Professional Financial Solutions LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 19, 2026), Professional Financial Solutions LLC reported 37 stock positions worth $106.7 million. Its top holding was Dimensional US Eq MKT ETF (DFUS) at 13.3% of the portfolio, followed by Dimensional US Target Value (DFAT, 12.9%) and Dimensional US Marketwide Va (DFUV, 12.9%).
- Most Recent 13F
- Q2 2026
- Location
- VIENNA, VA
- CIK
- 0001036215
- Portfolio Value
- $106.7M (Q4 2025)
- SEC Filing
- 0001951757-26-000483 ↗ filed Feb 19, 2026
Holdings Value
Holdings 37 stocks · $106.7M
| DFUS Dimensional US Eq MKT ETF | 13.32% | 191,580 | $14.2M | — |
| DFAT Dimensional US Target Value | 12.86% | 230,359 | $13.7M | — |
| DFUV Dimensional US Marketwide Va | 12.85% | 294,258 | $13.7M | — |
| DFIC Dimensional International Co. | 9.61% | 297,580 | $10.3M | — |
| DFAS Dimensional US Small Cap ETF | 8.73% | 133,628 | $9.3M | — |
| DFAC Dimensional US Core Equity 2 | 8.50% | 228,982 | $9.1M | — |
| DFSD Dimensional Short Duration | 6.61% | 147,116 | $7.1M | — |
| DFEM Dimensional Emrg MRKT Core | 3.98% | 128,301 | $4.2M | — |
| DFAR Dimensional US Real Est ETF | 2.96% | 137,730 | $3.2M | — |
| AVGO Broadcom Inc. | 2.79% | 8,603 | $3.0M | — |
| DFLV Dim US Large Cap Value ETF | 2.50% | 77,990 | $2.7M | — |
| DFCF Dimensional Core Fixed Inc. | 2.01% | 50,287 | $2.1M | — |
| PLTR Palantir Technologies Inc. Class A | 1.79% | 10,716 | $1.9M | — |
| AAPL Apple Inc. | 1.56% | 6,108 | $1.7M | — |
| DFAX Dimensional World Ex US Core | 1.15% | 37,590 | $1.2M | — |
| DFAI Dimensional International Co. | 0.77% | 21,512 | $820K | — |
| DFSI Dimensional Int Sus COR1 ETF | 0.68% | 16,859 | $722K | — |
| NVDA Nvidia Corp. | 0.66% | 3,765 | $702K | — |
| DFSU Dimensional US Sus CORE1 ETF | 0.63% | 15,594 | $677K | — |
| MSFT Microsoft Corp. | 0.63% | 1,386 | $670K | — |
| DFSB Dim GLB Sustain Fix Inc. ETF | 0.62% | 12,780 | $662K | — |
| DFIS Dimensional International SM | 0.55% | 17,739 | $584K | — |
| LOW Lowe's Cos Inc. | 0.36% | 1,596 | $385K | — |
| AVSU Avantis Resp US Equity ETF | 0.33% | 4,619 | $352K | — |
| AVEM Avantis Emerging Markets Eq | 0.33% | 4,569 | $352K | — |
| DFIV Dimensional International Va | 0.33% | 7,015 | $350K | — |
| BMY Bristol-Myers Squibb Co. | 0.31% | 6,202 | $335K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.31% | 532 | $327K | — |
| SCHK Schwab 1000 Index ETF | 0.29% | 9,287 | $305K | — |
| DFSE Dimensional Em Sus CORE1 ETF | 0.28% | 7,273 | $302K | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.28% | 606 | $296K | — |
| DFAU Dimensional US Core Equity M | 0.27% | 6,094 | $285K | — |
| DFSV Dimensional US Small Cap Val | 0.27% | 8,630 | $284K | — |
| LMT Lockheed Martin Corp. | 0.26% | 570 | $276K | — |
| AVSD Avantis Reps Intern Equi ETF | 0.23% | 3,309 | $246K | — |
| JPM JPMorgan Chase & Co. | 0.22% | 738 | $238K | — |
| DFGR Dim Global Real Estate ETF | 0.20% | 7,921 | $209K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.