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

CIK 2130270 · latest 13F-HR filed 2026-07-15

Professional Financial Management, Inc. manages $98.6M in 13F-reported U.S. long-equity assets across 24 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VGLT (16.45%), GDXJ (8.55%), TAIL (8.42%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 3 new positions, exited 2, added to 7, and trimmed 2.

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.

Filer Information
Address
W6184 AEROTECH DRIVE
SUITE A
APPLETON, WI 54914-7503
Phone
(920) 687-2600
Filing Manager
Professional Financial Management, Inc.
APPLETON, WI
Signatory
Donald Swain
CIO
Loading holdings…
AUM

$98.6M

Long-equity book

Holdings

24

Distinct positions

Period

2026-06-30

Filed 2026-07-15

Q/Q Activity

+3 / −2 / ↑7 / ↓2

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VANGUARD SCOTTSDALE FDS$2.7M +20.2%
  • T ROWE PRICE EXCHANGE-TRADED$2.2M +74.0%
  • INVESCO EXCH TRADED FD TR II$535.5K +13.5%
  • VANGUARD WORLD FD$512.1K +6.9%
  • SCHWAB STRATEGIC TR$272.2K +8.5%
Show all 7

Top Trims

  • CAMBRIA ETF TR-$1.9M -22.0%
  • VANECK ETF TRUST-$1.8M -17.7%
Show all 2

New Positions

  • VANGUARD SCOTTSDALE FDS$7.0M
  • SPDR SERIES TRUST$1.5M
  • SCHWAB STRATEGIC TR$578.6K
Show all 3

Exited Positions

  • SIMPLIFY EXCHANGE TRADED FUN$6.4M
  • ISHARES INC$2.4M
Show all 2
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 VANGUARD SCOTTSDALE FDS VGLT 92206C847 $16.2M 16.45% 293,907 SH
2 VANECK ETF TRUST GDXJ 92189F791 $8.4M 8.55% 85,849 SH
3 CAMBRIA ETF TR TAIL 132061862 $8.3M 8.42% 781,347 SH
4 VANGUARD WORLD FD EDV 921910709 $7.9M 8.00% 121,134 SH
5 VANGUARD SCOTTSDALE FDS VGIT 92206C706 $7.0M 7.13% 119,119 SH
6 CAMBRIA ETF TR EYLD 132061706 $6.8M 6.89% 149,520 SH
7 T ROWE PRICE EXCHANGE-TRADED TBUX 87283Q701 $5.1M 5.18% 102,592 SH
8 ISHARES TR TLH 464288653 $4.9M 4.99% 49,059 SH
9 INVESCO EXCH TRADED FD TR II PXH 46138E727 $4.5M 4.56% 161,390 SH
10 SIMPLIFY EXCHANGE TRADED FUN TUA 82889N657 $4.2M 4.27% 206,219 SH
11 SCHWAB STRATEGIC TR SCHQ 808524680 $3.5M 3.53% 111,214 SH
12 KRANESHARES TRUST IVOL 500767736 $3.1M 3.11% 177,105 SH
13 ISHARES TR SGOV 46436E718 $2.7M 2.72% 26,608 SH
14 NEUBERGER MUN FD INC NBH 64124P101 $2.6M 2.61% 243,660 SH
15 RIVERNORTH FLEXIBLE MUNI INC RFMZ 76883Y107 $2.5M 2.49% 179,932 SH
16 PIMCO CALIF MUN INCOME FD PCQ 72200N106 $1.8M 1.82% 200,576 SH
17 BLACKROCK MUNIHOLDINGS FD IN MHD 09253N104 $1.6M 1.67% 138,149 SH
18 BLACKROCK MUNIYIELD QUALITY MYI 09254E103 $1.5M 1.56% 138,060 SH
19 SPDR SERIES TRUST SPTL 78464A664 $1.5M 1.49% 55,917 SH
20 BNY MELLON STRATEGIC MUNS IN LEO 05588W108 $1.3M 1.36% 207,157 SH
21 PIMCO NEW YORK MUN FD II PNI 72200Y102 $1.3M 1.32% 183,260 SH
22 RIVERNORTH FLEXIBLE MUN INCO RFM 76883H104 $951.2K 0.96% 64,360 SH
23 SCHWAB STRATEGIC TR FNDE 808524730 $578.6K 0.59% 14,582 SH
24 SCHWAB STRATEGIC TR SCHR 808524854 $348.6K 0.35% 14,135 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-15 $98.6M 24 0002130270-26-000003
2026-03-31 2026-05-12 $96.1M 23 0002130270-26-000002
2025-12-31 2026-05-12 $88.2M 21 0002130270-26-000001