13F Filings History of FINANCIAL CONSULATE, INC

Latest 13F report
Q4 2025 - 22 Jan 2026
Value $
$731,401,409
Signature - Title
Michael McCarthy - CEO, President, and CCO
Location
Hunt Valley, MD
Summary
This page shows a list of all the recent 13F filings made by FINANCIAL CONSULATE, INC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. FINANCIAL CONSULATE, INC reported 1337 stock holdings with total value $731,401,409 as of Q4 2025. Top holdings included SCHX, DUHP, MFDX, SCHF, and DIHP.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 1,337 $731,401,409 +$33,503,187 -$24,015,265 +$9,487,922 SCHX, DUHP, MFDX, SCHF, DIHP 13F-HR 21 Jan 2026, 18:33
Q3 2025 1,152 $708,241,646 +$187,282,817 -$14,922,671 +$172,360,146 SCHX, DUHP, MFDX, SCHF, DIHP 13F-HR 20 Oct 2025, 18:54
Q2 2025 37 $506,509,859 +$99,952,512 -$19,880,108 +$80,072,404 SCHX, DUHP, MFDX, SCHF, FNDB 13F-HR 17 Jul 2025, 17:44
Q1 2025 26 $396,161,564 +$62,109,390 -$43,875,000 +$18,234,390 SCHX, MFDX, FNDB, SCHF, DUHP 13F-HR 25 Apr 2025, 11:29
Q4 2024 31 $377,067,652 +$141,891,456 -$4,414,566 +$137,476,890 SCHX, SCHF, FNDB, MFDX, DUHP 13F-HR 31 Jan 2025, 19:22
Q3 2024 34 $376,529,832 +$16,209,122 -$2,790,304 +$13,418,818 SCHX, SCHF, FNDB, MFDX, DUHP 13F-HR 21 Oct 2024, 16:08
Q2 2024 35 $341,159,851 +$4,897,896 -$3,628,204 +$1,269,692 SCHX, SCHF, FNDB, DUHP, MFDX 13F-HR 19 Jul 2024, 18:10
Q1 2024 40 $338,391,897 +$27,684,391 -$15,042,626 +$12,641,765 SCHX, SCHF, FNDB, DUHP, MFDX 13F-HR 22 Apr 2024, 18:16
Q4 2023 36 $304,083,284 +$69,708,748 -$12,356,547 +$57,352,201 SCHX, SCHF, FNDB, DUHP, MFDX 13F-HR 31 Jan 2024, 19:31
Q3 2023 38 $226,472,214 +$28,236,176 -$29,067,954 -$831,778 SCHX, SCHF, DUHP, MFDX, SCHM 13F-HR 23 Oct 2023, 21:38
Q2 2023 40 $235,854,052 +$34,445,654 -$91,768,345 -$57,322,691 SCHX, SCHF, DUHP, CWI, SCHM 13F-HR 21 Jul 2023, 12:41
Q1 2023 124 $286,641,286 +$17,500,724 -$34,751,788 -$17,251,064 SCHF, SCHX, CWI, SCHM, VTIP 13F-HR 17 Apr 2023, 16:39
Q4 2022 135 $286,469,667 +$34,362,667 -$5,275,005 +$29,087,662 SCHF, SCHX, CWI, VTIP, MKC 13F-HR 11 Jan 2023, 14:11
Q3 2022 118 $237,086,000 +$61,399,225 -$18,876,307 +$42,522,918 SCHF, SCHX, VTIP, CWI, SCHM 13F-HR 20 Oct 2022, 16:34
Q2 2022 123 $213,416,000 +$9,948,916 -$13,016,823 -$3,067,907 SCHX, CWI, SPYG, SCHM, MKC 13F-HR 19 Jul 2022, 16:56
Q1 2022 132 $260,401,000 +$32,637,283 -$21,876,671 +$10,760,612 SCHX, CWI, SPYG, SCHM, MKC 13F-HR 28 Apr 2022, 11:36
Q4 2021 138 $288,374,000 +$11,479,358 -$16,307,322 -$4,827,964 SCHX, TXG, SPYG, CWI, SCHM 13F-HR 07 Feb 2022, 11:45
Q3 2021 131 $275,963,000 +$11,703,699 -$3,469,408 +$8,234,291 RSPF, SCHX, TXG, SPYG, CWI 13F-HR 19 Oct 2021, 11:24
Q2 2021 131 $277,441,000 +$30,919,905 -$15,531,378 +$15,388,527 TXG, RSPF, SCHX, SPYG, CWI 13F-HR 22 Jul 2021, 14:55
Q1 2021 121 $246,561,000 +$12,772,237 -$11,570,746 +$1,201,491 TXG, SPYG, SCHX, SCHM, MKC 13F-HR 19 Apr 2021, 12:15
