PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV
CIK: 0001036215SEC EDGAR →
Portfolio Value
$106.7M
Holdings
37
As of
Q4 2025
New Positions
37
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 191,580 | $14.2M | 13.32% |
| 2 | DIMENSIONAL ETF TRUST | 230,359 | $13.7M | 12.86% |
| 3 | DIMENSIONAL ETF TRUST | 294,258 | $13.7M | 12.85% |
| 4 | DIMENSIONAL ETF TRUST | 297,580 | $10.3M | 9.61% |
| 5 | DIMENSIONAL ETF TRUST | 133,628 | $9.3M | 8.73% |
| 6 | DIMENSIONAL ETF TRUST | 228,982 | $9.1M | 8.50% |
| 7 | DIMENSIONAL ETF TRUST | 147,116 | $7.1M | 6.61% |
| 8 | DIMENSIONAL ETF TRUST | 128,301 | $4.2M | 3.98% |
| 9 | DIMENSIONAL ETF TRUST | 137,730 | $3.2M | 2.96% |
| 10 | BROADCOM INC | 8,603 | $3.0M | 2.79% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 28 | $97.4M | 91.3% |
| Technology | 5 | $7.9M | 7.4% |
| Consumer Cyclical | 1 | $384K | 0.4% |
| Healthcare | 1 | $334K | 0.3% |
| Unknown | 1 | $326K | 0.3% |
| Industrials | 1 | $275K | 0.3% |