SEC 13F Intelligence

Managers / Q1 2026

POTOMAC FUND MANAGEMENT INC /ADV

CIK 0000826000 · 7373 WISCONSIN AVE., SUITE 750, BETHESDA, MD, 20814 · 3014503090

Reported Value
$2.9B
Q1 2026
Positions
105
Filings on Record
9
2019–present window
Filed
May 14, 2026
original filing

Summary

Potomac Fund Management Inc /Adv reported $2.9B in U.S.-listed holdings across 105 positions for Q1 2026.

The portfolio is heavily concentrated: IVV alone accounts for 68.4% of reported value.

Compared with Q4 2025, the fund opened 14 new positions and exited 17.

Reported Value by Quarter

13F Reported Value
Q4 ’24: $112MQ4 ’24Q1 ’25: $97MQ1 ’25Q2 ’25: $131MQ2 ’25Q3 ’25: $2.4BQ3 ’25Q4 ’25: $2.7BQ4 ’25Q1 ’26: $2.9BQ1 ’26filingsflow.com

Portfolio Composition

By security type
ETP: 98.0%Common Stock: 1.8%Other: 0.1%ADR: 0.1%REIT: 0.0%
  • ETP · 98.0% · $2.8B
  • Common Stock · 1.8% · $51M
  • Other · 0.1% · $4M
  • ADR · 0.1% · $3M
  • REIT · 0.0% · $1M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2026

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$2.9B105May 14, 202613F-HRchanges · EDGAR ↗
Q4 2025$2.7B108Feb 13, 202613F-HRchanges · EDGAR ↗
Q3 2025$2.4B103Nov 12, 202513F-HRchanges · EDGAR ↗
Q2 2025$131M78Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$97M66May 14, 202513F-HRchanges · EDGAR ↗
Q4 2024$112M77Feb 12, 202513F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.