FINANCIAL CONSULATE, INC

Institutional manager (13F) · CIK 1624510

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $733M

#	Issuer	Value	Shares
1	SCHWAB STRATEGIC TR	$133M	5,192,173
2	DIMENSIONAL ETF TRUST	$75M	2,038,669
3	PIMCO EQUITY SER	$67M	1,686,385
4	SCHWAB STRATEGIC TR	$46M	1,854,408
5	DIMENSIONAL ETF TRUST	$40M	1,236,578
6	ISHARES TR	$36M	328,716
7	VANGUARD MALVERN FDS	$35M	705,949
8	DIMENSIONAL ETF TRUST	$30M	422,592
9	SCHWAB STRATEGIC TR	$28M	1,039,540
10	ISHARES TR	$27M	323,277
11	FRANKLIN TEMPLETON ETF TR	$21M	376,016
12	APPLE INC	$20M	77,287
13	PGIM ETF TR	$20M	395,811
14	SCHWAB STRATEGIC TR	$17M	453,683
15	T ROWE PRICE ETF INC	$16M	443,936
16	PIMCO EQUITY SER	$15M	263,494
17	SCHWAB STRATEGIC TR	$13M	413,529
18	SCHWAB STRATEGIC TR	$12M	241,299
19	MCCORMICK & CO INC	$9M	183,487
20	SPDR INDEX SHS FDS	$9M	67,381
21	PATRICK INDS INC	$6M	52,645
22	SPDR INDEX SHS FDS	$5M	67,103
23	NVIDIA CORPORATION	$5M	27,348
24	VANGUARD INDEX FDS	$4M	6,418
25	10X GENOMICS INC	$3M	156,457
26	MICROSOFT CORP	$3M	8,080
27	SCHWAB STRATEGIC TR	$3M	106,928
28	PNC FINL SVCS GROUP INC	$3M	12,426
29	DIMENSIONAL ETF TRUST	$3M	41,354
30	ISHARES TR	$3M	3,950
31	AMAZON COM INC	$2M	11,340
32	ALPHABET INC	$2M	7,774
33	LOCKHEED MARTIN CORP	$2M	3,362
34	ALPHABET INC	$2M	6,155
35	CATERPILLAR INC	$2M	2,257
36	SCHWAB STRATEGIC TR	$2M	53,093
37	RTX CORPORATION	$1M	7,257
38	VANGUARD WORLD FD	$1M	1,999
39	EXXON MOBIL CORP	$1M	7,743
40	COSTCO WHOLESALE CORPORATION	$1M	1,250
41	JPMORGAN CHASE & CO	$1M	4,095
42	MASTERCARD INCORPORATED	$1M	2,294
43	ELI LILLY & CO	$1M	1,245
44	SPDR INDEX SHS FDS	$1M	29,613
45	PROCTER & GAMBLE CO	$1M	7,430
46	SCHWAB CHARLES CORP	$1M	11,221
47	ISHARES TR	$1M	7,293
48	BERKSHIRE HATHAWAY INC DEL	$1M	2,166
49	TESLA INC	$1M	2,779
50	CONSTELLATION ENERGY CORP	$992k	3,552

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.