Frederick Financial Consultants, LLC
Sector Allocation
- Other80.2%$189.1M
- Technology8.7%$20.5M
- Financials3.3%$7.8M
- Consumer Discretionary2.2%$5.2M
- Materials1.9%$4.6M
- Healthcare1.3%$3.0M
- Industrials1.2%$2.8M
- Consumer Staples0.7%$1.7M
- Energy0.2%$457,072
- Utilities0.2%$432,619
AUM History
13fpro.ai/research/fund/frederick-financial-consultants-llc-2055328
Conviction and streaks
Stable · top 10 = 54.3%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- FIRST$17.0M
- FIRST$16.4M
- SPDR$16.0M
- FEDERATED$14.5M
- FEDERATED$13.6M
- SPDR$12.4M
- FIRST$11.6M
- ISHARES$10.1M
- FIRST$9.8M
- VANGUARD$6.4M
- VANGUARD$6.3M
AAPL
$5.4M- JOHN$4.7M
SHW
$4.4M- VANGUARD$4.1M
- PROSHARES$3.7M
NVDA
$3.7M- COLUMBIA$3.3M
- ISHARES$3.1M
- FIRST$2.9M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/frederick-financial-consultants-llc-2055328
Frederick Financial Consultants, LLC 13F holdings — Q2 2026
$235.7M portfolio (+17.3% QoQ) · 121 holdings · Q2 2026 13F · top 10 are 54% of the stock portfolio
- 1
FIRST TR EXCHANGE TRADED FD - RBA INDL ETF
$17.0M
7.2% of stocks
-5%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
FIRST TR EXCHANGE TRADED FD - DORSEY WRT 5 ETF
$16.4M
7.0% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
SPDR SERIES TRUST - SP KENSHO FUTR
$16.0M
6.8% of stocks
-5%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
FEDERATED HERMES ETF TRUST - MDT SMALL CAP
$14.5M
6.2% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
FEDERATED HERMES ETF TRUST - MDT MAR NEU ETF
$13.6M
5.8% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
SPDR SERIES TRUST - ST STR DOW REIT
$12.4M
5.3% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF
$11.6M
4.9% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
ISHARES TR - RUS 1000 GRW ETF
$10.1M
4.3% of stocks
+302%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV
$9.8M
4.2% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
VANGUARD SPECIALIZED FUNDS - DIV APP ETF
$6.4M
2.7% of stocks
+0.1%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | FIRST TR EXCHANGE TRADED FD - RBA INDL ETF | $17.0M | 7.2% | -5% | — | — | — | — | |
| 2 | FIRST TR EXCHANGE TRADED FD - DORSEY WRT 5 ETF | $16.4M | 7.0% | +7% | — | — | — | — | |
| 3 | SPDR SERIES TRUST - SP KENSHO FUTR | $16.0M | 6.8% | -5% | — | — | — | — | |
| 4 | FEDERATED HERMES ETF TRUST - MDT SMALL CAP | $14.5M | 6.2% | +6% | — | — | — | — | |
| 5 | FEDERATED HERMES ETF TRUST - MDT MAR NEU ETF | $13.6M | 5.8% | +7% | — | — | — | — | |
| 6 | SPDR SERIES TRUST - ST STR DOW REIT | $12.4M | 5.3% | +3% | — | — | — | — | |
| 7 | FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF | $11.6M | 4.9% | +6% | — | — | — | — | |
| 8 | ISHARES TR - RUS 1000 GRW ETF | $10.1M | 4.3% | +302% | — | — | — | — | |
| 9 | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | $9.8M | 4.2% | +4% | — | — | — | — | |
| 10 | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $6.4M | 2.7% | +0.1% | — | — | — | — |
All holdings — Frederick Financial Consultants, LLC (Q2 2026)
