Professional Financial Advisors

Professional Financial Advisors as of June 30, 2026

Portfolio Holdings for Professional Financial Advisors

Professional Financial Advisors holds 146 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
Spdr Series Trust ST STR PR SP1500 (SPTM) 35.2 $204M 2.2M 90.79
Ishares Tr Core Us Aggbd Et (AGG) 6.0 $35M 352k 98.98
Wisdomtree Tr Us Effic Core Fd (NTSX) 5.3 $31M 518k 59.05
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 4.9 $29M 335k 85.49
Tidal Trust Ii Ret Stckd Gl Stk (RSSB) 2.3 $13M 433k 30.76
Vanguard Index Fds Total Stk Mkt (VTI) 2.3 $13M 35k 370.04
Wisdomtree Tr Internationl Efi (NTSI) 2.1 $12M 259k 46.60
Litman Gregory Fds Tr Imgp Dbi Man Etf (DBMF) 1.8 $10M 336k 30.61
Ishares Tr Msci Usa Mmentm (MTUM) 1.6 $9.0M 26k 342.83
Ishares Tr Core Div Grwth (DGRO) 1.5 $8.7M 115k 75.79
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 1.4 $8.2M 51k 161.54
Spdr Series Trust St Str Blo 1 Etf (BIL) 1.3 $7.3M 80k 91.64
Spdr Series Trust St Str 1500mom (MMTM) 1.2 $6.7M 22k 312.96
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.2 $6.6M 9.7k 686.81
Simplify Exchange Traded Fun Simplify Us Eqt (SPBC) 1.1 $6.2M 131k 47.19
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $5.4M 11k 500.40
Tidal Trust Ii Return Stckd Us (RSST) 0.9 $5.1M 156k 32.69
Union Pacific Corporation (UNP) 0.9 $5.0M 18k 272.00
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS) 0.9 $5.0M 76k 65.58
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.8 $4.9M 58k 83.75
Vanguard Bd Index Fds Intermed Term (BIV) 0.8 $4.4M 58k 76.70
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) 0.7 $4.1M 69k 60.29
Dimensional Etf Trust Glob Co Plus Etf (DFGP) 0.7 $4.1M 75k 54.46
Spdr Gold Tr Gold Shs (GLD) 0.7 $4.1M 11k 368.38
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.7 $3.8M 47k 82.27
Putnam Etf Trust Focsd Larcp Gwt (PGRO) 0.6 $3.5M 74k 47.66
Proshares Tr Pshs Ult S&p 500 (SSO) 0.6 $3.5M 51k 67.38
Advisorshares Tr Q Dynamic Growth (QPX) 0.6 $3.2M 65k 48.86
Ishares Tr Msci Intl Qualty (IQLT) 0.5 $3.2M 64k 49.55
Ishares Tr National Mun Etf (MUB) 0.5 $3.1M 29k 107.62
Microsoft Corporation (MSFT) 0.5 $3.0M 8.2k 373.01
Vanguard Mun Bd Fds Short Tax Exempt (VSDM) 0.5 $2.9M 38k 76.63
Alphabet Cap Stk Cl C (GOOG) 0.5 $2.9M 8.2k 353.31
Ishares Tr Core Univrsl Usd (IUSB) 0.5 $2.8M 62k 46.15
Vanguard Index Fds Extend Mkt Etf (VXF) 0.5 $2.8M 11k 246.20
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.5 $2.7M 60k 45.49
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $2.7M 3.6k 736.42
Apple (AAPL) 0.5 $2.6M 9.1k 289.36
Wisdomtree Tr Emer Mark Eff Fd (NTSE) 0.4 $2.6M 53k 48.61
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.4 $2.5M 26k 93.38
Ishares Tr TRS FLT RT BD (TFLO) 0.4 $2.4M 47k 50.63
Amazon (AMZN) 0.4 $2.4M 10k 238.34
Simplify Exchange Traded Fun Us Equi Plus Etf (CTAP) 0.4 $2.3M 88k 26.41
Ishares Tr Msci Intl Moment (IMTM) 0.4 $2.2M 41k 53.33
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 0.4 $2.1M 31k 68.53
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.4 $2.1M 4.4k 477.54
