account_balance
Investment manager · 13F filer · SEC CIK 2055328
Frederick Financial Consultants, LLC
Reported value$238Mas of Sep 30, 2026
Positions124 7 new, 4 sold out
Top 10 weight51.9%FV alone is 7%
FiledOct 2929 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
FVFirst Tr Exchange Traded Fd
6.8%Added +3%
MKTNFederated Hermes ETF Trust
6.4%Added +4%
FITESPDR Series Trust
6.4%Trimmed −4%
AIRRFirst Tr Exchange Traded Fd
5.6%
FSCCFederated Hermes ETF Trust
5.5%
BUFRFirst Tr Exchng Traded Fd Vi
5.0%
RWRSPDR Series Trust
5.0%Added +3%
IWFiShares Tr
4.3%
RDVYFirst Tr Exchange Traded Fd
4.0%
VONGVanguard Scottsdale FDS
2.8%+6%
AAPLApple Inc.
2.7%+5%
VIGVanguard Specialized Funds
2.7%
FVFirst Tr Exchange Traded Fd
6.8%+3%
MKTNFederated Hermes ETF Trust
6.4%
FITESPDR Series Trust
6.4%
AIRRFirst Tr Exchange Traded Fd
5.6%
FSCCFederated Hermes ETF Trust
5.5%
BUFRFirst Tr Exchng Traded Fd Vi
5.0%
RWRSPDR Series Trust
5.0%+3%
IWFiShares Tr
4.3%
RDVYFirst Tr Exchange Traded Fd
4.0%
VONG2.8%
AAPL2.7%VIG2.7%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
FV First Tr Exchange Traded Fd 6.8% Added +3%
MKTN Federated Hermes ETF Trust 6.4% Added +4%
FITE SPDR Series Trust 6.4% Trimmed −4%
AIRR First Tr Exchange Traded Fd 5.6% Held
FSCC Federated Hermes ETF Trust 5.5% Held
BUFR First Tr Exchng Traded Fd Vi 5.0% Held
RWR SPDR Series Trust 5.0% Added +3%
IWF iShares Tr 4.3% Held
RDVY First Tr Exchange Traded Fd 4.0% Held
VONG Vanguard Scottsdale FDS 2.8% Added +6%
AAPL Apple Inc. 2.7% Added +5%VIG Vanguard Specialized Funds 2.7% Held
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.