Professional Financial Advisors

Professional Financial Advisors as of March 31, 2026

Portfolio Holdings for Professional Financial Advisors

Professional Financial Advisors holds 137 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust State Street Spd (SPTM) 24.7 $121M 1.5M 79.06
Ishares Tr Core Us Aggbd Et (AGG) 14.1 $69M 695k 99.27
Wisdomtree Tr Us Efficient Cor (NTSX) 5.4 $27M 508k 52.15
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 5.1 $25M 324k 77.11
Vanguard Index Fds Total Stk Mkt (VTI) 2.6 $13M 39k 320.81
Tidal Trust Ii Ret Stckd Gl Stk (RSSB) 2.4 $12M 427k 27.21
Wisdomtree Tr Internationl Efi (NTSI) 2.1 $11M 238k 44.01
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) 1.9 $9.6M 317k 30.15
Spdr Series Trust State Street Spd (BIL) 1.6 $7.7M 84k 91.64
Ishares Tr Core Div Grwth (DGRO) 1.6 $7.7M 109k 70.18
Ishares Tr Msci Usa Mmentm (MTUM) 1.2 $6.1M 25k 239.99
Spdr Series Trust State Street Spd (MMTM) 1.2 $6.1M 22k 280.19
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 1.1 $5.4M 48k 112.11
Simplify Exchange Traded Fun Simplify Us Eqt (SPBC) 1.1 $5.3M 127k 41.59
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $5.1M 11k 479.21
Spdr Gold Tr Gold Shs (GLD) 1.0 $4.8M 11k 430.29
Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.0 $4.7M 54k 86.69
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.9 $4.6M 59k 78.41
Union Pacific Corporation (UNP) 0.9 $4.4M 18k 242.62
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS) 0.9 $4.3M 75k 57.91
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.9 $4.2M 56k 75.10
Tidal Trust Ii Return Stckd Us (RSST) 0.9 $4.2M 148k 28.28
Vanguard Bd Index Fds Intermed Term (BIV) 0.8 $4.0M 52k 77.18
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) 0.7 $3.6M 66k 54.84
Dimensional Etf Trust Global Core Plus (DFGP) 0.7 $3.5M 66k 53.99
Apple (AAPL) 0.6 $3.1M 12k 253.80
Putnam Etf Trust Focsd Larcp Gwt (PGRO) 0.6 $3.0M 75k 40.29
Ishares Tr Msci Intl Qualty (IQLT) 0.6 $2.9M 63k 46.23
Microsoft Corporation (MSFT) 0.6 $2.8M 7.5k 370.15
Advisorshares Tr Q Dynamic Growth (QPX) 0.6 $2.7M 65k 42.34
Ishares Tr Core Univrsl Usd (IUSB) 0.5 $2.7M 58k 46.19
Proshares Tr Pshs Ult S&p 500 (SSO) 0.5 $2.6M 50k 51.88
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.5 $2.6M 57k 45.62
Ishares Tr National Mun Etf (MUB) 0.5 $2.6M 24k 106.15
Ishares Tr TRS FLT RT BD (TFLO) 0.5 $2.5M 50k 50.63
Wal-Mart Stores (WMT) 0.5 $2.5M 20k 124.28
Vanguard Mun Bd Fds Short Tax Exempt (VSDM) 0.5 $2.5M 33k 76.29
Vaneck Etf Trust Gold Miners Etf (GDX) 0.5 $2.4M 26k 91.77
Alphabet Cap Stk Cl C (GOOG) 0.5 $2.3M 8.2k 286.85
Simplify Exchange Traded Fun Managed Futures (CTA) 0.5 $2.3M 76k 30.22
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 0.4 $2.1M 31k 68.35
Ishares Silver Tr Ishares (SLV) 0.4 $2.1M 30k 68.14
Simplify Exchange Traded Fun Us Equity Plus M (CTAP) 0.4 $2.1M 77k 26.78
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.4 $2.1M 23k 88.46
Charles Schwab Corporation (SCHW) 0.4 $2.0M 22k 93.98
Wisdomtree Tr Emerging Markets (NTSE) 0.4 $2.0M 51k 39.75
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $2.0M 3.5k 577.20
Cambria Etf Tr Glb Asset Allo (GAA) 0.4 $2.0M 59k 33.45
Ishares U S Etf Tr Short Duration B (NEAR) 0.4 $1.9M 37k 50.84
Ishares Tr Msci Intl Moment (IMTM) 0.4 $1.9M 39k 48.02
United Sts Gasoline Units (UGA) 0.4 $1.8M 18k 103.34
Vanguard Index Fds Extend Mkt Etf (VXF) 0.4 $1.7M 8.4k 205.80
Mastercard Incorporated Cl A (MA) 0.3 $1.7M 3.3k 499.61
J P Morgan Exchange Traded F Us Momentum (JMOM) 0.3 $1.7M 25k 67.92
Visa Com Cl A (V) 0.3 $1.7M 5.5k 302.23
Ishares Tr S&p 500 Val Etf (IVE) 0.3 $1.6M 7.5k 211.16
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.3 $1.6M 37k 42.54
Ishares Msci Gbl Min Vol (ACWV) 0.3 $1.5M 13k 119.51
Simplify Exchange Traded Fun Barrier Income (SBAR) 0.3 $1.4M 58k 24.54
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $1.4M 2.3k 597.59
Ishares Tr Latn Amer 40 Etf (ILF) 0.3 $1.4M 38k 35.52
Spdr Series Trust State Street Spd (JNK) 0.3 $1.4M 14k 95.72
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.3 $1.3M 25k 52.76
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.3 $1.3M 38k 33.37
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $1.3M 6.7k 191.92
