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Portfolio (Quarterly) Guide ↗

Frederick Financial Consultants, LLC

· CIK 0002055328
13F Portfolio $236M AUM 121 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 16 New 39 Added 37 Reduced 4 Exited
Page 1 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AIRR FIRST TR EXCHANGE TRADED FD 127,802.0 $17.0M 7.22% -6K -4.6% $133.25 -18.4%
2 FITE SPDR SERIES TRUST 142,130.0 $16.0M 6.78% -8K -5.3% $112.37 -3.9%
3 HDG PROSHARES TR 68,403.0 $3.7M 1.59% -3K -3.7% $54.72 +0.5%
4 NVDA NVIDIA CORPORATION Technology 18,662.0 $3.7M 1.58% -129.0 -0.7% $200.09 +15.1%
5 IWM ISHARES TR 10,384.0 $3.1M 1.32% -332.0 -3.1% $300.45 -1.5%
6 QQQ INVESCO QQQ TR Financial Services 2,906.0 $2.1M 0.91% -203.0 -6.5% $736.50 -2.4%
7 VWO VANGUARD INTL EQUITY INDEX F 32,120.0 $1.9M 0.81% -524.0 -1.6% $59.69 +2.9%
8 IVV ISHARES TR 2,539.0 $1.9M 0.81% -53.0 -2.0% $748.90 +3.3%
9 IBM INTERNATIONAL BUSINESS MACHS Technology 5,924.0 $1.7M 0.71% -248.0 -4.0% $281.22 -16.5%
10 EFA ISHARES TR 13,265.0 $1.4M 0.58% -167.0 -1.2% $103.88 +4.3%
11 MARB FIRST TR EXCH TRADED FD III 58,719.0 $1.2M 0.51% -3K -5.1% $20.64 +2.2%
12 VBR VANGUARD INDEX FDS 2,650.0 $644K 0.27% -50.0 -1.9% $242.94 +1.7%
13 META META PLATFORMS INC Communication Services 1,119.0 $630K 0.27% -223.0 -16.6% $563.20 +9.5%
14 DE DEERE & CO Industrials 979.0 $621K 0.26% -38.0 -3.7% $634.11 +9.4%
15 ABBV ABBVIE INC Healthcare 2,338.0 $588K 0.25% -228.0 -8.9% $251.64 +1.9%
16 COF CAPITAL ONE FINL CORP Financial Services 2,762.0 $554K 0.23% -279.0 -9.2% $200.62 +9.5%
17 AOA ISHARES TR 4,834.0 $472K 0.20% -225.0 -4.5% $97.61 +1.9%
18 XOM EXXON MOBIL CORP Energy 3,343.0 $457K 0.19% -1K -26.6% $136.73 +16.6%
19 NEE NEXTERA ENERGY INC Utilities 4,929.0 $433K 0.18% -89.0 -1.8% $87.77 -4.9%
20 MA MASTERCARD INCORPORATED Financial Services 834.0 $428K 0.18% -40.0 -4.6% $513.45 +12.8%
Page 1 of 2  ·  37 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 34.9%
Financial Services 22.3%
Consumer Cyclical 11.0%
Basic Materials 9.1%
Healthcare 6.2%
Industrials 5.9%
Communication Services 5.3%
Consumer Defensive 3.5%
Energy 1.0%
Utilities 0.9%