Professional Financial Advisors, LLC
Annual return '25
+15.9%
SPY '25
+17.7%
Alpha
-1.8ptsvs SPY
Invested
$491.1M
Holdings
137
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 92%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR
Carry-forward filing.
Latest filing (2025-12-31) contained only unmappable securities. Holdings shown are carried forward from Q3 2025.
01
$SPTM
SPDR SERIES TRUST
Q3 2025: Increased +2.9% (1.58M → 1.62M shares)
24.7%
02
$AGG
ISHARES TR
Q3 2025: Increased +1.0% (675.4k → 682.2k shares)
14.1%
03
$NTSX
WISDOMTREE TR
Q3 2025: Increased +3.3% (477.5k → 493.4k shares)
5.4%
04
$VXUS
VANGUARD STAR FDS
Q3 2025: Increased +3.7% (285.5k → 296.1k shares)
5.1%
05
$VTI
VANGUARD INDEX FDS
Q3 2025: Increased +85.0% (16.7k → 30.8k shares)
2.6%
06
$RSSB
TIDAL TRUST II
Q3 2025: Increased +4.4% (83.5k → 87.2k shares)
2.4%
07
$NTSI
WISDOMTREE TR
Q3 2025: Increased +5.6% (251.0k → 265.2k shares)
2.1%
08
$DBMF
LITMAN GREGORY FDS TR
Q3 2025: Increased +7.2% (179.6k → 192.6k shares)
1.9%
09
$BIL
SPDR SERIES TRUST
Q3 2025: Increased +30.0% (77.1k → 100.3k shares)
1.6%
10
$DGRO
ISHARES TR
Q3 2025: Increased +2.2% (100.0k → 102.2k shares)
1.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:21 UTC.