Professional Financial Solutions LLC 13F Holdings · Q2 2026
Professional Financial Solutions LLC reported 41 securities worth $128.69M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: DFAT (12.90%), DFUS (12.81%), DFUV (12.33%). Among its top 25 positions this quarter: 20 added, 5 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAT | DIMENSIONAL ETF TRUST | $16.6M | 12.90% | 237,571 | Added |
| 2 | DFUS | DIMENSIONAL ETF TRUST | $16.5M | 12.81% | 201,254 | Added |
| 3 | DFUV | DIMENSIONAL ETF TRUST | $15.9M | 12.33% | 288,409 | Trimmed |
| 4 | DFIC | DIMENSIONAL ETF TRUST | $12.7M | 9.87% | 340,885 | Added |
| 5 | DFAS | DIMENSIONAL ETF TRUST | $11.6M | 9.03% | 141,095 | Added |
| 6 | DFAC | DIMENSIONAL ETF TRUST | $11.1M | 8.66% | 251,137 | Added |
| 7 | DFSD | DIMENSIONAL ETF TRUST | $8.8M | 6.81% | 183,426 | Added |
| 8 | DFEM | DIMENSIONAL ETF TRUST | $5.7M | 4.41% | 139,584 | Added |
| 9 | DFAR | DIMENSIONAL ETF TRUST | $4.8M | 3.76% | 184,840 | Added |
| 10 | DFLV | DIMENSIONAL ETF TRUST | $4.5M | 3.50% | 113,901 | Added |
| 11 | DFCF | DIMENSIONAL ETF TRUST | $3.4M | 2.62% | 79,915 | Added |
| 12 | AVGO | BROADCOM INC | $1.9M | 1.46% | 4,980 | Trimmed |
| 13 | AAPL | APPLE INC | $1.8M | 1.37% | 6,115 | Added |
| 14 | DFAX | DIMENSIONAL ETF TRUST | $1.4M | 1.09% | 37,942 | Added |
| 15 | PLTR | PALANTIR TECHNOLOGIES INC | $1.1M | 0.88% | 9,716 | Trimmed |
| 16 | DFAI | DIMENSIONAL ETF TRUST | $923,835 | 0.72% | 22,396 | Added |
| 17 | DFSU | DIMENSIONAL ETF TRUST | $876,756 | 0.68% | 18,802 | Added |
| 18 | DFSI | DIMENSIONAL ETF TRUST | $808,444 | 0.63% | 17,926 | Added |
| 19 | DFSB | DIMENSIONAL ETF TRUST | $754,885 | 0.59% | 14,486 | Added |
| 20 | NVDA | NVIDIA CORPORATION | $716,122 | 0.56% | 3,579 | Added |
| 21 | DFIS | DIMENSIONAL ETF TRUST | $651,127 | 0.51% | 18,588 | Added |
| 22 | AVSU | AMERICAN CENTY ETF TR | $439,650 | 0.34% | 4,967 | Added |
| 23 | AVEM | AMERICAN CENTY ETF TR | $419,470 | 0.33% | 4,347 | Trimmed |
| 24 | DFSE | DIMENSIONAL ETF TRUST | $405,457 | 0.32% | 8,295 | Added |
| 25 | MSFT | MICROSOFT CORP | $382,497 | 0.30% | 1,025 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR