Fund HoldingsPOTOMAC FUND MANAGEMENT INC /ADV

Total Portfolio Value
$2.71B
Total Bought
$1.88B
Total Sold
$1.53B
Net Transaction
+$351.24M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
VANGUARD INDEX FDS02,653,203+2,653,20301,663,90361.32%+1,663,903
ISHARES TR
BROAD USD HIGH
0676,301+676,301025,2900.93%+25,290
VANGUARD WHITEHALL FDS0374,164+374,164025,2300.93%+25,230
BONDBLOXX ETF TRUST
JP MOR USD 1 ETF
0564,718+564,718025,1750.93%+25,175
SELECT SECTOR SPDR TR
ST STR CARE ETF
0150,858+150,858023,3530.86%+23,353
VANGUARD WORLD FD
HEALTH CAR ETF
079,799+79,799022,9700.85%+22,970
SPDR SERIES TRUST
ST STR CONV ETF
0255,798+255,798022,8170.84%+22,817
ISHARES TR081,760+81,760013,7990.51%+13,799
SPDR SERIES TRUST
ST STR SP METAL
0131,633+131,633013,6380.50%+13,638
BONDBLOXX ETF TRUST
BB RT USD HI YLD
1,004,9601,174,307+169,34741,55048,3161.78%+6,766
BONDBLOXX ETF TRUST
CCC RT USD HI YL
1,112,0251,264,638+152,61343,64748,0881.77%+4,441
WISDOMTREE TR(WT)153,686160,156+6,47019,67623,0880.85%+3,412
VANGUARD INDEX FDS60,74268,273+7,53119,93422,8900.84%+2,956
NORTHERN LTS FD TR IV
MAIN SECTR ROTN
797,099824,013+26,91450,23353,1741.96%+2,940
NORTHERN LTS FD TR IV
MAIN BUYWRITE
549,923703,090+153,1677,81410,0680.37%+2,254
ISHARES TR416,975459,796+42,82112,04614,0010.52%+1,954
GLOBAL X FDS
SUPERDIVIDEND
504,970584,970+80,00012,10914,0570.52%+1,948
VANECK ETF TRUST
SEMICONDUCTR ETF
37,62738,939+1,31212,28014,0230.52%+1,743
LITMAN GREGORY FDS TR
IMGP DBI MAN ETF
821,763859,178+37,41522,44224,1090.89%+1,666
GLOBAL X FDS
GLOBAL X SILVER
175,358163,889-11,46912,56113,6880.50%+1,127
ARK ETF TR
INNOVATION ETF
144,891176,624+31,73312,50413,5860.50%+1,082
QNITY ELECTRONICS INC(Q)011,822+11,82209650.04%+965
ADVISORS INNER CIRCLE FD II
3EDGE INTL ETF
168,319194,314+25,9954,6665,5150.20%+849
SOLSTICE ADVANCED MATLS INC(SOLS)013,022+13,02206330.02%+633
NETEASE INC(NTES)04,299+4,29905920.02%+592
ADVISORS INNER CIRCLE FD II
3EDGE FIXED ETF
81,110105,661+24,5512,0162,6050.10%+589
NOVO-NORDISK A S(NVO)19,47732,510+13,0331,0811,6540.06%+573
ELI LILLY & CO(LLY)519664+1453967130.03%+317
INVESCO QQQ TR0482+48202960.01%+296
AMAZON COM INC(AMZN)3,7324,820+1,0888191,1130.04%+293
INTUITIVE SURGICAL INC0498+49802820.01%+282
ACCENTURE PLC IRELAND
SHS CLASS A
6,0826,620+5381,5001,7760.07%+276
ASTRAZENECA PLC(AZN)21,52320,737-7861,6511,9060.07%+255
ALPHABET INC(GOOG)1,5551,999+4443796270.02%+249
WASTE MGMT INC DEL(WM)3,1994,311+1,1127069470.03%+241
AIRBNB INC01,746+1,74602370.01%+237
SPDR SERIES TRUST
ST INTER BD ETF
06,693+6,69302260.01%+226
SELECT SECTOR SPDR TR
ST STR FINL ETF
04,056+4,05602220.01%+222
BOSTON SCIENTIFIC CORP(BSX)02,317+2,31702210.01%+221
INTUIT(INTU)0303+30302010.01%+201
UNITED PARCEL SERVICE INC(UPS)11,23411,324+909381,1230.04%+185
BROADCOM INC(AVGO)1,5681,982+4145176860.03%+169
NVIDIA CORPORATION(NVDA)2,8853,784+8995387060.03%+167
VISA INC(V)1,3871,755+3684746160.02%+142
