PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV

Institutional manager (13F) · CIK 1036215

13F holdings · as of 2026-03-31 · top 38 · reported portfolio $112M

#	Issuer	Value	Shares
1	DIMENSIONAL ETF TRUST	$15M	236,033
2	DIMENSIONAL ETF TRUST	$14M	292,336
3	DIMENSIONAL ETF TRUST	$14M	198,869
4	DIMENSIONAL ETF TRUST	$11M	320,580
5	DIMENSIONAL ETF TRUST	$10M	138,605
6	DIMENSIONAL ETF TRUST	$9M	239,301
7	DIMENSIONAL ETF TRUST	$8M	171,799
8	DIMENSIONAL ETF TRUST	$5M	135,143
9	DIMENSIONAL ETF TRUST	$4M	165,929
10	DIMENSIONAL ETF TRUST	$4M	98,242
11	DIMENSIONAL ETF TRUST	$3M	65,615
12	BROADCOM INC	$2M	6,739
13	APPLE INC	$2M	6,083
14	PALANTIR TECHNOLOGIES INC	$1M	10,042
15	DIMENSIONAL ETF TRUST	$1M	37,764
16	DIMENSIONAL ETF TRUST	$850k	21,811
17	DIMENSIONAL ETF TRUST	$739k	14,290
18	DIMENSIONAL ETF TRUST	$717k	16,901
19	DIMENSIONAL ETF TRUST	$623k	15,157
20	NVIDIA CORPORATION	$613k	3,513
21	DIMENSIONAL ETF TRUST	$601k	17,836
22	MICROSOFT CORP	$448k	1,210
23	BRISTOL-MYERS SQUIBB CO	$380k	6,260
24	DIMENSIONAL ETF TRUST	$370k	7,015
25	AMERICAN CENTY ETF TR	$363k	4,507
26	AMERICAN CENTY ETF TR	$357k	4,832
27	LOCKHEED MARTIN CORP	$347k	574
28	LOWES COS INC	$330k	1,396
29	DIMENSIONAL ETF TRUST	$326k	7,699
30	INVESCO QQQ TR	$307k	532
31	DIMENSIONAL ETF TRUST	$307k	8,755
32	SCHWAB STRATEGIC TR	$291k	9,287
33	DIMENSIONAL ETF TRUST	$277k	6,139
34	VANGUARD INDEX FDS	$265k	606
35	AMERICAN CENTY ETF TR	$237k	3,212
36	JPMORGAN CHASE & CO	$214k	726
37	DIMENSIONAL ETF TRUST	$211k	7,921
38	DIMENSIONAL ETF TRUST	$200k	5,910

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.