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Portfolio (Quarterly) Guide ↗

Provident Wealth Management, LLC

· CIK 0001799797
13F Portfolio $388M AUM 161 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 30 New 34 Added 31 Reduced 3 Exited
Page 4 of 9  ·  161 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ACWI ISHARES TR 2,417.0 $379K 0.10% $156.97 +2.9%
62 VIG VANGUARD SPECIALIZED FUNDS 1,554.0 $368K 0.10% $236.58 +2.8%
63 MGK VANGUARD WORLD FD 4,020.0 $353K 0.09% +3K +400.0% $87.91 +2.9%
64 CSCO CISCO SYS INC Technology 3,005.0 $353K 0.09% NEW $117.46 -4.5%
65 COHR COHERENT CORP Technology 840.0 $331K 0.09% $394.47 -25.1%
66 WTAI WISDOMTREE TR 6,715.0 $319K 0.08% -419.0 -5.9% $47.47 -12.1%
67 VTV VANGUARD INDEX FDS 1,398.0 $305K 0.08% +684.0 +95.8% $217.93 +3.5%
68 SCHD SCHWAB STRATEGIC TR 9,442.0 $299K 0.08% +341.0 +3.8% $31.71 +9.8%
69 IVV ISHARES TR 399.0 $299K 0.08% $748.89 +3.5%
70 IEFA ISHARES TR 2,928.0 $283K 0.07% +604.0 +26.0% $96.58 +4.3%
71 META META PLATFORMS INC Communication Services 496.0 $279K 0.07% +8.0 +1.6% $563.29 +1.4%
72 SOXX ISHARES TR 426.0 $273K 0.07% -13.0 -3.0% $640.76 -18.0%
73 MUB ISHARES TR 2,506.0 $270K 0.07% NEW $107.62 -2.1%
74 XLE SELECT SECTOR SPDR TR 5,067.0 $269K 0.07% -427.0 -7.8% $53.11 +17.3%
75 DUK DUKE ENERGY CORP NEW Utilities 2,108.0 $267K 0.07% $126.58 -4.5%
76 XLI SELECT SECTOR SPDR TR 1,425.0 $264K 0.07% -207.0 -12.7% $185.23 -3.5%
77 MA MASTERCARD INCORPORATED Financial Services 509.0 $261K 0.07% $513.60 +15.2%
78 MCD MCDONALDS CORP Consumer Cyclical 965.0 $261K 0.07% -7.0 -0.7% $270.31 -3.8%
79 TXN TEXAS INSTRS INC Technology 875.0 $261K 0.07% NEW $298.07 -10.6%
80 CAT CATERPILLAR INC Industrials 239.0 $255K 0.07% NEW $1064.90 -23.3%
Page 4 of 9  ·  161 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
Technology 30.5%
Financial Services 20.3%
Consumer Defensive 17.4%
Healthcare 13.2%
Energy 6.6%
Communication Services 4.4%
Consumer Cyclical 2.2%
Industrials 2.2%
Basic Materials 1.9%
Utilities 1.3%