PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV

Est. AUM

$112.4M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US TARGETED VLU	$14.7M	236033	13.11%	SOLE
2	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$14.2M	292336	12.60%	SOLE
3	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$14.1M	198869	12.55%	SOLE
4	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$11.4M	320580	10.13%	SOLE
5	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$9.9M	138605	8.77%	SOLE
6	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$9.3M	239301	8.27%	SOLE
7	DIMENSIONAL ETF TRUST	SHORT DURATION F	$8.2M	171799	7.32%	SOLE
8	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$4.7M	135143	4.15%	SOLE
9	DIMENSIONAL ETF TRUST	US REAL ESTATE E	$3.9M	165929	3.49%	SOLE
10	DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$3.5M	98242	3.12%	SOLE
11	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$2.8M	65615	2.46%	SOLE
12	BROADCOM INC	COM	$2.1M	6739	1.86%	SOLE
13	APPLE INC	COM	$1.5M	6083	1.37%	SOLE
14	PALANTIR TECHNOLOGIES INC	CL A	$1.5M	10042	1.31%	SOLE
15	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$1.3M	37764	1.14%	SOLE
16	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$850K	21811	0.76%	SOLE
17	DIMENSIONAL ETF TRUST	GLOBAL SUSTAINA	$739K	14290	0.66%	SOLE
18	DIMENSIONAL ETF TRUST	INTERNATIONAL	$717K	16901	0.64%	SOLE
19	DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$623K	15157	0.55%	SOLE
20	NVIDIA CORPORATION	COM	$613K	3513	0.55%	SOLE
21	DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$601K	17836	0.53%	SOLE
22	MICROSOFT CORP	COM	$448K	1210	0.40%	SOLE
23	BRISTOL-MYERS SQUIBB CO	COM	$380K	6260	0.34%	SOLE
24	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$370K	7015	0.33%	SOLE
25	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$363K	4507	0.32%	SOLE
26	AMERICAN CENTY ETF TR	AVANTIS RESPON U	$357K	4832	0.32%	SOLE
27	LOCKHEED MARTIN CORP	COM	$347K	574	0.31%	SOLE
28	LOWES COS INC	COM	$330K	1396	0.29%	SOLE
29	DIMENSIONAL ETF TRUST	EMERGING MARKETS	$326K	7699	0.29%	SOLE
30	INVESCO QQQ TR	UNIT SER 1	$307K	532	0.27%	SOLE
31	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$307K	8755	0.27%	SOLE
32	SCHWAB STRATEGIC TR	1000 INDEX ETF	$291K	9287	0.26%	SOLE
33	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$277K	6139	0.25%	SOLE
34	VANGUARD INDEX FDS	GROWTH ETF	$265K	606	0.24%	SOLE
35	AMERICAN CENTY ETF TR	AVANTIS RESPONSI	$237K	3212	0.21%	SOLE
36	JPMORGAN CHASE & CO	COM	$214K	726	0.19%	SOLE
37	DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$211K	7921	0.19%	SOLE
38	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$200K	5910	0.18%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.