Financial Management Professionals, Inc.

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$891.6M
Q ending 2026-03-31
Prior quarter
$969.6M
Q ending 2025-12-31
Change
-8.0% QoQ · +13.9% YoY
Positions
962
reported holdings

Largest positions

Top 100 of 962 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Goldman Sachs Actvbeta Us Lrg EtfGSLCShares$106.0M847K
Dimensional Intern Core Eqt Mkt EtDFAIShares$66.0M1.7M
John Hancock Multifctr Mid Cp EtfJHMMShares$59.9M893K
Goldman Sachs Actvbt InternationalGSIEShares$59.0M1.4M
Schwab Us Large Cap EtfSCHXShares$57.3M2.2M
Schwab Us Large Cap Value EtfSCHVShares$52.6M1.7M
Ishares Russell 1000 Etf IvIWBShares$41.5M116K
Vanguard Total Bond Market EtfBNDShares$39.8M541K
Ishares Msci Usa Multifct EtfSMLFShares$39.5M523K
Ishares Core Msci Emerging EtfIEMGShares$33.8M485K
Vanguard Small Cap EtfVBShares$33.6M128K
Vanguard Value EtfVTVShares$27.9M142K
Spdr Blmbg Srt Tr Int Try Bnd EtfBWZShares$24.7M916K
Schwab International Equity EtfSCHFShares$23.9M966K
Jpmorgan Ultra Short Income EtfJPSTShares$18.5M366K
Vanguard Mid Cap EtfVOShares$10.1M35K
Vanguard Ftse All World Ex Us Etf VEUShares$9.7M129K
Spdr S&P 500 Value EtfSPYVShares$9.3M164K
Spdr Euro Stoxx 50 EtfFEZShares$9.0M146K
Jpmorgan Income EtfJPIEShares$7.8M169K
Jpmorgan Internatinal Bnd Opport EJPIBShares$6.9M145K
Apple IncAAPLShares$6.5M26K
Nvidia CorpNVDAShares$6.3M36K
Bitwise Bitcoin EtfBITBShares$5.2M141K
Jpmorgn Hedgd Eqty Lad Ovrly EtfHELOShares$4.3M68K
Exxon Mobil CorpXOMShares$3.6M21K
Jpmorgan Chase & CoJPMShares$3.4M12K
Spdr S&P 500 EtfSPYShares$3.3M5K
Amazon.Com IncAMZNShares$2.4M12K
Microsoft CorpMSFTShares$2.4M6K
Invesco Rafi Emerging Markets EtfPXHShares$2.4M88K
Ishares Us Telecom EtfIYZShares$2.3M57K
Home BancsharesHOMBShares$2.3M84K
Vanguard Mid Cap Value EtfVOEShares$2.2M12K
Vaneck Vectors Junior Gold Miners GDXJShares$2.2M18K
Schwab Us Broad Market EtfSCHBShares$2.1M85K
Ishares Global Materials EtfMXIShares$2.1M20K
Ishares Core Msci Totl Intl Stck EIXUSShares$2.1M24K
Broadcom IncAVGOShares$1.9M6K
Spdr Gold Shares EtfGLDShares$1.9M4K
Spdr S&P Telecom EtfXTLShares$1.9M10K
Tesla IncTSLAShares$1.8M5K
Ishares Short Treasury Bond EtfSHVShares$1.8M16K
Ishares Us AerospaceITAShares$1.8M8K
Energy Transfer LpETShares$1.8M91K
Spdr Bloomberg Barclays 1-3 Month BILShares$1.7M18K
Invesco Wilderhill Clean Energy EtPBWShares$1.6M51K
Alphabet Inc. Class GOOGLShares$1.6M5K
Chevron CorpCVXShares$1.5M7K
Invesco Dynamic Semiconductors EtfPSIShares$1.5M15K
Nxp Semiconductors FShares$1.4M7K
Morgan StanleyMSShares$1.3M8K
Abbvie IncABBVShares$1.3M6K
Johnson Controls Inter FShares$1.2M10K
Fidelity Wise Origin Bitcoin FundFBTCShares$1.2M21K
Vanguard Ftse Emerging Mark Etf IvVWOShares$1.2M22K
Meta Platforms Inc Class METAShares$1.2M2K
Ishares 1-3 Year Treasry Bond EtfSHYShares$1.2M14K
Grayscale Bitcoin Tr BtcGBTCShares$1.2M22K
Alphabet Inc. Class GOOGShares$1.2M4K
Ishares Msci Eurozone Etf IvEZUShares$1.1M17K
Cisco Systems IncCSCOShares$1.1M14K
Tjx Companies IncTJXShares$1.0M6K
Gilead Sciences IncGILDShares$1.0M7K
Ishares Msci Eafe ValueEFVShares$1000K13K
Cummins IncCMIShares$946K2K
Pimco Enhncd Shrt Matrty Actv Etf MINTShares$940K9K
The Coca-Cola CoKOShares$897K12K
Berkshire Hathaway Class BRK/BShares$891K2K
Texas InstrumentsTXNShares$877K5K
Johnson & JohnsonJNJShares$866K4K
Walmart IncWMTShares$844K7K
Lilly Eli & CoLLYShares$836K909
Duke Energy CorpDUKShares$809K6K
ConocophillipsCOPShares$800K6K
Proshares Ultra Bitcoin EtfBITUShares$752K65K
Intuitive SurgicalISRGShares$734K2K
Home Depot IncHDShares$727K2K
Lockheed Martin CorpLMTShares$722K1K
Berkshire Hathaway Inc D Class BRK/AShares$718K1
Philip Morris IntlPMShares$690K4K
SempraSREShares$685K7K
Sherwin Williams CoSHWShares$675K2K
Ishares Bitcoin Etf IvIBITShares$673K18K
Valero Energy CorpVLOShares$644K3K
Costco Wholesale CoCOSTShares$640K642
Abbott LaboratoriesABTShares$627K6K
Advanced Micro DevicAMDShares$623K3K
Procter & GamblePGShares$593K4K
Unitedhealth Grp IncUNHShares$593K2K
Bank Of America CorpBACShares$588K12K
Pnc Finl ServicesPNCShares$587K3K
Union Pacific CorpUNPShares$565K2K
Lam Research CorpLRCXShares$563K3K
Ibm CorpIBMShares$559K2K
Starbucks CorpSBUXShares$555K6K
Iron Mtn Inc New ReitIRMShares$550K5K
Amgen Inc.AMGNShares$549K2K
Globe Life IncGLShares$548K4K
Blackrock Inc NewBLKShares$533K554

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.