Professional Financial Advisors

Professional Financial Advisors as of Dec. 31, 2025

Portfolio Holdings for Professional Financial Advisors

Professional Financial Advisors holds 130 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust State Street Spd (SPTM) 27.6 $135M 1.6M 82.50
Ishares Tr Core Us Aggbd Et (AGG) 14.1 $69M 691k 99.88
Wisdomtree Tr Us Efficient Cor (NTSX) 5.5 $27M 488k 54.81
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 4.6 $22M 297k 75.44
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.7 $13M 21k 627.14
Wisdomtree Tr Internationl Efi (NTSI) 2.4 $12M 272k 44.09
Vanguard Index Fds Total Stk Mkt (VTI) 2.1 $10M 31k 335.27
Spdr Series Trust State Street Spd (BIL) 2.0 $9.6M 105k 91.38
Ishares Tr 0-3 Mnth Treasry (SGOV) 1.5 $7.3M 73k 100.38
Ishares Tr Core Div Grwth (DGRO) 1.5 $7.1M 103k 69.42
Tidal Trust Ii Return Stckd Us (RSST) 1.3 $6.1M 217k 28.35
Spdr Series Trust State Street Spd (MMTM) 1.2 $5.9M 20k 292.07
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 1.2 $5.9M 87k 68.74
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 1.2 $5.8M 49k 119.32
Ishares Tr Msci Usa Mmentm (MTUM) 1.2 $5.7M 23k 250.31
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) 1.1 $5.6M 200k 28.06
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.1 $5.3M 11k 502.64
Spdr Gold Tr Gold Shs (GLD) 0.9 $4.4M 11k 396.31
Union Pacific Corporation (UNP) 0.9 $4.3M 19k 231.32
Vanguard Wellington Us Quality (VFQY) 0.9 $4.2M 28k 153.41
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.8 $4.1M 55k 73.56
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) 0.8 $3.7M 67k 55.57
Microsoft Corporation (MSFT) 0.7 $3.4M 6.9k 483.60
Putnam Etf Trust Focsd Larcp Gwt (PGRO) 0.7 $3.3M 75k 44.65
Apple (AAPL) 0.7 $3.3M 12k 271.86
Proshares Tr Pshs Ult S&p 500 (SSO) 0.6 $3.1M 53k 57.92
Alphabet Cap Stk Cl C (GOOG) 0.6 $3.0M 9.7k 313.79
Ishares Tr Msci Intl Qualty (IQLT) 0.6 $3.0M 67k 45.45
Advisorshares Tr Q Dynamic Growth (QPX) 0.6 $2.8M 64k 44.52
Wisdomtree Tr Emerging Markets (NTSE) 0.5 $2.7M 71k 37.73
Ishares Tr TRS FLT RT BD (TFLO) 0.5 $2.6M 52k 50.46
Amazon (AMZN) 0.5 $2.6M 11k 230.83
Tidal Trust Ii Ret Stckd Gl Stk (RSSB) 0.5 $2.5M 89k 28.12
Wisdomtree Tr Floatng Rat Trea (USFR) 0.5 $2.5M 50k 50.32
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.5 $2.5M 53k 46.04
Wal-Mart Stores (WMT) 0.5 $2.3M 21k 111.41
Ishares Tr National Mun Etf (MUB) 0.5 $2.3M 21k 107.11
Vaneck Etf Trust Gold Miners Etf (GDX) 0.4 $2.2M 26k 85.77
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $2.1M 3.5k 614.29
Charles Schwab Corporation (SCHW) 0.4 $2.1M 22k 99.91
Meta Platforms Cl A (META) 0.4 $2.1M 3.2k 660.00
Cambria Etf Tr Tail Risk (TAIL) 0.4 $2.0M 171k 11.49
Ishares Silver Tr Ishares (SLV) 0.4 $1.9M 29k 64.42
Capital One Financial (COF) 0.4 $1.9M 7.8k 242.36
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.4 $1.8M 20k 91.45
Cambria Etf Tr Glb Asset Allo (GAA) 0.4 $1.8M 55k 32.51
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.4 $1.8M 5.9k 303.90
Mastercard Incorporated Cl A (MA) 0.4 $1.8M 3.1k 570.93
Visa Com Cl A (V) 0.4 $1.7M 5.0k 350.70
Ishares Tr Core S&p Ttl Stk (ITOT) 0.4 $1.7M 12k 148.70
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.3 $1.6M 36k 43.64
Tidal Trust Ii Rtn Stacked Bd (RSBT) 0.3 $1.5M 84k 17.92
Ishares Core Msci Emkt (IEMG) 0.3 $1.5M 22k 67.22
J P Morgan Exchange Traded F Us Momentum (JMOM) 0.3 $1.4M 21k 68.15
Ishares Tr Msci Intl Moment (IMTM) 0.3 $1.4M 30k 47.97
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.3 $1.3M 30k 44.47
Dimensional Etf Trust Us Equity Market (DFUS) 0.3 $1.3M 18k 74.17
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.3 $1.3M 38k 34.65
Wisdomtree Tr Em Mkts Qtly Div (DGRE) 0.3 $1.3M 42k 31.31
Ishares Tr S&p 500 Val Etf (IVE) 0.3 $1.3M 6.1k 212.07
Spdr Series Trust State Street Spd (SPLG) 0.3 $1.3M 16k 80.22
Ishares Msci Gbl Min Vol (ACWV) 0.3 $1.2M 10k 118.74
Ishares Tr Latn Amer 40 Etf (ILF) 0.2 $1.1M 38k 30.45
Simplify Exchange Traded Fun Managed Futures (CTA) 0.2 $1.1M 42k 27.26
