Professional Financial Solutions LLC holds a focused book of 41 stocks worth $128.7M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened Amazon.com Inc and trimmed Dimensional US Marketwide Va. Their largest long position is Dimensional US Target Value at 13% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
6% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Professional Financial Solutions LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Richard Young Associates, Ltd. | 9 / 41 | $141.2M |
| Team Hewins, LLC | 11 / 41 | $332.0M |
| Pandowealth. LLC | 6 / 41 | $109.8M |
| Verisail Partners, LLC | 12 / 41 | $236.5M |
| Triune Financial Partners, LLC | 16 / 41 | $415.8M |
| Index Fund Advisors, Inc. | 25 / 41 | $2.2B |
| Dixon Fnancial Services, Inc. | 19 / 41 | $210.7M |
| Capstone Capital LLC | 9 / 41 | $147.0M |
Ranked by the share of each fund's own book sitting in the names it shares with Professional Financial Solutions LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust US TARGETED VLU | $16.6M | 237.6K | 12.9% | ▲+0.7% Added · +2K sh | |
| 2 | Dimensional ETF Trust US EQUI MARK ETF | $16.5M | 201.3K | 12.8% | ▲+1.2% Added · +2K sh | |
| 3 | Dimensional ETF Trust US MKTWIDE VALUE | $15.9M | 288.4K | 12.3% | ▼−1.3% Reduced · −4K sh | |
| 4 | Dimensional ETF Trust INTL CORE EQUITY | $12.7M | 340.9K | 9.9% | ▲+6.3% Added · +20K sh | |
| 5 | Dimensional ETF Trust US SMALL CAP ETF | $11.6M | 141.1K | 9.0% | ▲+1.8% Added · +2K sh | |
| 6 | Dimensional ETF Trust US COR EQU 2 ETF | $11.1M | 251.1K | 8.7% | ▲+4.9% Added · +12K sh | |
| 7 | Dimensional ETF Trust SHOR DUR FIX ETF | $8.8M | 183.4K | 6.8% | ▲+6.8% Added · +12K sh | |
| 8 | Dimensional ETF Trust EMERGING MKTS CO | $5.7M | 139.6K | 4.4% | ▲+3.3% Added · +4K sh | |
| 9 | Dimensional ETF Trust US REAL ESTA ETF | $4.8M | 184.8K | 3.8% | ▲+11% Added · +19K sh | |
| 10 | Dimensional ETF Trust US LARG VALU ETF | $4.5M | 113.9K | 3.5% | ▲+16% Added · +16K sh | |
| 11 | Dimensional ETF Trust CORE FIXE IN ETF | $3.4M | 79.9K | 2.6% | ▲+22% Added · +14K sh | |
| 12 | Broadcom Inc COM | $1.9M | 5.0K | 1.5% | ▼−26% Reduced · −2K sh | |
| 13 | Apple Inc COM | $1.8M | 6.1K | 1.4% | ▲+0.5% Added · +32 sh | |
| 14 | Dimensional ETF Trust WORLD EX US CORE | $1.4M | 37.9K | 1.1% | ▲+0.5% Added · +178 sh | |
| 15 | Palantir Technologies Inc CL A | $1.1M | 9.7K | 0.9% | ▼−3.2% Reduced · −326 sh | |
| 16 | Dimensional ETF Trust INTL CORE EQT MK | $924K | 22.4K | 0.7% | ▲+2.7% Added · +585 sh | |
| 17 | Dimensional ETF Trust US SUSTAINABILTY | $877K | 18.8K | 0.7% | ▲+24% Added · +4K sh | |
| 18 | Dimensional ETF Trust INTERNATIONAL | $808K | 17.9K | 0.6% | ▲+6.1% Added · +1K sh | |
| 19 | Dimensional ETF Trust GLOBAL SUSTAINA | $755K | 14.5K | 0.6% | ▲+1.4% Added · +196 sh | |
| 20 | Nvidia Corporation COM | $716K | 3.6K | 0.6% | ▲+1.9% Added · +66 sh | |
| 21 | Dimensional ETF Trust INTL SMALL CAP E | $651K | 18.6K | 0.5% | ▲+4.2% Added · +752 sh | |
| 22 | American Centy ETF TR AVANTIS RESPON U | $440K | 5.0K | 0.3% | ▲+2.8% Added · +135 sh | |
| 23 | American Centy ETF TR AVANTIS EMGMKT | $419K | 4.3K | 0.3% | ▼−3.5% Reduced · −160 sh | |
| 24 | Dimensional ETF Trust EMER MARK SU ETF | $405K | 8.3K | 0.3% | ▲+7.7% Added · +596 sh | |
| 25 | Invesco QQQ TR UNIT SER 1 | $392K | 532 | 0.3% | —Held | |
| 26 | Microsoft Corp COM | $382K | 1.0K | 0.3% | ▼−15% Reduced · −185 sh | |
| 27 | Dimensional ETF Trust INTERNATNAL VAL | $379K | 7.0K | 0.3% | —Held | |
| 28 | Bristol-Myers Squibb Co COM | $360K | 6.2K | 0.3% | ▼−0.3% Reduced · −17 sh | |
| 29 | Dimensional ETF Trust US SMALL CAP ETF | $344K | 8.9K | 0.3% | ▲+1.4% Added · +120 sh | |
| 30 | Schwab Strategic TR 1000 INDEX ETF | $335K | 9.3K | 0.3% | —Held | |
| 31 | Dimensional ETF Trust US CORE EQT MKT | $317K | 6.1K | 0.2% | —Held | |
| 32 | Vanguard Index FDS GROWTH ETF | $313K | 3.6K | 0.2% | ▲+500% Added · +3K sh | |
| 33 | Lowes Cos Inc COM | $307K | 1.4K | 0.2% | ▼−0.3% Reduced · −4 sh | |
| 34 | American Centy ETF TR AVAN RE INTL ETF | $257K | 3.2K | 0.2% | ▲+0.1% Added · +2 sh | |
| 35 | JPMorgan Chase & Co COM | $238K | 726 | 0.2% | —Held | |
| 36 | Amazon Com Inc COM | $235K | 984 | 0.2% | ▲New New position | |
| 37 | Dimensional ETF Trust GLOBAL REAL EST | $229K | 7.9K | 0.2% | ▲~0% Added · +1 sh | |
| 38 | Morgan Stanley ETF Trust CALVERT ULT SHR | $224K | 4.4K | 0.2% | ▲New New position | |
| 39 | Dimensional ETF Trust EMGR CRE EQT MNG | $220K | 5.5K | 0.2% | ▼−7.3% Reduced · −429 sh | |
| 40 | Lockheed Martin Corp COM | $208K | 409 | 0.2% | ▼−29% Reduced · −165 sh | |
| 41 | American Centy ETF TR US SML CP VALU | $205K | 1.6K | 0.2% | ▲New New position |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1036215/holdings"
Use Arkolith to show PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.