Provise Management Group
$1.5B 13F equity value
287 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Provise Management Group covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| DGRO | ISHARES TR | 1,430,575 | $108M | 7.3% |
| GOOG | ALPHABET INC | 169,632 | $60M | 4.0% |
| SPDW | SPDR INDEX SHS FDS | 1,128,650 | $57M | 3.8% |
| AMAT | APPLIED MATLS INC | 58,658 | $42M | 2.8% |
| IWY | ISHARES TR | 137,347 | $40M | 2.7% |
| MGC | VANGUARD WORLD FD | 139,081 | $38M | 2.6% |
| MSFT | MICROSOFT CORP | 97,541 | $36M | 2.4% |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 69,719 | $35M | 2.3% |
| IGIB | ISHARES TR | 652,917 | $35M | 2.3% |
| JPM | JPMORGAN CHASE & CO | 104,741 | $34M | 2.3% |
Track Provise Management Group's 13F portfolio: $1.5B in reported holdings, 287 positions. Top holdings and quarterly changes on SentiSense.
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