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Portfolio (Quarterly) Guide ↗

Providence Financial Advisors, LLC

· CIK 0002072264
13F Portfolio $100M AUM Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 53 New
Page 1 of 3  ·  53 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 33,113.0 $22.7M 22.62% NEW $684.95 +10.0%
2 AVLV AMERICAN CENTY ETF TR 199,067.0 $15.1M 15.04% NEW $75.77 +19.1%
3 SPY SPDR S&P 500 ETF TR Financial Services 12,906.0 $8.8M 8.78% NEW $681.91 +9.9%
4 JIRE J P MORGAN EXCHANGE TRADED F 111,777.0 $8.4M 8.35% NEW $74.88 +8.6%
5 FBCG FIDELITY COVINGTON TRUST 134,644.0 $7.4M 7.36% NEW $54.84 +12.9%
6 IWY ISHARES TR 24,668.0 $6.8M 6.81% NEW $276.94 +6.3%
7 MSFT MICROSOFT CORP Technology 8,941.0 $4.3M 4.31% NEW $483.62 -14.2%
8 LLY ELI LILLY & CO Healthcare 3,348.0 $3.6M 3.59% NEW $1074.68 +0.1%
9 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 5,193.0 $3.1M 3.12% NEW $603.23 +12.7%
10 CAT CATERPILLAR INC Industrials 3,272.0 $1.9M 1.87% NEW $572.89 +58.1%
11 JNJ JOHNSON & JOHNSON Healthcare 6,192.0 $1.3M 1.28% NEW $206.95 +11.5%
12 XOM EXXON MOBIL CORP Energy 9,121.0 $1.1M 1.09% NEW $120.34 +25.2%
13 PG PROCTER AND GAMBLE CO Consumer Defensive 6,219.0 $891K 0.89% NEW $143.31 -0.2%
14 DE DEERE & CO Industrials 1,900.0 $885K 0.88% NEW $465.57 +13.3%
15 IWF ISHARES TR 1,744.0 $825K 0.82% NEW $473.30 -73.5%
16 IWM ISHARES TR 2,980.0 $733K 0.73% NEW $246.12 +17.8%
17 PM PHILIP MORRIS INTL INC Consumer Defensive 4,000.0 $642K 0.64% NEW $160.40 +13.5%
18 IBM INTERNATIONAL BUSINESS MACHS Technology 2,060.0 $610K 0.61% NEW $296.21 -15.5%
19 HD HOME DEPOT INC Consumer Cyclical 1,755.0 $604K 0.60% NEW $344.10 -10.2%
20 ISMD NORTHERN LTS FD TR IV 12,527.0 $483K 0.48% NEW $38.58 +21.3%
Page 1 of 3  ·  53 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 36.8%
Technology 16.6%
Healthcare 16.4%
Industrials 11.6%
Consumer Defensive 6.2%
Energy 4.9%
Consumer Cyclical 3.5%
Utilities 1.8%
Communication Services 1.2%
Real Estate 1.1%