account_balance
Investment manager · 13F filer · SEC CIK 2130270
Professional Financial Management, Inc.
Reported value$98.6Mas of Jun 30, 2026
Positions24 3 new, 2 sold out
Top 10 weight74.4%VGLT alone is 16%
FiledJul 1515 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
VGLTVanguard Scottsdale FDS
16.4%Added +21%
GDXJVaneck ETF Trust
8.6%
TAILCambria ETF Tr
8.4%Added +6%
EDVVanguard World Fd
8.0%Added +7%
VGITVanguard Scottsdale FDS
7.1%New
EYLDCambria ETF Tr
6.9%Trimmed −29%
TBUXT Rowe Price Exchange-traded
5.2%Added +74%
TLHiShares Tr
5.0%
PXHInvesco Exch Traded Fd Tr II
4.6%Added +10%
TUASimplify Exchange Traded Fun
4.3%Added +4%
SCHQSchwab Strategic Tr
3.5%Added +9%
IVOLKraneshares Trust
3.1%Added +5%
VGLTVanguard Scottsdale FDS
16.4%Added +21%
GDXJ8.6%
TAILCambria ETF Tr
8.4%Added +6%
EDVVanguard World Fd
8.0%Added +7%
VGITVanguard Scottsdale FDS
7.1%New
EYLD6.9%
TBUX5.2%
TLH5.0%
PXH4.6%
TUA4.3%
SCHQ3.5%
IVOL3.1%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VGLT Vanguard Scottsdale FDS 16.4% Added +21%
GDXJ Vaneck ETF Trust 8.6% Held
TAIL Cambria ETF Tr 8.4% Added +6%
EDV Vanguard World Fd 8.0% Added +7%
VGIT Vanguard Scottsdale FDS 7.1% New
EYLD Cambria ETF Tr 6.9% Trimmed −29%
TBUX T Rowe Price Exchange-traded 5.2% Added +74%
TLH iShares Tr 5.0% Held
PXH Invesco Exch Traded Fd Tr II 4.6% Added +10%
TUA Simplify Exchange Traded Fun 4.3% Added +4%
SCHQ Schwab Strategic Tr 3.5% Added +9%
IVOL Kraneshares Trust 3.1% Added +5%
What changed