Frederick Financial Consultants, LLC

13F Filings History

Latest 13F report
Q3 2025 - Nov 14, 2025
Value $
$178M
Signature - Title
Brian Runkles - Chief Compliance Officer
Location
Frederick, MD
Summary
This page shows a list of all the recent 13F filings made by Frederick Financial Consultants, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Frederick Financial Consultants, LLC reported 108 stock holdings with total value $178M as of Q3 2025. Top holdings included AIRR, FITE, FV, RWR, and BUFR.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 108 $178M +$9.25M -$5.23M +$4.02M AIRR, FITE, FV, RWR, BUFR 13F-HR 11/14/2025, 01:22 PM
Q2 2025 103 $161M +$12M -$1.43M +$10.5M FITE, AIRR, FV, RWR, BUFR 13F-HR 8/4/2025, 08:30 PM
Q1 2025 91 $139M +$29.2M -$9.82M +$19.3M FITE, AIRR, RWR, FV, BUFR 13F-HR 5/2/2025, 02:36 PM
Q4 2024 83 $125M $0 $0 JHMM, FITE, IWF, BUFR, AIRR 13F-HR 2/13/2025, 03:26 PM