PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV
All 13F Filings
- Location
- Vienna, VA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 128,689
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/7/2026 | 41 | 128,689 | 13F-HR | PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV |
| Q1 2026 | 5/12/2026 | 38 | 112,407 | 13F-HR | PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV |
| Q4 2025 | 2/19/2026 | 37 | 106,677 | 13F-HR | PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 7.23 K | 5.6% | 0 | 201 | -201 |
| ETFs | 121.5 K | 94.4% | 16.48 K | 0 | 16.48 K |
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Fund Snapshot
Q2 2026
Latest filed
8/7/2026
Total value ($000)
128,689
Holdings
41
QoQ value change ($000)
16,282
(14.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.