account_balance
Investment manager · 13F filer · SEC CIK 1798221
Professional Financial Advisors, LLC
Reported value$588Mas of Sep 30, 2026
Positions140 5 new, 11 sold out
Top 10 weight62.8%SPTM alone is 29%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPTMSPDR Series Trust
29.5%Trimmed −16%
AGGiShares Tr
11.4%Added +101%
NTSXWisdomtree Tr
5.2%
VXUSVanguard Star FDS
4.9%
VTIVanguard Index FDS
2.3%
RSSBTidal Trust II
2.2%
NTSIWisdomtree Tr
2.1%+3%
DBMFIm Global Partner Funds
1.9%
VOOVanguard Index FDS
1.9%
DGRO1.5%
MTUM1.4%
SPMO
SPTMSPDR Series Trust
29.5%Trimmed −16%
AGGiShares Tr
11.4%Added +101%
NTSX5.2%
VXUSVanguard Star FDS
4.9%
VTI
RSSB
NTSI
DBMF
VOO
DGRO
MTUM
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
SPTM SPDR Series Trust 29.5% Trimmed −16%
AGG iShares Tr 11.4% Added +101%
NTSX Wisdomtree Tr 5.2% Held
VXUS Vanguard Star FDS 4.9% Held
VTI Vanguard Index FDS 2.3% Held
RSSB Tidal Trust II 2.2% Held
NTSI Wisdomtree Tr 2.1% Added +3%
DBMF Im Global Partner Funds 1.9% Added +5%
VOO Vanguard Index FDS 1.9% Added +62%
DGRO iShares Tr 1.5% Held
MTUM iShares Tr 1.4% Held
SPMO Invesco Exch Traded Fd Tr II 1.4% Added +5%
What changed
Biggest moves since Jun 30, 2026
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