Financial Management Professionals, Inc.
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1568132
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$1.1B
Holdings
1,054
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Financial Management Professionals, Inc. disclosed 1,054 positions worth $1.1B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 145 new positions and exited 53. The portfolio is most concentrated in Other (81.5% of disclosed assets). All figures are sourced directly from Financial Management Professionals, Inc.’s Form 13F-HR filing with the SEC under CIK 1568132.
AI Fund Analysis
DiversifyingGoldman Sachs Actvbeta US
10.6% weight
Held 10 quarters
Dimensional Intern Core EQ
6.8% weight
Held 9 quarters
$GS6.1% weight
Held 10 quarters
Schwab US Large Cap ETF -
5.8% weight
Held 10 quarters
John Hancock Multifctr Mid
5.8% weight
Held 10 quarters
$GS9 quarters accumulating
$IBIT9 quarters accumulating
Nuveen Amt Free Quality -
9 quarters accumulating
$ANDE9 quarters accumulating
JPMorgan Equity Premium In
9 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyIndustrialsHealthcareConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
Goldman Sachs Actvbeta US LRG ETF - ETF
—Quality
$112.0M789,342 shDimensional Intern Core EQT MKT ETF - ETF
—Quality
$71.5M1,734,115 sh- 73.5#134
Quality
$64.5M1,412,055 sh Schwab US Large Cap ETF - ETF
—Quality
$60.6M2,059,466 shJohn Hancock Multifctr Mid CP ETF - ETF
—Quality
$60.6M808,540 shSchwab US Large Cap Value ETF - ETF
—Quality
$59.9M1,721,114 shiShares Russell 1000 ETF IV - ETF
—Quality
$56.3M137,398 shiShares MSCI USA Multifct ETF - ETF
—Quality
$42.3M474,926 shVanguard Total Bond Market ETF - ETF
—Quality
$42.0M571,537 shVanguard Small Cap ETF - ETF
—Quality
$37.9M124,872 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Goldman Sachs Actvbeta US LRG ETF - ETF | — | $112.0M | 789,342 |
| Dimensional Intern Core EQT MKT ETF - ETF | — | $71.5M | 1,734,115 |
| GOLDMAN SACHS GROUP INC$GS | 73.5#134 | $64.5M | 1,412,055 |
| Schwab US Large Cap ETF - ETF | — | $60.6M | 2,059,466 |
| John Hancock Multifctr Mid CP ETF - ETF | — | $60.6M | 808,540 |
| Schwab US Large Cap Value ETF - ETF | — | $59.9M | 1,721,114 |
| iShares Russell 1000 ETF IV - ETF | — | $56.3M | 137,398 |
| iShares MSCI USA Multifct ETF - ETF | — | $42.3M | 474,926 |
| Vanguard Total Bond Market ETF - ETF | — | $42.0M | 571,537 |
| Vanguard Small Cap ETF - ETF | — | $37.9M | 124,872 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Financial Management Professionals, Inc.'s 1,054 positions.
Showing top 10 of 1,054 holdings.
Sector Allocation
Other
$859.4M
Financials
$97.6M
Technology
$46.1M
Industrials
$11.5M
Healthcare
$10.0M
Consumer Discretionary
$9.3M
Energy
$9.2M
Materials
$3.4M
Top Holdings — Financial Management Professionals, Inc. (Q2 2026)
Top 150 of 1,054 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | Goldman Sachs Actvbeta US LRG ETF - ETF | $112.0M | 10.6% | -7% | — |
