Provident Living Financial Services, Inc.: 13F holdings

CIK 20831492026Q2

Positions50
Reported value$102.3m
Filed2026-08-05

Change since last quarter

Positions50 (+2 vs prior quarter)
Reported value$102.3m (+12.1%)

Top 10 holdings

SecuritySharesValueWeight
SOFI SOFI TECHNOLOGIES INC888,439$14.4m14.1%
FBND FIDELITY MERRIMACK STR TR258,653$11.8m11.5%
FEGE RBB FUND TRUST227,144$11.1m10.9%
C CITIGROUP INC52,816$7.4m7.2%
VTI VANGUARD INDEX FDS15,598$5.8m5.6%
BAC BANK OF AMER CORP94,874$5.4m5.3%
HYDB ISHARES TR96,437$4.5m4.4%
AAPL APPLE INC12,075$3.5m3.4%
FCX FREEPORT MCMORAN INC42,473$2.9m2.8%
AMD ADVANCED MICRO DEVICES INC4,465$2.6m2.5%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2083149")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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