Top Institutional Investors

Financial Management Professionals, Inc. — 13F Holdings & Portfolio

CIK 1568132 · latest 13F-HR filed 2026-04-15

Backtest portfolio

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$891.6M

Long-equity book

Holdings

963

Distinct positions

Period

2026-03-31

Filed 2026-04-15

Q/Q Activity

+74 / −78 / ↑347 / ↓319

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • Vanguard Small Cap ETF$33.6M +120535.7%
  • Schwab International Equity ETF$9.1M +62.0%
  • Energy Transfer LP$1.7M +8709.7%
  • JPMorgan Ultra Short Income ETF$1.3M +7.4%
  • Exxon Mobil Corp$581.9K +19.5%
Show all 347 →

Top Trims

  • Schwab US Large Cap Growth ETF-$59.4M -99.4%
  • Vanguard S&P 500 ETF-$38.8M -99.6%
  • Vanguard Large Cap ETF-$24.6M -99.7%
  • PIMCO 0-5 Year High YLD BND Idx ETF-$23.4M -99.7%
  • Fidelity High Yield Factor ETF-$22.4M -99.7%
Show all 319 →

New Positions

  • Schwab US Large Cap Value ETF$52.6M
  • SPDR S&P 500 Value ETF$9.3M
  • SPDR Euro Stoxx 50 ETF$9.0M
  • iShares US Telecom ETF$2.3M
  • Vanguard Mid Cap Value ETF$2.2M
Show all 74 →

Exited Positions

  • SPDR S&P 500 Growth ETF$10.4M
  • iShares MSCI Acwi ETF$9.0M
  • iShares North American Tech$2.3M
  • iShares Global Comm Services ETF$2.3M
  • iShares Total US Stock Market ETF IV$2.2M
Show all 78 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 Goldman Sachs Actvbeta US LRG ETF GSLC 381430503 $106.0M 11.89% 847,450 SH
2 Dimensional Intern Core EQT MKT ETF DFAI 25434V203 $66.0M 7.40% 1,694,569 SH
3 John Hancock Multifctr Mid CP ETF JHMM 47804J206 $59.9M 6.72% 892,828 SH
4 Goldman Sachs Actvbt International Equity ETF GSIE 381430107 $59.0M 6.61% 1,367,022 SH
5 Schwab US Large Cap ETF SCHX 808524201 $57.3M 6.43% 2,234,687 SH
6 Schwab US Large Cap Value ETF SCHV 808524409 $52.6M 5.91% 1,726,176 SH
7 iShares Russell 1000 ETF IV IWB 464287622 $41.5M 4.66% 116,424 SH
8 Vanguard Total Bond Market ETF BND 921937835 $39.8M 4.47% 541,119 SH
9 iShares MSCI USA Multifct ETF SMLF 46434V290 $39.5M 4.43% 523,190 SH
10 iShares Core MSCI Emerging ETF IEMG 46434G103 $33.8M 3.80% 485,232 SH
11 Vanguard Small Cap ETF VB 922908751 $33.6M 3.77% 128,314 SH
12 Vanguard Value ETF VTV 922908744 $27.9M 3.13% 142,132 SH
13 SPDR BLMBG SRT TR Int TRY BND ETF BWZ 78464A334 $24.7M 2.77% 915,870 SH
14 Schwab International Equity ETF SCHF 808524805 $23.9M 2.68% 965,577 SH
15 JPMorgan Ultra Short Income ETF JPST 46641Q837 $18.5M 2.08% 365,832 SH
16 Vanguard Mid Cap ETF VO 922908629 $10.1M 1.13% 35,083 SH
17 Vanguard FTSE All World Ex US ETF IV VEU 922042775 $9.7M 1.09% 129,012 SH
18 SPDR S&P 500 Value ETF SPYV 78464A508 $9.3M 1.04% 163,900 SH
19 SPDR Euro Stoxx 50 ETF FEZ 78463X202 $9.0M 1.01% 145,607 SH
20 JPMorgan Income ETF JPIE 46641Q159 $7.8M 0.87% 168,663 SH
21 JPMorgan Internatinal BND Opport ETF JPIB 46641Q852 $6.9M 0.78% 144,846 SH
22 Apple Inc AAPL 037833100 $6.5M 0.73% 25,748 SH
23 Nvidia Corp NVDA 67066G104 $6.3M 0.70% 36,010 SH
24 Bitwise Bitcoin ETF BITB 09174C104 $5.2M 0.58% 140,921 SH
25 Jpmorgn Hedgd Eqty Lad Ovrly ETF HELO 46654Q724 $4.3M 0.49% 67,907 SH
26 Exxon Mobil Corp XOM 30231G102 $3.6M 0.40% 21,044 SH
27 JPMorgan Chase & Co JPM 46625H100 $3.4M 0.38% 11,503 SH
28 SPDR S&P 500 ETF SPY 78462F103 $3.3M 0.37% 5,028 SH
29 Amazon.Com Inc AMZN 023135106 $2.4M 0.27% 11,688 SH
30 Microsoft Corp MSFT 594918104 $2.4M 0.27% 6,420 SH
31 Invesco Rafi Emerging Markets ETF PXH 46138E727 $2.4M 0.26% 87,534 SH
32 iShares US Telecom ETF IYZ 464287713 $2.3M 0.25% 57,424 SH
33 Home Bancshares HOMB 436893200 $2.3M 0.25% 83,791 SH
34 Vanguard Mid Cap Value ETF VOE 922908512 $2.2M 0.25% 11,994 SH
35 Vaneck Vectors Junior Gold Miners ETF GDXJ 92189F791 $2.2M 0.25% 18,354 SH
36 Schwab US Broad Market ETF SCHB 808524102 $2.1M 0.24% 85,074 SH
37 iShares Global Materials ETF MXI 464288695 $2.1M 0.24% 20,034 SH
38 iShares Core MSCI Totl Intl STCK ETF IXUS 46432F834 $2.1M 0.24% 24,386 SH
39 Broadcom Inc AVGO 11135F101 $1.9M 0.21% 6,171 SH
40 SPDR Gold Shares ETF GLD 78463V107 $1.9M 0.21% 4,387 SH
41 SPDR S&P Telecom ETF XTL 78464A540 $1.9M 0.21% 9,959 SH
42 Tesla Inc TSLA 88160R101 $1.8M 0.20% 4,868 SH
43 iShares Short Treasury Bond ETF SHV 464288679 $1.8M 0.20% 16,221 SH
44 iShares US Aerospace ITA 464288760 $1.8M 0.20% 8,072 SH
45 Energy Transfer LP ET 29273V100 $1.8M 0.20% 91,087 SH
46 SPDR Bloomberg Barclays 1-3 Month T-Bill ETF BIL 78468R663 $1.7M 0.19% 18,386 SH
47 Invesco Wilderhill Clean Energy ETF PBW 46137V134 $1.6M 0.18% 50,997 SH
48 Alphabet Inc. Class A GOOGL 02079K305 $1.6M 0.18% 5,490 SH
49 Chevron Corp CVX 166764100 $1.5M 0.16% 7,073 SH
50 Invesco Dynamic Semiconductors ETF PSI 46137V647 $1.5M 0.16% 15,375 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-15 $891.6M 963 0001568132-26-000003
2025-12-31 2026-01-27 $969.6M 967 0001568132-26-000002