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Lawrence Kellogg

Financial Management Professionals, Inc.

Assets Managed
$1.054B
Holdings
1054
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
18.27%(2Q avg: 5.11%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Financial Management Professionals, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 1054 positions.

Assets under management

The assets under management (AUM) of Financial Management Professionals, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.054B in assets, with a quarterly growth rate of 18.27% and a 2-quarter average growth rate of 5.11%. The portfolio is managed by Lawrence Kellogg, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GSLC
Goldman Activebeta Us Lc Etf
Recent Activity
Decreased -6.85%
10.63%
$111.995M
789,342 shares@ $141.89 avg price
DFAI
Dimensional International Co
Recent Activity
Increased 2.34%
6.79%
$71.532M
1.734M shares@ $41.25 avg price
GSIE
Goldman Sachs Activebeta Int
Recent Activity
Increased 3.3%
6.13%
$64.531M
1.412M shares@ $45.7 avg price
SCHX
Schwab Us Large-cap Etf
Recent Activity
Decreased -7.84%
5.75%
$60.608M
2.059M shares@ $29.43 avg price
JHMM
John Hancock Multi Fact Mid
Recent Activity
Decreased -9.44%
5.75%
$60.607M
808,540 shares@ $74.96 avg price
SCHV
Schwab Us Large-cap Value
Recent Activity
Decreased -0.29%
5.69%
$59.911M
1.721M shares@ $34.81 avg price
IWB
Ishares Russell 1000 Etf
Recent Activity
Increased 18.02%
5.34%
$56.264M
137,398 shares@ $409.51 avg price
SMLF
Ishares Us Smallcap Equity F
Recent Activity
Decreased -9.22%
4.02%
$42.334M
474,926 shares@ $89.14 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 5.63%
3.98%
$41.959M
571,537 shares@ $73.42 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Decreased -2.68%
3.59%
$37.851M
124,872 shares@ $303.12 avg price

1-10 of 1054