Q4 2020 112 $231,773,000 +$16,418,905 -$8,162,334 +$8,256,571 TXG, SPYG, SCHX, MKC, SCHM 13F-HR 29 Jan 2021, 17:29
Q3 2020 101 $210,549,000 +$14,245,238 -$13,521,202 +$724,036 TXG, SPYG, MKC, SCHX, CWI 13F-HR 20 Oct 2020, 14:45
Q2 2020 99 $196,850,000 +$13,353,946 -$21,263,209 -$7,909,263 TXG, MKC, SPYG, SCHX, SCHM 13F-HR 22 Jul 2020, 13:45
Q1 2020 96 $168,424,000 +$34,707,794 -$45,015,295 -$10,307,501 TXG, SPYG, SCHX, MKC, SCHM 13F-HR 29 Apr 2020, 12:40
Q4 2019 104 $226,433,000 +$18,809,883 -$38,228,336 -$19,418,453 SCHX, SCHM, SLYG, SCHF, MKC 13F-HR 22 Jan 2020, 15:15
Q3 2019 99 $229,624,000 +$17,830,310 -$8,639,526 +$9,190,784 SCHM, SCHX, SCHF, SLYG, MKC 13F-HR 16 Oct 2019, 14:59
Q2 2019 101 $222,256,000 +$23,761,013 -$25,858,854 -$2,097,841 SCHM, SCHF, SCHX, SLYG, RPG 13F-HR 24 Jul 2019, 13:36
Q1 2019 109 $218,776,000 +$66,820,435 -$32,900,499 +$33,919,936 SCHM, SCHF, SLYG, SCHB, RPG 13F-HR 01 May 2019, 16:31
Q4 2018 102 $166,672,000 +$26,435,953 -$11,837,358 +$14,598,595 SCHF, SPGM, MKC, SCHB, SCHM 13F-HR 25 Jan 2019, 11:08
Q3 2018 117 $175,849,000 +$6,259,088 -$37,031,858 -$30,772,770 SCHF, SCHB, MKC, SCHM, RPG 13F-HR 29 Oct 2018, 13:26
Q2 2018 118 $197,499,000 +$21,526,706 -$14,706,510 +$6,820,196 SCHB, SCHF, SCHX, SCHM, RPG 13F-HR 27 Jul 2018, 11:31
Q1 2018 113 $188,825,000 +$25,254,219 -$30,514,857 -$5,260,638 SCHB, SCHF, SCHX, SCHM, RPG 13F-HR 16 Apr 2018, 13:34
Q4 2017 101 $195,689,000 +$10,186,928 -$5,458,484 +$4,728,444 SCHB, SCHX, SCHF, SCHO, SCHM 13F-HR 29 Jan 2018, 15:41
Q3 2017 94 $183,709,000 +$21,888,797 -$15,982,718 +$5,906,079 SCHB, SCHO, SCHF, SCHX, SCHM 13F-HR 19 Oct 2017, 11:01
Q2 2017 86 $170,034,000 +$16,656,484 -$6,821,903 +$9,834,581 SCHX, SCHF, SCHB, RPG, SCHM 13F-HR 31 Jul 2017, 15:35
Q1 2017 84 $156,831,000 +$37,791,029 -$24,219,365 +$13,571,664 SCHX, SCHF, SCHB, RPG, SCHM 13F-HR 28 Apr 2017, 13:30
Q4 2016 74 $137,471,000 +$32,186,952 -$8,233,076 +$23,953,876 SCHO, SCHX, SCHB, RPG, MKC 13F-HR 30 Jan 2017, 10:38
Q3 2016 67 $112,324,000 +$4,288,783 -$26,229,381 -$21,940,598 SCHX, SCHB, RPG, MKC, SCHR 13F-HR 27 Oct 2016, 14:15
Q2 2016 71 $130,672,000 +$3,092,185 -$22,638,274 -$19,546,089 SCHB, SCHX, RPG, MKC, SCHR 13F-HR 22 Jul 2016, 13:40
Q1 2016 72 $145,554,000 +$8,709,259 -$6,876,567 +$1,832,692 SCHB, SCHX, SCHF, RPG, MKC 13F-HR 13 Apr 2016, 12:01
Q4 2015 64 $140,634,000 +$43,678,331 -$21,983,303 +$21,695,028 SCHB, SCHX, SCHF, RPG, MKC 13F-HR 15 Jan 2016, 17:51
Q3 2015 60 $114,927,000 +$20,111,359 -$32,640,481 -$12,529,122 SCHX, SCHB, SCHR, MKC, SCHF 13F-HR 03 Nov 2015, 12:07
Q2 2015 56 $135,490,000 +$24,253,080 -$2,989,305 +$21,263,775 SCHX, DEW, SCHR, SCHB, SHM 13F-HR 22 Jul 2015, 17:16
Q1 2015 56 $118,327,000 +$20,600,791 -$54,067,385 -$33,466,594 DEW, SCHR, SHM, SCHB, SLV 13F-HR 28 Apr 2015, 11:54
Q4 2014 66 $151,759,000 $0 $0 $0 SCHX, SCHR, SHM, DEW, SLV 13F-HR 03 Feb 2015, 15:42