Arkolith/Funds/Financial Consulate, Inc

Financial Consulate, Inc

CIK 1624510
Holdings as of Jun 30, 2026·disclosed Jul 23, 2026·~23-day 13F lag·13F-HR
Active Filer

Financial Consulate, Inc holds a focused book of 1448 reported positions worth $898.5M as of Q2 2026 (disclosed Jul 23, 2026, a ~23-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings (one of 3 new listings in the book), a listing rather than a purchase; they opened Vanguard Tot World STK ETF and trimmed Apple Inc. Their largest long position is Schwab US Large-Cap ETF at 17% of the reported non-option book.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
46%
Top 10 holdings
65%
Top 20 holdings
83%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

15% mapped to company sectors

ETFs / funds
64%
No sector on file yet
21%
Information Technology
6%
Financials
2%
Industrials
2%
Consumer Discretionary
2%
Health Care
1%
Consumer Staples
1%

+5 sectors below the cut, 2% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as Financial Consulate, Inc

Manager / fundShared namesTheir $ in those
Graticule Asia Macro Advisors LLC8 / 80$1.3B
United American Securities Inc. (d/b/a UAS Asset Management)11 / 80$454.3M
Swiss Re Ltd35 / 80$1.0B
Mirae Asset Global Investments Co., Ltd.50 / 80$280.1B
Prospect Hill Management, LLC8 / 80$238.7M
Greenbrier Partners Capital Management, LLC8 / 80$1.2B
BlueSpruce Investments, LP9 / 80$591.5M
New World Advisors LLC32 / 80$530.2M

Ranked by the share of each fund's own book sitting in the names it shares with Financial Consulate, Inc: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

1,448 positions
#SecurityValueShares% PortLast moveHistory
1Schwab Strategic TR
US LRG CAP ETF
$155.0M5.27M
17.3%
+1.4%
Added · +75K sh
2Dimensional ETF Trust
US HIGH PROF ETF
$88.0M2.11M
9.8%
+3.5%
Added · +71K sh
3Pimco Equity Ser
RAFI DYN MULTI
$71.0M1.70M
7.9%
+1.1%
Added · +19K sh
4Schwab Strategic TR
INTL EQTY ETF
$53.3M1.92M
5.9%
+3.7%
Added · +69K sh
5Dimensional ETF Trust
INTL HIGH PROFIT
$44.4M1.30M
4.9%
+5.3%
Added · +65K sh
6Ishares TR
TRUST ISHARE 0-1
$38.4M347.8K
4.3%
+5.8%
Added · +19K sh
7Vanguard Malvern FDS
STRM INFPROIDX
$37.1M738.7K
4.1%
+4.6%
Added · +33K sh
8Dimensional ETF Trust
US SMALL CAP ETF
$35.7M433.1K
4.0%
+2.5%
Added · +11K sh
9Schwab Strategic TR
FUNDAMENTAL US B
$32.8M1.08M
3.7%
+3.7%
Added · +39K sh
10Ishares TR
1 3 YR TREAS BD
$27.0M328.6K
3.0%
+1.6%
Added · +5K sh
11Apple Inc
COM
$22.0M76.0K
2.4%
−1.6%
Reduced · −1K sh
12Franklin Templeton ETF TR
US MID CP MLTFCT
$22.0M379.3K
2.4%
+0.9%
Added · +3K sh
13Pgim ETF TR
PGIM ULTRA SH BD
$21.2M427.2K
2.4%
+7.9%
Added · +31K sh
14Schwab Strategic TR
FUND EM EQUI ETF
$18.8M473.8K
2.1%
+4.4%
Added · +20K sh
15T Rowe Price Exchange-Traded
CAP APPRECIATION
$18.8M456.2K
2.1%
+2.8%
Added · +12K sh
16Pimco Equity Ser
RAFI DYN ML US
$18.5M276.0K
2.1%
+4.8%
Added · +13K sh
17Schwab Strategic TR
US DIVIDEND EQ
$13.5M426.8K
1.5%
+3.2%
Added · +13K sh
18Schwab Strategic TR
FUNDAMENTAL INTL
$13.1M247.9K
1.5%
+2.7%
Added · +7K sh
19SPDR Index SHS FDS
ST STR ASIA ETF
$10.5M67.2K
1.2%
−0.3%
Reduced · −201 sh
20McCormick & Co Inc
COM NON VTG
$9.1M180.0K
1.0%
−1.9%
Reduced · −3K sh
21Nvidia Corporation
COM
$5.8M28.9K
0.6%
+5.5%
Added · +2K sh
2210X Genomics Inc
CL A COM
$4.8M126.4K
0.5%
−19%
Reduced · −30K sh
23Patrick Inds Inc
COM
$4.7M52.6K
0.5%
Held
24Vanguard Index FDS
S&P 500 ETF SHS
$4.4M6.4K
0.5%
−0.4%
Reduced · −24 sh
25Schwab Strategic TR
US BRD MKT ETF
$3.3M114.4K
0.4%
+7.0%
Added · +7K sh
26Dimensional ETF Trust
US TARGETED VLU
$3.1M44.1K
0.3%
+6.5%
Added · +3K sh
27PNC Finl Svcs Group Inc
COM
$3.0M12.4K
0.3%
−0.5%
Reduced · −58 sh
28Microsoft Corp
COM
$3.0M8.0K
0.3%
−0.7%
Reduced · −60 sh
29Ishares TR
CORE S&P500 ETF
$2.9M3.9K
0.3%
−0.5%
Reduced · −18 sh
30Alphabet Inc
CAP STK CL C
$2.7M7.8K
0.3%
−0.3%
Reduced · −22 sh
31Amazon Com Inc
COM
$2.7M11.4K
0.3%
+0.6%
Added · +73 sh
32Alphabet Inc
CAP STK CL A
$2.6M7.3K
0.3%
+18%
Added · +1K sh
33Caterpillar Inc
COM
$2.5M2.3K
0.3%
+3.5%
Added · +78 sh
34SPDR Index SHS FDS
ST STR MSCI GLB
$2.2M26.0K
0.2%
−61%
Reduced · −41K sh
35Vanguard World FD
INF TECH ETF
$2.0M16.5K
0.2%
+725%
Added · +14K sh
36Schwab Strategic TR
US LCAP GR ETF
$1.8M53.1K
0.2%
+0.1%
Added · +35 sh
37Lockheed Martin Corp
COM
$1.7M3.4K
0.2%
Held
38Eli Lilly & Co
COM
$1.5M1.2K
0.2%
−1.0%
Reduced · −13 sh
39RTX Corporation
COM
$1.4M7.3K
0.2%
+1.1%
Added · +82 sh
40JPMorgan Chase & Co
COM
$1.3M4.1K
0.1%
−0.8%
Reduced · −32 sh
41Tesla Inc
COM
$1.3M3.1K
0.1%
+11%
Added · +298 sh
42Micron Technology Inc
COM
$1.2M1.0K
0.1%
+3.4%
Added · +34 sh
43SPDR Index SHS FDS
ST STR ACWI ETF
$1.2M29.7K
0.1%
+0.1%
Added · +44 sh
44Ishares TR
CORE S&P TTL STK
$1.2M7.3K
0.1%
~0%
Reduced · −3 sh
45Hewlett Packard Enterprise C
COM
$1.2M26.3K
0.1%
+0.1%
Added · +23 sh
46Costco Wholesale Corporation
COM
$1.2M1.2K
0.1%
−1.0%
Reduced · −12 sh
47Mastercard Incorporated
CL A
$1.2M2.2K
0.1%
−2.0%
Reduced · −45 sh
48Berkshire Hathaway Inc Del
CL B NEW
$1.1M2.2K
0.1%
+2.3%
Added · +50 sh
49Procter & Gamble Co
COM
$1.1M7.4K
0.1%
−0.9%
Reduced · −65 sh
50United Parcel Svcs Inc
CL B
$1.1M9.9K
0.1%
+0.1%
Added · +11 sh
Showing 50 of 1,448 positions
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Filing history

As-of date vs the date the SEC received each filing

$898.5M · Q2 2026Q3 2024 · $376.5MQ2 2026 · $898.5M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 23, 202623d1,449$898.5M13F-HR
Q1 2026Mar 31, 2026Apr 21, 202621d1,402$802.6M13F-HR
Q4 2025Dec 31, 2025Jan 22, 202622d1,339$731.4M13F-HR
Q3 2025Sep 30, 2025Oct 21, 202521d1,153$708.2M13F-HR
Q2 2025Jun 30, 2025Jul 18, 202518d37$506.5M13F-HR
Q1 2025Mar 31, 2025Apr 25, 202525d26$396.2M13F-HR
Q4 2024Dec 31, 2024Feb 3, 202534d31$377.1M13F-HR
Q3 2024Sep 30, 2024Oct 21, 202421d34$376.5M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.