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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  ·  38 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VEGASHARES ETF TRUS 12,298.0 $305K 0.05% NEW $24.81
22 RAAX VANECK ETF TRUST 7,541.0 $299K 0.05% NEW $39.67 +4.5%
23 XLG INVESCO EXCHANGE TRADED FD T 4,572.0 $280K 0.05% NEW $61.23 +1.9%
24 SPHQ INVESCO EXCHANGE TRADED FD T 2,951.0 $266K 0.05% NEW $90.10 -3.8%
25 LRCX LAM RESEARCH CORP Technology 596.0 $258K 0.04% NEW $433.33 -24.3%
26 LPG DORIAN LPG LTD Energy 7,349.0 $256K 0.04% NEW $34.78 +40.2%
27 MEAR ISHARES U S ETF TR 4,988.0 $251K 0.04% NEW $50.38 -0.4%
28 SMH VANECK ETF TRUST 349.0 $229K 0.04% NEW $655.89 -13.1%
29 TIDAL TRUST II 10,774.0 $227K 0.04% NEW $21.05
30 FV FIRST TR EXCHANGE TRADED FD 2,981.0 $226K 0.04% NEW $75.87 -3.8%
31 BAI BLACKROCK ETF TRUST 4,263.0 $225K 0.04% NEW $52.72 -14.3%
32 IEF ISHARES TR 2,331.0 $220K 0.04% NEW $94.57 -1.7%
33 LMT LOCKHEED MARTIN CORP Industrials 417.0 $212K 0.04% NEW $509.48 +19.2%
34 VEA VANGUARD TAX-MANAGED FDS 2,976.0 $212K 0.04% NEW $71.25 +1.6%
35 GWW WW GRAINGER INC Industrials 155.0 $211K 0.04% NEW $1360.40 -3.4%
36 TIDAL TRUST II 9,061.0 $208K 0.04% NEW $22.98
37 SCHF SCHWAB STRATEGIC TR 7,496.0 $208K 0.04% NEW $27.70 +1.3%
38 VLU SPDR SERIES TRUST 870.0 $207K 0.04% NEW $238.33 +4.0%
Page 2 of 2  ·  38 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%