PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV - Portfolio overview

PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV has 38 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. DFAT - DIMENSIONAL ETF TRUST, 13.11%
2. DFUV - DIMENSIONAL ETF TRUST, 12.60%
3. DFUS - DIMENSIONAL ETF TRUST, 12.55%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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