Professional Financial Advisors, LLC

RIA/Wealth

Professional Financial Advisors, LLC is a RIA/Wealth based in Pittsford, NY led by Kam-Lin Kok, managing $475.2M across 125 long positions as of Q3 2025 with 90% ETF concentration, 63% concentrated in top 10 holdings, 28% allocation to SPTM, and minimal technology exposure.

PresidentKam-Lin Kok

Portfolio Value: $475.2M
Positions: 125
Top Holding: SPTM at 27.57%
Last Reported: Q3 2025

Address1159 Pittsford-victor Rd, Suite 120, Pittsford, NY, 14534-3827, United States

Top Holdings

Largest long holdings in Professional Financial Advisors, LLC's portfolio (63.1% of total portfolio)

See all holdings

GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM	ETF ETF	$131.0M	27.57%	+$3.6M Bought	— 1.6M shares	Q4 2019 Held for 5y 11m
2 iShares Core U.S. Aggregate Bond AGG	ETF ETF	$68.4M	14.39%	+$681.3K Bought	— 682.2K shares	Q3 2023 Held for 2y 2m
3 NTSX WisdomTree U.S. Efficient Core Fund NTSX	ETF ETF	$26.6M	5.60%	+$859.5K Bought	— 493.4K shares	Q1 2021 Held for 4y 8m
4 Vanguard Total International Stock VXUS	ETF ETF	$21.7M	4.58%	+$775.0K Bought	— 296.1K shares	Q4 2019 Held for 5y 11m
5 NTSI WisdomTree International Efficient Core Fund NTSI	ETF ETF	$11.3M	2.39%	+$605.1K Bought	— 265.2K shares	Q4 2022 Held for 2y 11m
6 Vanguard Total Stock Market VTI	ETF ETF	$10.1M	2.13%	+$4.6M Bought	— 30.8K shares	Q4 2019 Held for 5y 11m
7 SPDR Bloomberg 1-3 Month T-Bill ETF BIL	ETF ETF	$9.2M	1.94%	+$2.1M Bought	— 100.3K shares	Q3 2023 Held for 2y 2m
8 Vanguard S&P 500 ETF VOO	ETF ETF	$7.4M	1.55%	+$668.7K Bought	— 12.0K shares	Q4 2019 Held for 5y 11m
9 iShares 0-3 Month Treasury Bond SGOV	ETF ETF	$7.1M	1.49%	+$377.0K Bought	— 70.4K shares	Q3 2023 Held for 2y 2m
10 iShares Core Dividend Growth DGRO	ETF ETF	$7.0M	1.46%	+$147.1K Bought	— 102.2K shares	Q4 2019 Held for 5y 11m

See all holdings

GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Professional Financial Advisors, LLC's latest filing

See all changes

GthenC

Market Value

$475.2M

Prior: $431.1M

Q/Q Change

+10.24%

+$44.2M

Net Flows % of MV

+2.81%

Turnover Ratio

4.35%

New Purchases

2 stocks

$787.7K

Added To

72 stocks

+$23.6M

Sold Out Of

4 stocks

$8.1M

Reduced Holdings

31 stocks

-$3.0M

Increased Positions

Position	Shares Δ	Change
1 BOXX Alpha Architect BOXX	New	0 → 3.7K +$423.9K
2 iShares Aaa - A Rated Corporate Bond QLTA	New	0 → 7.5K +$363.8K
3 iShares Core MSCI Emerging Markets IEMG	+438.24%	3.7K → 20.0K +$1.1M
4 iShares 20+ Year Treasury Bond TLT	+145.04%	4.8K → 11.7K +$620.2K
5 CTA Simplify Managed Futures Strategy CTA	+141.37%	12.2K → 29.4K +$481.8K

Decreased Positions

Position	Shares Δ	Change
1 iShares 7-10 Year Treasury Bond IEF	Sold	56.6K → 0 −$5.4M
2 Elevance Health ELV	Sold	3.8K → 0 −$1.5M
3 Vanguard Short-Term Corporate Bond VCSH	Sold	11.6K → 0 −$923.0K
4 KKR & Co. KKR	Sold	1.7K → 0 −$223.5K
5 Mastercard MA	-83.12%	2.9K → 494.0 −$1.4M