FINANCIAL CONSULATE, INC - Portfolio overview

FINANCIAL CONSULATE, INC has 1563 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SCHX - SCHWAB STRATEGIC TR, 16.62%
2. DUHP - DIMENSIONAL ETF TRUST, 9.36%
3. MFDX - PIMCO EQUITY SER, 8.38%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.