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Portfolio (Quarterly) Guide ↗

Provenance Wealth Advisors, LLC

· CIK 0002081584
13F Portfolio $944.5B AUM 412 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 20 New 40 Added 69 Reduced 27 Exited
Page 4 of 21  ·  412 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PAYX PAYCHEX INCORPORATED Industrials 6,053.0 $558K 0.06% $92.12 +3.0%
62 IBDR ISHARES TR IBONDS DEC2026 22,722.0 $551K 0.06% +954.0 +4.4% $24.24 -0.1%
63 VYM VANGUARD HIGH DIVIDEND YIELD ETF 3,653.0 $541K 0.06% $148.10 +5.7%
64 MUB ISHARES TR NATIONAL MUN ETF 5,086.0 $540K 0.06% $106.15 -0.4%
65 IBDS ISHARES TR IBONDS 27 ETF 22,027.0 $534K 0.06% -2K -8.6% $24.24 -0.3%
66 PFF ISHARES TR PFD AND INCM SEC 17,103.0 $519K 0.06% -16K -48.4% $30.32 +2.3%
67 IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF 20,323.0 $515K 0.06% -2K -8.8% $25.33 -0.5%
68 VDE VANGUARD ENERGY ETF 2,936.0 $508K 0.05% $173.04 -0.1%
69 MCK MCKESSON CORPORATION Healthcare 586.0 $507K 0.05% +365.0 +165.2% $865.36 -10.6%
70 XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 2,982.0 $482K 0.05% $161.73 +4.9%
71 SPHY STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF 20,561.0 $479K 0.05% $23.32 -0.3%
72 CVX CHEVRON CORPORATION Energy 2,313.0 $479K 0.05% $206.90 -5.2%
73 DE DEERE & COMPANY Industrials 849.0 $478K 0.05% +10.0 +1.2% $563.30 -0.5%
74 ITA ISHARES TR US AER DEF ETF 2,162.0 $473K 0.05% +1K +146.5% $218.75 +0.1%
75 PFE PFIZER INCORPORATED Healthcare 16,725.0 $470K 0.05% $28.08 -8.7%
76 MGK VANGUARD MEGA CAP GROWTH ETF 1,246.0 $458K 0.05% +263.0 +26.8% $367.44 -76.1%
77 ARKW ARK NEXT GENERATION INTERNET ETF 3,718.0 $448K 0.05% $120.61 +17.1%
78 SPGI S&P GLOBAL INCORPORATED Financial Services 1,014.0 $431K 0.05% $425.34 -2.8%
79 VEA VANGUARD FTSE DEVELOPED MARKETS ETF 6,728.0 $431K 0.05% $64.08 +8.2%
80 CI THE CIGNA GROUP Healthcare 1,549.0 $413K 0.04% $266.75 +9.2%
Page 4 of 21  ·  412 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 39.7%
Technology 37.0%
Industrials 5.9%
Healthcare 5.1%
Consumer Cyclical 3.9%
Communication Services 2.5%
Consumer Defensive 2.1%
Energy 1.5%
Basic Materials 1.4%
Real Estate 0.6%