Provident Wealth Management, LLC - Portfolio overview

Provident Wealth Management, LLC has 143 reported holdings in this dataset, with the latest filing dated 2026-04-17.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. TSPA - T ROWE PRICE ETF INC, 16.66%
2. COWZ - PACER FDS TR, 15.20%
3. SCHG - SCHWAB STRATEGIC TR, 11.12%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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