Professional Financial Advisors, LLC: 13F holdings
CIK 17982212026Q2
| Positions | 146 |
|---|
| Reported value | $578.1m |
|---|
| Filed | 2026-07-09 |
|---|
Change since last quarter
| Positions | 146 (+9 vs prior quarter) |
|---|
| Reported value | $578.1m (+17.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPYM SPDR SERIES TRUST | 2,244,068 | $203.7m | 35.2% |
| AGG ISHARES TR | 352,310 | $34.9m | 6.0% |
| NTSX WISDOMTREE TR | 518,200 | $30.6m | 5.3% |
| VXUS VANGUARD STAR FDS | 334,704 | $28.6m | 4.9% |
| TIDAL TRUST II | 432,593 | $13.3m | 2.3% |
| VTI VANGUARD INDEX FDS | 35,269 | $13.1m | 2.3% |
| NTSI WISDOMTREE TR | 258,504 | $12.0m | 2.1% |
| DBMF LITMAN GREGORY FDS TR | 335,666 | $10.3m | 1.8% |
| MTUM ISHARES TR | 26,369 | $9.0m | 1.6% |
| DGRO ISHARES TR | 115,292 | $8.7m | 1.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1798221")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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