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Professional Financial Management, Inc.

Professional Financial Management, Inc. is an Investment Adviser institutional filer with the SEC under CIK 2130270, reporting 22 portfolio positions, with 4 historical 13F filings on file. Most recent reporting period: 2026-09-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: WI
  • Filing type: 13F-HR
  • Latest reporting period: 2026-09-30
  • Last filed: 2026-10-22

Top 10 portfolio positions

The largest reported holdings in Professional Financial Management, Inc.'s most recent 13F filing, ranked by reported market value.

  1. VANGUARD SCOTTSDALE FDS (VGLT)
  2. VANECK ETF TRUST (GDXJ)
  3. T ROWE PRICE EXCHANGE-TRADED (TBUX)
  4. CAMBRIA ETF TR (TAIL)
  5. VANGUARD WORLD FD (EDV)
  6. VANGUARD SCOTTSDALE FDS (VGIT)
  7. ISHARES TR (TLH)
  8. CAMBRIA ETF TR (EYLD)
  9. MORGAN STANLEY ETF TRUST (EVIM)
  10. SIMPLIFY EXCHANGE TRADED FUN (TUA)
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