121 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRWetf/fund | — | $6.3M | 2.7% | 49K | +3% | — | — | 13F |
| 12 | Apple Inc. | Technology | $5.4M | 2.3% | 19K | +0.5% | 7+ qtrs | 75.7 | 13F | |
| 13 | — | JOHN HANCOCK EXCHANGE TRADED - MULTIFACTOR MI | — | $4.7M | 2.0% | 63K | +0.5% | — | — | 13F |
| 14 | SHERWIN WILLIAMS CO | Materials | $4.4M | 1.9% | 13K | -0.3% | 7+ qtrs | 64.2 | 13F | |
| 15 | — | VANGUARD WHITEHALL FDS - INTL DVD ETFetf/fund | — | $4.1M | 1.8% | 44K | +2% | — | — | 13F |
| 16 | — | PROSHARES TR - HD REPLICATIONetf/fund | — | $3.7M | 1.6% | 68K | -4% | — | — | 13F |
| 17 | NVIDIA CORP | Technology | $3.7M | 1.6% | 19K | -0.7% | 7+ qtrs | 86.0 | 13F | |
| 18 | — | COLUMBIA ETF TR I - MULTI SEC MUNIetf/fund | — | $3.3M | 1.4% | 159K | +10% | — | — | 13F |
| 19 | — | ISHARES TR - RUSSELL 2000 ETFetf/fund | — | $3.1M | 1.3% | 10K | -3% | — | — | 13F |
| 20 | — | FIRST TR EXCH TRADED FD III - LNG/SHT EQUITY | — | $2.9M | 1.2% | 39K | +9% | — | — | 13F |
| 21 | INVESCO QQQ TRUST, SERIES 1etf/fund | — | $2.1M | 0.9% | 2,906 | -7% | 7+ qtrs | — | 13F | |
| 22 | — | ISHARES TR - 0-3 MTH TREASURYetf/fund | — | $2.1M | 0.9% | 21K | +97% | — | — | 13F |
| 23 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETFetf/fund | — | $1.9M | 0.8% | 32K | -2% | — | — | 13F |
| 24 | — | ISHARES TR - CORE S&P500 ETFetf/fund | — | $1.9M | 0.8% | 2,539 | -2% | — | — | 13F |
| 25 | Alphabet Inc. | Technology | $1.9M | 0.8% | 5,258 | -0.2% | 7+ qtrs | 77.7 | 13F | |
| 26 | $TSLA | Tesla, Inc. | Consumer Discretionary | $1.8M | 0.8% | 4,305 | +0.7% | |||
| 27 | — | GOLDMAN SACHS ETF TR - S&P 500 PREMIUM | — | $1.8M | 0.8% | 32K | +0.9% | |||
| 28 | $MSFT | MICROSOFT CORP | Technology | $1.7M | 0.7% | 4,549 | +0.6% | |||
| 29 | — | ISHARES TR - RUS 2000 VAL ETF | — | $1.7M | 0.7% | 7,625 | -0.0% | |||
| 30 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $1.7M | 0.7% | 5,924 | -4% | |||
| 31 | $GOOGL | Alphabet Inc. | Technology | $1.6M | 0.7% | 4,593 | +0.8% | |||
| 32 | $LMT | LOCKHEED MARTIN CORP | Industrials | $1.6M | 0.7% | 3,075 | +0.1% | |||
| 33 | — | ISHARES TR - RUS 1000 VAL ETF | — | $1.6M | 0.7% | 6,460 | — | |||
| 34 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $1.5M | 0.7% | 27K | +6% | |||
| 35 | — | ISHARES TR - RUS 2000 GRW ETF | — | $1.5M | 0.6% | 3,835 | -0.3% | |||
| 36 | $AMZN | AMAZON COM INC | Consumer Discretionary | $1.5M | 0.6% | 6,272 | +1.0% | |||
| 37 | — | ISHARES TR - MSCI EAFE ETF | — | $1.4M | 0.6% | 13K | -1% | |||
| 38 | $MAR | MARRIOTT INTERNATIONAL INC /MD/ | Consumer Discretionary | $1.3M | 0.6% | 3,539 | +0.2% | |||
| 39 | $GLDM | World Gold Trust | Financials | $1.2M | 0.5% | 15K | +2% | |||
| 40 | — | FIRST TR EXCH TRADED FD III - EQUITY MARKET NE | — | $1.2M | 0.5% | 59K | -5% | |||
| 41 | $SPY | SPDR S&P 500 ETF TRUST | — | $1.2M | 0.5% | 1,614 | +0.7% | |||
| 42 | — | FIRST TR EXCHNG TRADED FD VI - VEST NASDAQ-100 | — | $1.1M | 0.5% | 44K | +0.7% | |||
