Professional Financial Advisors, LLC

Est. AUM

$578.1M

13F long equity, this entity only

Positions

146

Period

Jun 2026 (Q2)

SEC EDGAR

View filings ↗

Jun 2026 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SPDR SERIES TRUST	ST STR PR SP1500	$203.7M	2244068	35.24%	SOLE
2	ISHARES TR	CORE US AGGBD ET	$34.9M	352310	6.03%	SOLE
3	WISDOMTREE TR	US EFFIC CORE FD	$30.6M	518200	5.29%	SOLE
4	VANGUARD STAR FDS	VG TL INTL STK F	$28.6M	334704	4.95%	SOLE
5	TIDAL TRUST II	RET STCKD GL STK	$13.3M	432593	2.30%	SOLE
6	VANGUARD INDEX FDS	TOTAL STK MKT	$13.1M	35269	2.26%	SOLE
7	WISDOMTREE TR	INTERNATIONL EFI	$12.0M	258504	2.08%	SOLE
8	LITMAN GREGORY FDS TR	IMGP DBI MAN ETF	$10.3M	335666	1.78%	SOLE
9	ISHARES TR	MSCI USA MMENTM	$9.0M	26369	1.56%	SOLE
10	ISHARES TR	CORE DIV GRWTH	$8.7M	115292	1.51%	SOLE
11	INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$8.2M	51034	1.43%	SOLE
12	SPDR SERIES TRUST	ST STR BLO 1 ETF	$7.3M	80050	1.27%	SOLE
13	SPDR SERIES TRUST	ST STR 1500MOM	$6.7M	21561	1.17%	SOLE
14	VANGUARD INDEX FDS	S&P 500 ETF SHS	$6.7M	9682	1.15%	SOLE
15	SIMPLIFY EXCHANGE TRADED FUN	SIMPLIFY US EQT	$6.2M	130926	1.07%	SOLE
16	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$5.4M	10829	0.94%	SOLE
17	TIDAL TRUST II	RETURN STCKD US	$5.1M	155835	0.88%	SOLE
18	UNION PAC CORP	COM	$5.0M	18316	0.86%	SOLE
19	INVESCO EXCH TRD SLF IDX FD	RAFI STRATGIC US	$5.0M	75825	0.86%	SOLE
20	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$4.9M	58100	0.84%	SOLE
21	VANGUARD BD INDEX FDS	INTERMED TERM	$4.4M	57710	0.77%	SOLE
22	INVESCO EXCH TRADED FD TR II	S&P INTL MOMNT	$4.1M	68552	0.71%	SOLE
23	DIMENSIONAL ETF TRUST	GLOB CO PLUS ETF	$4.1M	75128	0.71%	SOLE
24	SPDR GOLD TR	GOLD SHS	$4.1M	11082	0.71%	SOLE
25	ISHARES TR	EAFE SML CP ETF	$3.8M	46618	0.66%	SOLE
26	PUTNAM ETF TRUST	FOCSD LARCP GWT	$3.5M	74126	0.61%	SOLE
27	PROSHARES TR	PSHS ULT S&P 500	$3.5M	51244	0.60%	SOLE
28	ADVISORSHARES TR	Q DYNAMIC GROWTH	$3.2M	65220	0.55%	SOLE
29	ISHARES TR	MSCI INTL QUALTY	$3.2M	63878	0.55%	SOLE
30	ISHARES TR	NATIONAL MUN ETF	$3.1M	29083	0.54%	SOLE
31	MICROSOFT CORP	COM	$3.0M	8170	0.53%	SOLE
32	VANGUARD MUN BD FDS	SHORT TAX EXEMPT	$2.9M	38255	0.51%	SOLE
33	ALPHABET INC	CAP STK CL C	$2.9M	8153	0.50%	SOLE
34	ISHARES TR	CORE UNIVRSL USD	$2.8M	61667	0.49%	SOLE
35	VANGUARD INDEX FDS	EXTEND MKT ETF	$2.8M	11290	0.48%	SOLE
36	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$2.7M	60375	0.47%	SOLE
37	INVESCO QQQ TR	UNIT SER 1	$2.7M	3614	0.46%	SOLE
38	APPLE INC	COM	$2.6M	9125	0.46%	SOLE
39	WISDOMTREE TR	EMER MARK EFF FD	$2.6M	53042	0.45%	SOLE
40	VANGUARD WHITEHALL FDS	INTL DVD ETF	$2.5M	26407	0.43%	SOLE
41	ISHARES TR	TRS FLT RT BD	$2.4M	47187	0.41%	SOLE
42	AMAZON COM INC	COM	$2.4M	9984	0.41%	SOLE
43	SIMPLIFY EXCHANGE TRADED FUN	US EQUI PLUS ETF	$2.3M	87942	0.40%	SOLE
44	ISHARES TR	MSCI INTL MOMENT	$2.2M	40921	0.38%	SOLE
45	VANGUARD SCOTTSDALE FDS	TOTAL WLD BD ETF	$2.1M	31150	0.37%	SOLE
46	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$2.1M	4449	0.37%	SOLE
47	WALMART INC	COM	$2.1M	18436	0.36%	SOLE
48	VISA INC	COM CL A	$2.1M	5991	0.36%	SOLE
49	META PLATFORMS INC	CL A	$2.0M	3611	0.35%	SOLE
50	SIMPLIFY EXCHANGE TRADED FUN	MANAGED FUTURES	$2.0M	77564	0.35%	SOLE

1–50 of 146

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