Universe · entity
Professional Financial Advisors, LLC
Institutional manager (13F) · CIK 1798221
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $431M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | SPDR SERIES TRUST | $121M | 1,532,743 |
| 2 | ISHARES TR | $69M | 695,423 |
| 3 | WISDOMTREE TR | $27M | 508,357 |
| 4 | VANGUARD STAR FDS | $25M | 323,626 |
| 5 | VANGUARD INDEX FDS | $13M | 39,053 |
| 6 | TIDAL TRUST II | $12M | 426,882 |
| 7 | WISDOMTREE TR | $10M | 237,783 |
| 8 | LITMAN GREGORY FDS TR | $10M | 316,920 |
| 9 | SPDR SERIES TRUST | $8M | 84,138 |
| 10 | ISHARES TR | $8M | 109,328 |
| 11 | ISHARES TR | $6M | 25,404 |
| 12 | SPDR SERIES TRUST | $6M | 21,739 |
| 13 | INVESCO EXCH TRADED FD TR II | $5M | 48,338 |
| 14 | SIMPLIFY EXCHANGE TRADED FUN | $5M | 127,184 |
| 15 | BERKSHIRE HATHAWAY INC DEL | $5M | 10,705 |
| 16 | SPDR GOLD TR | $5M | 11,197 |
| 17 | ISHARES TR | $5M | 54,100 |
| 18 | ISHARES TR | $5M | 58,492 |
| 19 | UNION PAC CORP | $4M | 18,318 |
| 20 | INVESCO EXCH TRD SLF IDX FD | $4M | 74,557 |
| 21 | VANGUARD INTL EQUITY INDEX F | $4M | 55,879 |
| 22 | TIDAL TRUST II | $4M | 148,375 |
| 23 | VANGUARD BD INDEX FDS | $4M | 51,543 |
| 24 | INVESCO EXCH TRADED FD TR II | $4M | 65,675 |
| 25 | DIMENSIONAL ETF TRUST | $4M | 65,617 |
| 26 | APPLE INC | $3M | 12,275 |
| 27 | PUTNAM ETF TRUST | $3M | 74,714 |
| 28 | ISHARES TR | $3M | 63,298 |
| 29 | MICROSOFT CORP | $3M | 7,513 |
| 30 | ADVISORSHARES TR | $3M | 64,745 |
| 31 | ISHARES TR | $3M | 57,824 |
| 32 | PROSHARES TR | $3M | 50,052 |
| 33 | FIDELITY MERRIMACK STR TR | $3M | 56,831 |
| 34 | ISHARES TR | $3M | 24,261 |
| 35 | ISHARES TR | $3M | 50,194 |
| 36 | WALMART INC | $3M | 20,430 |
| 37 | VANGUARD MUN BD FDS | $2M | 32,565 |
| 38 | VANECK ETF TRUST | $2M | 25,613 |
| 39 | ALPHABET INC | $2M | 8,160 |
| 40 | SIMPLIFY EXCHANGE TRADED FUN | $2M | 76,437 |
| 41 | VANGUARD SCOTTSDALE FDS | $2M | 31,430 |
| 42 | ISHARES SILVER TR | $2M | 30,201 |
| 43 | SIMPLIFY EXCHANGE TRADED FUN | $2M | 76,807 |
| 44 | VANGUARD WHITEHALL FDS | $2M | 23,178 |
| 45 | SCHWAB CHARLES CORP | $2M | 21,791 |
| 46 | WISDOMTREE TR | $2M | 51,346 |
| 47 | INVESCO QQQ TR | $2M | 3,453 |
| 48 | CAMBRIA ETF TR | $2M | 58,990 |
| 49 | ISHARES U S ETF TR | $2M | 37,331 |
| 50 | ISHARES TR | $2M | 38,993 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.