StockDriftsStockDriftsTop 50 Financial Management Professionals INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GSLC | Goldman Sachs Actvbeta US LRG ETF | 10.89% | 796.3K | $115.5M | +0.88%(+6.96K) | $80.58(+80.59%) | 2026-09-30 | |
| DFAI | Dimensional Intern Core EQT MKT ETF | 6.82% | 1.75M | $72.4M | +0.73%(+12.62K) | $30.68(+34.27%) | 2026-09-30 | |
| GSIE | Goldman Sachs Actvbt International Equity ETF | 6.16% | 1.43M | $65.3M | +0.96%(+13.50K) | $33.50(+36.97%) | 2026-09-30 | |
| SCHX | Schwab US Large Cap ETF | 5.87% | 2.07M | $62.2M | +0.70%(+14.45K) | $22.58(+32.54%) | 2026-09-30 | |
| JHMM | John Hancock Multifctr Mid CP ETF | 5.51% | 817.1K | $58.4M | +1.05%(+8.52K) | $52.68(+38.32%) | 2026-09-30 | |
| SCHV | Schwab US Large Cap Value ETF | 5.46% | 1.74M | $57.9M | +1.01%(+17.37K) | $30.09(+14.22%) | 2026-09-30 | |
| PULS | Pgim Ultra Short Bond ETF | 4.76% | 1.02M | $50.5M | new | $49.51(+0.16%) | 2026-09-30 | |
| IWB | iShares Russell 1000 ETF IV | 4.68% | 119.2K | $49.6M | -13.23%(-18.18K) | $220.47(+88.55%) | 2026-09-30 | |
| BND | Vanguard Total Bond Market ETF | 3.86% | 584.0K | $41.0M | +2.19%(+12.51K) | $74.93(-4.93%) | 2026-09-30 | |
| SMLF | iShares MSCI USA Multifct ETF | 3.76% | 477.1K | $39.9M | +0.46%(+2.20K) | $51.47(+64.15%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.07% | +52.37% | +6.75% | +38.60% |
| Top 20 Holdings Unweighted | +13.00% | +44.29% | +5.18% | +28.70% |
Financial Management Professionals INC reports $1.06B in US-listed equity holdings across 1,050 positions in its most recent 13F filing. Its largest disclosed positions are GSLC (10.9%), DFAI (6.8%) and GSIE (6.2%). The top 20 holdings account for 79.18% of reported assets. Its disclosed equity book has returned +52.37% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Financial Management Professionals INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1568132). View Financial Management Professionals INC’s 13F filings on SEC