Wal-Mart Stores (WMT) 0.4 $2.1M 18k 113.26
Visa Com Cl A (V) 0.4 $2.1M 6.0k 343.12
Meta Platforms Cl A (META) 0.4 $2.0M 3.6k 563.37
Capital Group Dividend Value Shs Creat Unit (CGDV) 0.3 $2.0M 41k 49.28
Simplify Exchange Traded Fun Managed Futures (CTA) 0.3 $2.0M 78k 25.94
J P Morgan Exchange Traded F Us Momentum (JMOM) 0.3 $2.0M 23k 85.46
Vaneck Etf Trust Gold Miners Etf (GDX) 0.3 $2.0M 26k 75.45
Capital One Financial (COF) 0.3 $1.9M 9.7k 200.61
Cambria Etf Tr Glb Asset Allo (GAA) 0.3 $1.9M 56k 34.38
Mastercard Incorporated Cl A (MA) 0.3 $1.9M 3.7k 513.53
Ishares U S Etf Tr Shor Dura Bd Etf (NEAR) 0.3 $1.8M 36k 50.66
Ishares Tr S&p 500 Val Etf (IVE) 0.3 $1.7M 7.6k 227.05
Simplify Exchange Traded Fun Barrier Income (SBAR) 0.3 $1.7M 66k 25.60
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO) 0.3 $1.6M 38k 42.33
Ishares Silver Tr Ishares (SLV) 0.3 $1.6M 30k 53.47
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $1.6M 7.4k 212.77
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.3 $1.6M 18k 86.42
O'reilly Automotive (ORLY) 0.3 $1.5M 16k 92.09
Ishares Tr Latn Amer 40 Etf (ILF) 0.3 $1.5M 43k 33.75
Dimensional Etf Trust Us Equi Mark Etf (DFUS) 0.3 $1.5M 18k 81.94
Ishares Msci Gbl Min Vol (ACWV) 0.2 $1.4M 12k 120.23
United Sts Gasoline Units (UGA) 0.2 $1.4M 14k 102.97
Capital Group Growth Etf Shs Creat Unit (CGGR) 0.2 $1.4M 29k 47.20
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.2 $1.3M 28k 45.52
Spdr Series Trust St Str P500etf (SPYM) 0.2 $1.3M 14k 87.88
United Sts Oil Units (USO) 0.2 $1.2M 11k 106.44
Ishares Core Msci Emkt (IEMG) 0.2 $1.2M 14k 82.84
Applied Materials (AMAT) 0.2 $1.0M 1.4k 723.25
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.2 $1.0M 19k 55.01
Dell Technologies CL C (DELL) 0.2 $948k 2.2k 431.41
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.2 $926k 7.9k 117.09
Spdr Index Shs Fds St Str Po Ex Etf (SPDW) 0.2 $923k 18k 50.39
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $900k 5.5k 164.28
Ishares Tr 0-3 Mth Treasury (SGOV) 0.1 $850k 8.4k 100.68
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI) 0.1 $809k 19k 42.72
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.1 $729k 8.9k 82.34
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $710k 4.8k 147.73
NVIDIA Corporation (NVDA) 0.1 $697k 3.5k 200.11
Ishares Tr Msci Usa Min Etf (USMV) 0.1 $676k 7.0k 96.46
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.1 $662k 42k 15.88
Spdr Index Shs Fds St Str Msci Glb (SPGM) 0.1 $637k 7.4k 85.66
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $617k 12k 51.05
Grayscale Coindesk Crypto Usd Shs (GDLC) 0.1 $553k 21k 26.39
Wisdomtree Tr Floatng Rat Trea (USFR) 0.1 $529k 11k 50.35
J P Morgan Exchange Traded F Short Dura Core (JSCP) 0.1 $504k 11k 47.15
Procter & Gamble Company (PG) 0.1 $492k 3.4k 146.66
Abbvie (ABBV) 0.1 $479k 1.9k 251.65
Rbb Fund Trust First Eagle Gbl (FEGE) 0.1 $459k 9.4k 48.92
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $457k 3.1k 148.32
Capital Group Core Equity Et Shs Creat Unit (CGUS) 0.1 $415k 9.3k 44.48