| 2 | — | Dimensional Intern Core EQT MKT ETF - ETF | $71.5M | 6.8% | +2% | — |
| 3 | $GS | GOLDMAN SACHS GROUP INC | $64.5M | 6.1% | +3% | 73.5 |
| 4 | — | Schwab US Large Cap ETF - ETF | $60.6M | 5.8% | -8% | — |
| 5 | — | John Hancock Multifctr Mid CP ETF - ETF | $60.6M | 5.8% | -9% | — |
| 6 | — | Schwab US Large Cap Value ETF - ETF | $59.9M | 5.7% | -0% | — |
| 7 | — | iShares Russell 1000 ETF IV - ETF | $56.3M | 5.3% | +18% | — |
| 8 | — | iShares MSCI USA Multifct ETF - ETF | $42.3M | 4.0% | -9% | — |
| 9 | — | Vanguard Total Bond Market ETF - ETF | $42.0M | 4.0% | +6% | — |
| 10 | — | Vanguard Small Cap ETF - ETF | $37.9M | 3.6% | -3% | — |
| 11 | — | Dimensional Emerging Core Equity Market ETF - ETF | $29.5M | 2.8% | NEW | — |
| 12 | — | Vanguard Value ETF - Stock | $29.4M | 2.8% | -5% | — |
| 13 | — | iShares Core MSCI Emerging ETF - ETF | $27.8M | 2.6% | -31% | — |
| 14 | — | SPDR Bloomberg Barclays 1-3 Month T-Bill ETF - ETF | $26.8M | 2.5% | +1490% | — |
| 15 | — | Schwab International Equity ETF - ETF | $26.4M | 2.5% | -1% | — |
| 16 | — | iShares Broad Usd HG YLD CRP BND ETF - ETF | $26.1M | 2.5% | NEW | — |
| 17 |  $SPY | SPDR S&P 500 ETF TRUST | $21.1M | 2.0% | +460% | — |
| 18 | — | JPMorgan Ultra Short Income ETF - ETF | $19.4M | 1.8% | +5% | — |
| 19 | — | Vanguard Mid Cap ETF - ETF | $11.3M | 1.1% | +300% | — |
| 20 | — | SPDR Portfolio S P 1500 CMPST ST ETF - ETF | $11.2M | 1.1% | NEW | — |
| 21 | — | Vanguard FTSE All World Ex US ETF IV - ETF | $11.0M | 1.0% | +1% | — |
| 22 | — | SPDR S&P 500 Value ETF - ETF | $10.1M | 1.0% | +2% | — |
| 23 | — | JPM Betabuld DV Asia Pcifc ETF IV - ETF | $9.3M | 0.9% | NEW | — |
| 24 |  $AAPL | Apple Inc. | $8.1M | 0.8% | +9% | 76.4 |
| 25 | — | JPMorgan Internatinal BND Opport ETF - ETF | $7.7M | 0.7% | +10% | — |
| 26 | — | JPMorgan Income ETF - ETF | $7.5M | 0.7% | -3% | — |
| 27 |  $NVDA | NVIDIA CORP | $7.2M | 0.7% | +0% | 85.9 |
| 28 |  $BITB | Bitwise Bitcoin ETF | $5.3M | 0.5% | +19% | — |
| 29 | — | Jpmorgn Hedgd Eqty Lad Ovrly ETF - ETF | $4.9M | 0.5% | +8% | — |
| 30 |  $JPM | JPMORGAN CHASE & CO | $3.8M | 0.4% | +2% | 70.7 |
| 31 |  $AMZN | AMAZON COM INC | $2.9M | 0.3% | +5% | 68.7 |
| 32 |  $XOM.R34088 | EXXON MOBIL CORP | $2.9M | 0.3% | +1% | 57.9 |
| 33 |  $IVZ | Invesco Ltd. | $2.8M | 0.3% | NEW | — |
| 34 |  $MSFT | MICROSOFT CORP | $2.5M | 0.2% | +5% | 79.8 |
| 35 | — | iShares US Telecom ETF - Stock | $2.5M | 0.2% | +1% | — |
| 36 | $IVZ | Invesco Ltd. | $2.4M | 0.2% | -15% | — |
| 37 | — | iShares Global Materials ETF - ETF | $2.4M | 0.2% | +13% | — |
| 38 |  $HOMB | HOME BANCSHARES INC | $2.4M | 0.2% | +0% | 61.6 |
| 39 | — | Schwab US Broad Market ETF - ETF | $2.4M | 0.2% | -3% | — |
| 40 |  $AVGO | Broadcom Inc. | $2.2M | 0.2% | -7% | 84.5 |
| 41 | — | iShares Russell 1000 Value ETF IV - ETF | $2.2M | 0.2% | +9140% | — |
| 42 |  $TSLA | Tesla, Inc. | $2.1M | 0.2% | +1% | 53.9 |
