Financial Consulate
$893M 13F equity value
1,528 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Financial Consulate covers the quarter ended June 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 | 5,266,972 | $155M | 17.4% |
| DUHP | DIMENSIONAL ETF TRUST | 2,109,650 | $88M | 9.9% |
| MFDX | PIMCO EQUITY SER | 1,704,901 | $71M | 8.0% |
| SCHF | SCHWAB STRATEGIC TR | 1,923,183 | $53M | 6.0% |
| DIHP | DIMENSIONAL ETF TRUST | 1,301,772 | $44M | 5.0% |
| SHV | ISHARES TR | 347,758 | $38M | 4.3% |
| VTIP | VANGUARD MALVERN FDS | 738,693 | $37M | 4.2% |
| DFAS | DIMENSIONAL ETF TRUST | 433,095 | $36M | 4.0% |
| FNDB | SCHWAB STRATEGIC TR | 1,078,457 | $33M | 3.7% |
| SHY | ISHARES TR | 328,601 | $27M | 3.0% |
Track Financial Consulate's 13F portfolio: $893M in reported holdings, 1,528 positions. Top holdings and quarterly changes on SentiSense.
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