Vanguard Wellington Us Quality (VFQY) 0.1 $404k 2.4k 170.30
Tesla Motors (TSLA) 0.1 $397k 944.00 420.60
Arista Networks Com Shs (ANET) 0.1 $389k 2.3k 169.88
Invesco Exch Traded Fd Tr Ii S&p 500 Conc Etf (QVMT) 0.1 $382k 5.5k 69.88
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.1 $376k 5.5k 68.01
Spdr Index Shs Fds St Port Mark Etf (SPEM) 0.1 $370k 7.1k 51.78
Wells Fargo & Company (WFC) 0.1 $365k 4.4k 82.65
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.1 $361k 483.00 747.11
Capital Group Core Balanced SHS (CGBL) 0.1 $360k 9.5k 37.96
Alphabet Cap Stk Cl A (GOOGL) 0.1 $357k 1.0k 357.33
Capital Group Dividend Growe Shs Etf (CGDG) 0.1 $354k 9.4k 37.51
Charles Schwab Corporation (SCHW) 0.1 $353k 3.8k 92.27
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $335k 2.4k 137.53
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $314k 16k 19.12
Vegashares Etf Trus Us Eq Au In Etf 0.1 $305k 12k 24.81
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.1 $301k 5.7k 52.60
Vaneck Etf Trust Real Assets Etf (RAAX) 0.1 $299k 7.5k 39.67
Cambria Etf Tr Glb Moment Etf (GMOM) 0.1 $290k 8.1k 35.61
Spdr Series Trust St Str Aggre Etf (SPAB) 0.0 $288k 11k 25.52
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $288k 787.00 365.65
Tidal Trust Ii Rtn Stacked Bd (RSBT) 0.0 $287k 15k 19.04
Ishares Tr Core S&p500 Etf (IVV) 0.0 $284k 380.00 748.24
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.0 $280k 4.6k 61.23
World Gold Tr Spdr Gld Minis (GLDM) 0.0 $269k 3.4k 79.42
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.0 $266k 3.0k 90.10
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $262k 4.4k 58.98
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $262k 11k 23.13
Lam Research Corp Com New (LRCX) 0.0 $258k 596.00 433.33
Spdr Series Trust ST STR SP600 SML (SPSM) 0.0 $258k 4.5k 57.68
Oracle Corporation (ORCL) 0.0 $257k 1.8k 146.59
Dorian Lpg Shs Usd (LPG) 0.0 $256k 7.3k 34.78
Ea Series Trust Us Quan Momentum (QMOM) 0.0 $254k 3.2k 78.73
Ishares U S Etf Tr Shor Mat Mun Etf (MEAR) 0.0 $251k 5.0k 50.38
Ishares Tr Msci Usa Smcp Mn (SMMV) 0.0 $240k 5.2k 46.04
Ishares Msci Japan Etf (EWJ) 0.0 $239k 2.6k 93.27
Ishares Tr A Rate Cp Bd Etf (QLTA) 0.0 $238k 5.0k 47.52
Ishares Tr Russell 2000 Etf (IWM) 0.0 $230k 766.00 300.27
Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $229k 349.00 655.89
Tidal Trust Ii Retu Sta Bds Etf (RSBA) 0.0 $227k 11k 21.05
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) 0.0 $226k 3.0k 75.87
Blackrock Etf Trust Isha I In Te Etf (BAI) 0.0 $225k 4.3k 52.72
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.0 $220k 2.3k 94.57
Ishares Tr Eafe Value Etf (EFV) 0.0 $213k 2.8k 76.54
Lockheed Martin Corporation (LMT) 0.0 $213k 417.00 509.48
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $212k 3.0k 71.25
W.W. Grainger (GWW) 0.0 $211k 155.00 1360.40
American Express Company (AXP) 0.0 $210k 620.00 338.25
Tidal Trust Ii Retur S Gold Etf (RSSX) 0.0 $208k 9.1k 22.98
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $208k 7.5k 27.70
Spdr Series Trust ST STR SP1500VT (VLU) 0.0 $207k 870.00 238.33