FINANCIAL CONSULATE, INC
All 13F Filings
- Location
- Hunt Valley, MD
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 731,401
- 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 |
|---|---|---|---|---|---|
| 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 | 482.8 K | 66.0% | 15.14 K | 0 | 15.14 K |
| ETFs | 241.5 K | 33.0% | 8.122 K | 0 | 8.122 K |
| Debt | 7.066 K | 1.0% | 0 | 98 | -98 |
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Fund Snapshot
Q4 2025
Latest filed
1/22/2026
Total value ($000)
731,401
Holdings
1339
QoQ value change ($000)
23,159
(3.3%)
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.