P MORGAN EXCHANGE TRADED F
BETABUILDRS US
1,7551,726-292162020.10%-14
ISHARES TR1,8641,86402402260.11%-14
MORGAN STANLEY(MS)1,8631,923+603313160.16%-14
ISHARES TR2,0742,07402892740.14%-15
TRUIST FINL CORP(TFC)5,9646,042+782932780.14%-16
FIRST TR EXCHNG TRADED FD VI
VEST NASDAQ-100
43,69943,919+2201,0341,0170.51%-17
LOWES COS INC(LOW)1,5571,509-483753570.18%-19
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
296,496300,188+3,69210,15810,1375.04%-21
ISHARES TR1,1391,13902272070.10%-21
VANGUARD WORLD FD
INF TECH ETF
39139102952730.14%-22
ISHARES TR1,5461,438-1082302050.10%-25
ISHARES TR8,3688,266-1028067760.39%-29
MCDONALDS CORP(MCD)771664-1072362060.10%-29
ISHARES TR2,4722,480+84153850.19%-30
ISHARES TR6,7166,460-2561,4131,3800.69%-32
ISHARES TR5,4185,059-3594854480.22%-38
LEIDOS HOLDINGS INC(LDOS)1,4891,485-42692310.11%-38
JPMORGAN CHASE & CO(JPM)1,5681,567-15054610.23%-44
SHERWIN WILLIAMS CO(SHW)012,671+12,67104,0622.02%+4,062
ISHARES TR1,041962-793893430.17%-46
UNITEDHEALTH GROUP INC(UNH)765758-72532050.10%-47
ABBVIE INC(ABBV)2,6602,566-946085580.28%-50
ISHARES TR3,9093,846-631,2631,2070.60%-56
AMERICAN CENTY ETF TR9,9768,750-1,2265034380.22%-65
VANGUARD INTL EQUITY INDEX F032,644+32,64401,7640.88%+1,764
GOLDMAN SACHS ETF TR
S&P 500 PREMIUM
31,12931,365+2361,6441,5700.78%-74
BANK AMERICA CORP7,8767,353-5234333580.18%-75
FS KKR CAP CORP(FSK)17,24917,24902551760.09%-80
INVESCO QQQ TR03,109+3,10901,7940.89%+1,794
ISHARES TR11,22110,716-5052,7622,6581.32%-104
CAPITAL ONE FINL CORP(COF)2,7383,041+3036645550.28%-109
PNC FINL SVCS GROUP INC(PNC)4,0223,466-5568407210.36%-118
PROSHARES TR
HD REPLICATION
73,82071,035-2,7853,8073,6621.82%-145
VANGUARD WHITEHALL FDS43,62343,350-2733,9893,8351.91%-155
MCCORMICK & CO INC(MKC)7,7027,159-5435253610.18%-163
AMAZON COM INC(AMZN)6,4296,212-2171,4841,2940.64%-190
META PLATFORMS INC(META)1,4651,342-1239677680.38%-199
ALPHABET INC(GOOG)5,4545,268-1861,7121,5110.75%-200
NETFLIX INC(NFLX)2,1400-2,1402010-201
BROADCOM INC(AVGO)2,5572,198-3598856800.34%-205
VANGUARD SPECIALIZED FUNDS27,64527,195-4506,0765,8492.91%-227
SOUTHERN CO(SO)2,6160-2,6162280-228
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