Professional Financial Advisors, LLC
CIK 1798221
13F filing for Q2 2026・No. 3,587
- Holdings
- US$578.12M
- Quarter change
- +US$86.99M
- Entries
- 146
- Net bought (estimate)
- +US$40.6M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 20
- Sold out 11
- Cut 45
- Added 74
- Corporate actions 0
- Unchanged 7
Largest holdings
146 stocks worth US$578.12M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SPDR SERIES TRUSTST STR PR SP1500 | Added | 2,244,068 | US$203.74M | 35.24% |
| ISHARES TRCORE US AGGBD ET | Cut | 352,310 | US$34.87M | 6.03% |
| WISDOMTREE TRUS EFFIC CORE FD | Added | 518,200 | US$30.6M | 5.29% |
| VANGUARD STAR FDSVG TL INTL STK F | Added | 334,704 | US$28.61M | 4.95% |
| TIDAL TRUST IIRET STCKD GL STK | Added | 432,593 | US$13.31M | 2.30% |
| VANGUARD INDEX FDSTOTAL STK MKT | Cut | 35,269 | US$13.05M | 2.26% |
| WISDOMTREE TRINTERNATIONL EFI | Added | 258,504 | US$12.05M | 2.08% |
| LITMAN GREGORY FDS TRIMGP DBI MAN ETF | Added | 335,666 | US$10.27M | 1.78% |
| ISHARES TRMSCI USA MMENTM | Added | 26,369 | US$9.04M | 1.56% |
| ISHARES TRCORE DIV GRWTH | Added | 115,292 | US$8.74M | 1.51% |
Sign in (free) to see its 50 largest holdings and its trades. Sign in
Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 9, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.