Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Professional Financial Advisors, LLC (CIK 1798221) reported $491.1M across 137 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPTM ($121.2M, 24.67%), AGG ($69.0M, 14.06%), NTSX ($26.5M, 5.40%), VXUS ($25.0M, 5.08%), VTI ($12.5M, 2.55%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPTM | SPDR SERIES TRUST | $121.2M | 24.67% | 1.5M | Trimmed |
| 2 | AGG | ISHARES TR | $69.0M | 14.06% | 695,423 | Added |
| 3 | NTSX | WISDOMTREE TR | $26.5M | 5.40% | 508,357 | Added |
| 4 | VXUS | VANGUARD STAR FDS | $25.0M | 5.08% | 323,626 | Added |
| 5 | VTI | VANGUARD INDEX FDS | $12.5M | 2.55% | 39,053 | Added |
| 6 | RSSB | TIDAL TRUST II | $11.6M | 2.37% | 426,882 | Added |
| 7 | NTSI | WISDOMTREE TR | $10.5M | 2.13% | 237,783 | Trimmed |
| 8 | DBMF | LITMAN GREGORY FDS TR | $9.6M | 1.95% | 316,920 | Added |
| 9 | BIL | SPDR SERIES TRUST | $7.7M | 1.57% | 84,138 | Trimmed |
| 10 | DGRO | ISHARES TR | $7.7M | 1.56% | 109,328 | Added |
| 11 | MTUM | ISHARES TR | $6.1M | 1.24% | 25,404 | Added |
| 12 | MMTM | SPDR SERIES TRUST | $6.1M | 1.24% | 21,739 | Added |
| 13 | SPMO | INVESCO EXCH TRADED FD TR II | $5.4M | 1.10% | 48,338 | Trimmed |
| 14 | SPBC | SIMPLIFY EXCHANGE TRADED FUN | $5.3M | 1.08% | 127,184 | New |
| 15 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $5.1M | 1.04% | 10,705 | Added |
| 16 | GLD | SPDR GOLD TR | $4.8M | 0.98% | 11,197 | Added |
| 17 | TLT | ISHARES TR | $4.7M | 0.95% | 54,100 | New |
| 18 | SCZ | ISHARES TR | $4.6M | 0.93% | 58,492 | New |
| 19 | UNP | UNION PAC CORP | $4.4M | 0.90% | 18,318 | Trimmed |
| 20 | IUS | INVESCO EXCH TRD SLF IDX FD | $4.3M | 0.88% | 74,557 | New |
| 21 | RSST | TIDAL TRUST II | $4.2M | 0.85% | 148,375 | Trimmed |
| 22 | VEU | VANGUARD INTL EQUITY INDEX F | $4.2M | 0.85% | 55,879 | Added |
| 23 | BIV | VANGUARD BD INDEX FDS | $4.0M | 0.81% | 51,543 | Added |
| 24 | IDMO | INVESCO EXCH TRADED FD TR II | $3.6M | 0.73% | 65,675 | Trimmed |
| 25 | DFGP | DIMENSIONAL ETF TRUST | $3.5M | 0.72% | 65,617 | New |
Source: SEC Form 13F filings · as of 2026-03-31