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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 2 of 7  ·  121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 QQQ INVESCO QQQ TR Financial Services 2,906.0 $2.1M 0.91% -203.0 -6.5% $736.50 -2.4%
22 SGOV ISHARES TR 20,958.0 $2.1M 0.90% +10K +96.9% $100.67 -0.2%
23 VWO VANGUARD INTL EQUITY INDEX F 32,120.0 $1.9M 0.81% -524.0 -1.6% $59.69 +2.9%
24 IVV ISHARES TR 2,539.0 $1.9M 0.81% -53.0 -2.0% $748.90 +3.3%
25 GOOG ALPHABET INC 5,258.0 $1.9M 0.79% $353.35
26 TSLA TESLA INC Consumer Cyclical 4,305.0 $1.8M 0.77% +31.0 +0.7% $420.60 -15.8%
27 GPIX GOLDMAN SACHS ETF TR 31,634.0 $1.8M 0.75% +269.0 +0.9% $55.57 +0.8%
28 MSFT MICROSOFT CORP Technology 4,549.0 $1.7M 0.72% +29.0 +0.6% $372.99 +34.0%
29 IWN ISHARES TR 7,625.0 $1.7M 0.72% $221.20 +1.5%
30 IBM INTERNATIONAL BUSINESS MACHS Technology 5,924.0 $1.7M 0.71% -248.0 -4.0% $281.22 -16.5%
31 GOOGL ALPHABET INC Communication Services 4,593.0 $1.6M 0.70% +38.0 +0.8% $357.35 -5.3%
32 LMT LOCKHEED MARTIN CORP Industrials 3,075.0 $1.6M 0.67% $509.53 +3.1%
33 IWD ISHARES TR 6,460.0 $1.6M 0.66% $242.43 +6.3%
34 JEPI J P MORGAN EXCHANGE TRADED F 27,050.0 $1.5M 0.65% +2K +6.0% $56.48 +1.3%
35 IWO ISHARES TR 3,835.0 $1.5M 0.64% $393.98 -4.2%
36 AMZN AMAZON COM INC Consumer Cyclical 6,272.0 $1.5M 0.63% +60.0 +1.0% $238.34 +8.5%
37 EFA ISHARES TR 13,265.0 $1.4M 0.58% -167.0 -1.2% $103.88 +4.3%
38 MAR MARRIOTT INTL INC NEW Consumer Cyclical 3,539.0 $1.3M 0.56% $370.62 -9.2%
39 GLDM WORLD GOLD TR Financial Services 15,438.0 $1.2M 0.52% +293.0 +1.9% $79.42 +10.5%
40 MARB FIRST TR EXCH TRADED FD III 58,719.0 $1.2M 0.51% -3K -5.1% $20.64 +2.2%
Page 2 of 7  ·  121 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%