Portfolio (Quarterly) Guide ↗

Provident Wealth Management, LLC

· CIK 0001799797

13F Portfolio $331M AUM 134 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 2 New 13 Added 32 Reduced 6 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	IBIT	ISHARES BITCOIN TRUST ETF	Financial Services	5,000	$248K	0.07%	SOLD
2	MNSB	MAINSTREET BANCSHARES INC	Financial Services	10,932	$223K	0.07%	SOLD
3	V	VISA INC	Financial Services	634	$222K	0.07%	SOLD
4	PNFP	PINNACLE FINL PARTNERS INC	Financial Services	2,165	$207K	0.06%	SOLD
5	AMZN	AMAZON COM INC	Consumer Cyclical	878	$203K	0.06%	SOLD
6	AVGO	BROADCOM INC	Technology	584	$202K	0.06%	SOLD

Sector Allocation

Technology 23.1%

Financial Services 20.7%

Consumer Defensive 19.8%

Healthcare 12.0%

Energy 7.0%

Industrials 6.3%

Communication Services 4.1%

Utilities 2.9%

Basic Materials 2.2%

Consumer Cyclical 1.8%