Professional Financial Advisors, LLC - Portfolio Stock Holdings
Professional Financial Advisors, LLC disclosed 156 stock positions in a recent SEC 13F filing. $578,120,393 of stock holdings were filed, with the largest holdings including SPTM, AGG, and NTSX. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $769,807,736 and has 12 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
156Est. Stock Holding Value:
$578,120,393Top Stock Holdings By Sector
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Portfolio Stock Holdings - Professional Financial Advisors, LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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% Change
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