DOSSIER · 13F-HR · Q1 2026

Professional Financial Advisors, LLC

Professional Financial's asset manager based in Greenwich, CT — $491M in tracked AUM across 137 positions as of Q1 2026.

PF

Professional Financial·Greenwich, CT·Asset Manager

CIK 0001798221 · last filed Mar 31, 2026

Total AUM

$491M

▼ 6.3%

vs prior

Holdings

137

—

positions

Whale Score

58

58

tracked

Activity

—

no data

changes this Q

Top sector

Tech

38% weight

concentration

AI Analysis · Q1 2026 · Q1 2026

SEC 13F Filing Analysis: Professional Financial Advisors, LLC

Portfolio Overview

Professional Financial Advisors, LLC manages a portfolio with a total value of $489.57 million as of December 31, 2025, distributed across 130 holdings. This represents a significant 74.3% growth in portfolio value from the previous quarter ($280.95M), driven by a combination of market performance and substantial capital inflows or reallocation.

The portfolio exhibits a highly diversified structur...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

SPDR SERIES TRUST

$121M1.5M24.7%

02

ISHARES TR

$69M695K14.1%

03

WISDOMTREE TR

$27M508K5.4%

04

VANGUARD STAR FDS

$25M324K5.1%

05

VANGUARD INDEX FDS

$13M39K2.6%

06

TIDAL TRUST II

$12M427K2.4%

07

WISDOMTREE TR

$10M238K2.1%

08

LITMAN GREGORY FDS TR

$10M317K1.9%

09

SPDR SERIES TRUST

$8M84K1.6%

10

ISHARES TR

$8M109K1.6%

Filing history

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