FINANCIAL CONSULATE, INC
All 13F Filings
- Location
- Hunt Valley, MD
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 802,591
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/21/2026 | 1,402 | 802,591 | 13F-HR | FINANCIAL CONSULATE, INC |
| Q4 2025 | 1/22/2026 | 1,339 | 731,401 | 13F-HR | FINANCIAL CONSULATE, INC |
| Q3 2025 | 10/21/2025 | 1,153 | 708,242 | 13F-HR | FINANCIAL CONSULATE, INC |
| Q2 2025 | 7/18/2025 | 37 | 506,510 | 13F-HR | FINANCIAL CONSULATE, INC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 203.5 K | 25.4% | 0 | 279.3 K | -279.3 K |
| ETFs | 593.2 K | 73.9% | 351.8 K | 0 | 351.8 K |
| Debt | 5.817 K | 0.7% | 0 | 1.249 K | -1.249 K |
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Fund Snapshot
Q1 2026
Latest filed
4/21/2026
Total value ($000)
802,591
Holdings
1402
QoQ value change ($000)
71,190
(9.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.