| 43 |  $CSCO | CISCO SYSTEMS, INC. | $2.0M | 0.2% | +28% | 70.3 |
| 44 | — | iShares Core MSCI Totl Intl STCK ETF - ETF | $2.0M | 0.2% | -15% | — |
| 45 |  $GOOG | Alphabet Inc. | $2.0M | 0.2% | +0% | 78.2 |
| 46 | — | SPDR S&P Biotech ETF IV - ETF | $1.9M | 0.2% | +4186% | — |
| 47 | — | SPDR S&P Telecom ETF - ETF | $1.8M | 0.2% | -20% | — |
| 48 | — | iShares Short Treasury Bond ETF - ETF | $1.8M | 0.2% | +0% | — |
| 49 |  $AMD | ADVANCED MICRO DEVICES INC | $1.8M | 0.2% | +0% | 79.8 |
| 50 |  $MS | MORGAN STANLEY | $1.7M | 0.2% | +1% | 75.8 |
| 51 |  $GOOGL | Alphabet Inc. | $1.7M | 0.2% | +17% | 78.2 |
| 52 |  $GLD | SPDR GOLD TRUST | $1.6M | 0.1% | +1% | — |
| 53 |  $META | Meta Platforms, Inc. | $1.6M | 0.1% | +33% | 79.6 |
| 54 |  $ABBV | AbbVie Inc. | $1.5M | 0.1% | +1% | 72.6 |
| 55 | — | Vaneck Vectors Junior Gold Miners ETF - Stock | $1.5M | 0.1% | -19% | — |
| 56 |  $JCI | Johnson Controls International plc | $1.4M | 0.1% | +0% | — |
| 57 |  $NXPI | NXP Semiconductors N.V. | $1.4M | 0.1% | -31% | — |
| 58 |  $SNPS | SYNOPSYS INC | $1.4M | 0.1% | +859% | 67.9 |
| 59 |  $TXN | TEXAS INSTRUMENTS INC | $1.3M | 0.1% | +0% | 73.4 |
| 60 |  $CMI | CUMMINS INC | $1.3M | 0.1% | +0% | 58.1 |
| 61 |  $DELL | Dell Technologies Inc. | $1.3M | 0.1% | +8% | 71.2 |
| 62 | — | Vanguard Total Stock Market ETF - ETF | $1.2M | 0.1% | +2716% | — |
| 63 | — | iShares 1-3 Year Treasry Bond ETF - ETF | $1.2M | 0.1% | +0% | — |
| 64 |  $LLY | ELI LILLY & Co | $1.1M | 0.1% | +3% | 87.5 |
| 65 |  $ET | Energy Transfer LP | $1.1M | 0.1% | -36% | 64.4 |
| 66 |  $CVX | CHEVRON CORP | $1.1M | 0.1% | -7% | 62.8 |
| 67 |  $FBTC | Fidelity Wise Origin Bitcoin Fund | $1.1M | 0.1% | +0% | — |
| 68 |  $KO | COCA COLA CO | $1.0M | 0.1% | +5% | 69.5 |
| 69 |  $GBTC | Grayscale Bitcoin Trust ETF | $997,662 | 0.1% | +0% | — |
| 70 | — | SPDR S&P Oil & Gas Equipment&svcs ETF - Stock | $992,580 | 0.1% | NEW | — |
| 71 |  $TJX | TJX COMPANIES INC /DE/ | $991,131 | 0.1% | +1% | 68.7 |
| 72 |  $UNH | UNITEDHEALTH GROUP INC | $969,358 | 0.1% | +6% | 62.7 |
| 73 |  $MU | MICRON TECHNOLOGY INC | $959,215 | 0.1% | +6% | 86.2 |
| 74 |  $BRK.B | BERKSHIRE HATHAWAY INC | $953,743 | 0.1% | +2% | 73.8 |
| 75 | — | PIMCO Enhncd SHRT Matrty Actv ETF IV - ETF | $946,908 | 0.1% | +1% | — |
| 76 | — | iShares MSCI Pacific Ex Japan ETF - Stock | $932,742 | 0.1% | NEW | — |
| 77 |  $WMT | Walmart Inc. | $929,825 | 0.1% | +21% | 60.2 |
| 78 | — | iShares MSCI EAFE Value - Stock | $923,959 | 0.1% | -10% | — |
| 79 |  $GILD | GILEAD SCIENCES, INC. | $914,600 | 0.1% | -2% | 57.4 |
| 80 |  $LRCX | LAM RESEARCH CORP | $868,479 | 0.1% | -24% | 79.4 |
| 81 |  $JNJ | JOHNSON & JOHNSON | $837,858 | 0.1% | -7% | 69 |
| 82 |  $HD | HOME DEPOT, INC. | $817,924 | 0.1% | +5% | 60.3 |
| 83 |  $PM | Philip Morris International Inc. | $798,277 | 0.1% | +6% | 75.9 |
| 84 |  $DUK | Duke Energy CORP | $784,502 | 0.1% | +0% | 56.4 |
| 85 |  $AMAT | APPLIED MATERIALS INC /DE | $751,956 | 0.1% | +2% | 72.3 |
