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CIK: 0001568132
Total reported value
$1.1B
$1.1B
1054 檔
34.8%
As reported in its official Q2 2026 Form 13F filing, Financial Management Professionals, Inc.'s tracked investment portfolio stood at $1.1B with 1054 total positions.
In Q2 2026, Financial Management Professionals, Inc. displayed an active expansion posture, initiating 29 new positions and adding to 106 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1054 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 10.62% | +0.27% | -6.86% | |
| 2 | DFAI | Dimensional International Co | ETF-Other | 6.78% | +0.04% | +2.33% | |
| 3 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 6.12% | +0.04% | +3.29% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-Other | 5.75% | +0.12% | -7.84% | |
| 5 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 5.75% | -0.24% | -9.44% | |
| 6 | SCHV | Schwab US Large-cap Value | ETF-Other | 5.68% | -0.22% | -0.29% | |
| 7 | IWB | Ishares Russell 1000 ETF | ETF-Other | 5.34% | -0.66% | +18.02% | |
| 8 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 4.01% | -0.25% | -9.22% | |
| 9 | BND | Vanguard Total Bond Market | ETF-Other | 3.98% | -0.12% | +5.62% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-Other | 3.59% | -0.20% | -2.68% | |
| 11 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.79% | +0.02% | — | |
| 12 | VTV | Vanguard Value ETF | ETF-Other | 2.78% | -0.03% | -5.24% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.64% | -0.13% | -30.84% | |
| 14 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.54% | -2.11% | +1490.45% | |
| 15 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.50% | -0.07% | -1.35% | |
| 16 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 2.47% | -2.44% | +764789.13% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.00% | -0.84% | +460.22% | |
| 18 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.84% | +0.01% | +4.74% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.07% | -0.02% | +300.08% | |
| 20 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.06% | -1.06% | EXIT | |
| 21 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.04% | — | +1.35% | |
| 22 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.96% | +0.02% | +1.59% | |
| 23 | BBAX | Jpmorgan Betabuilders Develo | ETF-Other | 0.88% | +0.05% | — | |
| 24 | AAPL | Apple Inc | Stock-Tech | 0.77% | +0.10% | +9.05% | |
| 25 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 0.73% | -0.02% | +10.01% | |
| 26 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.71% | -0.04% | -3.08% | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 0.68% | -0.05% | +0.16% | |
| 28 | BITB | Bitwise Bitcoin ETF | ETF-Crypto | 0.51% | +0.23% | +18.97% | |
| 29 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 0.47% | -0.03% | +7.62% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.36% | — | +1.65% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.28% | +0.01% | +4.64% | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.27% | -0.27% | EXIT | |
| 33 | PRN | Invesco Dorsey Wright Indus | ETF-Other | 0.26% | -0.26% | EXIT | |
| 34 | MSFT | Microsoft CORP | Stock-Tech | 0.24% | +0.10% | +5.19% | |
| 35 | IYZ | Ishares US Telecommunication | ETF-Other | 0.23% | -0.03% | +1.19% | |
| 36 | PSI | Invesco Semiconductors ETF | ETF-Other | 0.23% | -0.06% | -15.32% | |
| 37 | MXI | Ishares Global Materials ETF | ETF-Other | 0.23% | -0.23% | EXIT | |
| 38 | HOMB | Home Bancshares Inc | Stock-Financials | 0.23% | -0.01% | — | |
| 39 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.23% | -0.02% | -2.92% | |
| 40 | AVGO | Broadcom Inc | Stock-Tech | 0.21% | -0.02% | -6.63% | |
| 41 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.20% | -0.20% | +9139.58% | |
| 42 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.20% | -0.04% | +1.40% | |
| 43 | CSCO | Cisco Systems Inc | Stock-Tech | 0.19% | -0.03% | +28.13% | |
| 44 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.19% | — | -14.82% | |
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.19% | -0.01% | +0.22% | |
| 46 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 0.18% | -0.02% | +4185.71% | |
