Professional Financial Solutions LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 7, 2026), Professional Financial Solutions LLC reported 41 stock positions worth $128.7 million. Its top holding was Dimensional US Target Value (DFAT) at 12.9% of the portfolio, followed by Dimensional US Eq MKT ETF (DFUS, 12.8%) and Dimensional US Marketwide Va (DFUV, 12.3%). Compared with Q1 2026, it opened 3 new positions, added to 23 and reduced 9. The biggest buy was Dimensional US Core Equity 2 (DFAC, shares +5%) and the biggest sale Palantir Technologies Class A (PLTR, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- VIENNA, VA
- CIK
- 0001036215
- Portfolio Value
- $128.7M (Q2 2026)
- SEC Filing
- 0001951757-26-001188 ↗ filed Aug 7, 2026
Holdings Value
Holdings 41 stocks · $128.7M
| DFAT Dimensional US Target Value | 12.90% | 237,571 | $16.6M | Add +0.7% |
| DFUS Dimensional US Eq MKT ETF | 12.81% | 201,254 | $16.5M | Add +1.2% |
| DFUV Dimensional US Marketwide Va | 12.33% | 288,409 | $15.9M | Reduce -1.3% |
| DFIC Dimensional International Co. | 9.87% | 340,885 | $12.7M | Add +6.3% |
| DFAS Dimensional US Small Cap ETF | 9.03% | 141,095 | $11.6M | Add +1.8% |
| DFAC Dimensional US Core Equity 2 | 8.66% | 251,137 | $11.1M | Add +5.0% |
| DFSD Dimensional Short Duration | 6.81% | 183,426 | $8.8M | Add +6.8% |
| DFEM Dimensional Emrg MRKT Core | 4.41% | 139,584 | $5.7M | Add +3.3% |
| DFAR Dimensional US Real Est ETF | 3.76% | 184,840 | $4.8M | Add +11.4% |
| DFLV Dim US Large Cap Value ETF | 3.50% | 113,901 | $4.5M | Add +15.9% |
| DFCF Dimensional Core Fixed Inc. | 2.62% | 79,915 | $3.4M | Add +21.8% |
| AVGO Broadcom Inc. | 1.46% | 4,980 | $1.9M | Reduce -26.1% |
| AAPL Apple Inc. | 1.38% | 6,115 | $1.8M | Add +0.5% |
| DFAX Dimensional World Ex US Core | 1.09% | 37,942 | $1.4M | Add +0.5% |
| PLTR Palantir Technologies Inc. Class A | 0.88% | 9,716 | $1.1M | Reduce -3.3% |
| DFAI Dimensional International Co. | 0.72% | 22,396 | $924K | Add +2.7% |
| DFSU Dimensional US Sus CORE1 ETF | 0.68% | 18,802 | $877K | Add +24.1% |
| DFSI Dimensional Int Sus COR1 ETF | 0.63% | 17,926 | $808K | Add +6.1% |
| DFSB Dim GLB Sustain Fix Inc. ETF | 0.59% | 14,486 | $755K | Add +1.4% |
| NVDA Nvidia Corp. | 0.56% | 3,579 | $716K | Add +1.9% |
| DFIS Dimensional International SM | 0.51% | 18,588 | $651K | Add +4.2% |
| AVSU Avantis Resp US Equity ETF | 0.34% | 4,967 | $440K | Add +2.8% |
| AVEM Avantis Emerging Markets Eq | 0.33% | 4,347 | $419K | Reduce -3.5% |
| DFSE Dimensional Em Sus CORE1 ETF | 0.32% | 8,295 | $405K | Add +7.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.30% | 532 | $392K | No change |
| MSFT Microsoft Corp. | 0.30% | 1,025 | $382K | Reduce -15.3% |
| DFIV Dimensional International Va | 0.29% | 7,015 | $379K | No change |
| BMY Bristol-Myers Squibb Co. | 0.28% | 6,243 | $360K | Reduce -0.3% |
| DFSV Dimensional US Small Cap Val | 0.27% | 8,875 | $344K | Add +1.4% |
| SCHK Schwab 1000 Index ETF | 0.26% | 9,287 | $335K | No change |
| DFAU Dimensional US Core Equity M | 0.25% | 6,139 | $317K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.24% | 3,636 | $313K | No change |
| LOW Lowe's Cos Inc. | 0.24% | 1,392 | $307K | Reduce -0.3% |
| AVSD Avantis Reps Intern Equi ETF | 0.20% | 3,214 | $257K | Add +0.1% |
| JPM JPMorgan Chase & Co. | 0.18% | 726 | $238K | No change |
| AMZN Amazon.com Inc. | 0.18% | 984 | $235K | New |
| DFGR Dim Global Real Estate ETF | 0.18% | 7,922 | $229K | Add +0.0% |
| CVSB Calvert Ult-SHRT Inv GRD ETF | 0.17% | 4,430 | $224K | New |
| DFAE Dimensional Emerging Core Eq | 0.17% | 5,481 | $220K | Reduce -7.3% |
| LMT Lockheed Martin Corp. | 0.16% | 409 | $208K | Reduce -28.8% |
| AVUV Avantis US Small Cap Value | 0.16% | 1,640 | $205K | New |
Portfolio Sells Q1 2026 → Q2 2026
| PLTR Palantir Technologies Inc. Class A | Reduce -3.3% | 0.88% | −0.43 |
| AVGO Broadcom Inc. | Reduce -26.1% | 1.46% | −0.39 |
| DFUV Dimensional US Marketwide Va | Reduce -1.3% | 12.33% | −0.27 |
| LMT Lockheed Martin Corp. | Reduce -28.8% | 0.16% | −0.15 |
| MSFT Microsoft Corp. | Reduce -15.3% | 0.30% | −0.10 |
| BMY Bristol-Myers Squibb Co. | Reduce -0.3% | 0.28% | −0.06 |
| LOW Lowe's Cos Inc. | Reduce -0.3% | 0.24% | −0.05 |
| DFAE Dimensional Emerging Core Eq | Reduce -7.3% | 0.17% | −0.01 |
| AVEM Avantis Emerging Markets Eq | Reduce -3.5% | 0.33% | +0.00 |
Portfolio Buys Q1 2026 → Q2 2026
| DFAC Dimensional US Core Equity 2 | Add +5.0% | 8.66% | +0.38 |
| DFLV Dim US Large Cap Value ETF | Add +15.9% | 3.50% | +0.38 |
| DFUS Dimensional US Eq MKT ETF | Add +1.2% | 12.81% | +0.27 |
| DFAR Dimensional US Real Est ETF | Add +11.4% | 3.76% | +0.27 |
| DFAS Dimensional US Small Cap ETF | Add +1.8% | 9.03% | +0.26 |
| DFEM Dimensional Emrg MRKT Core | Add +3.3% | 4.41% | +0.25 |
| AMZN Amazon.com Inc. | New | 0.18% | +0.18 |
| CVSB Calvert Ult-SHRT Inv GRD ETF | New | 0.17% | +0.17 |
| AVUV Avantis US Small Cap Value | New | 0.16% | +0.16 |
| DFCF Dimensional Core Fixed Inc. | Add +21.8% | 2.62% | +0.16 |
| DFSU Dimensional US Sus CORE1 ETF | Add +24.1% | 0.68% | +0.13 |
| DFSE Dimensional Em Sus CORE1 ETF | Add +7.7% | 0.32% | +0.02 |
| AVSU Avantis Resp US Equity ETF | Add +2.8% | 0.34% | +0.02 |
| NVDA Nvidia Corp. | Add +1.9% | 0.56% | +0.01 |
| AAPL Apple Inc. | Add +0.5% | 1.38% | +0.00 |
| DFSV Dimensional US Small Cap Val | Add +1.4% | 0.27% | −0.01 |
| DFGR Dim Global Real Estate ETF | Add +0.0% | 0.18% | −0.01 |
| DFSI Dimensional Int Sus COR1 ETF | Add +6.1% | 0.63% | −0.01 |
| AVSD Avantis Reps Intern Equi ETF | Add +0.1% | 0.20% | −0.01 |
| DFIS Dimensional International SM | Add +4.2% | 0.51% | −0.03 |
| DFAI Dimensional International Co. | Add +2.7% | 0.72% | −0.04 |
| DFAX Dimensional World Ex US Core | Add +0.5% | 1.09% | −0.06 |
| DFSB Dim GLB Sustain Fix Inc. ETF | Add +1.4% | 0.59% | −0.07 |
| DFAT Dimensional US Target Value | Add +0.7% | 12.90% | −0.21 |
| DFIC Dimensional International Co. | Add +6.3% | 9.87% | −0.26 |
| DFSD Dimensional Short Duration | Add +6.8% | 6.81% | −0.51 |