| 86 |  $BRK.A | BERKSHIRE HATHAWAY INC | $748,850 | 0.1% | +0% | 73.8 |
| 87 |  $BAC | BANK OF AMERICA CORP /DE/ | $727,464 | 0.1% | +6% | 67.6 |
| 88 |  $SHW | SHERWIN WILLIAMS CO | $725,827 | 0.1% | +0% | 61.3 |
| 89 |  $UNP | UNION PACIFIC CORP | $710,701 | 0.1% | +12% | 69.7 |
| 90 |  $GL | GLOBE LIFE INC. | $703,284 | 0.1% | +0% | 66 |
| 91 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $696,369 | 0.1% | +0% | 73.7 |
| 92 |  $VLO | VALERO ENERGY CORP/TX | $681,051 | 0.1% | +0% | 57.8 |
| 93 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $680,455 | 0.1% | +0% | 72.6 |
| 94 |  $IRM | IRON MOUNTAIN INC | $680,254 | 0.1% | +0% | 62.9 |
| 95 |  $COP | CONOCOPHILLIPS | $663,524 | 0.1% | +5% | 70.2 |
| 96 |  $SRE | SEMPRA | $655,627 | 0.1% | +0% | 41.9 |
| 97 |  $SBUX | STARBUCKS CORP | $650,786 | 0.1% | +3% | 58.2 |
| 98 |  $ISRG | INTUITIVE SURGICAL INC | $639,469 | 0.1% | +1% | 79.9 |
| 99 | — | Invesco Wilderhill Clean Energy ETF - ETF | $629,660 | 0.1% | -68% | — |
| 100 | — | Vanguard Short Term Cor BD ETF - ETF | $616,434 | 0.1% | +2500% | — |
| 101 |  $PG | PROCTER & GAMBLE Co | $610,609 | 0.1% | +1% | 64.6 |
| 102 |  $LMT | LOCKHEED MARTIN CORP | $606,609 | 0.1% | -0% | 65.6 |
| 103 |  $COST | COSTCO WHOLESALE CORP /NEW | $603,273 | 0.1% | +0% | 66.2 |
| 104 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $602,910 | 0.1% | +7% | — |
| 105 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $601,158 | 0.1% | -7% | 70 |
| 106 |  $AMGN | AMGEN INC | $588,083 | 0.1% | +4% | 79.2 |
| 107 | $IBIT | iShares Bitcoin Trust ETF | $587,102 | 0.1% | +1% | — |
| 108 | — | Vanguard Intermediate Term Cor ETF - ETF | $583,674 | 0.1% | NEW | — |
| 109 |  $BHP | BHP Group Ltd | $580,650 | 0.1% | +0% | — |
| 110 |  $ADI | ANALOG DEVICES INC | $570,733 | 0.1% | +75% | 79.2 |
| 111 |  $PANW | Palo Alto Networks Inc | $547,818 | 0.1% | +11% | 65.5 |
| 112 | — | iShares US Aerospace - Stock | $545,203 | 0.1% | -72% | — |
| 113 |  $BLK | BlackRock, Inc. | $542,320 | 0.1% | +2% | 70 |
| 114 |  $LIN | LINDE PLC | $527,671 | 0.1% | +0% | — |
| 115 |  $CIEN | CIENA CORP | $526,861 | 0.1% | +0% | 72.9 |
| 116 | — | ProShares Ultra Bitcoin ETF - ETF | $524,706 | 0.1% | +0% | — |
| 117 |  $ABT | ABBOTT LABORATORIES | $522,572 | 0.1% | -6% | 65.5 |
| 118 | — | iShares Core MSCI EAFE ETF - ETF | $513,318 | 0.1% | +10% | — |
| 119 | — | iShares Core S&P 500 ETF - ETF | $510,160 | 0.1% | +873% | — |
| 120 | — | Vanguard Growth ETF - Stock | $501,507 | 0.1% | NEW | — |
| 121 |  $MRK | Merck & Co., Inc. | $489,386 | 0.1% | +1% | 59.9 |
| 122 |  $ASML | ASML HOLDING NV | $479,455 | 0.1% | +7% | — |
| 123 |  $MDT | Medtronic plc | $473,147 | 0.0% | -1% | 68.7 |
| 124 |  $APD | Air Products & Chemicals, Inc. | $464,383 | 0.0% | +0% | 46.4 |
| 125 |  $MLM | MARTIN MARIETTA MATERIALS INC | $459,053 | 0.0% | +0% | 62.9 |
| 126 |  $GE | GENERAL ELECTRIC CO | $455,577 | 0.0% | +0% | 73.8 |