| 43 | $JNJ | JOHNSON & JOHNSON | Healthcare | $875K | 0.4% | 3,445 | +1% | |||
| 44 | $AVGO | Broadcom Inc. | Technology | $865K | 0.4% | 2,289 | +4% | |||
| 45 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $852K | 0.4% | 3,460 | -0.2% | |||
| 46 | — | FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF | — | $831K | 0.3% | 19K | +3% | |||
| 47 | — | COLUMBIA ETF TR I - RESH ENHNC VLU | — | $824K | 0.3% | 26K | -0.3% | |||
| 48 | — | ISHARES TR - JPMORGAN USD EMG | — | $819K | 0.3% | 8,494 | +3% | |||
| 49 | $GLD | SPDR GOLD TRUST | Financials | $768K | 0.3% | 2,085 | +29% | |||
| 50 | — | ISHARES TR - MSCI EMG MKT ETF | — | $670K | 0.3% | 9,796 | +52% | |||
| 51 | — | VANGUARD INDEX FDS - SM CP VAL ETF | — | $644K | 0.3% | 2,650 | -2% | |||
| 52 | $META | Meta Platforms, Inc. | Technology | $630K | 0.3% | 1,119 | -17% | |||
| 53 | $DE | DEERE & CO | Industrials | $621K | 0.3% | 979 | -4% | |||
| 54 | — | ISHARES TR - INTL SEL DIV ETF | — | $600K | 0.3% | 14K | +8% | |||
| 55 | $ABBV | AbbVie Inc. | Healthcare | $588K | 0.3% | 2,338 | -9% | |||
| 56 | $LRCX | LAM RESEARCH CORP | Technology | $584K | 0.3% | 1,348 | New | |||
| 57 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $554K | 0.2% | 2,762 | -9% | |||
| 58 | — | ISHARES TR - MSCI USA QLT FCT | — | $553K | 0.2% | 2,520 | +35% | |||
| 59 | $UTHR | UNITED THERAPEUTICS Corp | Healthcare | $542K | 0.2% | 1,000 | — | |||
| 60 | $JPM | JPMORGAN CHASE & CO | Financials | $527K | 0.2% | 1,610 | +3% | |||
| 61 | — | ISHARES TR - CORE 80 20 ETF | — | $472K | 0.2% | 4,834 | -4% | |||
| 62 | — | ISHARES TR - CORE S&P US GWT | — | $466K | 0.2% | 2,480 | — | |||
| 63 | $STBA | S&T BANCORP INC | Financials | $462K | 0.2% | 9,411 | — | |||
| 64 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $457K | 0.2% | 3,343 | -27% | |||
| 65 | $NEE | NEXTERA ENERGY INC | Utilities | $433K | 0.2% | 4,929 | -2% | |||
| 66 | $MA | Mastercard Inc | Financials | $428K | 0.2% | 834 | -5% | |||
| 67 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $427K | 0.2% | 735 | New | |||
| 68 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $425K | 0.2% | 13K | -1.0% | |||
| 69 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $421K | 0.2% | 7,387 | +0.5% | |||
| 70 | $AZN | ASTRAZENECA PLC | Healthcare | $407K | 0.2% | 2,144 | New | |||
| 71 | $MS | MORGAN STANLEY | Financials | $400K | 0.2% | 1,915 | -0.4% | |||
| 72 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $400K | 0.2% | 837 | -5% | |||
| 73 | — | ISHARES TR - RUS 1000 ETF | — | $394K | 0.2% | 962 | — | |||
| 74 | — | VANGUARD WORLD FD - INF TECH ETF | — | $374K | 0.2% | 3,128 | +700% | |||
| 75 | $MKC | MCCORMICK & CO INC | Consumer Staples | $361K | 0.1% | 7,169 | +0.1% | |||
| 76 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $360K | 0.1% | 4,353 | -9% | |||
| 77 | $DOV | DOVER Corp | Industrials | $357K | 0.1% | 1,591 | -6% | |||
| 78 | $KO | COCA COLA CO | Consumer Staples | $344K | 0.1% | 4,227 | +3% | |||
