AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview
Financial Consultate, Inc. has reported a significant expansion in its portfolio management operations for the period ending December 31, 2025. The total portfolio value surged by 125.5%, growing from $324.41M to $731.40M. This dramatic increase in assets under management (AUM) suggests substantial capital inflows or a consolidation of reporting entities.
The portfolio is highly diversified, comprising 1,339 total holdings. However, the strategy is ch...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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