Financial Consulate, Inc Portfolio Holdings
Financial Consulate, Inc
- $678 Million
- Q3 2025
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.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 1,153
- Current Value $678 Million
- Prior Value $486 Million
- Filing
- Period Q3 2025
- Filing Date October 20, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 1,117 stocks
- Additional Purchases 14 stocks
- Sold out of 0 stocks
- Reduced holdings in 14 stocks