PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 19, 2026, for the 2025 Q4 period, PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV held in its portfolio 37 assets valued at $106,676,843 (i.e. $106.68M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($14.21M), DIMENSIONAL ETF TRUST ($13.72M), and DIMENSIONAL ETF TRUST ($13.71M).
The chart below shows the top 10 valuable assets, and the table below shows the top 37 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 191580 | 14209503 | US EQUITY MARKET |
| DIMENSIONAL ETF TRUST | 230359 | 13715559 | US TARGETED VLU |
| DIMENSIONAL ETF TRUST | 294258 | 13709480 | US MKTWIDE VALUE |
| DIMENSIONAL ETF TRUST | 297580 | 10254621 | INTL CORE EQUITY |
| DIMENSIONAL ETF TRUST | 133628 | 9309870 | US SMALL CAP ETF |
| DIMENSIONAL ETF TRUST | 228982 | 9065405 | US CORE EQUITY 2 |
| DIMENSIONAL ETF TRUST | 147116 | 7054208 | SHORT DURATION F |
| DIMENSIONAL ETF TRUST | 128301 | 4244190 | EMERGING MKTS CO |
| DIMENSIONAL ETF TRUST | 137730 | 3154175 | US REAL ESTATE E |
| BROADCOM INC | 8603 | 2977498 | COM |
| DIMENSIONAL ETF TRUST | 77990 | 2668030 | US LARGE CAP VAL |
| DIMENSIONAL ETF TRUST | 50287 | 2140236 | CORE FIXED INCOM |
| PALANTIR TECHNOLOGIES INC | 10716 | 1904769 | CL A |
| APPLE INC | 6108 | 1660521 | COM |
| DIMENSIONAL ETF TRUST | 37590 | 1230307 | WORLD EX US CORE |
| DIMENSIONAL ETF TRUST | 21512 | 819822 | INTL CORE EQT MK |
| DIMENSIONAL ETF TRUST | 16859 | 722327 | INTERNATIONAL |
| NVIDIA CORPORATION | 3765 | 702173 | COM |
| DIMENSIONAL ETF TRUST | 15594 | 677226 | US SUSTAINABILTY |
| MICROSOFT CORP | 1386 | 670473 | COM |
| DIMENSIONAL ETF TRUST | 12780 | 662004 | GLOBAL SUSTAINA |
| DIMENSIONAL ETF TRUST | 17739 | 584332 | INTL SMALL CAP E |
| LOWES COS INC | 1596 | 384891 | COM |
| AMERICAN CENTY ETF TR | 4619 | 352409 | AVANTIS RESPON U |
| AMERICAN CENTY ETF TR | 4569 | 351914 | AVANTIS EMGMKT |
| DIMENSIONAL ETF TRUST | 7015 | 350049 | INTERNATNAL VAL |
| BRISTOL-MYERS SQUIBB CO | 6202 | 334536 | COM |
| INVESCO QQQ TR | 532 | 326873 | UNIT SER 1 |
| SCHWAB STRATEGIC TR | 9287 | 304621 | 1000 INDEX ETF |
| DIMENSIONAL ETF TRUST | 7273 | 301697 | EMERGING MARKETS |
| VANGUARD INDEX FDS | 606 | 295643 | GROWTH ETF |
| DIMENSIONAL ETF TRUST | 6094 | 285199 | US CORE EQT MKT |
| DIMENSIONAL ETF TRUST | 8630 | 283854 | US SMALL CAP VAL |
| LOCKHEED MARTIN CORP | 570 | 275669 | COM |
| AMERICAN CENTY ETF TR | 3309 | 245691 | AVANTIS RESPONSI |
| JPMORGAN CHASE & CO. | 738 | 237798 | COM |
| DIMENSIONAL ETF TRUST | 7921 | 209270 | GLOBAL REAL EST |
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