Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
POTOMAC FUND MANAGEMENT INC /ADV (CIK 826000) reported $2.88B across 103 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($1.97B, 68.45%), XHLF ($323.0M, 11.22%), SGOV ($91.2M, 3.17%), SECT ($50.3M, 1.75%), PDBC ($29.1M, 1.01%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $1.97B | 68.45% | 3.0M | Added |
| 2 | XHLF | BONDBLOXX ETF TRUST | $323.0M | 11.22% | 6.4M | Trimmed |
| 3 | SGOV | ISHARES TR | $91.2M | 3.17% | 905,656 | Added |
| 4 | SECT | NORTHERN LTS FD TR IV | $50.3M | 1.75% | 832,467 | Added |
| 5 | PDBC | INVESCO ACTVELY MNGD ETC FD | $29.1M | 1.01% | 1.7M | New |
| 6 | DBMF | LITMAN GREGORY FDS TR | $28.5M | 0.99% | 945,021 | Added |
| 7 | KMLM | KRANESHARES TRUST | $28.1M | 0.98% | 995,402 | New |
| 8 | UUP | INVESCO DB US DLR INDEX TR | $28.0M | 0.97% | 1.0M | New |
| 9 | DXJ | WISDOMTREE TR | $25.2M | 0.88% | 158,936 | Trimmed |
| 10 | XLV | SELECT SECTOR SPDR TR | $25.2M | 0.87% | 171,750 | Added |
| 11 | VHT | VANGUARD WORLD FD | $24.8M | 0.86% | 91,100 | Added |
| 12 | XLP | SELECT SECTOR SPDR TR | $24.8M | 0.86% | 302,748 | New |
| 13 | ROE | EA SERIES TRUST | $24.2M | 0.84% | 681,726 | New |
| 14 | SIL | GLOBAL X FDS | $16.1M | 0.56% | 179,200 | Added |
| 15 | SMH | VANECK ETF TRUST | $15.8M | 0.55% | 41,200 | Added |
| 16 | ILF | ISHARES TR | $15.7M | 0.54% | 440,800 | Trimmed |
| 17 | XME | SPDR SERIES TRUST | $15.6M | 0.54% | 144,400 | Added |
| 18 | ITA | ISHARES TR | $15.5M | 0.54% | 70,900 | New |
| 19 | EFV | ISHARES TR | $15.3M | 0.53% | 206,400 | New |
| 20 | XLE | SELECT SECTOR SPDR TR | $14.7M | 0.51% | 240,300 | New |
| 21 | BUYW | NORTHERN LTS FD TR IV | $10.0M | 0.35% | 713,576 | Added |
| 22 | EDGF | ADVISORS INNER CIRCLE FD II | $7.9M | 0.28% | 320,716 | Added |
| 23 | SHEL | SHELL PLC | $2.5M | 0.09% | 26,868 | Added |
| 24 | EDGH | ADVISORS INNER CIRCLE FD II | $2.7M | 0.09% | 78,761 | Trimmed |
| 25 | MSFT | MICROSOFT CORP | $2.3M | 0.08% | 6,344 | Added |
Source: SEC Form 13F filings · as of 2026-03-31