Providence Financial Advisors, LLC - Portfolio overview

Providence Financial Advisors, LLC has 65 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Healthcare and Technology.

Largest reported holdings by portfolio allocation

1. GSST - GOLDMAN SACHS ETF TR, 31.76%
2. IVV - ISHARES TR, 12.46%
3. AVLV - AMERICAN CENTY ETF TR, 9.56%

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

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