EdgeMarket › What Financial Management Professionals, Inc. reported owning
What Financial Management Professionals, Inc. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
891.6MPositions
962Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity | 106.0M | 11.9% | 847.5K | 146.19 | +16.7% |
| DFAI Dimensional International Core Equity Market E | 66.0M | 7.4% | 1.7M | 43.35 | +21.1% |
| JHMM John Hancock Multifactor Mid Cap ETF | 59.9M | 6.7% | 892.8K | 75.95 | +20.9% |
| GSIE Goldman Sachs ActiveBeta International Equity | 59.0M | 6.6% | 1.4M | 48.15 | +17.5% |
| SCHX Schwab U.S. Large-Cap ETF | 57.3M | 6.4% | 2.2M | 30.21 | +19.6% |
| SCHV Schwab U.S. Large-Cap Value ETF | 52.6M | 5.9% | 1.7M | 34.94 | +22.7% |
| IWB iShares Russell 1000 ETF | 41.5M | 4.7% | 116.4K | 419.69 | +19.8% |
| BND Vanguard Total Bond Market ETF | 39.8M | 4.5% | 541.1K | 72.23 | -1.8% |
| SMLF iShares U.S. Small-Cap Equity Factor ETF | 39.5M | 4.4% | 523.2K | 89.29 | +26.8% |
| IEMG iShares Core MSCI Emerging Markets ETF | 33.8M | 3.8% | 485.2K | 81.57 | +31.9% |
| VB Vanguard Morningstar Small-Cap ETF | 33.6M | 3.8% | 128.3K | 304.76 | +24.4% |
| VTV Vanguard Morningstar Value ETF | 27.9M | 3.1% | 142.1K | 226.40 | +24.6% |
| BWZ State Street SPDR Bloomberg Short Term Interna | 24.7M | 2.8% | 915.9K | 27.42 | -0.7% |
| SCHF Schwab International Equity ETF | 23.9M | 2.7% | 965.6K | 28.46 | +24.7% |
| JPST JPMorgan Ultra-Short Income ETF | 18.5M | 2.1% | 365.8K | 50.53 | -0.3% |
| VO Vanguard Morningstar Mid-Cap ETF | 10.1M | 1.1% | 35.1K | 82.97 | +15.9% |
| VEU Vanguard FTSE All World Ex US ETF | 9.7M | 1.1% | 129.0K | 85.69 | +23.3% |
| SPYV State Street SPDR Portfolio S&P 500 Value ETF | 9.3M | 1.0% | 163.9K | 63.51 | +17.5% |
| FEZ State Street SPDR EURO STOXX 50 ETF | 9.0M | 1.0% | 145.6K | 71.76 | +17.8% |
| JPIE JPMorgan Income ETF | 7.8M | 0.9% | 168.7K | 45.85 | -1.1% |
| JPIB JPMorgan International Bond Opportunities ETF | 6.9M | 0.8% | 144.8K | 47.86 | -1.8% |
| AAPL Apple Inc. | 6.5M | 0.7% | 25.7K | 309.35 | +36.9% |
| NVDA NVIDIA CORP | 6.3M | 0.7% | 36.0K | 214.72 | +22.4% |
| BITB Bitwise Bitcoin ETF | 5.2M | 0.6% | 140.9K | 41.82 | -32.7% |
| HELO JPMorgan Hedged Equity Laddered Overlay ETF | 4.3M | 0.5% | 67.9K | 69.41 | +8.7% |
| XOM ExxonMobil Holdings Corp | 3.6M | 0.4% | 21.0K | 165.11 | +52.1% |
| JPM JPMORGAN CHASE & CO | 3.4M | 0.4% | 11.5K | 351.58 | +20.3% |
| SPY SPDR S&P 500 ETF TRUST | 3.3M | 0.4% | 5.0K | 765.72 | +20.0% |
| AMZN AMAZON COM INC | 2.4M | 0.3% | 11.7K | 258.63 | +15.6% |
| MSFT MICROSOFT CORP | 2.4M | 0.3% | 6.4K | 483.24 | -4.4% |
| PXH Invesco RAFI Emerging Markets ETF | 2.4M | 0.3% | 87.5K | 29.37 | +21.3% |
| IYZ iShares U.S. Telecommunications ETF | 2.3M | 0.3% | 57.4K | 43.04 | +41.4% |
| HOMB HOME BANCSHARES INC | 2.3M | 0.3% | 83.8K | 30.27 | +5.3% |
| VOE Vanguard Morningstar Mid-Cap Value ETF | 2.2M | 0.2% | 12.0K | 208.64 | +21.9% |
| GDXJ VanEck Junior Gold Miners ETF | 2.2M | 0.2% | 18.4K | 132.59 | +80.9% |
| SCHB Schwab U.S. Broad Market ETF | 2.1M | 0.2% | 85.1K | 29.61 | +20.4% |
| MXI iShares Global Materials ETF | 2.1M | 0.2% | 20.0K | 116.71 | +32.0% |
| IXUS iShares Core MSCI Total International Stock ET | 2.1M | 0.2% | 24.4K | 97.94 | +22.5% |
| AVGO Broadcom Inc. | 1.9M | 0.2% | 6.2K | 368.45 | +26.5% |
| GLD SPDR GOLD TRUST | 1.9M | 0.2% | 4.4K | 423.36 | +37.3% |
| XTL State Street SPDR S&P Telecom ETF | 1.9M | 0.2% | 10.0K | 212.66 | +69.3% |
| TSLA Tesla, Inc. | 1.8M | 0.2% | 4.9K | 362.86 | +12.0% |
| SHV iShares 0-1 Year Treasury Bond ETF | 1.8M | 0.2% | 16.2K | 110.31 | -0.0% |
| ITA iShares U.S. Aerospace & Defense ETF | 1.8M | 0.2% | 8.1K | 237.34 | +22.1% |
| ET Energy Transfer LP | 1.8M | 0.2% | 91.1K | 21.19 | +22.3% |
| BIL State Street SPDR Bloomberg 1-3 Month T-Bill E | 1.7M | 0.2% | 18.4K | 91.60 | -0.1% |
| PBW Invesco WilderHill Clean Energy ETF | 1.6M | 0.2% | 51.0K | 33.29 | +37.4% |
| GOOGL Alphabet Inc. | 1.6M | 0.2% | 5.5K | 344.82 | +73.0% |
| CVX CHEVRON CORP | 1.5M | 0.2% | 7.1K | 205.27 | +34.0% |
| PSI Invesco Semiconductors ETF | 1.5M | 0.2% | 15.4K | 138.91 | +130.6% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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