Arkolith/Funds/Financial Management, Inc.

Financial Management, Inc.

CIK 2143070
Holdings as of Jun 30, 2026·disclosed Aug 12, 2026·~43-day 13F lag·13F-HR
Active Filer

Financial Management, Inc. holds a focused book of 46 reported positions worth $122.0M as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened Intel Corp and trimmed Walmart Inc. Their largest long position is Ishares Core Msci Dev MKTS at 9% of the reported non-option book. Cloning the disclosed picks since 2026 would be +0%. That is a simulation of the disclosed long book, not audited returns.

Trimmed
6
sold some, still holds it
+3 more · largest first
Sold out
0
exited the position entirely
nothing exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+0.1%
since Jul '26
Their reported book
+7.0%
held from quarter-end
S&P 500
+2.8%
same window
$10K$10K$10K$10K$10KJul '26Jul '26Jul '26Aug '26Aug '26Sep '26
Financial Management, Inc. (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +7.0%, a 6.9-point gap that is the cost of the ~43-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Financial Management, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~43 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
42%
Top 10 holdings
69%
Top 20 holdings
90%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

9% mapped to company sectors

ETFs / funds
90%
Information Technology
5%
Consumer Discretionary
2%
Utilities
1%
No sector on file yet
1%

+2 sectors below the cut, under 0.5% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Financial Management, Inc.

Manager / fundShared namesTheir $ in those
Donor Advised Charitable Giving, Inc.5 / 46$4.4B
Shanda Asset Management Holdings Ltd4 / 46$2.0B
Swiss Re Ltd12 / 46$1.0B
Hoffman, Alan N Investment Management6 / 46$148.3M
Agave Capital Management Ltd5 / 46$738.3M
9823 Capital, L.P.4 / 46$119.0M
Voyager Global Management LP4 / 46$2.6B
Prospect Hill Management, LLC4 / 46$181.3M

Ranked by the share of each fund's own book sitting in the names it shares with Financial Management, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

