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CIK: 0001036215
Total reported value
$128.7M
$128.7M
37 檔
47.6%
As reported in its official Q4 2025 Form 13F filing, Professional Financial Solutions LLC /adv's tracked investment portfolio stood at $128.7M with 37 total positions.
During Q4 2025, Professional Financial Solutions LLC /adv's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 13.32% | +0.26% | — | |
| 2 | DFAT | Dimensional US Target Value | ETF-Other | 12.86% | -0.21% | — | |
| 3 | DFUV | Dimensional US Marketwide Va | ETF-Other | 12.85% | -0.27% | — | |
| 4 | DFIC | Dimensional International Co | ETF-Other | 9.61% | -0.26% | — | |
| 5 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 8.73% | +0.26% | — | |
| 6 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 8.50% | +0.39% | — | |
| 7 | DFSD | Dimensional Short Duration | ETF-Other | 6.61% | -0.51% | — | |
| 8 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 3.98% | +0.26% | — | |
| 9 | DFAR | Dimensional US Real Est ETF | ETF-Other | 2.96% | +0.27% | — | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 2.79% | -0.40% | — | |
| 11 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 2.50% | +0.38% | — | |
| 12 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 2.01% | +0.16% | — | |
| 13 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.79% | -0.43% | — | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.56% | +0.01% | — | |
| 15 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.15% | -0.05% | — | |
| 16 | DFAI | Dimensional International Co | ETF-Other | 0.77% | -0.04% | — | |
| 17 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.68% | -0.01% | — | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 0.66% | +0.01% | — | |
| 19 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.63% | +0.13% | — | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 0.63% | -0.10% | — | |
| 21 | DFSB | Dim Glb Sustain Fix Inc ETF | ETF-Other | 0.62% | -0.07% | — | |
| 22 | DFIS | Dimensional International Sm | ETF-Other | 0.55% | -0.02% | — | |
| 23 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.36% | -0.05% | — | |
| 24 | AVSU | Avantis Resp US Equity ETF | ETF-Other | 0.33% | +0.02% | — | |
| 25 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.33% | +0.01% | — | |
| 26 | DFIV | Dimensional International Va | ETF-Other | 0.33% | -0.04% | — | |
| 27 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.31% | -0.06% | — | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.31% | +0.03% | — | |
| 29 | SCHK | Schwab 1000 Index ETF | ETF-Large Cap & Growth | 0.29% | — | — | |
| 30 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.28% | +0.03% | — | |
| 31 | VUG | Vanguard Growth ETF | ETF-Other | 0.28% | — | — | |
| 32 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.27% | — | — | |
| 33 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.27% | — | — | |
| 34 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.26% | -0.15% | — | |
| 35 | AVSD | Avantis Reps Intern Equi ETF | ETF-Other | 0.23% | -0.01% | — | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.22% | -0.01% | — | |
| 37 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.20% | -0.01% | — |
According to official SEC Form 13F filings, Professional Financial Solutions LLC /adv reported a total U.S. public equity portfolio value of $128.7M across 37 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including DFUS, DFAT, DFUV) accounted for 47.6% of total reported equity market value during Q4 2025.
During Q4 2025, Professional Financial Solutions LLC /adv's top holdings by market value included DFUS (13.3%)、DFAT (12.9%)、DFUV (12.8%). The largest single position, DFUS, represented 13.3% of total portfolio value.
In Q4 2025, Professional Financial Solutions LLC /adv made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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