Provenance Wealth Advisors
$1.7B 13F equity value
2,608 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Provenance Wealth Advisors covers the quarter ended September 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 |
|---|---|---|---|---|
| ITOT | ISHARES TR | 1,660,353 | $276M | 16.3% |
| VXUS | VANGUARD STAR FDS | 1,094,242 | $93M | 5.5% |
| JFLX | J P MORGAN EXCHANGE TRADED F | 1,635,775 | $80M | 4.7% |
| EVTR | MORGAN STANLEY ETF TRUST | 1,506,881 | $73M | 4.3% |
| VIG | VANGUARD SPECIALIZED FUNDS | 282,213 | $66M | 3.9% |
| JGRO | J P MORGAN EXCHANGE TRADED F | 606,086 | $59M | 3.5% |
| AAPL | APPLE INC | 158,354 | $53M | 3.1% |
| NVDA | NVIDIA CORPORATION | 229,427 | $52M | 3.1% |
| MOAT | VANECK ETF TRUST | 482,624 | $51M | 3.0% |
| AGG | ISHARES TR | 527,797 | $50M | 2.9% |
Track Provenance Wealth Advisors's 13F portfolio: $1.7B in reported holdings, 2,608 positions. Top holdings and quarterly changes on SentiSense.
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