Provise Management Group
$1.4B Assets Reported
268 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| DGRO | ISHARES TR | 1,403,415 | $98M | 7.1% |
| GOOG | ALPHABET INC | 173,299 | $50M | 3.6% |
| SPDW | SPDR INDEX SHS FDS | 798,533 | $36M | 2.6% |
| MSFT | MICROSOFT CORP | 96,070 | $36M | 2.6% |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 69,618 | $33M | 2.4% |
| IGIB | ISHARES TR | 622,121 | $33M | 2.4% |
| IWY | ISHARES TR | 133,032 | $33M | 2.4% |
| MGC | VANGUARD WORLD FD | 135,976 | $32M | 2.3% |
| JPM | JPMORGAN CHASE & CO | 104,455 | $31M | 2.2% |
| XOM | EXXON MOBIL CORP | 175,312 | $30M | 2.1% |
Track Provise Management Group's 13F portfolio: $1.4B in reported holdings, 268 positions. Top holdings, AUM, and quarterly changes on SentiSense.