| 127 |  $ORCL | ORACLE CORP | $454,012 | 0.0% | +0% | 66.2 |
| 128 |  $CME | CME GROUP INC. | $453,364 | 0.0% | +25% | 69.5 |
| 129 |  $MA | Mastercard Inc | $423,566 | 0.0% | -0% | 85.1 |
| 130 |  $WELL | WELLTOWER INC. | $421,029 | 0.0% | +0% | 59.8 |
| 131 | — | iShares MSCI EAFE ETF - ETF | $418,948 | 0.0% | -7% | — |
| 132 |  $WMB | WILLIAMS COMPANIES, INC. | $417,568 | 0.0% | -1% | 64.3 |
| 133 |  $TT | Trane Technologies plc | $406,189 | 0.0% | +0% | — |
| 134 | — | Schwab US Large Cap Growth ETF - ETF | $399,423 | 0.0% | -7% | — |
| 135 | — | SPDR BLMBG SRT TR Int TRY BND ETF - ETF | $393,954 | 0.0% | -98% | — |
| 136 |  $STX | Seagate Technology Holdings plc | $389,193 | 0.0% | +1% | — |
| 137 | — | iShares Ai Invatn And Tec Act ETF - ETF | $381,218 | 0.0% | +27% | — |
| 138 |  $MMM | 3M CO | $380,489 | 0.0% | +2% | 64.9 |
| 139 |  $TPL | Texas Pacific Land Corp | $372,870 | 0.0% | -6% | 73 |
| 140 |  $SHEL | Shell plc | $372,190 | 0.0% | +3% | — |
| 141 |  $AIG | AMERICAN INTERNATIONAL GROUP, INC. | $363,855 | 0.0% | -1% | 54.9 |
| 142 | — | Vaneck Semiconductor ETF - ETF | $362,051 | 0.0% | +16% | — |
| 143 |  $MSI | Motorola Solutions, Inc. | $349,444 | 0.0% | -1% | 71.8 |
| 144 |  $FAST | FASTENAL CO | $346,681 | 0.0% | -4% | 66.9 |
| 145 |  $KMB | KIMBERLY CLARK CORP | $346,365 | 0.0% | +0% | 58.7 |
| 146 |  $KLAC | KLA CORP | $340,932 | 0.0% | +6178% | 78.6 |
| 147 |  $CRUS | CIRRUS LOGIC, INC. | $332,113 | 0.0% | +0% | 66.8 |
| 148 | — | iShares Core US Aggregate Bond ETF - ETF | $330,157 | 0.0% | +0% | — |
| 149 |  $LITE | Lumentum Holdings Inc. | $321,773 | 0.0% | +0% | 44.3 |
| 150 | — | SPDR Dow Jones Industrial Avr ETF IV - ETF | $321,610 | 0.0% | +0% | — |
New Positions (145)
Dimensional Emerging Core Equity Market ETF - ETF$29.5M
SPDR Portfolio S P 1500 CMPST ST ETF - ETF$11.2M
JPM Betabuld DV Asia Pcifc ETF IV - ETF$9.3M
SPDR S&P Oil & Gas Equipment&svcs ETF - Stock$992,580
iShares MSCI Pacific Ex Japan ETF - Stock$932,742
Vanguard Intermediate Term Cor ETF - ETF$583,674
Vanguard Growth ETF - Stock$501,507
iShares US Technology ETF IV - ETF$285,777
Vanguard Small Cap Value - Stock$273,850
$VIK Viking Holdings Ltd$151,143 Vanguard FTSE Developed MKTS ETF IV - ETF$132,596
VGRD FTSE All WRLD Ex US SML Cap ETF - ETF$132,432
Vanguard Small Cap - Stock$127,629
$FRMI Fermi Inc.$104,424
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$99,983Exited Positions (53)
Invesco Rafi Emerging Markets ETF
Vanguard Mid Cap Value ETF
iShares MSCI Eurozone ETF IV
iShares MSCI Minimum Volatility EAFE ETF
$GFI GOLD FIELDS LTD
$FSM FORTUNA MINING CORP.
$GCT GigaCloud Technology Inc
$HRTG Heritage Insurance Holdings, Inc.
$LTM LATAM AIRLINES GROUP S.A. Alliancebernstein GLB High Inc
$IRWD IRONWOOD PHARMACEUTICALS INC
$CMC COMMERCIAL METALS Co
$FIVN Five9, Inc.
$KE Kimball Electronics, Inc. Petroleo Brasileiro SA Petrobras ADR
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