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Portfolio (Quarterly) Guide ↗

ProVise Management Group, LLC

· CIK 0001305707
13F Portfolio $1.5B AUM 282 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 35 New 94 Added 125 Reduced 10 Exited
Page 1 of 5  ·  94 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DGRO ISHARES TR 1,430,575.0 $108.4M 7.27% +67K +4.9% $75.79 +4.7%
2 SPDW SPDR INDEX SHS FDS 1,128,650.0 $56.9M 3.81% +340K +43.2% $50.39 +3.6%
3 IWY ISHARES TR 137,347.0 $39.9M 2.68% +9K +6.7% $290.62 +0.4%
4 MGC VANGUARD WORLD FD 139,081.0 $38.1M 2.55% +5K +3.5% $273.63 +3.4%
5 MSFT MICROSOFT CORP Technology 97,541.0 $36.4M 2.44% +4K +4.2% $373.02 +28.8%
6 IGIB ISHARES TR 652,917.0 $34.7M 2.33% +47K +7.7% $53.17 -1.9%
7 VO VANGUARD INDEX FDS 381,713.0 $30.8M 2.06% +282K +283.8% $80.57 +4.3%
8 PM PHILIP MORRIS INTL INC Consumer Defensive 158,459.0 $28.7M 1.92% +6K +3.7% $180.91 +2.0%
9 STIP ISHARES TR 251,467.0 $25.7M 1.72% +25K +11.1% $102.16 -1.4%
10 VTIP VANGUARD MALVERN FDS 426,377.0 $21.4M 1.44% +13K +3.2% $50.23 -1.1%
11 SCHW SCHWAB CHARLES CORP Financial Services 195,522.0 $18.0M 1.21% +5K +2.4% $92.27 +19.8%
12 V VISA INC Financial Services 49,212.0 $16.9M 1.13% +1K +2.6% $343.09 +4.6%
13 MDT MEDTRONIC PLC Healthcare 203,831.0 $15.9M 1.07% +11K +5.8% $78.23 +15.8%
14 KBE SPDR SERIES TRUST 233,055.0 $15.9M 1.07% +17K +7.9% $68.22 +4.2%
15 BKNG BOOKING HOLDINGS INC Consumer Cyclical 88,494.0 $15.8M 1.06% +85K +2659.4% $178.24 +14.9%
16 META META PLATFORMS INC Communication Services 26,918.0 $15.2M 1.02% +3K +13.2% $563.29 +1.0%
17 GD GENERAL DYNAMICS CORP Industrials 41,005.0 $14.5M 0.97% +2K +4.3% $354.24 +10.4%
18 EFAV ISHARES TR 159,820.0 $14.0M 0.94% +40K +33.8% $87.71 +6.2%
19 COP CONOCOPHILLIPS Energy 132,630.0 $13.8M 0.92% +4K +3.5% $103.96 +22.7%
20 UNILEVER PLC 207,550.0 $12.5M 0.84% +11K +5.7% $60.12
Page 1 of 5  ·  94 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 22.8%
Technology 20.3%
Communication Services 15.5%
Healthcare 13.2%
Consumer Cyclical 8.2%
Consumer Defensive 6.4%
Industrials 5.3%
Energy 4.1%
Utilities 2.0%
Real Estate 1.4%