Arkolith/Funds/Frederick Financial Consultants, LLC

Frederick Financial Consultants, LLC

CIK 2055328
Holdings as of Jun 30, 2026·disclosed Aug 14, 2026·~45-day 13F lag·13F-HR
Active Filer

Frederick Financial Consultants, LLC holds a focused book of 121 stocks worth $235.7M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Lam Research Corp and trimmed First Trust Rba American Ind. Their largest long position is First Trust Rba American Ind at 7% of the equity book.

Opened
16
bought for the first time
Added to
50
already held, bought more
Trimmed
45
sold some, still holds it
Sold out
4
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
33%
Top 10 holdings
54%
Top 20 holdings
72%

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

Direct sector allocation

19% mapped to company sectors

ETF / fund or unclassified
81%
Information Technology
8%
Consumer Discretionary
4%
Financials
3%
Industrials
1%
Health Care
1%
Consumer Staples
1%
Utilities
0%

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, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Frederick Financial Consultants, LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY79 / 80$574.3B
LPL Financial LLC78 / 80$89.5B
ENVESTNET ASSET MANAGEMENT INC78 / 80$81.4B
OSAIC HOLDINGS, INC.78 / 80$17.9B
RAYMOND JAMES FINANCIAL INC77 / 80$82.0B
Cetera Investment Advisers77 / 80$24.0B
COMMONWEALTH EQUITY SERVICES, LLC77 / 80$20.6B
ROYAL BANK OF CANADA76 / 80$158.8B

Ranked by how many of Frederick Financial Consultants, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

