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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 7 of 8  ·  146 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SPHQ INVESCO EXCHANGE TRADED FD T 2,951.0 $266K 0.05% NEW $90.10 -3.8%
122 VGIT VANGUARD SCOTTSDALE FDS 4,436.0 $262K 0.04% +861.0 +24.1% $58.98 -1.0%
123 SCHZ SCHWAB STRATEGIC TR 11,307.0 $262K 0.04% +2K +17.1% $23.13 -1.6%
124 LRCX LAM RESEARCH CORP Technology 596.0 $258K 0.04% NEW $433.33 -24.3%
125 SPSM SPDR SERIES TRUST 4,471.0 $258K 0.04% -42.0 -0.9% $57.68 -0.4%
126 ORCL ORACLE CORP Technology 1,751.0 $257K 0.04% +15.0 +0.9% $146.59 -2.7%
127 LPG DORIAN LPG LTD Energy 7,349.0 $256K 0.04% NEW $34.78 +40.2%
128 QMOM EA SERIES TRUST 3,222.0 $254K 0.04% $78.73 -2.6%
129 MEAR ISHARES U S ETF TR 4,988.0 $251K 0.04% NEW $50.38 -0.4%
130 SMMV ISHARES TR 5,215.0 $240K 0.04% -2K -28.4% $46.04 +3.2%
131 EWJ ISHARES INC 2,559.0 $239K 0.04% -472.0 -15.6% $93.27 +2.3%
132 QLTA ISHARES TR 5,012.0 $238K 0.04% -201.0 -3.9% $47.52 -2.4%
133 IWM ISHARES TR 766.0 $230K 0.04% -234.0 -23.4% $300.27 -0.0%
134 SMH VANECK ETF TRUST 349.0 $229K 0.04% NEW $655.89 -13.1%
135 TIDAL TRUST II 10,774.0 $227K 0.04% NEW $21.05
136 FV FIRST TR EXCHANGE TRADED FD 2,981.0 $226K 0.04% NEW $75.87 -3.8%
137 BAI BLACKROCK ETF TRUST 4,263.0 $225K 0.04% NEW $52.72 -14.3%
138 IEF ISHARES TR 2,331.0 $220K 0.04% NEW $94.57 -1.7%
139 EFV ISHARES TR 2,787.0 $213K 0.04% -1K -29.3% $76.54 +6.1%
140 LMT LOCKHEED MARTIN CORP Industrials 417.0 $212K 0.04% NEW $509.48 +19.2%
Page 7 of 8  ·  146 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%