DOSSIER · 13F-HR · Q3 2026

Professional Financial Management, Inc.

$98M in tracked AUM across 22 positions as of Q3 2026.

PF
CIK 0002130270 · last filed Sep 30, 2026
Total AUM
$98M
as of Q3 2026
Holdings
22
—
positions
Whale Score
58
58
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Professional Financial Management, Inc. filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
VGLT
VANGUARD SCOTTSDALE FDS
$17M349K17.8%
02
GDXJ
VANECK ETF TRUST
$10M86K10.0%
03
TBUX
T ROWE PRICE EXCHANGE-TRADED
$8M166K8.4%
04
TAIL
CAMBRIA ETF TR
$8M796K7.9%
05
EDV
VANGUARD WORLD FD
$7M124K7.0%
06
VGIT
VANGUARD SCOTTSDALE FDS
$7M120K6.9%
07
TLH
ISHARES TR
$5M53K5.0%
08
EYLD
CAMBRIA ETF TR
$5M98K4.8%
09
EVIM
MORGAN STANLEY ETF TRUST
$4M89K4.6%
10
TUA
SIMPLIFY EXCHANGE TRADED FUN
$4M206K4.0%

Filing history

2026Q3Sep 30
$98M▼ 0.4%
22 positionsView →
2026Q2Jun 30
$99M▲ 2.6%
24 positionsView →
2026Q1Mar 31
$96M▲ 8.9%
23 positionsView →
2025Q4Dec 31
$88M—
21 positionsView →