Institutions / Professional Financial Solutions LLC /Adv

Professional Financial Solutions LLC /Adv

CIK 1036215 · Institution · as of Jun 30, 2026
Portfolio value
$128.69M
Positions
41
As of
Jun 30, 2026

Portfolio trend

Portfolio value

$128.69M+14.5%
$128.69M$117.68M$106.68MQ4 '25Q1 '26Q2 '26

Positions

41+7.9%
413937Q4 '25Q1 '26Q2 '26

Top holdings

Jun 30, 2026View all 41 →
CompanyClassValueShares% of portfolio
Dimensional ETF Trust—$16.61M237,57112.9%
Dimensional ETF Trust—$16.49M201,25412.8%
Dimensional ETF Trust—$15.87M288,40912.3%
Dimensional ETF Trust—$12.70M340,8859.9%
Dimensional ETF Trust—$11.62M141,0959.0%
Dimensional ETF Trust—$11.14M251,1378.7%
Dimensional ETF Trust—$8.76M183,4266.8%
Dimensional ETF Trust—$5.67M139,5844.4%
Dimensional ETF Trust—$4.84M184,8403.8%
Dimensional ETF Trust—$4.50M113,9013.5%
Dimensional ETF Trust—$3.37M79,9152.6%
Broadcom Inc.—$1.88M4,9801.5%
Apple Inc.—$1.77M6,1151.4%
Dimensional ETF Trust—$1.40M37,9421.1%
Palantir Technologies Inc—$1.13M9,7160.9%
Dimensional ETF Trust—$923.8K22,3960.7%
Dimensional ETF Trust—$876.8K18,8020.7%
Dimensional ETF Trust—$808.4K17,9260.6%
Dimensional ETF Trust—$754.9K14,4860.6%
NVIDIA Corp—$716.1K3,5790.6%
Dimensional ETF Trust—$651.1K18,5880.5%
American Centy ETF Tr—$439.6K4,9670.3%
American Centy ETF Tr—$419.5K4,3470.3%
Dimensional ETF Trust—$405.5K8,2950.3%
Invesco Qqq Tr—$391.8K5320.3%

Activity

Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q1 2026
as of
Add25434V864
Common stock
$1.18M+25K
+16.78%
171,799
6.39% of portfolio
low
Q1 2026
as of
Add25434V799
Common stock
$817.2K+23K
+7.73%
320,580
8.85% of portfolio
low
Q2 2026
as of
Add25434V799
Common stock
$756.6K+20K
+6.33%
340,885
9.87% of portfolio
low
Q1 2026
as of
Add25434V666
Common stock
$723.2K+20K
+25.97%
98,242
2.73% of portfolio
low
Q1 2026
as of
Add25434V823
Common stock
$666.9K+28K
+20.47%
165,929
3.05% of portfolio
low
Q2 2026
as of
TrimBroadcom Inc.
Common stock
$-664.5K-2K
-26.10%
4,980
1.46% of portfolio
low
Q1 2026
as of
Add25434V872
Common stock
$647.1K+15K
+30.48%
65,615
2.15% of portfolio
low
Q2 2026
as of
Add25434V666
Common stock
$619.2K+16K
+15.94%
113,901
3.50% of portfolio
low
Q2 2026
as of
Add25434V872
Common stock
$603.6K+14K
+21.79%
79,915
2.62% of portfolio
low
Q1 2026
as of
TrimBroadcom Inc.
Common stock
$-576.9K-2K
-21.67%
6,739
1.62% of portfolio
low