| 47 | XTL | Ss Spdr S&p Telecom ETF | ETF-Other | 0.17% | -0.03% | -19.90% | |
| 48 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.17% | — | — | |
| 49 | AMD | Advanced Micro Devices | Stock-Tech | 0.17% | +0.01% | — | |
| 50 | MS | Morgan Stanley | Stock-Financials | 0.16% | -0.02% | +0.63% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFAE | Dimensional Emerging Core Eq | +2.8% | NEW | New buy |
| 2 | USHY | Ishares Broad Usd High Yield | +2.5% | +764789.13% | Add |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +2.4% | +1490.45% | Add |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.6% | +460.22% | Add |
| 5 | SPTM | Ss Spdr P S&p 1500 Comp ETF | +1.1% | NEW | New buy |
| 6 | BBAX | Jpmorgan Betabuilders Develo | +0.9% | NEW | New buy |
| 7 | IWB | Ishares Russell 1000 ETF | +0.7% | +18.02% | Add |
| 8 | PRN | Invesco Dorsey Wright Indus | +0.3% | NEW | New buy |
| 9 | IWD | Ishares Russell 1000 Value E | +0.2% | +9139.58% | Add |
| 10 | XBI | Ss Spdr S&p Biotech ETF | +0.2% | +4185.71% | Add |
| 11 | SNPS | Synopsys Inc | +0.1% | +859.49% | Add |
| 12 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +2715.52% | Add |
| 13 | AMD | Advanced Micro Devices | +0.1% | — | Unchanged |
| 14 | XES | Ss Spdr S&p Og Eqp & Serv | +0.1% | NEW | New buy |
| 15 | EPP | Ishares Msci Pacific Ex Japa | +0.1% | NEW | New buy |
| 16 | PSI | Invesco Semiconductors ETF | +0.1% | -15.32% | Trim |
| 17 | CSCO | Cisco Systems Inc | +0.1% | +28.13% | Add |
| 18 | DELL | Dell Technologies -c | +0.1% | +7.54% | Add |
| 19 | MU | Micron Technology Inc | +0.1% | +6.40% | Add |
| 20 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | +2500.00% | Add |
| 21 | VCIT | Vanguard Int-term Corporate | +0.1% | NEW | New buy |
| 22 | VUG | Vanguard Growth ETF | +0.1% | NEW | New buy |
| 23 | AAPL | Apple Inc | 0% | +9.05% | Add |
| 24 | IVV | Ishares Core S&p 500 ETF | 0% | +872.86% | Add |
| 25 | GOOG | Alphabet Inc-cl C | 0% | +17.32% | Add |
| 26 | TXN | Texas Instruments Inc | 0% | — | Unchanged |
| 27 | AMAT | Applied Materials Inc | 0% | +2.16% | Add |
| 28 | KLAC | Kla CORP | 0% | +6177.78% | Add |
| 29 | ROK | Rockwell Automation Inc | 0% | +1304.35% | Add |
| 30 | IYW | Ishares Ustechnology ETF | 0% | NEW | New buy |
| 31 | VBR | Vanguard Small-cap Value ETF | 0% | NEW | New buy |
| 32 | UNH | Unitedhealth Group Inc | 0% | +6.48% | Add |
| 33 | META | Meta Platforms Inc-class A | 0% | +32.77% | Add |
| 34 | PANW | Palo Alto Networks Inc | 0% | +11.22% | Add |
| 35 | ADI | Analog Devices Inc | 0% | +74.82% | Add |
| 36 | LRCX | Lam Research CORP | 0% | -23.87% | Trim |
| 37 | LLY | Eli Lilly & Co | 0% | +2.64% | Add |
| 38 | STX | Seagate Technology Holdings plc | 0% | +0.75% | Add |
| 39 | TSM | Taiwan Semiconductor-sp Adr | 0% | +6.69% | Add |
| 40 | BAI | Ishrs Ai In And Tech Act ETF | 0% | +27.44% | Add |
| 41 | ASML | ASML Holding N.V. | 0% | +7.11% | Add |
| 42 | MNST | Monster Beverage CORP | 0% | +463.97% | Add |
| 43 | AMZN | Amazon.com Inc | 0% | +4.64% | Add |
| 44 | GOOGL | Alphabet Inc-cl A | 0% | +0.22% | Add |
| 45 | MS | Morgan Stanley | 0% | +0.63% | Add |
| 46 | CMI | Cummins Inc | 0% | +0.40% | Add |
| 47 | SMH | Vaneck Semiconductor ETF | 0% | +15.72% | Add |
| 48 | GL | Globe Life Inc | 0% | — | Unchanged |
| 49 | VIK | Viking Holdings Ltd | 0% | NEW | New buy |
| 50 | UNP | Union Pacific CORP | 0% | +12.29% | Add |
According to official SEC Form 13F filings, Financial Management Professionals, Inc. reported a total U.S. public equity portfolio value of $1.1B across 1054 disclosed positions in Q2 2026.
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, GSIE) accounted for 34.8% of total reported equity market value during Q2 2026.
Top New Position Initiated
DFAE
市值: $29.5M
Top Position Liquidated / Trimmed
PXH
前期市值: $2.4M
During Q2 2026, Financial Management Professionals, Inc.'s top holdings by market value included GSLC (10.6%)、DFAI (6.8%)、GSIE (6.1%). The largest single position, GSLC, represented 10.6% of total portfolio value.
In Q2 2026, Financial Management Professionals, Inc. made 189 total portfolio adjustments, initiating 29 new buys, adding to 106 positions, trimming 47 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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