Frederick Financial Consultants, LLC
All 13F Filings
- Location
- Frederick, MD
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 200,990
- Description
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- Website
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- Founded
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- Chairman
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- 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 | 5/14/2026 | 109 | 200,990 | 13F-HR | Frederick Financial Consultants, LLC |
| Q4 2025 | 2/10/2026 | 108 | 182,660 | 13F-HR | Frederick Financial Consultants, LLC |
| Q3 2025 | 11/14/2025 | 108 | 178,297 | 13F-HR | Frederick Financial Consultants, LLC |
| Q2 2025 | 8/5/2025 | 103 | 161,008 | 13F-HR | Frederick Financial Consultants, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 53.81 K | 26.8% | 0 | 56.16 K | -56.16 K |
| ETFs | 147.2 K | 73.2% | 75.3 K | 0 | 75.3 K |
| Other | 0 | 0.0% | 0 | 806 | -806 |
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Fund Snapshot
Q1 2026
Latest filed
5/14/2026
Total value ($000)
200,990
Holdings
109
QoQ value change ($000)
18,330
(10.0%)
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.