MASTERCARD INCORPORATED(MA)8871,121+2345046400.02%+136
SHOPIFY INC(SHOP)3,3773,897+5205026270.02%+125
EASTMAN CHEM CO(EMN)6,4837,950+1,4674095070.02%+99
SERVICENOW INC(NOW)3582,751+2,3933294210.02%+92
IDEXX LABS INC(IDXX)404517+1132583500.01%+92
MSCI INC(MSCI)515663+1482923800.01%+88
ISHARES TR8,3169,100+7848349090.03%+75
US BANCORP DEL(USB)29,06927,720-1,3491,4051,4790.05%+74
ANALOG DEVICES INC(ADI)5,5935,315-2781,3741,4410.05%+67
AON PLC(AON)731925+1942613270.01%+66
STARBUCKS CORP(SBUX)2,8963,679+7832453100.01%+65
ADOBE INC(ADBE)581739+1582052590.01%+54
SYNOPSYS INC(SNPS)415540+1252052540.01%+49
ZOETIS INC(ZTS)2,4803,175+6953634000.01%+37
ISHARES TR
ESG AWR US AGRGT
8,5489,092+5444114350.02%+24
COMCAST CORP NEW(CCZ)47,16750,362+3,1951,4821,5050.06%+23
PEPSICO INC(PEP)7,5147,498-161,0551,0760.04%+21
CONOCOPHILLIPS(COP)11,15111,444+2931,0551,0710.04%+17
DBX ETF TR7,5667,453-1134544650.02%+11
PNC FINL SVCS GROUP INC(PNC)7,0156,803-2121,4091,4200.05%+10
VANGUARD TAX-MANAGED FDS14,25113,749-5028548590.03%+5
VANGUARD INDEX FDS1,5041,488-167227260.03%+4
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
10,71810,680-385035030.02%-1
GILEAD SCIENCES INC(GILD)18,93917,122-1,8172,1022,1020.08%-1
VANGUARD BD INDEX FDS2,6762,672-42092080.01%-1
ISHARES TR2,9602,947-133543520.01%-2
VANGUARD BD INDEX FDS5,6015,567-344424390.02%-3
VANGUARD BD INDEX FDS2,9372,935-22082040.01%-4
ISHARES TR
0-5 YR TIPS ETF
6,4476,453+66666610.02%-6
VANGUARD INDEX FDS3,0442,939-1055685610.02%-6
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
9,3609,445+854634560.02%-7
WELLS FARGO CO NEW(WFC)26,93924,134-2,8052,2582,2490.08%-9
VANGUARD INTL EQUITY INDEX F6,3806,253-1273463360.01%-10
SHELL PLC(SHEL)27,14526,256-8891,9421,9290.07%-12
ISHARES TR4,7274,477-2503082960.01%-13
JOHNSON & JOHNSON(JNJ)4,0823,562-5207577370.03%-20
SEMPRA(SRE)7,0926,980-1126386160.02%-22
ISHARES TR2,8922,655-2373443190.01%-25
EQUINIX INC(EQIX)1,3741,370-41,0761,0500.04%-26
EVERGY INC(EVRG)8,0108,011+16095810.02%-28
ISHARES TR
TRS FLT RT BD
13,21212,581-6316686350.02%-34
ISHARES GOLD TR(IAU)6,5765,352-1,2244794340.02%-44
MCDONALDS CORP(MCD)6,1625,979-1831,8731,8270.07%-45
BANK AMERICA CORP29,89826,950-2,9481,5421,4820.05%-60
ISHARES TR6,4455,604-8415354640.02%-71
ORACLE CORP(ORCL)2,8443,721+8778007250.03%-74
MICROSOFT CORP(MSFT)5,9266,161+2353,0692,9800.11%-90
RTX CORPORATION(RTX)4,4383,528-9107436470.02%-96
PROCTER AND GAMBLE CO(PG)11,05711,148+911,6991,5980.06%-101
MICROCHIP TECHNOLOGY INC.(MCHP)12,68111,141-1,5408147100.03%-104
CHEVRON CORP NEW(CVX)4,6874,030-6577286140.02%-114
HONEYWELL INTL INC(HON)08,429+8,42901,6440.06%+1,644
GALLAGHER ARTHUR J & CO(AJG)5,5275,848+3211,7121,5130.06%-199
ADVISORS INNER CIRCLE FD II
3EDGE DYN US ETF
55,78847,581-8,2071,5601,3550.05%-205
L3HARRIS TECHNOLOGIES INC(LHX)7,7297,305-4242,3602,1450.08%-216
ISHARES TR1,9021,534-3681,2731,0510.04%-222
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