Professional Financial Management

Latest statistics and disclosures from Professional Financial Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VGLT, GDXJ, EYLD, TAIL, EDV, and represent 50.47% of Professional Financial Management's stock portfolio.
  • Added to shares of these 10 stocks: VGLT, RFMZ, MHD, MYI, TAIL, PXH, RFM, TBUX, EDV, MTBA.
  • Started 5 new stock positions in SCHR, MHD, RFMZ, RFM, MYI.
  • Reduced shares in these 8 stocks: EMXC, RMI, , , EYLD, LEO, SGOV, GDXJ.
  • Sold out of its positions in BLE, MVT, RMI.
  • Professional Financial Management was a net buyer of stock by $6.5M.
  • Professional Financial Management has $96M in assets under management (AUM), dropping by 8.92%.
  • Central Index Key (CIK): 0002130270

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Portfolio Holdings for Professional Financial Management

Professional Financial Management holds 23 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Long Term Treas (VGLT) 14.1 $14M +39% 244k 55.35
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Vaneck Etf Trust Junior Gold Mine (GDXJ) 10.7 $10M 85k 120.04
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Cambria Etf Tr Emrg Sharehldr (EYLD) 9.1 $8.7M -9% 210k 41.41
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Cambria Etf Tr Tail Risk (TAIL) 9.0 $8.7M +17% 739k 11.71
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Vanguard World Extended Dur (EDV) 7.7 $7.4M +7% 114k 64.95
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Simplify Exchange Traded Fun Mbs Etf (MTBA) 6.6 $6.4M +6% 129k 49.46
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Ishares Tr 10-20 Yr Trs Etf (TLH) 5.2 $5.0M +6% 50k 100.72
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Simplify Exchange Traded Fun Short Term Trea (TUA) 4.4 $4.2M +7% 198k 21.10
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Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH) 4.1 $4.0M +33% 147k 26.91
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Schwab Strategic Tr Long Term Us (SCHQ) 3.3 $3.2M +6% 102k 31.43
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Kraneshares Trust Quadrtc Int Rt (IVOL) 3.3 $3.2M +7% 169k 18.71
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T Rowe Price Etf Ultra Shrt Trm (TBUX) 3.1 $2.9M +44% 59k 49.75
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Ishares Tr 0-3 Mnth Treasry (SGOV) 2.8 $2.7M -3% 27k 100.66
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Neuberger Ber. Intermediate Muni. Fund (NBH) 2.6 $2.5M +8% 249k 10.15
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Ishares Msci Emrg Chn (EMXC) 2.5 $2.4M -49% 30k 78.66
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Rivernorth Flexible Municipal Incm Fd II (RFMZ) 2.4 $2.3M NEW 184k 12.65
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Pimco CA Municipal Income Fund (PCQ) 1.8 $1.8M +3% 206k 8.58
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BlackRock MuniHoldings Fund (MHD) 1.7 $1.6M NEW 142k 11.28
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Blackrock Muniyield Insured Fund (MYI) 1.6 $1.6M NEW 149k 10.51
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Bny Mellon Strategic Muns (LEO) 1.4 $1.4M -38% 220k 6.29
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Pimco NY Muni Income Fund II (PNI) 1.3 $1.3M +3% 189k 6.85
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Rivernorth Flexibl Mun Incm (RFM) 0.9 $912k NEW 65k 14.03
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Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.3 $255k NEW 10k 24.91
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Past Filings by Professional Financial Management

SEC 13F filings are viewable for Professional Financial Management going back to 2026