§ 13F · FUND PROFILE
Providence Wealth Advisors, LLC.
AUM · $170M (13F)Positions · 84Turnover · n/a · Q2Filed · Jul 30, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$8M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | LLY | ELI LILLY AND CO | 12K | $15M | 8.9% | −1% |
| 2 | AAPL | APPLE INC | 44K | $14M | 8.0% | ±0% |
| 3 | CAT | CATERPILLAR INC | 11K | $11M | 6.4% | −1% |
| 4 | MSFT | MICROSOFT CORP | 21K | $8M | 4.7% | −2% |
| 5 | AVGO | BROADCOM INC | 22K | $8M | 4.7% | −1% |
| 6 | JPM | JPMORGAN CHASE & CO | 21K | $7M | 4.2% | +2% |
| 7 | WMT | WALMART INC | 42K | $5M | 2.8% | ±0% |
| 8 | AMZN | AMAZON.COM INC | 18K | $4M | 2.6% | +1% |
| 9 | NVDA | NVIDIA CORP | 23K | $4M | 2.6% | NEW |
| 10 | WM | WASTE MGMT INC DEL | 18K | $4M | 2.5% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PROVIDENCE SIGNAL
AC read
Providence Wealth Advisors, LLC is a Other fund managing $170 million in assets. The fund runs a portfolio of 84 positions.
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