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.
ProVise Management Group, LLC (CIK 1305707) reported $1.39B across 260 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DGRO ($98.5M, 7.08%), GOOG ($49.7M, 3.58%), SPDW ($36.5M, 2.62%), MSFT ($35.6M, 2.56%), BRK/B ($33.4M, 2.40%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DGRO | ISHARES TR | $98.5M | 7.08% | 1.4M | Added |
| 2 | GOOG | ALPHABET INC | $49.7M | 3.58% | 173,299 | Trimmed |
| 3 | SPDW | SPDR INDEX SHS FDS | $36.5M | 2.62% | 798,533 | Added |
| 4 | MSFT | MICROSOFT CORP | $35.6M | 2.56% | 96,070 | Added |
| 5 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $33.4M | 2.40% | 69,618 | Added |
| 6 | IWY | ISHARES TR | $33.1M | 2.38% | 133,032 | Added |
| 7 | IGIB | ISHARES TR | $33.1M | 2.38% | 622,121 | Added |
| 8 | MGC | VANGUARD WORLD FD | $32.1M | 2.31% | 135,976 | Added |
| 9 | JPM | JPMORGAN CHASE & CO | $30.7M | 2.21% | 104,455 | Trimmed |
| 10 | XOM | EXXON MOBIL CORP | $29.7M | 2.14% | 175,312 | Trimmed |
| 11 | AMZN | AMAZON COM INC | $29.3M | 2.11% | 140,724 | Added |
| 12 | VIG | VANGUARD SPECIALIZED FUNDS | $29.1M | 2.09% | 135,441 | Trimmed |
| 13 | VO | VANGUARD INDEX FDS | $29.0M | 2.08% | 100,838 | Added |
| 14 | WFC | WELLS FARGO & CO | $27.4M | 1.97% | 343,949 | Trimmed |
| 15 | PM | PHILIP MORRIS INTL INC | $25.6M | 1.84% | 155,064 | Added |
| 16 | STIP | ISHARES TR | $24.5M | 1.77% | 237,320 | Added |
| 17 | ADI | ANALOG DEVICES INC | $22.2M | 1.60% | 69,877 | Trimmed |
| 18 | NVS | NOVARTIS AG | $21.6M | 1.55% | 141,200 | Trimmed |
| 19 | VTIP | VANGUARD MALVERN FDS | $20.8M | 1.50% | 416,335 | Added |
| 20 | AMAT | APPLIED MATLS INC | $20.4M | 1.46% | 59,575 | Trimmed |
| 21 | SCHW | SCHWAB CHARLES CORP | $18.2M | 1.31% | 193,398 | Added |
| 22 | AAPL | APPLE INC | $17.6M | 1.27% | 69,404 | Trimmed |
| 23 | COP | CONOCOPHILLIPS | $17.4M | 1.25% | 131,511 | Added |
| 24 | MDT | MEDTRONIC PLC | $17.2M | 1.24% | 198,237 | Added |
| 25 | GOOGL | ALPHABET INC | $17.3M | 1.24% | 60,028 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31