StockDriftsStockDriftsTop 41 Professional Financial Solutions LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAT | DIMENSIONAL ETF TRUST | 12.9% | 237.6K | $16.6M | +0.65%(+1.54K) | $58.97(+22.40%) | 2026-06-30 | |
| DFUS | DIMENSIONAL ETF TRUST | 12.81% | 201.3K | $16.5M | +1.20%(+2.38K) | $73.30(+15.44%) | 2026-06-30 | |
| DFUV | DIMENSIONAL ETF TRUST | 12.33% | 288.4K | $15.9M | -1.34%(-3.93K) | $45.64(+25.66%) | 2026-06-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 9.87% | 340.9K | $12.7M | +6.33%(+20.30K) | $33.85(+15.85%) | 2026-06-30 | |
| DFAS | DIMENSIONAL ETF TRUST | 9.03% | 141.1K | $11.6M | +1.80%(+2.49K) | $69.23(+20.79%) | 2026-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 8.66% | 251.1K | $11.1M | +4.95%(+11.84K) | $39.18(+17.38%) | 2026-06-30 | |
| DFSD | DIMENSIONAL ETF TRUST | 6.81% | 183.4K | $8.8M | +6.77%(+11.63K) | $48.03(-1.27%) | 2026-06-30 | |
| DFEM | DIMENSIONAL ETF TRUST | 4.41% | 139.6K | $5.7M | +3.29%(+4.44K) | $32.78(+20.23%) | 2026-06-30 | |
| DFAR | DIMENSIONAL ETF TRUST | 3.76% | 184.8K | $4.8M | +11.40%(+18.91K) | $23.50(+11.26%) | 2026-06-30 | |
| DFLV | DIMENSIONAL ETF TRUST | 3.5% | 113.9K | $4.5M | +15.94%(+15.66K) | $34.32(+22.12%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +11.35% |
| Top 20 Holdings Unweighted | — | — | — | — | +6.49% |
Professional Financial Solutions LLC reports $128.69M in US-listed equity holdings across 41 positions in its most recent 13F filing. Its largest disclosed positions are DFAT (12.9%), DFUS (12.8%) and DFUV (12.3%). The top 20 holdings account for 94.68% of reported assets. Its disclosed equity book has returned +11.35% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Professional Financial Solutions LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1036215). View Professional Financial Solutions LLC’s 13F filings on SEC