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

121 positions
#SecurityValueShares% PortLast moveHistory
1First TR Exchange Traded FD
RBA INDL ETF
$17.0M127.8K
7.2%
−4.6%
Reduced · −6K sh
2First TR Exchange Traded FD
DORSEY WRT 5 ETF
$16.4M216.7K
7.0%
+6.6%
Added · +13K sh
3SPDR Series Trust
SP KENSHO FUTR
$16.0M142.1K
6.8%
−5.3%
Reduced · −8K sh
4Federated Hermes ETF Trust
MDT SMALL CAP
$14.5M388.6K
6.2%
+5.6%
Added · +21K sh
5Federated Hermes ETF Trust
MDT MAR NEU ETF
$13.6M524.9K
5.8%
+6.7%
Added · +33K sh
6SPDR Series Trust
ST STR DOW REIT
$12.4M110.1K
5.3%
+2.6%
Added · +3K sh
7First TR Exchng Traded FD VI
FT LADD BUFF ETF
$11.6M317.6K
4.9%
+5.8%
Added · +17K sh
8Ishares TR
RUS 1000 GRW ETF
$10.1M81.3K
4.3%
+302%
Added · +61K sh
9First TR Exchange Traded FD
RISNG DIVD ACHIV
$9.8M121.2K
4.2%
+4.1%
Added · +5K sh
10Vanguard Specialized Funds
DIV APP ETF
$6.4M27.2K
2.7%
+0.1%
Added · +38 sh
11Vanguard Scottsdale FDS
VNG RUS1000GRW
$6.3M49.2K
2.7%
+3.3%
Added · +2K sh
12Apple Inc
COM
$5.4M18.7K
2.3%
+0.5%
Added · +84 sh
13John Hancock Exchange Traded
MULTIFACTOR MI
$4.7M63.4K
2.0%
+0.5%
Added · +307 sh
14Sherwin Williams Co
COM
$4.4M12.6K
1.8%
−0.3%
Reduced · −32 sh
15Vanguard Whitehall FDS
INTL DVD ETF
$4.1M44.3K
1.8%
+2.1%
Added · +927 sh
16Proshares TR
HD REPLICATION
$3.7M68.4K
1.6%
−3.7%
Reduced · −3K sh
17Nvidia Corporation
COM
$3.7M18.7K
1.6%
−0.7%
Reduced · −129 sh
18Columbia ETF TR I
MULTI SEC MUNI
$3.3M159.0K
1.4%
+10%
Added · +15K sh
19Ishares TR
RUSSELL 2000 ETF
$3.1M10.4K
1.3%
−3.1%
Reduced · −332 sh
20First TR Exch Traded FD III
LNG/SHT EQUITY
$2.9M38.7K
1.2%
+8.8%
Added · +3K sh
21Invesco QQQ TR
UNIT SER 1
$2.1M2.9K
0.9%
−6.5%
Reduced · −203 sh
22Ishares TR
0-3 MTH TREASURY
$2.1M21.0K
0.9%
+97%
Added · +10K sh
23Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$1.9M32.1K
0.8%
−1.6%
Reduced · −524 sh
24Ishares TR
CORE S&P500 ETF
$1.9M2.5K
0.8%
−2.0%
Reduced · −53 sh
25Alphabet Inc
CAP STK CL C
$1.9M5.3K
0.8%
−0.2%
Reduced · −10 sh
26Tesla Inc
COM
$1.8M4.3K
0.8%
+0.7%
Added · +31 sh
27Goldman Sachs ETF TR
S&P 500 PREMIUM
$1.8M31.6K
0.7%
+0.8%
Added · +269 sh
28Microsoft Corp
COM
$1.7M4.5K
0.7%
+0.6%
Added · +29 sh
29Ishares TR
RUS 2000 VAL ETF
$1.7M7.6K
0.7%
~0%
Reduced · −1 sh
30International Business Machs
COM
$1.7M5.9K
0.7%
−4.0%
Reduced · −248 sh
31Alphabet Inc
CAP STK CL A
$1.6M4.6K
0.7%
+0.8%
Added · +38 sh
32Lockheed Martin Corp
COM
$1.6M3.1K
0.7%
+0.1%
Added · +4 sh
33Ishares TR
RUS 1000 VAL ETF
$1.6M6.5K
0.7%
Held
34J P Morgan Exchange Traded F
EQUITY PREMIUM
$1.5M27.1K
0.6%
+6.0%
Added · +2K sh
35Ishares TR
RUS 2000 GRW ETF
$1.5M3.8K
0.6%
−0.3%
Reduced · −11 sh
36Amazon Com Inc
COM
$1.5M6.3K
0.6%
+1.0%
Added · +60 sh
37Ishares TR
MSCI EAFE ETF
$1.4M13.3K
0.6%
−1.2%
Reduced · −167 sh
38Marriott Intl Inc New
CL A
$1.3M3.5K
0.6%
+0.2%
Added · +7 sh
39World Gold TR
SPDR GLD MINIS
$1.2M15.4K
0.5%
+1.9%
Added · +293 sh
40First TR Exch Traded FD III
EQUITY MARKET NE
$1.2M58.7K
0.5%
−5.1%
Reduced · −3K sh
41State STR SPDR S&P 500 ETF T
TR UNIT
$1.2M1.6K
0.5%
+0.7%
Added · +11 sh
42First TR Exchng Traded FD VI
VEST NASDAQ-100
$1.1M44.2K
0.5%
+0.7%
Added · +301 sh
43Johnson & Johnson
COM
$875K3.4K
0.4%
+1.1%
Added · +38 sh
44Broadcom Inc
COM
$865K2.3K
0.4%
+4.1%
Added · +91 sh
45PNC Finl Svcs Group Inc
COM
$852K3.5K
0.4%
−0.2%
Reduced · −6 sh
46First TR Exchange Traded FD
SMID RISNG ETF
$831K19.3K
0.4%
+2.6%
Added · +485 sh
47Columbia ETF TR I
RESH ENHNC VLU
$824K26.2K
0.3%
−0.3%
Reduced · −84 sh
48Ishares TR
JPMORGAN USD EMG
$819K8.5K
0.3%
+2.8%
Added · +228 sh
49SPDR Gold TR
GOLD SHS
$768K2.1K
0.3%
+29%
Added · +465 sh
50Ishares TR
MSCI EMG MKT ETF
$670K9.8K
0.3%
+52%
Added · +3K sh
Showing 50 of 121 positions
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Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 14, 2026121$235.7M13F-HR
Q1 2026Mar 31, 2026May 14, 2026109$201.0M13F-HR
Q4 2025Dec 31, 2025Feb 10, 2026108$182.7M13F-HR
Q3 2025Sep 30, 2025Nov 14, 2025108$178.3M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.