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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001036215

PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV

VIENNA, VA · File #028-26668

Latest AUM
$106.7M
Positions
37
Top-10 Concentration
82.2%
Filings
1

Sector Allocation

Technology
7.4%$7.9M
Financials
0.3%$326,873
Industrials
0.3%$275,669

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1DIMENSIONAL ETF TRUST25434V401191,580$14.2M13.32%
2DIMENSIONAL ETF TRUST25434V609230,359$13.7M12.86%
3DIMENSIONAL ETF TRUST25434V724294,258$13.7M12.85%
4DIMENSIONAL ETF TRUST25434V799297,580$10.3M9.61%
5DIMENSIONAL ETF TRUST25434V500133,628$9.3M8.73%
6DIMENSIONAL ETF TRUST25434V708228,982$9.1M8.50%
7DIMENSIONAL ETF TRUST25434V864147,116$7.1M6.61%
8DIMENSIONAL ETF TRUST25434V732128,301$4.2M3.98%
9DIMENSIONAL ETF TRUST25434V823137,730$3.2M2.96%
10BROADCOM INCAVGO8,603$3.0M2.79%
11DIMENSIONAL ETF TRUST25434V66677,990$2.7M2.50%
12DIMENSIONAL ETF TRUST25434V87250,287$2.1M2.01%
13PALANTIR TECHNOLOGIES INCPLTR10,716$1.9M1.79%
14APPLE INCAAPL6,108$1.7M1.56%
15DIMENSIONAL ETF TRUST25434V88037,590$1.2M1.15%
16DIMENSIONAL ETF TRUST25434V20321,512$819,8220.77%
17DIMENSIONAL ETF TRUST25434V69016,859$722,3270.68%
18NVIDIA CORPORATIONNVDA3,765$702,1730.66%
19DIMENSIONAL ETF TRUST25434V71615,594$677,2260.63%
20MICROSOFT CORPMSFT1,386$670,4730.63%