Universe · entity

Professional Financial Advisors, LLC

Institutional manager (13F) · CIK 1798221
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $431M
#IssuerValueShares
1SPDR SERIES TRUST$121M1,532,743
2ISHARES TR$69M695,423
3WISDOMTREE TR$27M508,357
4VANGUARD STAR FDS$25M323,626
5VANGUARD INDEX FDS$13M39,053
6TIDAL TRUST II$12M426,882
7WISDOMTREE TR$10M237,783
8LITMAN GREGORY FDS TR$10M316,920
9SPDR SERIES TRUST$8M84,138
10ISHARES TR$8M109,328
11ISHARES TR$6M25,404
12SPDR SERIES TRUST$6M21,739
13INVESCO EXCH TRADED FD TR II$5M48,338
14SIMPLIFY EXCHANGE TRADED FUN$5M127,184
15BERKSHIRE HATHAWAY INC DEL$5M10,705
16SPDR GOLD TR$5M11,197
17ISHARES TR$5M54,100
18ISHARES TR$5M58,492
19UNION PAC CORP$4M18,318
20INVESCO EXCH TRD SLF IDX FD$4M74,557
21VANGUARD INTL EQUITY INDEX F$4M55,879
22TIDAL TRUST II$4M148,375
23VANGUARD BD INDEX FDS$4M51,543
24INVESCO EXCH TRADED FD TR II$4M65,675
25DIMENSIONAL ETF TRUST$4M65,617
26APPLE INC$3M12,275
27PUTNAM ETF TRUST$3M74,714
28ISHARES TR$3M63,298
29MICROSOFT CORP$3M7,513
30ADVISORSHARES TR$3M64,745
31ISHARES TR$3M57,824
32PROSHARES TR$3M50,052
33FIDELITY MERRIMACK STR TR$3M56,831
34ISHARES TR$3M24,261
35ISHARES TR$3M50,194
36WALMART INC$3M20,430
37VANGUARD MUN BD FDS$2M32,565
38VANECK ETF TRUST$2M25,613
39ALPHABET INC$2M8,160
40SIMPLIFY EXCHANGE TRADED FUN$2M76,437
41VANGUARD SCOTTSDALE FDS$2M31,430
42ISHARES SILVER TR$2M30,201
43SIMPLIFY EXCHANGE TRADED FUN$2M76,807
44VANGUARD WHITEHALL FDS$2M23,178
45SCHWAB CHARLES CORP$2M21,791
46WISDOMTREE TR$2M51,346
47INVESCO QQQ TR$2M3,453
48CAMBRIA ETF TR$2M58,990
49ISHARES U S ETF TR$2M37,331
50ISHARES TR$2M38,993
All filings on EDGAR ↗

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