Evid Invest
Holders — by stockHoldings — by fund

FINANCIAL CONSULATE, INC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1624510

$898.5M

disclosed book value

1,449

positions

17.3%

largest position share

Positions, as of 2026-06-30

top 100 of 1,449 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1SCHXSCHWAB STRATEGIC TR5.3M$155.0M17.3%
2DUHPDIMENSIONAL ETF TRUST2.1M$88.0M9.8%
3PIMCO EQUITY SER1.7M$71.0M7.9%
4SCHFSCHWAB STRATEGIC TR1.9M$53.3M5.9%
5DIHPDIMENSIONAL ETF TRUST1.3M$44.4M4.9%
6SHVISHARES TR347,758$38.4M4.3%
7VTIPVANGUARD MALVERN FDS738,693$37.1M4.1%
8DFASDIMENSIONAL ETF TRUST433,095$35.7M4%
9SCHWAB STRATEGIC TR1.1M$32.8M3.7%
10SHYISHARES TR328,601$27.0M3%
11AAPLAPPLE INC76,017$22.0M2.4%
12FLQMFRANKLIN TEMPLETON ETF TR379,294$22.0M2.4%
13PULSPGIM ETF TR427,177$21.2M2.4%
14FNDESCHWAB STRATEGIC TR473,791$18.8M2.1%
15TCAFT ROWE PRICE EXCHANGE-TRADED456,246$18.8M2.1%
16PIMCO EQUITY SER276,018$18.5M2.1%
17SCHDSCHWAB STRATEGIC TR426,828$13.5M1.5%
18FNDFSCHWAB STRATEGIC TR247,859$13.1M1.5%
19SPDR INDEX SHS FDS67,180$10.5M1.2%
20MKCMCCORMICK & CO INC180,036$9.1M1%
21NVDANVIDIA CORPORATION28,859$5.8M0.6%
22TXG10X GENOMICS INC126,356$4.8M0.5%
23PATKPATRICK INDS INC52,645$4.7M0.5%
24VOOVANGUARD INDEX FDS6,394$4.4M0.5%
25SCHBSCHWAB STRATEGIC TR114,378$3.3M0.4%
26DFATDIMENSIONAL ETF TRUST44,061$3.1M0.3%
27PNCPNC FINL SVCS GROUP INC12,368$3.0M0.3%
28MSFTMICROSOFT CORP8,020$3.0M0.3%
29IVVISHARES TR3,932$2.9M0.3%
30GOOGALPHABET INC7,752$2.7M0.3%
31AMZNAMAZON COM INC11,413$2.7M0.3%
32GOOGLALPHABET INC7,259$2.6M0.3%
33CATCATERPILLAR INC2,335$2.5M0.3%
34SPGMSPDR INDEX SHS FDS25,972$2.2M0.2%
35VGTVANGUARD WORLD FD16,492$2.0M0.2%
36SCHGSCHWAB STRATEGIC TR53,128$1.8M0.2%
37LMTLOCKHEED MARTIN CORP3,362$1.7M0.2%
38LLYELI LILLY & CO1,232$1.5M0.2%
39RTXRTX CORPORATION7,339$1.4M0.2%
40JPMJPMORGAN CHASE & CO4,063$1.3M0.1%
41TSLATESLA INC3,077$1.3M0.1%
42MUMICRON TECHNOLOGY INC1,045$1.2M0.1%
43CWISPDR INDEX SHS FDS29,657$1.2M0.1%
44ITOTISHARES TR7,290$1.2M0.1%
45HPEHEWLETT PACKARD ENTERPRISE C26,328$1.2M0.1%
46COSTCOSTCO WHOLESALE CORPORATION1,238$1.2M0.1%
47MAMASTERCARD INCORPORATED2,249$1.2M0.1%
48BRK/BBERKSHIRE HATHAWAY INC DEL2,216$1.1M0.1%
49PGPROCTER & GAMBLE CO7,365$1.1M0.1%
50UPSUNITED PARCEL SVCS INC9,898$1.1M0.1%
51EXMOCEXXON MOBIL CORP7,705$1.1M0.1%
52LRCXLAM RESEARCH CORP2,371$1.0M0.1%
53SCHASCHWAB STRATEGIC TR28,106$1.0M0.1%
54SCHWSCHWAB CHARLES CORP10,994$1.0M0.1%
55BLACKSTONE MORTGAGE TRUST IN1.0M$1.0M0.1%
56MGP INGREDIENTS INC NEW1.0M$1.0M0.1%
57SAREPTA THERAPEUTICS INC1.0M$990,8600.1%
58FASTFASTENAL CO20,551$987,0650.1%
59MRKMERCK & CO INC7,599$977,7620.1%
60AMDADVANCED MICRO DEVICES INC1,679$975,3480.1%
61JNJJOHNSON & JOHNSON3,667$931,3200.1%
62CEGCONSTELLATION ENERGY CORP3,551$881,9690.1%
63VTIVANGUARD INDEX FDS2,297$849,9110.1%
64SCHMSCHWAB STRATEGIC TR23,044$849,6500.1%
65PEB 1.75 12/15/26PEBBLEBROOK HOTEL TR846,000$843,9020.1%
66ABBVABBVIE INC3,167$797,0430.1%
67VVISA INC2,250$771,8800.1%
68CSXCSX CORP15,980$759,5300.1%
69TJXTJX COS INC NEW4,985$755,2560.1%
70BRK/ABERKSHIRE HATHAWAY INC DEL1$748,8500.1%
71HDHOME DEPOT INC2,045$721,1220.1%
72URIUNITED RENTALS INC636$720,5190.1%
73TSMTAIWAN SEMICONDUCTOR MANUFAC1,365$651,7410.1%
74CVXCHEVRON CORPORATION3,900$646,4260.1%
75VISVANGUARD WORLD FD1,779$640,9750.1%
76MCDMCDONALDS CORP2,369$640,4720.1%
77METAMETA PLATFORMS INC1,091$614,6040.1%
78DOCUDOCUSIGN INC13,782$612,1970.1%
79IBMINTERNATIONAL BUSINESS MACHS2,146$603,4700.1%
80BEBLOOM ENERGY CORP1,952$590,8710.1%
81SNAP INC613,000$582,4550.1%
82ASML HLDG NV287$570,9700.1%
83MOUNT LOGAN CAP INC165,445$569,1320.1%
84REDFIN CORP564,000$547,6820.1%
85EXCEXELON CORP11,598$540,7130.1%
86BANDWIDTH INC573,000$534,5800.1%
87IWFISHARES TR4,148$515,0580.1%
88XLYSELECT SECTOR SPDR TR4,259$499,4980.1%
89HEI/AHEICO CORP NEW1,923$495,9610.1%
90AVGOBROADCOM INC1,308$494,2720.1%
91BNDXVANGUARD CHARLOTTE FDS9,752$472,2900.1%
92UNHUNITEDHEALTH GROUP INC1,135$471,7410.1%
93VHTVANGUARD WORLD FD1,552$464,1770.1%
94SCHZSCHWAB STRATEGIC TR18,718$432,9480%
95MPWRMONOLITHIC PWR SYS INC313$432,6790%
96CSCOCISCO SYS INC3,604$423,3080%
97LINDE PLC796$413,0450%
98DHRDANAHER CORP DEL2,116$403,0270%
99PEPPEPSICO INC2,942$398,3000%
100SPECTRUM BRANDS INC378,000$393,9980%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.