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $1.1M 10k 110.19
Invesco Db Us Dlr Index Tr Bullish Fd (UUP) 0.2 $1.1M 41k 27.03
Spdr Series Trust State Street Spd (JNK) 0.2 $1.1M 11k 97.21
United Sts Gasoline Units (UGA) 0.2 $1.0M 17k 61.73
Tesla Motors (TSLA) 0.2 $1.0M 2.3k 449.72
Simplify Exchange Traded Fun Simplify Interst (PFIX) 0.2 $897k 19k 47.93
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.2 $867k 19k 46.59
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $848k 19k 44.41
ConAgra Foods (CAG) 0.2 $789k 46k 17.31
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $716k 6.0k 120.19
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $704k 15k 46.81
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $697k 9.0k 77.88
Lamb Weston Hldgs (LW) 0.1 $646k 15k 41.89
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $646k 6.9k 94.16
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.1 $634k 5.5k 115.10
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.1 $621k 8.9k 69.67
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $608k 4.6k 131.59
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $578k 11k 50.86
Simplify Exchange Traded Fun Short Term Trea (TUA) 0.1 $575k 26k 21.90
Spdr Index Shs Fds Portfli Msci Gbl (SPGM) 0.1 $560k 7.3k 76.71
NVIDIA Corporation (NVDA) 0.1 $537k 2.9k 186.50
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $512k 2.9k 177.40
J P Morgan Exchange Traded F Short Dura Core (JSCP) 0.1 $486k 10k 47.56
First Tr Exchange-traded Mngd Futrs Strgy (FMF) 0.1 $484k 10k 47.05
Ishares U S Etf Tr Short Duration B (NEAR) 0.1 $482k 9.4k 51.10
Procter & Gamble Company (PG) 0.1 $470k 3.3k 143.33
Invesco Exch Traded Fd Tr Ii S&p 500 Enhncd (SPVU) 0.1 $451k 7.9k 57.09
Wells Fargo & Company (WFC) 0.1 $407k 4.4k 93.20
Abbvie (ABBV) 0.1 $379k 1.7k 228.53
Applied Materials (AMAT) 0.1 $372k 1.4k 257.01
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $357k 1.2k 301.98
International Business Machines (IBM) 0.1 $351k 1.2k 296.24
Oracle Corporation (ORCL) 0.1 $338k 1.7k 194.87
Bluerock Pvt Real Estate 0.1 $333k 22k 15.00
Ishares Tr Msci Usa Smcp Mn (SMMV) 0.1 $315k 7.3k 43.33
Alphabet Cap Stk Cl A (GOOGL) 0.1 $315k 1.0k 312.91
Putnam Etf Trust Esg Ultra Short (PULT) 0.1 $309k 6.1k 50.63
Dell Technologies CL C (DELL) 0.1 $301k 2.4k 125.89
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $300k 1.5k 198.62
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $296k 2.4k 123.26
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $285k 3.4k 83.61
Home Depot (HD) 0.1 $284k 827.00 343.94
World Gold Tr Spdr Gld Minis (GLDM) 0.1 $282k 3.3k 85.37
Ishares Tr Eafe Value Etf (EFV) 0.1 $282k 3.9k 71.41
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.1 $276k 5.3k 52.41
Cambria Etf Tr Glb Moment Etf (GMOM) 0.1 $275k 8.2k 33.52
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.1 $273k 4.5k 60.81
Rockwell Automation (ROK) 0.1 $272k 700.00 389.07
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $271k 16k 16.49
Simplify Exchange Traded Fun Intmd Term Trsry (TYA) 0.1 $269k 20k 13.50
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $268k 392.00 682.31
Arista Networks Com Shs (ANET) 0.1 $262k 2.0k 131.03
Ishares Tr A Rate Cp Bd Etf (QLTA) 0.1 $251k 5.2k 48.09
Ishares Tr Russell 2000 Etf (IWM) 0.1 $246k 1.0k 246.04
Ishares Tr Core S&p500 Etf (IVV) 0.1 $245k 358.00 685.35
Ishares Msci Japan Etf (EWJ) 0.0 $245k 3.0k 80.74
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $242k 3.3k 74.07
American Express Company (AXP) 0.0 $229k 620.00 369.95
Ishares Tr Core Univrsl Usd (IUSB) 0.0 $227k 4.9k 46.54
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $226k 9.7k 23.37
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $214k 3.6k 59.93
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $214k 1.9k 113.91
Spdr Series Trust State Street Spd (SPSM) 0.0 $212k 4.5k 46.86
Ea Series Trust Us Quan Momentum (QMOM) 0.0 $210k 3.2k 65.30
Spdr Series Trust State Street Spd (SPAB) 0.0 $210k 8.2k 25.75
Spdr Series Trust State Street Spd (SPMD) 0.0 $204k 3.5k 57.92