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Portfolio (Quarterly) Guide ↗

Providence Financial Advisors, LLC

· CIK 0002072264
13F Portfolio $176M AUM 60 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 6 New 12 Added 11 Reduced 5 Exited
Page 1 of 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 GSST GOLDMAN SACHS ETF TR 665,670.0 $33.7M 19.15% -449K -40.3% $50.58 +0.0%
2 IVV ISHARES TR 34,810.0 $26.1M 14.83% +975.0 +2.9% $748.90 +3.2%
3 AVLV AMERICAN CENTY ETF TR 225,587.0 $20.6M 11.70% +15K +7.3% $91.21 +3.1%
4 JIRE J P MORGAN EXCHANGE TRADED F 131,791.0 $10.9M 6.18% +12K +9.7% $82.49 +3.0%
5 PSQO PALMER SQUARE FUNDS TR 521,161.0 $10.8M 6.13% +12K +2.4% $20.67 +0.8%
6 FBCG FIDELITY COVINGTON TRUST 163,362.0 $10.1M 5.77% +15K +10.3% $62.11 -0.5%
7 IWY ISHARES TR 30,416.0 $8.8M 5.03% +3K +9.6% $290.62 -1.2%
8 SPY STATE STR SPDR S&P 500 ETF T Financial Services 11,750.0 $8.8M 4.99% -144.0 -1.2% $746.76 +3.0%
9 AVXC AMERICAN CENTY ETF TR 68,547.0 $5.9M 3.34% +36K +108.9% $85.65 -3.9%
10 PSQA PALMER SQUARE FUNDS TR 238,974.0 $4.9M 2.78% -6K -2.5% $20.46 +0.8%
11 CAT CATERPILLAR INC Industrials 3,297.0 $3.5M 2.00% $1064.93 -24.9%
12 MSFT MICROSOFT CORP Technology 8,721.0 $3.3M 1.85% $373.02 +37.7%
13 LLY ELI LILLY & CO Healthcare 2,697.0 $3.2M 1.84% -459.0 -14.5% $1199.43 -2.2%
14 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 4,218.0 $3.0M 1.69% -533.0 -11.2% $703.26 -1.8%
15 JNJ JOHNSON & JOHNSON Healthcare 6,348.0 $1.6M 0.92% $253.98 +5.5%
16 XOM EXXON MOBIL CORP Energy 9,391.0 $1.3M 0.73% $136.72 +14.6%
17 DE DEERE & CO Industrials 1,913.0 $1.2M 0.69% $634.33 -0.6%
18 PG PROCTER & GAMBLE CO Consumer Defensive 6,167.0 $904K 0.51% $146.64 -2.0%
19 IWM ISHARES TR 2,901.0 $871K 0.50% -79.0 -2.6% $300.40 -1.5%
20 ISMD NORTHERN LTS FD TR IV 16,694.0 $835K 0.47% +2K +16.5% $50.00 -1.8%
Page 1 of 3  ·  60 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 33.4%
Industrials 16.3%
Healthcare 15.2%
Technology 14.8%
Consumer Defensive 6.9%
Energy 5.3%
Consumer Cyclical 3.8%
Utilities 1.9%
Communication Services 1.4%
Real Estate 1.2%