Professional Financial Advisors, LLC has filed its 13F form on October 28, 2025 for Q3 2025 where it was disclosed a total value porftolio of $464 Million distributed in 125 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 $131M, Ishares Core U.S. Aggregate Bo with a value of $68.4M, Wisdomtree Tr Wisdomtree U.S. with a value of $26.6M, Vanguard Star Fd Vanguard Tota with a value of $21.7M, and Wisdomtree Tr Intl Efficient C with a value of $11.3M.

Examining the 13F form we can see an increase of $42.1M in the current position value, from $422M to 464M.

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

Portfolio value $464 Million
ETFs: $422 Million
Financial Services: $11.3 Million
Technology: $10.2 Million
Communication Services: $5.02 Million
Industrials: $5 Million
Consumer Defensive: $4.32 Million
Consumer Cyclical: $3.61 Million
Healthcare: $1.88 Million
Other: $500,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 125
  • Current Value $464 Million
  • Prior Value $422 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 28, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 13 stocks
  • Additional Purchases 72 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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