Potomac Fund Management INC /Adv (CIK: 0000826000) is a financial institution headquartered at 7373 Wisconsin Ave., Suite 750, Bethesda, Maryland 20814. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-06-30), the institution manages a portfolio valued at $3.97 B, comprising 109 distinct securities. Over its filing history, it has submitted 10 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q2 2026 — Top-10 concentration: 89.0%. Quarterly turnover: 5.9%. ▲ 19 new, +43 added, −46 reduced, ×15 exited.

Top Buys

Q2 2026

1. IVV Ishares Core S&P 500 Etf

+$398.04 M

2. SPLG Spdr Portfolio S&P 500 Etf

+$134.91 M

3. XHLF Bondbloxx Bbg 6 Mth Us Treas

+$69.71 M

4. XCCC Bondbloxx-Ccc-Usd Hy Corp Bd

+$59.41 M

5. XBB Bondbloxx-Bb Rated Usd Hy Cb

+$55.03 M

Top Sells

Q2 2026

1. DBMF Imgp Dbi Managed Futures Strategy Etf

−$28.49 M

2. KMLM Kraneshares Mount Lucas Managed Futures Index Strategy Etf

−$28.07 M

3. XLV Health Care Select Sector Spdr Fund

−$26.89 M

4. XLP Consumer Staples Select Sector Spdr Fund

−$24.82 M

5. VHT Vanguard Health Care Etf

−$24.81 M

Stocks/ETFs

+38.00%

$3.97 B 100.00%

Options

$0 0.00%

Debt

$0 0.00%

Other

$0 0.00%

Name	Shares	Market Value	Weight	Change	Activity
Ishares Core S&P 500 Etf ETF-IVV	3.55 M	$2.66 B	66.88%	▲ 531,502	Add 17.6%
Bondbloxx Bbg 6 Mth Us Treas ETF-XHLF	7.8 M	$392.48 M	9.88%	▲ 1,385,900	Add 21.6%
Spdr Portfolio S&P 500 Etf ETF-SPLG	1.57 M	$137.59 M	3.46%	▲ 1,535,156	Add 5039.6%
Ishares 0-3 Month Treasury Bond Etf ETF-SGOV	816,856	$82.23 M	2.07%	▼ 88,800	Reduce -9.8%
Main Sector Rotation Etf ETF-SECT	845,221	$60.91 M	1.53%	▲ 12,754	Add 1.5%
Bondbloxx-Ccc-Usd Hy Corp Bd ETF-XCCC	1.62 M	$59.41 M	1.50%	▲ 1,624,900	New Buy
Bondbloxx-Bb Rated Usd Hy Cb ETF-XBB	1.34 M	$55.03 M	1.39%	▲ 1,342,400	New Buy
Vanguard Emerging Markets Government Bond Etf ETF-VWOB	446,500	$30.02 M	0.76%	▲ 446,500	New Buy
Invesco Db Us Dollar Index Bullish Fund ETF-UUP	1.06 M	$29.98 M	0.75%	▲ 47,318	Add 4.7%
Ishares Fallen Angels Usd Bond Etf ETF-FALN	1.1 M	$29.92 M	0.75%	▲ 1,098,300	New Buy

View Full List

Potomac Fund Management INC /Adv's Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Potomac Fund Management INC /Adv each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 7 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Options Exposure History

CALL PUT

Report Date	Type	Underlying Shares	Notional Value	% Change

Report Date	Bought/Sold (Sh.)	% Change	Qtr. End Shares	Reported Price

Stocks ETFs

Name	Shares	Value	% of Portfolio	% Change
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CALL PUT

Type	Name	Shares	Value	% of Portfolio	% Change
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Name	Amount	Value	% of Portfolio	% Change
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Name	Shares	Value	% of Portfolio	% Change
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Potomac Fund Management INC /Adv Quarterly 13F Statistics

Discover detailed insights into Potomac Fund Management INC /Adv’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

Quarter	Holdings	Total Value	Turnover Rate	Asset Allocation	Top 10 Stock & ETF Holdings

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Potomac Fund Management INC /Adv's All 13F Filings

This section lists all SEC Form 13F filings submitted by Potomac Fund Management INC /Adv.

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

Report For	Filed At	AUM	Holdings	Form Type	Source

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Insider Trading Activity (SEC Form 4)

This section tracks real-time insider transactions reported via SEC Form 4 filings. Unlike the quarterly 13F portfolio snapshots, these records reflect immediate buying and selling activity where the filer acts as a corporate insider. Use this data to spot timely market moves.

Date Top Line (Transaction Date): The date of the most recent insider transaction. Bottom Line (Filing Date): The date the transaction was filed with the SEC.	Value Total Value: The total monetary value of the transaction. (Shares × Price)	Shares Shares Traded: Number of shares bought or sold in this specific transaction. Adjusted for splits.	Position / Chg Top Line (Held): Total shares owned after the transaction. Bottom Line (Change %): The percentage change in holdings due to this trade.
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Data Source & Methodology: This table is sourced exclusively from SEC Form 4 filings and is adjusted for stock splits. It reflects active insider trading decisions and does not include passive beneficial ownership reported in 13F or 13D/G filings.

Potomac Fund Management INC /Adv 13F Filings, Portfolio & Analysis

Potomac Fund Management INC /Adv — Portfolio Overview & Company Profile

Portfolio Summary (Q2 2026)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q2 2026)

Historical Portfolio Charts

Potomac Fund Management INC /Adv's Portfolio

Potomac Fund Management INC /Adv Quarterly 13F Statistics

Potomac Fund Management INC /Adv's All 13F Filings

Insider Trading Activity (SEC Form 4)