| 79 | $V | VISA INC. | Financials | $340K | 0.1% | 992 | -3% | |||
| 80 | $IVZ | Invesco Ltd. | Financials | $337K | 0.1% | 1,585 | +0.6% | |||
| 81 | $KLAC | KLA CORP | Technology | $332K | 0.1% | 1,100 | New | |||
| 82 | — | ISHARES TR - MSCI ACWI ETF | — | $331K | 0.1% | 2,106 | -1% | |||
| 83 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $328K | 0.1% | 1,485 | -2% | |||
| 84 | — | ISHARES TR - ESG OPTIMIZED | — | $320K | 0.1% | 2,074 | — | |||
| 85 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $305K | 0.1% | 735 | -3% | |||
| 86 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $303K | 0.1% | 606 | +3% | |||
| 87 | — | VANECK ETF TRUST - URANI NUCLE ETF | — | $298K | 0.1% | 2,569 | +3% | |||
| 88 | $MTB | M&T BANK CORP | Financials | $290K | 0.1% | 1,219 | +0.4% | |||
| 89 | — | ISHARES TR - U.S. TECH ETF | — | $287K | 0.1% | 1,136 | -0.3% | |||
| 90 | — | SPDR SERIES TRUST - SST SPDR BLOOMBE | — | $286K | 0.1% | 14K | +8% | |||
| 91 | $TFC | TRUIST FINANCIAL CORP | Financials | $284K | 0.1% | 5,704 | -6% | |||
| 92 | — | ISHARES TR - GLOBAL TECH ETF | — | $278K | 0.1% | 1,921 | New | |||
| 93 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $276K | 0.1% | 783 | +1% | |||
| 94 | $TXN | TEXAS INSTRUMENTS INC | Technology | $269K | 0.1% | 904 | New | |||
| 95 | $MU | MICRON TECHNOLOGY INC | Technology | $269K | 0.1% | 233 | New | |||
| 96 | — | ISHARES TR - ESG MSCI KLD ETF | — | $265K | 0.1% | 1,864 | — | |||
| 97 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | — | $264K | 0.1% | 2,941 | New | |||
| 98 | $HSY | HERSHEY CO | Consumer Staples | $258K | 0.1% | 1,473 | +0.4% | |||
| 99 | $APH | AMPHENOL CORP /DE/ | Technology | $255K | 0.1% | 1,444 | New | |||
| 100 | — | ISHARES TR - ESG AWR MSCI USA | — | $249K | 0.1% | 1,522 | — | |||
| 101 | $WMT | Walmart Inc. | Consumer Staples | $247K | 0.1% | 2,182 | +2% | |||
| 102 | $ASML | ASML HOLDING NV | Technology | $247K | 0.1% | 124 | New | |||
| 103 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $243K | 0.1% | 773 | +0.1% | |||
| 104 | $PANW | Palo Alto Networks Inc | Technology | $242K | 0.1% | 709 | New | |||
| 105 | $T | AT&T INC. | Communication Services | $241K | 0.1% | 12K | -6% | |||
| 106 | — | ISHARES TR - CORE S&P TTL STK | — | $236K | 0.1% | 1,438 | — | |||
| 107 | $PEP | PEPSICO INC | Consumer Staples | $235K | 0.1% | 1,739 | +0.2% | |||
| 108 | $LLY | ELI LILLY & Co | Healthcare | $234K | 0.1% | 195 | New | |||
| 109 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $234K | 0.1% | 772 | -4% | |||
| 110 | $GLW | CORNING INC /NY | Materials | $231K | 0.1% | 904 | New | |||
| 111 | — | ISHARES TR - MSCI USA MIN ETF | — | $230K | 0.1% | 2,389 | +2% | |||
| 112 | — | SPDR SERIES TRUST - SP KENSHO NEWEC | — | $227K | 0.1% | 3,179 | -11% | |||
| 113 | — | J P MORGAN EXCHANGE TRADED F - BETABUILDRS US | — | $227K | 0.1% | 1,684 | -2% | |||
| 114 | $PM | Philip Morris International Inc. | Consumer Staples | $210K | 0.1% | 1,163 | -6% | |||
