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Portfolio (Quarterly) Guide ↗

Professional Financial Advisors, LLC

· CIK 0001798221
13F Portfolio $578M AUM 146 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 38 New 59 Added 43 Reduced 22 Exited
Page 2 of 2  ·  22 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 EFG ISHARES TR 1,879 $214K 0.04% SOLD
22 SPMD SPDR SERIES TRUST 3,516 $204K 0.04% SOLD
Page 2 of 2  ·  22 positions
Sector Allocation
Financial Services 40.3%
Technology 22.7%
Industrials 10.8%
Communication Services 10.5%
Consumer Cyclical 8.5%
Consumer Defensive 5.1%
Energy 1.1%
Healthcare 1.0%