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Professional Financial Solutions

Latest statistics and disclosures from Professional Financial Solutions's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAT, DFUS, DFUV, DFIC, DFAS, and represent 56.94% of Professional Financial Solutions's stock portfolio.
Added to shares of these 10 stocks: DFIC, DFLV, DFCF, DFSD, DFAC, DFAR, VUG, AMZN, CVSB, DFAS.
Started 3 new stock positions in AVUV, AMZN, CVSB.
Reduced shares in these 9 stocks: AVGO, DFUV, LMT, MSFT, PLTR, DFAE, AVEM, BMY, LOW.
Professional Financial Solutions was a net buyer of stock by $4.4M.
Professional Financial Solutions has $129M in assets under management (AUM), dropping by 14.49%.
Central Index Key (CIK): 0001036215

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Portfolio Holdings for Professional Financial Solutions

Professional Financial Solutions holds 41 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Targeted Vlu (DFAT)	12.9	$17M		238k	69.90	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	12.8	$17M		201k	81.94	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	12.3	$16M		288k	55.01	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	9.9	$13M	+6%	341k	37.26	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	9.0	$12M		141k	82.34	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	8.7	$11M	+4%	251k	44.36	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	6.8	$8.8M	+6%	183k	47.75	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	4.4	$5.7M	+3%	140k	40.64	View chart
Dimensional Etf Trust Us Real Esta Etf (DFAR)	3.8	$4.8M	+11%	185k	26.16	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	3.5	$4.5M	+15%	114k	39.54	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	2.6	$3.4M	+21%	80k	42.21	View chart
Broadcom (AVGO)	1.5	$1.9M	-26%	5.0k	377.75	View chart
Apple (AAPL)	1.4	$1.8M		6.1k	289.36	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.1	$1.4M		38k	36.84	View chart
Palantir Technologies Cl A (PLTR)	0.9	$1.1M	-3%	9.7k	116.67	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.7	$924k	+2%	22k	41.25	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.7	$877k	+24%	19k	46.63	View chart
Dimensional Etf Trust International (DFSI)	0.6	$808k	+6%	18k	45.10	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.6	$755k		15k	52.11	View chart
NVIDIA Corporation (NVDA)	0.6	$716k		3.6k	200.09	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.5	$651k	+4%	19k	35.03	View chart
American Centy Etf Tr Avantis Respon U (AVSU)	0.3	$440k	+2%	5.0k	88.51	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.3	$420k	-3%	4.3k	96.50	View chart
Dimensional Etf Trust Emer Mark Su Etf (DFSE)	0.3	$406k	+7%	8.3k	48.88	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$392k		532.00	736.54	View chart
Microsoft Corporation (MSFT)	0.3	$383k	-15%	1.0k	373.17	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.3	$379k		7.0k	54.02	View chart
Bristol Myers Squibb (BMY)	0.3	$360k		6.2k	57.62	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	0.3	$344k		8.9k	38.79	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.3	$335k		9.3k	36.06	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.2	$317k		6.1k	51.69	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$313k	+500%	3.6k	86.14	View chart
Lowe's Companies (LOW)	0.2	$307k		1.4k	220.49	View chart
American Centy Etf Tr Avan Re Intl Etf (AVSD)	0.2	$257k		3.2k	79.88	View chart
JPMorgan Chase & Co. (JPM)	0.2	$238k		726.00	327.33	View chart
Amazon (AMZN)	0.2	$235k	NEW	984.00	238.34	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.2	$230k		7.9k	28.97	View chart
Morgan Stanley Etf Trust Calvert Ult Shr (CVSB)	0.2	$224k	NEW	4.4k	50.64	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.2	$220k	-7%	5.5k	40.21	View chart
Lockheed Martin Corporation (LMT)	0.2	$208k	-28%	409.00	509.40	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$205k	NEW	1.6k	124.73	View chart

Past Filings by Professional Financial Solutions

SEC 13F filings are viewable for Professional Financial Solutions going back to 2025

Professional Financial Solutions 2026 Q2 filed Aug. 7, 2026
Professional Financial Solutions 2026 Q1 filed May 12, 2026
Professional Financial Solutions 2025 Q4 filed Feb. 19, 2026

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