Institutions / Professional Financial Advisors, LLC
Professional Financial Advisors, LLC
CIK 1798221 · Institution · as of Dec 31, 2025
Portfolio value
$489.57M
Positions
130
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 130 →
| Company | Value | % of portfolio |
|---|---|---|
| SPDR Series Trust | $135.21M | 27.6% |
| iShares Tr | $69.03M | 14.1% |
| WisdomTree Tr | $26.77M | 5.5% |
| Vanguard Star Fds | $22.40M | 4.6% |
| Vanguard Index Fds | $13.16M | 2.7% |
| WisdomTree Tr | $11.97M | 2.4% |
| Vanguard Index Fds | $10.29M | 2.1% |
| SPDR Series Trust | $9.61M | 2.0% |
| iShares Tr | $7.30M | 1.5% |
| iShares Tr | $7.13M | 1.5% |
| Tidal Trust II | $6.14M | 1.3% |
| SPDR Series Trust | $5.94M | 1.2% |
| Vanguard Scottsdale Fds | $5.94M | 1.2% |
| Invesco Exch Traded Fd Tr II | $5.81M | 1.2% |
| iShares MSCI UAE ETF | $5.66M | 1.2% |
| Litman Gregory Fds Tr | $5.62M | 1.1% |
| Warren E. Buffett | $5.28M | 1.1% |
| SPDR Gold Tr | $4.36M | 0.9% |
| Union Pacific Corp | $4.31M | 0.9% |
| Vanguard Wellington Fd | $4.24M | 0.9% |
| Vanguard Intl Equity Index F | $4.06M | 0.8% |
| Invesco Exch Traded Fd Tr II | $3.72M | 0.8% |
| Microsoft Corp | $3.35M | 0.7% |
| Putnam ETF Trust | $3.34M | 0.7% |
| Apple Inc. | $3.34M | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.