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Portfolio (Quarterly) Guide ↗

Frederick Financial Consultants, LLC

· CIK 0002055328
13F Portfolio $201M AUM 109 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 33 Added 47 Reduced 7 Exited
Page 1 of 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AIRR FIRST TR EXCHANGE TRADED FD 133,935.0 $14.8M 7.38% -3K -2.2% $110.78 +15.8%
2 FITE SPDR SERIES TRUST 150,057.0 $12.8M 6.39% -3K -2.2% $85.54 +30.6%
3 IWF ISHARES TR 20,253.0 $8.6M 4.30% -225.0 -1.1% $426.40 -70.5%
4 VIG VANGUARD SPECIALIZED FUNDS 27,195.0 $5.8M 2.91% -450.0 -1.6% $215.06 +8.5%
5 VONG VANGUARD SCOTTSDALE FDS 47,627.0 $5.2M 2.60% -394.0 -0.8% $109.69 +17.9%
6 AAPL APPLE INC Technology 18,588.0 $4.7M 2.35% -4K -19.3% $253.79 +21.5%
7 VIGI VANGUARD WHITEHALL FDS 43,350.0 $3.8M 1.91% -273.0 -0.6% $88.46 +6.4%
8 HDG PROSHARES TR 71,035.0 $3.7M 1.82% -3K -3.8% $51.55 +5.5%
9 NVDA NVIDIA CORPORATION Technology 18,791.0 $3.3M 1.63% -3K -14.1% $174.40 +23.2%
10 IWM ISHARES TR 10,716.0 $2.7M 1.32% -505.0 -4.5% $248.01 +17.1%
11 VWO VANGUARD INTL EQUITY INDEX F 32,644.0 $1.8M 0.88% -2K -4.5% $54.05 +11.4%
12 MSFT MICROSOFT CORP Technology 4,520.0 $1.7M 0.83% -567.0 -11.2% $370.17 +12.4%
13 TSLA TESLA INC Consumer Cyclical 4,274.0 $1.6M 0.79% -63.0 -1.4% $371.75 +16.6%
14 GOOG ALPHABET INC Communication Services 5,268.0 $1.5M 0.75% -186.0 -3.4% $286.88 +34.1%
15 IBM INTERNATIONAL BUSINESS MACHS Technology 6,172.0 $1.5M 0.74% -159.0 -2.5% $242.39 +3.4%
16 IWN ISHARES TR 7,626.0 $1.4M 0.72% -72.0 -0.9% $189.59 +13.2%
17 IWD ISHARES TR 6,460.0 $1.4M 0.69% -256.0 -3.8% $213.67 +11.5%
18 AMZN AMAZON COM INC Consumer Cyclical 6,212.0 $1.3M 0.64% -217.0 -3.4% $208.28 +27.4%
19 MARB FIRST TR EXCH TRADED FD III 61,888.0 $1.3M 0.64% -564.0 -0.9% $20.70 +0.9%
20 IWO ISHARES TR 3,846.0 $1.2M 0.60% -63.0 -1.6% $313.82 +21.0%
Page 1 of 3  ·  47 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.1%
Financial Services 22.2%
Consumer Cyclical 11.2%
Basic Materials 9.4%
Communication Services 9.2%
Industrials 7.0%
Healthcare 5.1%
Consumer Defensive 4.0%
Energy 2.3%
Utilities 1.6%