Financial Management Professionals, Inc. holds a focused book of 1050 stocks worth $1.1B as of Q2 2026 (disclosed Jul 9, 2026, a ~9-day 13F lag). This quarter they opened Dimensional Emerging Core Eq and trimmed Goldman Activebeta US LC ETF. Their largest long position is Goldman Activebeta US LC ETF at 11% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
12% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Financial Management Professionals, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $549.2B |
| JPMORGAN CHASE & CO | 80 / 80 | $525.7B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $386.1B |
| ROYAL BANK OF CANADA | 80 / 80 | $143.0B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $80.5B |
| LPL Financial LLC | 80 / 80 | $76.2B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $69.2B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $16.4B |
Ranked by how many of Financial Management Professionals, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Goldman Sachs Actvbeta US LRG ETF ETF | $112.0M | 789.3K | 10.6% | ▼−6.8% Reduced · −58K sh | |
| 2 | Dimensional Intern Core EQT MKT ETF ETF | $71.5M | 1.73M | 6.8% | ▲+2.3% Added · +40K sh | |
| 3 | Goldman Sachs Actvbt International Equity ETF ETF | $64.5M | 1.41M | 6.1% | ▲+3.3% Added · +45K sh | |
| 4 | Schwab US Large Cap ETF ETF | $60.6M | 2.06M | 5.7% | ▼−7.8% Reduced · −175K sh | |
| 5 | John Hancock Multifctr Mid CP ETF ETF | $60.6M | 808.5K | 5.7% | ▼−9.4% Reduced · −84K sh | |
| 6 | Schwab US Large Cap Value ETF ETF | $59.9M | 1.72M | 5.7% | ▼−0.3% Reduced · −5K sh | |
| 7 | iShares Russell 1000 ETF IV ETF | $56.3M | 137.4K | 5.3% | ▲+18% Added · +21K sh | |
| 8 | iShares MSCI USA Multifct ETF ETF | $42.3M | 474.9K | 4.0% | ▼−9.2% Reduced · −48K sh | |
| 9 | Vanguard Total Bond Market ETF ETF | $42.0M | 571.5K | 4.0% | ▲+5.6% Added · +30K sh | |
| 10 | Vanguard Small Cap ETF ETF | $37.9M | 124.9K | 3.6% | ▼−2.7% Reduced · −3K sh | |
| 11 | Dimensional Emerging Core Equity Market ETF ETF | $29.5M | 732.9K | 2.8% | ▲New New position | |
| 12 | Vanguard Value ETF Stock | $29.4M | 134.7K | 2.8% | ▼−5.2% Reduced · −7K sh | |
| 13 | iShares Core MSCI Emerging ETF ETF | $27.8M | 335.6K | 2.6% | ▼−31% Reduced · −150K sh | |
| 14 | SPDR Bloomberg Barclays 1-3 Month T-Bill ETF ETF | $26.8M | 292.4K | 2.5% | ▲16× Added · +274K sh | |
| 15 | Schwab International Equity ETF ETF | $26.4M | 952.5K | 2.5% | ▼−1.3% Reduced · −13K sh | |
| 16 | iShares Broad Usd HG YLD CRP BND ETF ETF | $26.1M | 703.7K | 2.5% | ▲8k× Added · +704K sh | |
| 17 | SPDR S&P 500 ETF ETF | $21.1M | 28.2K | 2.0% | ▲+460% Added · +23K sh | |
| 18 | JPMorgan Ultra Short Income ETF ETF | $19.4M | 383.2K | 1.8% | ▲+4.7% Added · +17K sh | |
| 19 | Vanguard Mid Cap ETF ETF | $11.3M | 140.4K | 1.1% | ▲+300% Added · +105K sh | |
| 20 | SPDR Portfolio S P 1500 CMPST ST ETF ETF | $11.2M | 123.4K | 1.1% | ▲New New position | |
| 21 | Vanguard FTSE All World Ex US ETF IV ETF | $11.0M | 130.8K | 1.0% | ▲+1.3% Added · +2K sh | |
| 22 | SPDR S&P 500 Value ETF ETF | $10.1M | 166.5K | 1.0% | ▲+1.6% Added · +3K sh | |
| 23 | JPM Betabuld DV Asia Pcifc ETF IV ETF | $9.3M | 155.3K | 0.9% | ▲New New position | |
| 24 | Apple Inc Stock | $8.1M | 28.1K | 0.8% | ▲+9.0% Added · +2K sh | |
| 25 | JPMorgan Internatinal BND Opport ETF ETF | $7.7M | 159.3K | 0.7% | ▲+10% Added · +15K sh | |
| 26 | JPMorgan Income ETF ETF | $7.5M | 163.5K | 0.7% | ▼−3.1% Reduced · −5K sh | |
| 27 | Nvidia Corp Stock | $7.2M | 36.1K | 0.7% | ▲+0.1% Added · +56 sh | |
| 28 | Bitwise Bitcoin ETF ETF | $5.3M | 167.7K | 0.5% | ▲+19% Added · +27K sh | |
| 29 | Jpmorgn Hedgd Eqty Lad Ovrly ETF ETF | $4.9M | 73.1K | 0.5% | ▲+7.6% Added · +5K sh | |
| 30 | JPMorgan Chase & Co Stock | $3.8M | 11.7K | 0.4% | ▲+1.6% Added · +190 sh | |
| 31 | Amazon.Com Inc Stock | $2.9M | 12.2K | 0.3% | ▲+4.6% Added · +542 sh | |
| 32 | Exxon Mobil Corp Stock | $2.9M | 21.2K | 0.3% | ▲+0.5% Added · +108 sh | |
| 33 | Invesco Dwa Industrials Momentum ETF Stock | $2.8M | 10.7K | 0.3% | ▲New New position | |
| 34 | Microsoft Corp Stock | $2.5M | 6.8K | 0.2% | ▲+5.2% Added · +333 sh | |
| 35 | iShares US Telecom ETF Stock | $2.5M | 58.1K | 0.2% | ▲+1.2% Added · +681 sh | |
| 36 | Invesco Dynamic Semiconductors ETF Stock | $2.4M | 13.0K | 0.2% | ▼−15% Reduced · −2K sh | |
| 37 | iShares Global Materials ETF ETF | $2.4M | 22.6K | 0.2% | ▲+13% Added · +3K sh | |
| 38 | Home Bancshares Stock | $2.4M | 83.8K | 0.2% | —Held | |
| 39 | Schwab US Broad Market ETF ETF | $2.4M | 82.6K | 0.2% | ▼−2.9% Reduced · −2K sh | |
| 40 | Broadcom Inc Stock | $2.2M | 5.8K | 0.2% | ▼−6.6% Reduced · −409 sh | |
| 41 | iShares Russell 1000 Value ETF IV ETF | $2.2M | 8.9K | 0.2% | ▲92× Added · +9K sh | |
| 42 | Tesla Inc Stock | $2.1M | 4.9K | 0.2% | ▲+1.4% Added · +68 sh | |
| 43 | Cisco Systems Inc Stock | $2.0M | 17.4K | 0.2% | ▲+28% Added · +4K sh | |
| 44 | iShares Core MSCI Totl Intl STCK ETF ETF | $2.0M | 20.8K | 0.2% | ▼−15% Reduced · −4K sh | |
| 45 | Alphabet Inc. Class A Stock | $2.0M | 5.5K | 0.2% | ▲+0.2% Added · +12 sh | |
| 46 | SPDR S&P Biotech ETF IV ETF | $1.9M | 12.0K | 0.2% | ▲43× Added · +12K sh | |
| 47 | SPDR S&P Telecom ETF ETF | $1.8M | 8.0K | 0.2% | ▼−20% Reduced · −2K sh | |
| 48 | iShares Short Treasury Bond ETF ETF | $1.8M | 16.2K | 0.2% | —Held | |
| 49 | Advanced Micro Devic Stock | $1.8M | 3.1K | 0.2% | —Held | |
| 50 | Morgan Stanley Stock | $1.7M | 8.2K | 0.2% | ▲+0.6% Added · +52 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1568132/holdings"
Use Arkolith to show Financial Management Professionals, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 9, 2026 | 1,055 | $1.1B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 15, 2026 | 963 | $891.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 27, 2026 | 967 | $969.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 15, 2025 | 948 | $960.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 15, 2025 | 1,017 | $888.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 10, 2025 | 996 | $782.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 15, 2025 | 984 | $791.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 24, 2024 | 1,015 | $805.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.