Professional Financial Advisors, LLC Portfolio Holdings

Professional Financial Advisors, LLC

  • $474 Million
  • Q4 2025

Professional Financial Advisors, LLC has filed its 13F form on January 15, 2026 for Q4 2025 where it was disclosed a total value porftolio of $474 Million distributed in 130 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 1500 Compos with a value of $133M, Ishares Core U.S. Aggregate Bo with a value of $69.1M, Wisdomtree Tr Wisdomtree U.S. with a value of $26.4M, Vanguard Star Fd Vanguard Tota with a value of $22.2M, and Vanguard Index Fds S&P 500 ETF with a value of $13M.

Examining the 13F form we can see an increase of $9.91M in the current position value, from $464M to 474M.

Below you can find more details about Professional Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $474 Million
ETFs: $432 Million
Financial Services: $12.7 Million
Technology: $10.4 Million
Communication Services: $4.99 Million
Industrials: $4.38 Million
Consumer Defensive: $4.27 Million
Consumer Cyclical: $3.85 Million
Healthcare: $387,000
Other: $278,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$662B
$5.35 Million 1.13% of portfolio
10,505
Q4 2025 Added 0.24%
$136B
$4.12 Million 0.87% of portfolio
18,635
Q4 2025 Reduced 3.25%
$3.78T
$3.52 Million 0.74% of portfolio
6,935
Q4 2025 Added 1.03%
$4.3T
$3.29 Million 0.69% of portfolio
12,289
Q4 2025 Added 0.03%
$1.74T
$2.76 Million 0.58% of portfolio
9,678
Q4 2025 Reduced 4.41%
$2.39T
$2.62 Million 0.55% of portfolio
11,144
Q4 2025 Added 4.53%
$279B
$2.12 Million 0.45% of portfolio
20,600
Q4 2025 Added 0.03%
$167B
$1.98 Million 0.42% of portfolio
21,512
Q4 2025 Added 0.07%
$1.37T
$1.95 Million 0.41% of portfolio
3,202
Q4 2025 Added 1.94%
$1.46T
$1.65 Million 0.35% of portfolio
5,857
Q4 2025 Added 4.01%
$512B
$1.65 Million 0.35% of portfolio
3,076
Q4 2025 Added 522.67%
$533B
$1.62 Million 0.34% of portfolio
4,988
Q4 2025 Added 6.2%
$77.2B
$1.56 Million 0.33% of portfolio
7,782
Q4 2025 Added 7.77%
$1.29T
$935,000 0.2% of portfolio
2,287
Q4 2025 Added 6.42%
$8.2B
$878,000 0.19% of portfolio
15,414
Q4 2024 Added 5.68%
$8.36B
$795,000 0.17% of portfolio
45,578
Q4 2025 Added 4.64%
$346B
$478,000 0.1% of portfolio
3,280
Q4 2025 Added 0.06%
$414B
$387,000 0.08% of portfolio
1,658
Q4 2025 Added 0.06%
$317B
$364,000 0.08% of portfolio
4,364
Q4 2025 Added 0.48%
$593B
$381,000 0.08% of portfolio
1,736
Q4 2025 Added 0.17%
$34.7B
$319,000 0.07% of portfolio
2,387
Q4 2025 Added 0.29%
$266B
$352,000 0.07% of portfolio
1,186
Q4 2024 Added 0.59%
$197B
$330,000 0.07% of portfolio
1,446
Q4 2025 Added 0.14%
$1.65T
$278,000 0.06% of portfolio
1,007
Q4 2025 Added 0.1%
$367B
$296,000 0.06% of portfolio
827
Q4 2025 Added 6.57%
$52.5B
$278,000 0.06% of portfolio
16,401
Q4 2023 New
$43.5B
$263,000 0.06% of portfolio
700
Q2 2025 New
$255B
$211,000 0.04% of portfolio
620
Q3 2025 New
-
$0 0.0% of portfolio
-
Q4 2025 Added 3.76%

Summary

  • Portfolio
  • No. of Stocks 130
  • Current Value $474 Million
  • Prior Value $464 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 15, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 12 stocks
  • Additional Purchases 70 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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