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Michael McCarthy

Financial Consulate, Inc

Assets Managed
$802.591M
Holdings
1402
Last Quarter
2026 - Q1
Filed Date
1mo 5d ago
Growth Rate
9.74%(2Q avg: 6.51%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Financial Consulate, Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1402 positions.

Assets under management

The assets under management (AUM) of Financial Consulate, Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 802.591M in assets, with a quarterly growth rate of 9.74% and a 2-quarter average growth rate of 6.51%. The portfolio is managed by Michael McCarthy, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHX
Schwab Us Large-cap Etf
Recent Activity
Decreased -0.18%
16.59%
$133.127M
5.192M shares@ $25.65 avg price
DUHP
Dimensional Us High Profi Et
Recent Activity
Increased 2.55%
9.34%
$74.941M
2.039M shares@ $36.77 avg price
MFDX
Pimco Rafi Dynamic Multi-fac
Recent Activity
Increased 1.03%
8.37%
$67.152M
1.686M shares@ $39.83 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Increased 1.69%
5.72%
$45.897M
1.854M shares@ $24.76 avg price
DIHP
Dimensional International Hi
Recent Activity
Increased 3.47%
4.97%
$39.843M
1.237M shares@ $32.22 avg price
SHV
Ishares Short Treasury Bond
Recent Activity
New Position
4.53%
$36.287M
328,716 shares@ $110.4 avg price
VTIP
Vanguard Short-term Tips
Recent Activity
Increased 26.61%
4.4%
$35.262M
705,949 shares@ $49.96 avg price
DFAS
Dimensional Us Small Cap Etf
Recent Activity
Decreased -0.44%
3.75%
$30.059M
422,592 shares@ $71.13 avg price
FNDB
Schwab Fndmntl Us Brd Mr Etf
Recent Activity
Increased 1.99%
3.53%
$28.275M
1.04M shares@ $27.2 avg price
SHY
Ishares 1-3 Year Treasury Bo
Recent Activity
New Position
3.33%
$26.693M
323,277 shares@ $82.57 avg price

1-10 of 1402