Frederick Financial Consultants, LLC - Portfolio Stock Holdings
Frederick Financial Consultants, LLC disclosed 124 stock positions in a recent SEC 13F filing. $235,270,369 of stock holdings were filed, with the largest holdings including AIRR, FV, and FITE. This filing represented positions held on June 30, 2026, and was filed on Aug. 14, 2026.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:
June 30, 2026No. of Stocks:
124Est. Stock Holding Value:
$235,270,369Top Stock Holdings By Sector
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Portfolio Stock Holdings - Frederick Financial Consultants, LLC
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