Financial Consulate
$892M 13F equity value
1,979 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Financial Consulate covers the quarter ended September 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | 5,233,659 | $157M | 17.6% |
| DUHP | DFA INVT DIMENSIONS GROUP IN | 2,094,789 | $88M | 9.8% |
| MFDX | PIMCO EQUITY SER | 1,694,433 | $70M | 7.9% |
| SCHF | SCHWAB STRATEGIC TR | 1,933,944 | $53M | 6.0% |
| DIHP | DIMENSIONAL ETF TRUST | 1,299,895 | $44M | 4.9% |
| SHV | ISHARES TR | 353,376 | $39M | 4.4% |
| VTIP | VANGUARD MALVERN FDS | 749,383 | $37M | 4.1% |
| DFAS | DIMENSIONAL ETF TRUST | 429,447 | $33M | 3.7% |
| FNDB | SCHWAB STRATEGIC TR | 1,074,915 | $33M | 3.7% |
| SHY | ISHARES TR | 333,525 | $27M | 3.0% |
Track Financial Consulate's 13F portfolio: $892M in reported holdings, 1,979 positions. Top holdings and quarterly changes on SentiSense.
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