Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Provident Wealth Management, LLC (CIK 1799797) reported $330.6M across 134 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TSPA ($56.1M, 16.96%), COWZ ($51.2M, 15.48%), SCHG ($37.4M, 11.32%), DGRO ($29.4M, 8.91%), SCHX ($27.7M, 8.37%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TSPA | T ROWE PRICE ETF INC | $56.1M | 16.96% | 1.4M | Trimmed |
| 2 | COWZ | PACER FDS TR | $51.2M | 15.48% | 817,861 | Trimmed |
| 3 | SCHG | SCHWAB STRATEGIC TR | $37.4M | 11.32% | 1.3M | Added |
| 4 | DGRO | ISHARES TR | $29.4M | 8.91% | 419,556 | Trimmed |
| 5 | SCHX | SCHWAB STRATEGIC TR | $27.7M | 8.37% | 1.1M | Trimmed |
| 6 | VOE | VANGUARD INDEX FDS | $11.7M | 3.54% | 63,487 | Trimmed |
| 7 | XSMO | INVESCO EXCHANGE TRADED FD T | $7.7M | 2.34% | 101,804 | Trimmed |
| 8 | AVUV | AMERICAN CENTY ETF TR | $7.5M | 2.27% | 67,787 | Trimmed |
| 9 | IJR | ISHARES TR | $7.5M | 2.27% | 60,363 | Trimmed |
| 10 | FSMD | FIDELITY COVINGTON TRUST | $7.4M | 2.23% | 164,649 | Trimmed |
| 11 | VOT | VANGUARD INDEX FDS | $7.2M | 2.19% | 28,123 | Added |
| 12 | EZM | WISDOMTREE TR | $6.7M | 2.02% | 99,591 | Added |
| 13 | SDVY | FIRST TR EXCHANGE TRADED FD | $5.5M | 1.67% | 140,345 | Trimmed |
| 14 | ONEV | SPDR SERIES TRUST | $5.5M | 1.65% | 40,630 | Added |
| 15 | IEQ | LAZARD ACTIVE ETF TR | $5.0M | 1.50% | 156,238 | Added |
| 16 | AAPL | APPLE INC | $2.4M | 0.72% | 9,368 | Trimmed |
| 17 | PVAL | PUTNAM ETF TRUST | $2.3M | 0.70% | 50,187 | Trimmed |
| 18 | LVHI | LEGG MASON ETF INVT | $2.2M | 0.68% | 55,461 | Added |
| 19 | BSV | VANGUARD BD INDEX FDS | $2.2M | 0.67% | 28,223 | Trimmed |
| 20 | ICVT | ISHARES TR | $2.2M | 0.66% | 21,446 | Trimmed |
| 21 | PG | PROCTER & GAMBLE CO | $2.2M | 0.66% | 15,207 | Trimmed |
| 22 | RSP | INVESCO EXCHANGE TRADED FD T | $2.2M | 0.65% | 11,271 | Trimmed |
| 23 | BIV | VANGUARD BD INDEX FDS | $2.1M | 0.64% | 27,489 | Trimmed |
| 24 | EMXC | ISHARES INC | $2.1M | 0.62% | 26,129 | Added |
| 25 | DFIS | DIMENSIONAL ETF TRUST | $2.0M | 0.61% | 60,077 | Added |
Source: SEC Form 13F filings · as of 2026-03-31