FINANCIAL CONSULATE, INC
All 13F Filings
- Location
- Hunt Valley, MD
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 898,550
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/23/2026 | 1,449 | 898,550 | 13F-HR | FINANCIAL CONSULATE, INC |
| 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 | 243.1 K | 27.1% | 39.6 K | 0 | 39.6 K |
| ETFs | 649.5 K | 72.3% | 56.24 K | 0 | 56.24 K |
| Debt | 5.927 K | 0.7% | 110 | 0 | 110 |
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Fund Snapshot
Q2 2026
Latest filed
7/23/2026
Total value ($000)
898,550
Holdings
1449
QoQ value change ($000)
95,959
(12.0%)
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.