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CIK: 0001036215
Total reported value
$128.7M
$128.7M
38 檔
49.9%
According to the latest 13F quarterly dataset, Professional Financial Solutions LLC /adv managed an equity portfolio of $128.7M at the end of Q1 2026, spanning 38 distinct U.S. exchange-listed positions.
In Q1 2026, Professional Financial Solutions LLC /adv displayed an active expansion posture, initiating 1 new positions and adding to 21 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAT | Dimensional US Target Value | ETF-Other | 13.11% | -0.21% | +2.46% | |
| 2 | DFUV | Dimensional US Marketwide Va | ETF-Other | 12.60% | -0.27% | -0.65% | |
| 3 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 12.55% | +0.26% | +3.80% | |
| 4 | DFIC | Dimensional International Co | ETF-Other | 10.13% | -0.26% | +7.73% | |
| 5 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 8.77% | +0.26% | +3.72% | |
| 6 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 8.27% | +0.39% | +4.51% | |
| 7 | DFSD | Dimensional Short Duration | ETF-Other | 7.32% | -0.51% | +16.78% | |
| 8 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 4.15% | +0.26% | +5.33% | |
| 9 | DFAR | Dimensional US Real Est ETF | ETF-Other | 3.49% | +0.27% | +20.47% | |
| 10 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 3.12% | +0.38% | +25.97% | |
| 11 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 2.46% | +0.16% | +30.48% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 1.86% | -0.40% | -21.67% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.37% | +0.01% | -0.41% | |
| 14 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.31% | -0.43% | -6.29% | |
| 15 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.14% | -0.05% | +0.46% | |
| 16 | DFAI | Dimensional International Co | ETF-Other | 0.76% | -0.04% | +1.39% | |
| 17 | DFSB | Dim Glb Sustain Fix Inc ETF | ETF-Other | 0.66% | -0.07% | +11.82% | |
| 18 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.64% | -0.01% | +0.25% | |
| 19 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.55% | +0.13% | -2.80% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 0.55% | +0.01% | -6.69% | |
| 21 | DFIS | Dimensional International Sm | ETF-Other | 0.53% | -0.02% | +0.55% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.40% | -0.10% | -12.70% | |
| 23 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.34% | -0.06% | +0.94% | |
| 24 | DFIV | Dimensional International Va | ETF-Other | 0.33% | -0.04% | — | |
| 25 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.32% | +0.01% | -1.36% | |
| 26 | AVSU | Avantis Resp US Equity ETF | ETF-Other | 0.32% | +0.02% | +4.61% | |
| 27 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.31% | -0.15% | +0.70% | |
| 28 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.29% | -0.05% | -12.53% | |
| 29 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.29% | +0.03% | +5.86% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.27% | +0.03% | — | |
| 31 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.27% | — | +1.45% | |
| 32 | SCHK | Schwab 1000 Index ETF | ETF-Large Cap & Growth | 0.26% | — | — | |
| 33 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.25% | — | +0.74% | |
| 34 | VUG | Vanguard Growth ETF | ETF-Other | 0.24% | — | — | |
| 35 | AVSD | Avantis Reps Intern Equi ETF | ETF-Other | 0.21% | -0.01% | -2.93% | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.19% | -0.01% | -1.63% | |
| 37 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.19% | -0.01% | — | |
| 38 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.18% | -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 38 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAT, DFUV, DFUS) accounted for 49.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
DFAE
市值: $200.1K
Top Position Liquidated / Trimmed
DFUV
前期市值: $13.7M
During Q1 2026, Professional Financial Solutions LLC /adv's top holdings by market value included DFAT (13.1%)、DFUV (12.6%)、DFUS (12.6%). The largest single position, DFAT, represented 13.1% of total portfolio value.
In Q1 2026, Professional Financial Solutions LLC /adv made 33 total portfolio adjustments, initiating 1 new buys, adding to 21 positions, trimming 11 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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