§ 13F · FUND PROFILE
Provident Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $305.8T (13F)Positions · 137Turnover · — · Q4Filed · Jan 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$337.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | TSPA | T ROWE PRICE ETF INC | 1.38M | $59.1T | 17.5% | NEW |
| 2 | COWZ | PACER FDS TR | 820K | $49.3T | 14.6% | NEW |
| 3 | SCHG | SCHWAB STRATEGIC TR | 1.28M | $41.8T | 12.4% | NEW |
| 4 | DGRO | ISHARES TR | 423K | $29.4T | 8.7% | NEW |
| 5 | SCHX | SCHWAB STRATEGIC TR | 1.08M | $29.1T | 8.6% | NEW |
| 6 | VOE | VANGUARD INDEX FDS | 64K | $11.3T | 3.4% | NEW |
| 7 | VOT | VANGUARD INDEX FDS | 28K | $7.8T | 2.3% | NEW |
| 8 | XSMO | INVESCO EXCHANGE TRADED FD T | 103K | $7.4T | 2.2% | NEW |
| 9 | FSMD | FIDELITY COVINGTON TRUST | 166K | $7.3T | 2.2% | NEW |
| 10 | IJR | ISHARES TR | 61K | $7.3T | 2.2% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PROVIDENT SIGNAL
AC read
Provident Wealth Management, LLC is a Other fund managing $305817.5 trillion in assets. The fund runs a portfolio of 137 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed