Provenance Wealth Advisors, LLC - Portfolio overview

Provenance Wealth Advisors, LLC has 458 reported holdings in this dataset, with the latest filing dated 2026-04-20.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. ITOT - ISHARES TR CORE S&P TTL STK, 22.73%
2. MOAT - VANECK MORNINGSTAR WIDE MOAT ETF, 8.85%
3. VXUS - VANGUARD TOTAL INTERNATIONAL STOCK ETF, 8.16%

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

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