FINANCIAL CONSULATE, INC — 13F holdings

FINANCIAL CONSULATE, INC reported 1,896 holdings worth $899M in its 13F filing for Q3 2026, filed October 23, 2026.

Largest positions

  1. SCHX SCHWAB STRATEGIC TR — $157M (17.5%)
  2. DUHP DFA INVT DIMENSIONS GROUP IN — $87.8M (9.8%)
  3. MFDX PIMCO EQUITY SER — $70.2M (7.8%)
  4. SCHF SCHWAB STRATEGIC TR — $53.1M (5.9%)
  5. DIHP DIMENSIONAL ETF TRUST — $43.8M (4.9%)
  6. SHV ISHARES TR — $39.0M (4.3%)
  7. VTIP VANGUARD MALVERN FDS — $36.9M (4.1%)
  8. DIMENSIONAL ETF TRUST — $33.2M (3.7%)
  9. FNDB SCHWAB STRATEGIC TR — $32.9M (3.7%)
  10. SHY ISHARES TR — $27.1M (3.0%)