DOSSIER · 13F-HR · Q2 2026

Financial Management Professionals, Inc.

$1.1B in tracked AUM across 1,055 positions as of Q2 2026.

FM
CIK 0001568132 · last filed Jun 30, 2026
Total AUM
$1.1B
as of Q2 2026
Holdings
1,055
positions
Whale Score
62
62
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Financial Management Professionals, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
GSLC
Goldman Sachs Actvbeta US LRG ETF
$112M789K10.6%
02
DFAI
Dimensional Intern Core EQT MKT ETF
$72M1.7M6.8%
03
GSIE
Goldman Sachs Actvbt International Equity ETF
$65M1.4M6.1%
04
SCHX
Schwab US Large Cap ETF
$61M2.1M5.7%
05
JHMM
John Hancock Multifctr Mid CP ETF
$61M809K5.7%
06
SCHV
Schwab US Large Cap Value ETF
$60M1.7M5.7%
07
IWB
iShares Russell 1000 ETF IV
$56M137K5.3%
08
SMLF
iShares MSCI USA Multifct ETF
$42M475K4.0%
09
BND
Vanguard Total Bond Market ETF
$42M572K4.0%
10
VB
Vanguard Small Cap ETF
$38M125K3.6%

Filing history

2026Q2Jun 30
$1.1B 18.3%
1,055 positionsView →
2026Q1Mar 31
$892M 8.0%
963 positionsView →
2025Q4Dec 31
$969M 0.9%
967 positionsView →
2025Q3Sep 30
$961M 8.1%
948 positionsView →
2025Q2Jun 30
$889M 13.5%
1,017 positionsLocked
2025Q1Mar 31
$783M 1.0%
996 positionsLocked
2024Q4Dec 31
$791M 1.8%
984 positionsLocked
2024Q3Sep 30
$805M 10.5%
1,015 positionsLocked
2024Q2Jun 30
$729M 7.4%
984 positionsLocked
2024Q1Mar 31
$679M 10.6%
1,046 positionsLocked
2023Q4Dec 31
$614M 7.9%
1,039 positionsLocked
2023Q3Sep 30
$569M 4.9%
984 positionsLocked
Showing 12 of 52