CIK 1799797
Provident Wealth Management, LLC
Institutional 13F holdings & portfolio
Holdings
138
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 138
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| TSPA | T ROWE PRICE ETF INC | 1.4M | $1M+ | SH |
| COWZ | PACER FDS TR | 820K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 1.3M | $1M+ | SH |
| DGRO | ISHARES TR | 423K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 1.1M | $1M+ | SH |
| VOE | VANGUARD INDEX FDS | 64K | $1M+ | SH |
| VOT | VANGUARD INDEX FDS | 28K | $1M+ | SH |
| XSMO | INVESCO EXCHANGE TRADED FD T | 103K | $1M+ | SH |
| FSMD | FIDELITY COVINGTON TRUST | 166K | $1M+ | SH |
| IJR | ISHARES TR | 61K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 68K | $1M+ | SH |
| EZM | WISDOMTREE TR | 98K | $1M+ | SH |
| SDVY | FIRST TR EXCHANGE-TRADED FD | 141K | $1M+ | SH |
| ONEV | SPDR SERIES TRUST | 40K | $1M+ | SH |
| IDEQ | LAZARD ACTIVE ETF TR | 140K | $1M+ | SH |
| AAPL | APPLE INC | 9K | $1M+ | SH |
| PVAL | PUTNAM ETF TRUST | 53K | $1M+ | SH |
| BSV | VANGUARD BD INDEX FDS | 29K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 12K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 16K | $1M+ | SH |
| WINN | HARBOR ETF TRUST | 72K | $1M+ | SH |
| BIV | VANGUARD BD INDEX FDS | 28K | $1M+ | SH |
| ICVT | ISHARES TR | 22K | $1M+ | SH |
| MOAT | VANECK ETF TRUST | 20K | $1M+ | SH |
| AJG | GALLAGHER ARTHUR J & CO | 8K | $1M+ | SH |
| LVHI | LEGG MASON ETF INVT | 50K | $1M+ | SH |
| DFIS | DIMENSIONAL ETF TRUST | 54K | $1M+ | SH |
| EMXC | ISHARES INC | 24K | $1M+ | SH |
| ZROZ | PIMCO ETF TR | 25K | $1M+ | SH |
| IHDG | WISDOMTREE TR | 32K | $1M+ | SH |
| LLY | ELI LILLY & CO | 1K | $1M+ | SH |
| USMV | ISHARES TR | 14K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 3K | $1M+ | SH |
| HIMU | BLACKROCK ETF TRUST II | 20K | $500K+ | SH |
| OEF | ISHARES TR | 3K | $500K+ | SH |
| XOM | EXXON MOBIL CORP | 7K | $500K+ | SH |
| HON | HONEYWELL INTL INC | 4K | $500K+ | SH |
| GNLX | GENELUX CORPORATION | 156K | $500K+ | SH |
| GLD | SPDR GOLD TR | 2K | $500K+ | SH |
| FTLS | FIRST TR EXCH TRADED FD III | 8K | $500K+ | SH |
| UDOW | PROSHARES TR | 9K | $500K+ | SH |
| SPYM | SPDR SERIES TRUST | 7K | $500K+ | SH |
| GUNR | FLEXSHARES TR | 12K | $500K+ | SH |
| USHY | ISHARES TR | 14K | $500K+ | SH |
| QQQ | INVESCO QQQ TR | 851 | $500K+ | SH |
| VBK | VANGUARD INDEX FDS | 2K | $100K–$500K | SH |
| KO | COCA COLA CO | 7K | $100K–$500K | SH |
| VPC | ETFIS SER TR I | 26K | $100K–$500K | SH |
| VBR | VANGUARD INDEX FDS | 2K | $100K–$500K | SH |
| JNJ | JOHNSON & JOHNSON | 2K | $100K–$500K | SH |