FINANCIAL CONSULATE, INC
•CIK: 1624510•Filing: Q4 2025
**FINANCIAL CONSULATE, INC** manages $731M across a diversified portfolio of 1,337 positions. The strategy exhibits a significant tilt toward broad market exposure, anchored by a substantial $140.0M allocation to SCHX. Notable overweight positions include DUHP at $75.6M and MFDX at $64.1M, suggesting a focus on sector-specific growth and dividend-paying equities. The portfolio maintains considerable diversification, with top holdings representing a measured commitment across various market segments.
Total AUM
$731.4M
QoQ Performance
+3.3%
Positions
1,163
Top 10 Concentration
68.6%
Latest Filing
Q4 2025
Top Holdings Allocation
SCHX
DUHP
MFDX
SCHF
DIHP
SCHX19.1%
DUHP10.3%
MFDX8.8%
SCHF6.0%
DIHP5.2%
DFAS4.0%
VTIP3.8%
FNDB3.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other89.4%
Technology5.3%
Financial1.1%
Consumer1.1%
ETF0.9%
Industrial0.9%
Healthcare0.8%
Energy0.2%
🚪 Exited Positionssold since Q3 2025
—
FUBOTV INC
SOLD
$901.1K
+950 more exited positions
Changes from Q3 2025
NEW3 new positions
↑79 increased
↓89 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023