Provenance Wealth Advisors
$1.0B 13F equity value
611 Holdings
Latest filing 2026-06-30
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| ITOT | ISHARES TR CORE S&P TTL STK | 1,494,425 | $245M | 23.4% |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | 844,350 | $88M | 8.4% |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | 995,159 | $85M | 8.1% |
| JFLX | J P MORGAN FLEXIBLE DEBT ETF | 1,449,324 | $73M | 7.0% |
| EVTR | EATON VANCE TOTAL RETURN BOND ETF | 1,408,343 | $71M | 6.8% |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 254,170 | $60M | 5.7% |
| JGRO | JP MORGAN ETF ACTIVE GROWTH ETF | 559,494 | $55M | 5.3% |
| EEM | ISHARES TR MSCI EMG MKT ETF | 627,008 | $43M | 4.1% |
| AGG | ISHARES TR CORE US AGGBD ET | 374,851 | $37M | 3.5% |
| IWV | ISHARES TR RUSSELL 3000 ETF | 78,528 | $33M | 3.2% |
Track Provenance Wealth Advisors's 13F portfolio: $1.0B in reported holdings, 611 positions. Top holdings and quarterly changes on SentiSense.
This page is powered by the SentiSense API: GET /api/v1/institutional/institution/{slugOrCik}