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Manager record

Professional Financial Solutions Llc /Adv

Vienna, VA · CIK 1036215 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$128.69MReported 13F valueQ2 2026 · as filed
41Holdings listed
+14.5%vs prior quartervalue change includes market moves
3Quarters on record
Aug 07Latest filed
Reported 13F value by quarter, Q4 2025 to Q2 2026Q4 2025: $106.7M$106.7MQ4 202537 holdingsQ1 2026: $112.4M$112.4MQ1 202638 holdingsQ2 2026: $128.7M$128.7MQ2 202641 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 07 2026 13F-HR · period Q2 2026

$128.69M · 41 holdings listed · View original SEC filing ↗
May 12 2026 13F-HR · period Q1 2026

$112.41M · 38 holdings listed · View original SEC filing ↗
Feb 19 2026 13F-HR · period Q4 2025

$106.68M · 37 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 07, 2026 · Change methodology