| 115 | — | ISHARES TR - 3 7 YR TREAS BD | — | $208K | 0.1% | 1,771 | -23% | |||
| 116 | — | ISHARES TR - CORE S&P MCP ETF | — | $207K | 0.1% | 2,681 | New | |||
| 117 | — | AMERICAN CENTY ETF TR - DIVERSIFIED MU | — | $206K | 0.1% | 4,058 | -54% | |||
| 118 | $AXP | AMERICAN EXPRESS CO | Financials | $204K | 0.1% | 604 | New | |||
| 119 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $203K | 0.1% | 548 | New | |||
| 120 | $FSK | FS KKR Capital Corp | Other | $153K | 0.1% | 15K | -16% | |||
| 121 | $FSSL | FS Specialty Lending Fund | Other | $117K | 0.1% | 11K | — |
What changed in Q2 2026
Against the previous quarter's 13F: 16 new, 50 added to, 45 trimmed, 4 sold out. Share-count changes; largest moves by dollar size first.
New positions (16)
$LRCXLAM RESEARCH CORP$584K
first bought this quarter
$AMDADVANCED MICRO DEVICES INC$427K
first bought this quarter
$AZNASTRAZENECA PLC$407K
first bought this quarter
$KLACKLA CORP$332K
first bought this quarter
- ISHARES TR - GLOBAL TECH ETF$278K
first bought this quarter
$TXNTEXAS INSTRUMENTS INC$269K
first bought this quarter
+10 more in the Excel export
Added to (50)
- ISHARES TR - RUS 1000 GRW ETF+302%
now $10.1M
- ISHARES TR - 0-3 MTH TREASURY+97%
now $2.1M
- FIRST TR EXCHANGE TRADED FD - DORSEY WRT 5 ETF+7%
now $16.4M
- FEDERATED HERMES ETF TRUST - MDT MAR NEU ETF+7%
now $13.6M
- FEDERATED HERMES ETF TRUST - MDT SMALL CAP+6%
now $14.5M
- FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF+6%
now $11.6M
+44 more in the Excel export
Trimmed (45)
- SPDR SERIES TRUST - SP KENSHO FUTR-5%
now $16.0M
- FIRST TR EXCHANGE TRADED FD - RBA INDL ETF-5%
now $17.0M
- AMERICAN CENTY ETF TR - DIVERSIFIED MU-54%
now $206K
$XOM.R34088EXXON MOBIL CORP-27%
now $457K · held 7+ qtrs
$QQQINVESCO QQQ TRUST, SERIES 1-7%
now $2.1M · held 7+ qtrs
- PROSHARES TR - HD REPLICATION-4%
now $3.7M
+39 more in the Excel export
Holdings by quarter
Every 13F Frederick Financial Consultants, LLC has filed, 6 earlier quarters. Pick one to see what it held then.
Is it too late to follow Frederick Financial Consultants?
Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Frederick Financial Consultants's top 20 holdings: 72/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
+1.8%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter; 11% over the last 4
Top 10 weight
54%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
91%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Frederick Financial Consultants, LLC disclosed 121 positions worth $235.7M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 16 new positions and exited 4 — including a new stake in $LRCX and a full exit from $LDOS. The portfolio is most concentrated in Other (80.2% of disclosed assets). All figures are sourced directly from Frederick Financial Consultants, LLC’s Form 13F-HR filing with the SEC under CIK 2055328.
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Every holding in Frederick Financial Consultants, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.