Provident Wealth Management, LLC: 13F holdings
CIK 17997972026Q2
| Positions | 161 |
|---|
| Reported value | $388.4m |
|---|
| Filed | 2026-08-04 |
|---|
Change since last quarter
| Positions | 161 (+27 vs prior quarter) |
|---|
| Reported value | $388.4m (+17.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| TSPA T ROWE PRICE EXCHANGE-TRADED | 1,349,256 | $64.1m | 16.5% |
| COWZ PACER FDS TR | 831,000 | $51.7m | 13.3% |
| SCHG SCHWAB STRATEGIC TR | 1,277,545 | $43.2m | 11.1% |
| DGRO ISHARES TR | 421,678 | $32.0m | 8.2% |
| SCHX SCHWAB STRATEGIC TR | 1,065,680 | $31.4m | 8.1% |
| VOT VANGUARD INDEX FDS | 54,971 | $16.8m | 4.3% |
| VOE VANGUARD INDEX FDS | 64,367 | $12.7m | 3.3% |
| XSMO INVESCO EXCHANGE TRADED FD T | 100,205 | $9.4m | 2.4% |
| IJR ISHARES TR | 60,535 | $9.0m | 2.3% |
| FSMD FIDELITY COVINGTON TRUST | 163,496 | $8.6m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1799797")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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