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Portfolio (Quarterly) Guide ↗

Provenance Wealth Advisors, LLC

· CIK 0002081584
13F Portfolio $902M AUM Filed Jan 26, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 419 New
Page 2 of 21  ·  419 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IJR ISHARES TR CORE S&P SCP ETF 26,009.0 $3.1M 0.35% NEW $120.18 +10.8%
22 VOO VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW 4,922.0 $3.1M 0.34% NEW $627.13 +7.6%
23 IWM ISHARES TR RUSSELL 2000 ETF 11,392.0 $2.8M 0.31% NEW $246.17 +10.9%
24 IGV ISHARES TR EXPANDED TECH 25,915.0 $2.7M 0.30% NEW $105.69 -13.0%
25 IUSG ISHARES TR CORE S&P US GWT 13,830.0 $2.3M 0.26% NEW $167.94 +9.3%
26 CAT CATERPILLAR INCORPORATED Industrials 3,171.0 $1.8M 0.20% NEW $572.87 +50.1%
27 AMZN AMAZON COM INCORPORATED Consumer Cyclical 7,827.0 $1.8M 0.20% NEW $230.82 +12.4%
28 SMHX VANECK FABLESS SEMICONDUCTOR ETF 45,338.0 $1.7M 0.19% NEW $38.03 +43.6%
29 VUG VANGUARD GROWTH ETF 3,448.0 $1.7M 0.19% NEW $487.86 -82.3%
30 HYG ISHARES TR IBOXX HI YD ETF 18,428.0 $1.5M 0.17% NEW $80.63 -1.6%
31 BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW 2,538.0 $1.3M 0.14% NEW $502.65
32 HDV ISHARES TR CORE HIGH DV ETF 10,375.0 $1.3M 0.14% NEW $121.61 -77.2%
33 IVW ISHARES TR S&P 500 GRWT ETF 10,109.0 $1.2M 0.14% NEW $123.26 +9.1%
34 RSP INVESCO S&P 500 EQUAL WEIGHT ETF 6,493.0 $1.2M 0.14% NEW $191.56 +5.3%
35 IAU ISHARES GOLD TR ISHARES NEW Financial Services 15,064.0 $1.2M 0.14% NEW $81.17 +3.9%
36 IBM INTERNATIONAL BUSINESS MACHINES Technology 4,088.0 $1.2M 0.13% NEW $296.21 -24.8%
37 GII SPDR S&P GLOBAL INFRASTRUCTURE ETF 16,032.0 $1.1M 0.12% NEW $69.77 +8.6%
38 IVV ISHARES TR CORE S&P500 ETF 1,624.0 $1.1M 0.12% NEW $684.94 +7.6%
39 XAR STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF 4,453.0 $1.1M 0.12% NEW $241.24 +7.6%
40 PFF ISHARES TR PFD AND INCM SEC 33,168.0 $1.0M 0.11% NEW $30.96 +0.0%
Page 2 of 21  ·  419 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 41.3%
Technology 39.4%
Industrials 4.8%
Healthcare 4.4%
Consumer Cyclical 3.6%
Communication Services 2.0%
Consumer Defensive 1.5%
Energy 1.2%
Basic Materials 1.1%
Real Estate 0.6%