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CIK: 0001568132
Total reported value
$1.1B
$1.1B
966 檔
33.2%
The Q4 2025 SEC filing reveals that Financial Management Professionals, Inc. held a total portfolio value of $1.1B, covering 966 public equity positions.
Financial Management Professionals, Inc. executed strategic sector rebalancing during Q4 2025, establishing 2 new positions while fully exiting 7 holdings and trimming 17 positions.
Showing top 200 holdings (of 966 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 11.34% | -1.27% | -3.55% | |
| 2 | DFAI | Dimensional International Co | ETF-Other | 6.54% | -0.62% | -1.86% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-Other | 6.17% | — | -8.24% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-Other | 6.11% | -0.68% | -3.90% | |
| 5 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 5.98% | -0.97% | -0.67% | |
| 6 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 5.90% | -0.49% | +0.65% | |
| 7 | IWB | Ishares Russell 1000 ETF | ETF-Other | 4.47% | +0.68% | -4.27% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.02% | — | -2.81% | |
| 9 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 3.99% | -0.42% | -2.50% | |
| 10 | BND | Vanguard Total Bond Market | ETF-Other | 3.92% | -0.49% | +6.25% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.43% | -1.16% | +35.69% | |
| 12 | VTV | Vanguard Value ETF | ETF-Other | 2.77% | -0.35% | +0.36% | |
| 13 | VV | Vanguard Large-cap ETF | ETF-Other | 2.55% | — | +1.27% | |
| 14 | BWZ | State Street Spdr Bloomberg | ETF-Other | 2.44% | -2.73% | +6.79% | |
| 15 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 2.42% | — | +13.17% | |
| 16 | FDHY | Fidelity Enh Hi Yld ETF | ETF-Other | 2.31% | — | +10.65% | |
| 17 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.78% | -0.24% | +5.65% | |
| 18 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.52% | -0.18% | -6.35% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.33% | +1.63% | +0.26% | |
| 20 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.07% | — | NEW | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.01% | -0.06% | -3.31% | |
| 22 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.98% | -0.05% | -4.88% | |
| 23 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.93% | — | -12.74% | |
| 24 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.82% | -0.16% | -2.77% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 0.72% | +0.04% | -0.27% | |
| 26 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 0.67% | -0.05% | +10.39% | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 0.62% | -0.02% | +1.26% | |
| 28 | BITB | Bitwise Bitcoin ETF | ETF-Crypto | 0.50% | -0.07% | +1393.95% | |
| 29 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 0.43% | -0.02% | +0.61% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.37% | -0.02% | -0.04% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.31% | -0.03% | -1.36% | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.31% | -0.13% | +0.02% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.28% | +0.01% | +5.06% | |
| 34 | GDXJ | Vaneck Junior Gold Miners | ETF-Commodities | 0.28% | -0.11% | -3.85% | |
| 35 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 0.24% | — | — | |
| 36 | PXH | Inves Rafi Emer Mrkt-usd Inc | ETF-Other | 0.24% | -0.26% | EXIT | |
| 37 | HOMB | Home Bancshares Inc | Stock-Financials | 0.24% | -0.02% | — | |
| 38 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.23% | -0.01% | -4.60% | |
| 39 | IXP | Ishares Global Comm Services | ETF-Other | 0.23% | — | — | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.23% | — | +0.72% | |
| 41 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.22% | — | +6.54% | |
| 42 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.22% | — | — | |
| 43 | AVGO | Broadcom Inc | Stock-Tech | 0.21% | — | +0.27% | |
| 44 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.18% | -0.15% | -0.44% | |
| 45 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.18% | -0.03% | -5.81% | |
| 46 | GLD | Spdr Gold Shares | ETF-Commodities | 0.18% | -0.06% | -4.72% | |
| 47 | ARKW | Ark Next Generation Internet | ETF-Other | 0.18% | — | -0.18% | |
| 48 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.17% | +2.35% | -0.87% | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.17% | +0.01% | +2.79% | |
| 50 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.16% | -0.04% | +2.11% |
According to official SEC Form 13F filings, Financial Management Professionals, Inc. reported a total U.S. public equity portfolio value of $1.1B across 966 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including GSLC, DFAI, SCHG) accounted for 33.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
IGM
市值: $2.3M
Top Position Liquidated / Trimmed
SPTM
前期市值: $9.2M
During Q4 2025, Financial Management Professionals, Inc.'s top holdings by market value included GSLC (11.3%)、DFAI (6.5%)、SCHG (6.2%). The largest single position, GSLC, represented 11.3% of total portfolio value.
In Q4 2025, Financial Management Professionals, Inc. made 50 total portfolio adjustments, initiating 2 new buys, adding to 24 positions, trimming 17 holdings, and fully liquidating 7 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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