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Michael McCarthy

Financial Consulate, Inc

Assets Managed
$898.55M
Holdings
1449
Last Quarter
2026 - Q2
Filed Date
5d ago
Growth Rate
11.96%(2Q avg: 10.85%)
Sustained Growth
11 quarters

Portfolio positions

This chart displays the top 10 holdings in Financial Consulate, Inc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 1449 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 11 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 898.55M in assets, with a quarterly growth rate of 11.96% and a 2-quarter average growth rate of 10.85%. The portfolio is managed by Michael McCarthy, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHX
Schwab Us Large-cap Etf
Recent Activity
Increased 1.45%
17.26%
$155.007M
5.267M shares@ $29.43 avg price
DUHP
Dimensional Us High Profi Et
Recent Activity
Increased 3.49%
9.8%
$88.036M
2.11M shares@ $41.74 avg price
MFDX
Pimco Rafi Dynamic Multi-fac
Recent Activity
Increased 1.1%
7.91%
$70.992M
1.705M shares@ $41.65 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Increased 3.71%
5.93%
$53.272M
1.923M shares@ $27.71 avg price
DIHP
Dimensional International Hi
Recent Activity
Increased 5.28%
4.95%
$44.423M
1.302M shares@ $34.13 avg price
SHV
Ishares Short Treasury Bond
Recent Activity
Increased 5.8%
4.28%
$38.375M
347,758 shares@ $110.35 avg price
VTIP
Vanguard Short-term Tips
Recent Activity
Increased 4.64%
4.13%
$37.105M
738,693 shares@ $50.23 avg price
DFAS
Dimensional Us Small Cap Etf
Recent Activity
Increased 2.49%
3.97%
$35.661M
433,095 shares@ $82.35 avg price
FNDB
Schwab Fndmntl Us Brd Mr Etf
Recent Activity
Increased 3.75%
3.66%
$32.85M
1.078M shares@ $30.47 avg price
SHY
Ishares 1-3 Year Treasury Bo
Recent Activity
Increased 1.65%
3.01%
$26.981M
328,601 shares@ $82.11 avg price

1-10 of 1449