46 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE MSCI INTL
$11.5M129.3K
9.4%
+7.9%
Added · +9K sh
2Invesco QQQ TR
UNIT SER 1
$11.2M15.2K
9.2%
+0.6%
Added · +85 sh
3Ishares TR
MSCI INTL QUALTY
$10.3M207.0K
8.4%
+2.9%
Added · +6K sh
4Franklin Templeton ETF TR
US MID CP MLTFCT
$9.2M158.3K
7.5%
+2.4%
Added · +4K sh
5SPDR Series Trust
ST SHOR CORP ETF
$8.6M287.1K
7.1%
+2.0%
Added · +6K sh
6Invesco Exchange Traded FD T
S&P500 QUALITY
$7.8M86.3K
6.4%
+3.1%
Added · +3K sh
7Invesco Exchange Traded FD T
S&P MDCP QUALITY
$6.9M60.8K
5.6%
+1.4%
Added · +855 sh
8SPDR Series Trust
ST TERM HIGH ETF
$6.8M271.3K
5.6%
+17%
Added · +39K sh
9First TR Exchange-Traded Alp
SML CP GRW ALP
$6.2M48.6K
5.1%
+1.1%
Added · +516 sh
10SPDR Index SHS FDS
ST PORT MARK ETF
$5.3M102.3K
4.3%
+7.6%
Added · +7K sh
11Schwab Strategic TR
US TIPS ETF
$4.4M167.5K
3.6%
+6.4%
Added · +10K sh
12Ishares TR
CRE U S REIT ETF
$3.9M58.0K
3.2%
+8.0%
Added · +4K sh
13Ishares TR
ISHS 5-10YR INVT
$3.5M66.4K
2.9%
+4.3%
Added · +3K sh
14Walmart Inc
COM
$2.5M22.4K
2.1%
−3.4%
Reduced · −797 sh
15Ishares TR
RESIDENTIAL MULT
$2.3M23.9K
1.9%
+2.4%
Added · +557 sh
16Janus Detroit STR TR
HENDERSON MTG
$2.2M49.0K
1.8%
+5.5%
Added · +3K sh
17Nvidia Corporation
COM
$2.1M10.3K
1.7%
+0.1%
Added · +13 sh
18First TR Exchange Traded FD
SMID RISNG ETF
$2.0M45.3K
1.6%
+2.1%
Added · +915 sh
19Alphabet Inc
CAP STK CL A
$1.8M5.0K
1.5%
+0.1%
Added · +3 sh
20Waste Mgmt Inc Del
COM
$1.7M7.7K
1.4%
−2.2%
Reduced · −173 sh
21Vanguard Index FDS
MID CAP ETF
$1.4M17.9K
1.2%
+301%
Added · +13K sh
22Apple Inc
COM
$1.4M4.8K
1.1%
−12%
Reduced · −627 sh
23Fidelity Covington Trust
HIGH DIVID ETF
$767K12.7K
0.6%
+0.8%
Added · +108 sh
24Vanguard Index FDS
SMALL CP ETF
$715K2.4K
0.6%
+0.3%
Added · +7 sh
25First TR Exchange-Traded FD
WTR ETF
$653K6.0K
0.5%
+0.2%
Added · +11 sh
26Schwab Strategic TR
US DIVIDEND EQ
$574K18.1K
0.5%
+0.8%
Added · +142 sh
27Exchange Traded Concepts Tru
ROBO GLB ETF
$565K6.6K
0.5%
Held
28Vaneck ETF Trust
IG FLOA RATE ETF
$533K20.8K
0.4%
+1.1%
Added · +228 sh
29Ishares TR
US AER DEF ETF
$530K2.2K
0.4%
~0%
Added · +1 sh
30Bank Ozk Little Rock Ark
COM
$418K8.0K
0.3%
Held
31Coca Cola Co
COM
$378K4.6K
0.3%
−6.1%
Reduced · −300 sh
32Ishares TR
U.S. MED DVC ETF
$369K7.5K
0.3%
+0.2%
Added · +12 sh
33Schwab Strategic TR
US LCAP GR ETF
$360K10.6K
0.3%
+5.7%
Added · +572 sh
34Intel Corp
COM
$356K2.5K
0.3%
New
New position
35Microsoft Corp
COM
$319K856
0.3%
+0.2%
Added · +2 sh
36Amazon Com Inc
COM
$296K1.2K
0.2%
Held
37Vanguard Intl Equity Index F
ALLWRLD EX US
$283K3.4K
0.2%
+0.4%
Added · +15 sh
38Ishares TR
CORE S&P500 ETF
$269K359
0.2%
−3.2%
Reduced · −12 sh
39Schwab Strategic TR
FUNDAMENTAL US L
$261K8.4K
0.2%
+0.4%
Added · +32 sh
40Vanguard World FD
INF TECH ETF
$230K1.9K
0.2%
New
New position
41Ishares TR
S&P SML 600 GWT
$219K1.2K
0.2%
New
New position
42Cisco Sys Inc
COM
$216K1.8K
0.2%
New
New position
43Invesco Exch Traded FD TR II
NASDAQ 100 ETF
$209K689
0.2%
New
New position
44Johnson & Johnson
COM
$206K810
0.2%
−18%
Reduced · −181 sh
45Ishares TR
U S EQUITY FACTR
$204K2.7K
0.2%
New
New position
46NEOS ETF Trust
NEOS S&P 500 HI
$203K3.8K
0.2%
New
New position
Showing all 46 positions
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Filing history

As-of date vs the date the SEC received each filing

$122.0M · Q2 2026Q4 2025 · $105.3MQ2 2026 · $122.0M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 12, 202643d46$122.0M13F-HR
Q1 2026Mar 31, 2026Jul 2, 202693d39$106.5M13F-HR
Q4 2025Dec 31, 2025Jul 2, 2026183d40$105.3M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.