Institutions / Provident Wealth Management, LLC

Provident Wealth Management, LLC

CIK 1799797 · Institution · as of Dec 31, 2025

Portfolio value

$337.61M

Positions

138

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 138 →

Company	Class	Value	Shares	% of portfolio
T Rowe Price ETF Inc	—	$59.13M	1,382,146	17.5%
Pacer Fds Tr	—	$49.32M	819,714	14.6%
Schwab Strategic Tr	—	$41.80M	1,281,453	12.4%
iShares Tr	—	$29.38M	423,285	8.7%
Schwab Strategic Tr	—	$29.08M	1,080,579	8.6%
Vanguard Index Fds	—	$11.33M	63,857	3.4%
Vanguard Index Fds	—	$7.83M	28,051	2.3%
Invesco Exchange Traded Fd T	—	$7.43M	103,143	2.2%
Fidelity Covington Trust	—	$7.33M	166,198	2.2%
iShares Tr	—	$7.30M	60,745	2.2%
American Centy ETF Tr	—	$6.98M	68,456	2.1%
WisdomTree Tr	—	$6.58M	98,449	1.9%
First Tr Exchange-Traded Fd	—	$5.42M	141,373	1.6%
SPDR Series Trust	—	$5.39M	40,466	1.6%
Lazard Active ETF Tr	—	$4.24M	139,647	1.3%
Apple Inc.	—	$2.56M	9,401	0.8%
Putnam ETF Trust	—	$2.43M	53,230	0.7%
Vanguard Bd Index Fds	—	$2.29M	29,060	0.7%
Invesco Exchange Traded Fd T	—	$2.27M	11,876	0.7%
PROCTER & GAMBLE Co	—	$2.26M	15,780	0.7%
Harbor ETF Trust	—	$2.24M	72,118	0.7%
Vanguard Bd Index Fds	—	$2.21M	28,335	0.7%
iShares Tr	—	$2.13M	21,657	0.6%
VanEck ETF Trust	—	$2.11M	20,419	0.6%
Arthur J. Gallagher & Co.	—	$2.02M	7,819	0.6%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.