account_balance

Investment manager · 13F filer · SEC CIK 1036215

Professional Financial Solutions LLC

Reported value$131Mas of Sep 30, 2026
Positions39 0 new, 2 sold out
Top 10 weight84.0%DFUS alone is 13%
FiledNov 1243 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
DFUS Dimensional ETF Trust 12.9% Held
DFAT Dimensional ETF Trust 12.2% Held
DFUV Dimensional ETF Trust 12.1% Held
DFIC Dimensional ETF Trust 10.2% Added +5%
DFAC Dimensional ETF Trust 8.9% Added +4%
DFAS Dimensional ETF Trust 8.6% Added +3%
DFSD Dimensional ETF Trust 7.2% Added +11%
DFEM Dimensional ETF Trust 4.4% Added +4%
DFLV Dimensional ETF Trust 3.9% Added +13%
DFAR Dfa Invt Dimensions Group In 3.6% Added +5%
DFCF Dimensional ETF Trust 2.9% Added +17%
AAPL Apple Inc. 1.6% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 12, 2026, compared with the Aug 7, 2026 filing
add_circleNew

None

arrow_upwardAdded
  • DFAI +40%
  • DFCF +17%
  • DFLV +13%
  • DFSD +11%
arrow_downwardTrimmed
remove_circleSold out
  • DFSV $344K
  • AVUV $205K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist