Professional Financial Solutions LLC
- SEC CIK
- 0001036215
- Latest filing
- Aug 7, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 19, 2026. Long positions only.
- Positions
- 37
- No filing for Q3 2025
- Portfolio value
- $106.7M
- No filing for Q3 2025
Professional Financial Solutions LLC did not file a 13F for Q3 2025, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 191,580 | $14.2M | 13.3% | – | – | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 230,359 | $13.7M | 12.9% | – | – | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 294,258 | $13.7M | 12.9% | – | – | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 297,580 | $10.3M | 9.6% | – | – | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 133,628 | $9.31M | 8.7% | – | – | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 228,982 | $9.07M | 8.5% | – | – | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 147,116 | $7.05M | 6.6% | – | – | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 128,301 | $4.24M | 4.0% | – | – | – |
| Dimensional ETF Trust25434V823 | US REAL ESTA ETF | 137,730 | $3.15M | 3.0% | – | – | – |
| AVGOBroadcom Inc. | Stock | 8,603 | $2.98M | 2.8% | – | – | History |
| Dimensional ETF Trust25434V666 | US LARG VALU ETF | 77,990 | $2.67M | 2.5% | – | – | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 50,287 | $2.14M | 2.0% | – | – | – |
| PLTRPalantir Technologies Inc. | Stock | 10,716 | $1.90M | 1.8% | – | – | History |
| AAPLApple Inc. | Stock | 6,108 | $1.66M | 1.6% | – | – | History |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 37,590 | $1.23M | 1.2% | – | – | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 21,512 | $819.8K | 0.8% | – | – | – |
| Dimensional ETF Trust25434V690 | INTERNATIONAL | 16,859 | $722.3K | 0.7% | – | – | – |
| NVDANVIDIA Corp | Stock | 3,765 | $702.2K | 0.7% | – | – | History |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 15,594 | $677.2K | 0.6% | – | – | – |
| MSFTMicrosoft Corp | Stock | 1,386 | $670.5K | 0.6% | – | – | History |
| Dimensional ETF Trust25434V674 | GLOBAL SUSTAINA | 12,780 | $662.0K | 0.6% | – | – | – |
| Dimensional ETF Trust25434V773 | INTL SMALL CAP E | 17,739 | $584.3K | 0.5% | – | – | – |
| LOWLowes Companies Inc | Stock | 1,596 | $384.9K | 0.4% | – | – | History |
| American Centy ETF Tr025072281 | AVANTIS RESPON U | 4,619 | $352.4K | 0.3% | – | – | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 4,569 | $351.9K | 0.3% | – | – | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 7,015 | $350.0K | 0.3% | – | – | – |
| BMYBristol Myers Squibb Co | Stock | 6,202 | $334.5K | 0.3% | – | – | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 532 | $326.9K | 0.3% | – | – | – |
| Schwab Strategic Tr808524722 | 1000 INDEX ETF | 9,287 | $304.6K | 0.3% | – | – | – |
| Dimensional ETF Trust25434V682 | EMER MARK SU ETF | 7,273 | $301.7K | 0.3% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 606 | $295.6K | 0.3% | – | – | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 6,094 | $285.2K | 0.3% | – | – | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 8,630 | $283.9K | 0.3% | – | – | – |
| LMTLockheed Martin Corp | Stock | 570 | $275.7K | 0.3% | – | – | History |
| American Centy ETF Tr025072299 | AVAN RE INTL ETF | 3,309 | $245.7K | 0.2% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 738 | $237.8K | 0.2% | – | – | History |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 7,921 | $209.3K | 0.2% | – | – | – |