PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV
CIK
1036215
Location
VIENNA, VA
Portfolio Value
Micro
$7,736,159
Diversification
Moderately concentrated
Filing Date
Global Rank
#8,216
/ 8,603
▲ 11
· as of Mar 2026
Top Industry
Semiconductors
36.3%
3Y Alpha vs SPY
-2.7%
Period ended 3 months ago
Filed May 12, 2026 · 58d
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+9.9%
SPY
+10.0%
Annualised alpha
-0.2%
Max drawdown
−16.1%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
10 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
27.0%
−4.5 pts
Top 5
79.6%
−3.9 pts
Top 10
100.0%
0.0 pts
HHI
1,668
Moderately concentrated−192
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 79.6% | $6,159,106 |
| Healthcare | 4.9% | $379,669 |
| Industrials | 4.5% | $346,919 |
| Consumer Cyclical | 4.3% | $329,846 |
| Unclassified | 4.0% | $307,059 |
| Financial Services | 2.8% | $213,560 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced
7 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AVGO | Broadcom Inc. | −1,864 | 6,739 | $2,085,787 | |
| PLTR | Palantir Technologies Inc. | −674 | 10,042 | $1,468,943 | |
| NVDA | Nvidia Corp | −252 | 3,513 | $612,667 | |
| LOW | Lowes Companies Inc | −200 | 1,396 | $329,846 | |
| MSFT | Microsoft Corp | −176 | 1,210 | $447,905 | |
| AAPL | Apple Inc. | −25 | 6,083 | $1,543,804 | |
| JPM | Jpmorgan Chase & Co | −12 | 726 | $213,560 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
10 positions ·
$7,736,159 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 6,739 | $2,085,787 | 26.96% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 6,083 | $1,543,804 | 19.96% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Reduced | 10,042 | $1,468,943 | 18.99% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 3,513 | $612,667 | 7.92% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 1,210 | $447,905 | 5.79% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
Added | 6,260 | $379,669 | 4.91% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Added | 574 | $346,919 | 4.48% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Reduced | 1,396 | $329,846 | 4.26% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 532 | $307,059 | 3.97% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 726 | $213,560 | 2.76% |