Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
FINANCIAL CONSULATE, INC (CIK 1624510) reported $802.6M across 1,381 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHX ($133.1M, 16.59%), DUHP ($74.9M, 9.34%), MFDX ($67.2M, 8.37%), SCHF ($45.9M, 5.72%), DIHP ($39.8M, 4.96%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | $133.1M | 16.59% | 5.2M | Trimmed |
| 2 | DUHP | DIMENSIONAL ETF TRUST | $74.9M | 9.34% | 2.0M | Added |
| 3 | MFDX | PIMCO EQUITY SER | $67.2M | 8.37% | 1.7M | Added |
| 4 | SCHF | SCHWAB STRATEGIC TR | $45.9M | 5.72% | 1.9M | Added |
| 5 | DIHP | DIMENSIONAL ETF TRUST | $39.8M | 4.96% | 1.2M | Added |
| 6 | SHV | ISHARES TR | $36.3M | 4.52% | 328,716 | New |
| 7 | VTIP | VANGUARD MALVERN FDS | $35.3M | 4.39% | 705,949 | Added |
| 8 | DFAS | DIMENSIONAL ETF TRUST | $30.1M | 3.75% | 422,592 | Trimmed |
| 9 | FNDB | SCHWAB STRATEGIC TR | $28.3M | 3.52% | 1.0M | Added |
| 10 | SHY | ISHARES TR | $26.7M | 3.33% | 323,277 | New |
| 11 | FLQM | FRANKLIN TEMPLETON ETF TR | $20.7M | 2.57% | 376,016 | Trimmed |
| 12 | PULS | PGIM ETF TR | $19.6M | 2.44% | 395,811 | Added |
| 13 | AAPL | APPLE INC | $19.6M | 2.44% | 77,287 | Trimmed |
| 14 | FNDE | SCHWAB STRATEGIC TR | $17.4M | 2.16% | 453,683 | Added |
| 15 | TCAF | T ROWE PRICE ETF INC | $15.8M | 1.97% | 443,936 | Added |
| 16 | MFUS | PIMCO EQUITY SER | $15.4M | 1.92% | 263,494 | Added |
| 17 | SCHD | SCHWAB STRATEGIC TR | $12.7M | 1.58% | 413,529 | Trimmed |
| 18 | FNDF | SCHWAB STRATEGIC TR | $11.8M | 1.47% | 241,299 | Added |
| 19 | MKC | MCCORMICK & CO INC | $9.3M | 1.15% | 183,487 | Added |
| 20 | GMF | SPDR INDEX SHS FDS | $9.2M | 1.14% | 67,381 | Added |
| 21 | PATK | PATRICK INDS INC | $5.8M | 0.73% | 52,645 | Hold |
| 22 | SPGM | SPDR INDEX SHS FDS | $5.1M | 0.63% | 67,103 | Added |
| 23 | NVDA | NVIDIA CORPORATION | $4.8M | 0.59% | 27,348 | Trimmed |
| 24 | VOO | VANGUARD INDEX FDS | $3.8M | 0.48% | 6,418 | Added |
| 25 | TXG | 10X GENOMICS INC | $3.3M | 0.41% | 156,457 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31