Universe · entity

Provident Wealth Management, LLC

Institutional manager (13F) · CIK 1799797
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $318M
#IssuerValueShares
1T ROWE PRICE ETF INC$56M1,371,224
2PACER FDS TR$51M817,861
3SCHWAB STRATEGIC TR$37M1,284,540
4ISHARES TR$29M419,556
5SCHWAB STRATEGIC TR$28M1,078,998
6VANGUARD INDEX FDS$12M63,487
7INVESCO EXCHANGE TRADED FD T$8M101,804
8ISHARES TR$8M60,363
9AMERICAN CENTY ETF TR$7M67,787
10FIDELITY COVINGTON TRUST$7M164,649
11VANGUARD INDEX FDS$7M28,123
12WISDOMTREE TR$7M99,591
13FIRST TR EXCHANGE TRADED FD$6M140,345
14SPDR SERIES TRUST$5M40,630
15LAZARD ACTIVE ETF TR$5M156,238
16APPLE INC$2M9,368
17PUTNAM ETF TRUST$2M50,187
18LEGG MASON ETF INVT$2M55,461
19VANGUARD BD INDEX FDS$2M28,223
20PROCTER & GAMBLE CO$2M15,207
21ISHARES TR$2M21,446
22INVESCO EXCHANGE TRADED FD T$2M11,271
23VANGUARD BD INDEX FDS$2M27,489
24ISHARES INC$2M26,129
25DIMENSIONAL ETF TRUST$2M60,077
26VANECK ETF TRUST$2M19,606
27HARBOR ETF TRUST$2M67,599
28WISDOMTREE TR$2M36,553
29GALLAGHER ARTHUR J & CO$2M7,819
30PIMCO ETF TR$2M24,837
31ISHARES TR$1M13,440
32ELI LILLY & CO$1M1,328
33EXXON MOBIL CORP$1M6,814
34BLACKROCK ETF TRUST II$1M20,854
35MICROSOFT CORP$928k2,508
36ISHARES TR$896k2,817
37HONEYWELL INTL INC$810k3,584
38FLEXSHARES TR$602k10,916
39SPDR GOLD TR$597k1,388
40SPDR SERIES TRUST$538k7,027
41FIRST TR EXCH TRADED FD III$536k7,617
42COCA COLA CO$529k6,957
43ISHARES TR$501k13,605
44INVESCO QQQ TR$491k851
45VANGUARD INDEX FDS$490k1,620
46JOHNSON & JOHNSON$487k1,992
47PROSHARES TR$474k9,449
48VANGUARD INDEX FDS$432k1,989
49SPDR SERIES TRUST$392k2,689
50ETFIS SER TR I$389k25,729
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.