Institutional Fund
Professional Financial Management, Inc.
Appleton, WICIK 21302702 filings on record
Portfolio Value
$96.06M
Q1 2026
Holdings
23
Reported positions
New Buys
5
Opened this quarter
QoQ Change
+8.9%
from $88.19M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Scottsdale Fds14.1%
- Vaneck ETF Trust10.7%
- Cambria ETF Tr9.1%
- Cambria ETF Tr9.0%
- Vanguard World Fd7.7%
- Simplify Exchange Traded Fun6.6%
- Other42.9%
Portfolio Holdings
23 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Scottsdale Fds | 243.8K | $13.50M | 14.1% | +69.2K | Added |
| 2 | Vaneck ETF Trust | 85.4K | $10.25M | 10.7% | −792 | Reduced |
| 3 | Cambria ETF Tr | 210.3K | $8.71M | 9.1% | −21.9K | Reduced |
| 4 | Cambria ETF Tr | 738.7K | $8.65M | 9.0% | +109.7K | Added |
| 5 | Vanguard World Fd | 113.5K | $7.37M | 7.7% | +8.2K | Added |
| 6 | Simplify Exchange Traded Fun | 129.0K | $6.38M | 6.6% | +7.8K | Added |
| 7 | Ishares Tr | 49.6K | $5.00M | 5.2% | +3.0K | Added |
| 8 | Simplify Exchange Traded Fun | 198.1K | $4.18M | 4.4% | +14.2K | Added |
| 9 | Invesco Exch Traded Fd Tr II | 147.3K | $3.96M | 4.1% | +37.3K | Added |
| 10 | Schwab Strategic Tr | 102.1K | $3.21M | 3.3% | +6.1K | Added |
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