Financial Consulate, Inc has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $678 Million distributed in 1153 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $135M, Dimensional ETF Tr Dimensional with a value of $74.6M, Pimco Rafi Dynamic Multi Facto with a value of $60.4M, Schwab Strategic Tr Intl Eqty with a value of $42.2M, and Dimensional ETF Tr Dimensional with a value of $35.8M.
Examining the 13F form we can see an increase of $192M in the current position value, from $486M to 678M.
Below you can find more details about Financial Consulate, Inc portfolio as well as his latest detailed transactions.
Portfolio value
$678 Million
ETFs: $548 Million
Technology: $45.3 Million
Financial Services: $17.4 Million
Consumer Defensive: $16.7 Million
Consumer Cyclical: $13.2 Million
Industrials: $12.2 Million
Healthcare: $10.2 Million
Communication Services: $5.71 Million
Other: $9.12 Million
Stock Holdings Table Market Cap. of $200 Billions or more
