Professional Financial Advisors, LLC
•CIK: 1798221•Filing: Q4 2025
**Professional Financial Advisors, LLC** manages $490M across a diversified portfolio of 130 positions. The strategy exhibits a significant allocation to fixed income, highlighted by the $135.2M holding in SPTM and $69.0M in AGG. Further diversification is evident with substantial exposure to international equities via VXUS ($22.4M) and a core U.S. equity base including VOO ($13.2M) and VTI ($10.3M). This structure suggests a focus on income generation and broad market risk management.
Total AUM
$489.6M
QoQ Performance
+3.0%
Positions
70
Top 10 Concentration
63.9%
Latest Filing
Q4 2025
Top Holdings Allocation
SPTM
AGG
NTSX
SPTM27.6%
AGG14.1%
NTSX5.5%
VXUS4.6%
VOO2.7%
NTSI2.4%
VTI2.1%
BIL2.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other89.5%
ETF2.8%
Financial2.7%
Technology2.7%
Consumer1.3%
Industrial0.9%
Healthcare0.1%
🚪 Exited Positionssold since Q3 2025
+2 more exited positions
Changes from Q3 2025
NEW12 new positions
↑70 increased
↓39 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023