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CIK: 0002130270
Total reported value
$98.6M
$98.6M
23 檔
49.2%
At the close of Q1 2026, Professional Financial Management, Inc. disclosed equity holdings valued at approximately $98.6M, spread across 23 reported holdings.
In Q1 2026, Professional Financial Management, Inc. displayed an active expansion posture, initiating 5 new positions and adding to 13 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 14.05% | +2.40% | +39.63% | |
| 2 | GDXJ | Vaneck Junior Gold Miners | ETF-Commodities | 10.67% | -2.12% | -0.92% | |
| 3 | EYLD | Cambria Emerg Shrhldr Yield | ETF-Other | 9.06% | -2.17% | -9.42% | |
| 4 | TAIL | Cambria Tail Risk ETF | ETF-Other | 9.01% | -0.59% | +17.43% | |
| 5 | EDV | Vanguard Extended Dur Treas | ETF-Other | 7.67% | +0.33% | +7.80% | |
| 6 | MTBA | Simplify Mbs ETF | ETF-Other | 6.64% | -6.64% | EXIT | |
| 7 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 5.20% | -0.21% | +6.45% | |
| 8 | TUA | Sim St Treas Fut Strat ETF | ETF-Other | 4.35% | -0.08% | +7.72% | |
| 9 | PXH | Inves Rafi Emer Mrkt-usd Inc | ETF-Other | 4.13% | +0.43% | +33.85% | |
| 10 | SCHQ | Schwab Long-term US Treasury | ETF-Gov Bonds | 3.34% | +0.19% | +6.31% | |
| 11 | IVOL | Quadratic Int Rte Vol Infl H | ETF-Other | 3.28% | -0.17% | +7.75% | |
| 12 | TBUX | T Rowe Price Ultra Short-ter | ETF-Other | 3.06% | +2.12% | +44.47% | |
| 13 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 2.85% | -0.13% | -3.68% | |
| 14 | NBH | Neuberger Municipal Fund Inc | Stock-Other | 2.63% | -0.02% | +8.28% | |
| 15 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 2.49% | -2.49% | EXIT | |
| 16 | RFMZ | Rivernorth Flex Muni Ii | Stock-Other | 2.42% | +0.07% | — | |
| 17 | XPCQX | Pimco California Muni Inc Fd | Stock-Other | 1.84% | -0.02% | +3.40% | |
| 18 | MHD | Blackrock Muniholdings Fund | Stock-Other | 1.67% | — | — | |
| 19 | MYI | Blackrock Muniyield Qlty Iii | Stock-Other | 1.63% | -0.07% | — | |
| 20 | LEO | Bny Mellon Strategic Muni | Stock-Other | 1.44% | -0.08% | -38.47% | |
| 21 | PNI | Pimco Ny Muni Inc Ii Fnd | Stock-Other | 1.35% | -0.03% | +3.35% | |
| 22 | RFM | Rivernorth Flexible Muni | Stock-Other | 0.95% | +0.01% | — | |
| 23 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.27% | +0.09% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VGLT | Vanguard Long-term Treasury | +3% | +39.63% | Add |
| 2 | PXH | Inves Rafi Emer Mrkt-usd Inc | +0.9% | +33.85% | Add |
| 3 | TAIL | Cambria Tail Risk ETF | +0.8% | +17.43% | Add |
| 4 | TBUX | T Rowe Price Ultra Short-ter | +0.8% | +44.47% | Add |
| 5 | NBH | Neuberger Municipal Fund Inc | 0% | +8.28% | Add |
| 6 | PNI | Pimco Ny Muni Inc Ii Fnd | -0.1% | +3.35% | Add |
| 7 | EDV | Vanguard Extended Dur Treas | -0.1% | +7.80% | Add |
| 8 | SCHQ | Schwab Long-term US Treasury | -0.1% | +6.31% | Add |
| 9 | IVOL | Quadratic Int Rte Vol Infl H | -0.1% | +7.75% | Add |
| 10 | XPCQX | Pimco California Muni Inc Fd | -0.1% | +3.40% | Add |
| 11 | TLH | Ishares 10-20 Year Treasury | -0.2% | +6.45% | Add |
| 12 | TUA | Sim St Treas Fut Strat ETF | -0.2% | +7.72% | Add |
| 13 | MTBA | Simplify Mbs ETF | -0.3% | +6.43% | Add |
| 14 | SGOV | Ishares 0-3 Month Treasury B | -0.4% | -3.68% | Trim |
| 15 | GDXJ | Vaneck Junior Gold Miners | -0.5% | -0.92% | Trim |
| 16 | EYLD | Cambria Emerg Shrhldr Yield | -1% | -9.42% | Trim |
| 17 | LEO | Bny Mellon Strategic Muni | -1.1% | -38.47% | Trim |
| 18 | EMXC | Ishares Msci Emr Mrk Ex Chna | -2.4% | -49.15% | Trim |
| 19 | RFMZ | Rivernorth Flex Muni Ii | — | NEW | New buy |
| 20 | RMI | Rivernorth Opport Muni Inc | — | EXIT | Sold out |
| 21 | XMVTX | Blackrock Munivest Fund Ii | — | EXIT | Sold out |
| 22 | BLE | Blackrock Muni Inc Tr Ii | — | EXIT | Sold out |
| 23 | MHD | Blackrock Muniholdings Fund | — | NEW | New buy |
| 24 | MYI | Blackrock Muniyield Qlty Iii | — | NEW | New buy |
| 25 | RFM | Rivernorth Flexible Muni | — | NEW | New buy |
| 26 | SCHR | Schwab Intermediate-term US | — | NEW | New buy |
According to official SEC Form 13F filings, Professional Financial Management, Inc. reported a total U.S. public equity portfolio value of $98.6M across 23 disclosed positions in Q1 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 VGLT, GDXJ, EYLD) accounted for 49.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
RFMZ
市值: $2.3M
Top Position Liquidated / Trimmed
RMI
前期市值: $1.8M
During Q1 2026, Professional Financial Management, Inc.'s top holdings by market value included VGLT (14.1%)、GDXJ (10.7%)、EYLD (9.1%). The largest single position, VGLT, represented 14.1% of total portfolio value.
In Q1 2026, Professional Financial Management, Inc. made 26 total portfolio adjustments, initiating 5 new buys, adding to 13 positions, trimming 5 holdings, and fully liquidating 3 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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