Provident Living Financial Services, Inc. - Portfolio overview

Provident Living Financial Services, Inc. has 48 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. SOFI - SOFI TECHNOLOGIES INC, 12.59%
2. FEGE - RBB FUND TRUST, 11.41%
3. FBND - FIDELITY MERRIMACK STR TR, 10.97%

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

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