Dimensional Etf Trust Us Equity Market (DFUS) 0.3 $1.3M 18k 70.91
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.3 $1.3M 11k 116.29
Ishares Core Msci Emkt (IEMG) 0.2 $1.2M 18k 69.75
Bok Finl Corp Com New (BOKF) 0.2 $1.2M 9.4k 128.05
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.2 $1.2M 29k 40.19
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $1.2M 8.3k 142.42
American Tower Reit (AMT) 0.2 $1.1M 6.4k 172.59
Spdr Series Trust State Street Spd (SPYM) 0.2 $1.1M 14k 76.54
Copart (CPRT) 0.2 $1.0M 31k 33.20
Amazon (AMZN) 0.2 $951k 4.6k 208.27
Tesla Motors (TSLA) 0.2 $921k 2.5k 371.78
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.2 $915k 9.1k 100.67
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.2 $905k 19k 48.46
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.2 $859k 50k 17.32
Spdr Index Shs Fds State Street Spd (SPDW) 0.2 $829k 18k 45.65
O'reilly Automotive (ORLY) 0.2 $801k 8.7k 92.31
ConAgra Foods (CAG) 0.1 $717k 46k 15.72
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $711k 5.7k 124.31
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $669k 13k 50.95
Meta Platforms Cl A (META) 0.1 $658k 1.2k 572.03
Lamb Weston Hldgs (LW) 0.1 $651k 15k 42.26
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.1 $635k 8.9k 71.13
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $635k 6.8k 92.74
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $610k 4.6k 132.50
NVIDIA Corporation (NVDA) 0.1 $597k 3.4k 174.40
Wisdomtree Tr Floatng Rat Trea (USFR) 0.1 $569k 11k 50.34
Spdr Index Shs Fds State Street Spd (SPGM) 0.1 $561k 7.4k 75.71
J P Morgan Exchange Traded F Short Dura Core (JSCP) 0.1 $501k 11k 47.30
Applied Materials (AMAT) 0.1 $493k 1.4k 341.80
Procter & Gamble Company (PG) 0.1 $471k 3.3k 144.45
Invesco Exch Traded Fd Tr Ii S&p 500 Concentr (QVMT) 0.1 $470k 7.9k 59.45
Dell Technologies CL C (DELL) 0.1 $393k 2.4k 164.14
Abbvie (ABBV) 0.1 $392k 1.8k 217.46
Rbb Fund Trust First Eagle Gbl (FEGE) 0.1 $375k 8.0k 47.00
Wells Fargo & Company (WFC) 0.1 $359k 4.5k 79.60
Vanguard Wellington Us Quality (VFQY) 0.1 $354k 2.4k 149.22
Spdr Series Trust State Street Spd (SPAB) 0.1 $330k 13k 25.62
Spdr Index Shs Fds State Street Spd (SPEM) 0.1 $328k 7.0k 46.91
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.1 $325k 5.6k 58.18
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $317k 16k 19.30
World Gold Tr Spdr Gld Minis (GLDM) 0.1 $308k 3.3k 92.69
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $302k 3.7k 82.43
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.1 $301k 463.00 650.65
International Business Machines (IBM) 0.1 $300k 1.2k 242.42
Vaneck Etf Trust Real Assets Etf (RAAX) 0.1 $298k 7.3k 40.71
Alphabet Cap Stk Cl A (GOOGL) 0.1 $293k 1.0k 287.66
Cambria Etf Tr Glb Moment Etf (GMOM) 0.1 $291k 8.1k 35.77
Putnam Etf Trust Esg Ultra Short (PULT) 0.1 $290k 5.7k 50.47
Tidal Trust Ii Rtn Stacked Bd (RSBT) 0.1 $290k 15k 18.85
Home Depot (HD) 0.1 $280k 851.00 328.82
Arista Networks Com Shs (ANET) 0.1 $275k 2.2k 122.78
Ishares Msci Japan Etf (EWJ) 0.1 $274k 3.2k 84.44
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $269k 2.4k 113.11
Ishares Tr Russell 2000 Etf (IWM) 0.1 $268k 1.1k 247.89
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.1 $265k 5.1k 52.19
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $260k 862.00 302.08
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $257k 759.00 337.95
Oracle Corporation (ORCL) 0.1 $255k 1.7k 147.07
Dorian Lpg Shs Usd (LPG) 0.1 $251k 7.3k 34.20
Rockwell Automation (ROK) 0.1 $251k 700.00 358.88
Lockheed Martin Corporation (LMT) 0.1 $250k 414.00 604.78
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.1 $249k 4.6k 54.55
Ishares Tr A Rate Cp Bd Etf (QLTA) 0.1 $248k 5.2k 47.59
Ishares Tr Core S&p500 Etf (IVV) 0.1 $248k 379.00 653.92
Capital One Financial (COF) 0.0 $238k 1.3k 182.43
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $236k 4.0k 59.55
Tidal Trust Ii Return Stacked B (RSBA) 0.0 $230k 11k 20.76
Ishares Tr Msci Usa Smcp Mn (SMMV) 0.0 $226k 5.2k 43.62
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $223k 9.6k 23.22
Ea Series Trust Us Quan Momentum (QMOM) 0.0 $220k 3.2k 68.31
Spdr Series Trust State Street Spd (SPSM) 0.0 $209k 4.3k 48.32
Ishares Tr Eafe Value Etf (EFV) 0.0 $203k 2.7k 74.34