§ 13F · FUND PROFILE
Providence Wealth Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $159M (13F)Positions · 85Turnover · — · Q1Filed · May 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$430K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | LLY | ELI LILLY AND CO | 13K | $12M | 7.6% | ±0% |
| 2 | AAPL | APPLE INC | 45K | $11M | 7.2% | −1% |
| 3 | CAT | CATERPILLAR INC | 11K | $8M | 5.2% | ±0% |
| 4 | MSFT | MICROSOFT CORP | 21K | $8M | 4.9% | −1% |
| 5 | AVGO | BROADCOM INC | 22K | $7M | 4.3% | −1% |
| 6 | JPM | JPMORGAN CHASE & CO | 21K | $6M | 3.9% | ±0% |
| 7 | WMT | WALMART INC | 42K | $5M | 3.3% | ±0% |
| 8 | HON | HONEYWELL INTL INC | 21K | $5M | 3.0% | −6% |
| 9 | WM | WASTE MGMT INC DEL | 18K | $4M | 2.7% | ±0% |
| 10 | NEE | NVIDIA CORP | 23K | $4M | 2.6% | +1% |
§ 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 $159 million in assets. The fund runs a portfolio of 85 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed