Frederick Financial Consultants, LLC - Portfolio Stock Holdings
Frederick Financial Consultants, LLC disclosed 128 stock positions in a recent SEC 13F filing. $238,268,538 of stock holdings were filed, with the largest holdings including FV, MKTN, and FITE. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $551,065,850 and has 7 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
128Est. Stock Holding Value:
$238,268,538Top Stock Holdings By Sector
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Portfolio Stock Holdings - Frederick Financial Consultants, LLC
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Portfolio Options Holdings - Frederick Financial Consultants, LLC
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