Frederick Financial Consultants, LLC
All 13F Filings
- Location
- Frederick, MD
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 235,729
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/14/2026 | 121 | 235,729 | 13F-HR | Frederick Financial Consultants, LLC |
| 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 | 49.74 K | 21.1% | 0 | 4.074 K | -4.074 K |
| ETFs | 186 K | 78.9% | 38.81 K | 0 | 38.81 K |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
235,729
Holdings
121
QoQ value change ($000)
34,739
(17.3%)
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.