Provident Wealth Management, LLC
All 13F Filings
- Location
- Brentwood, TN
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 330,594
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/17/2026 | 134 | 330,594 | 13F-HR | Provident Wealth Management, LLC |
| Q4 2025 | 1/28/2026 | 138 | 337,607 | 13F-HR | Provident Wealth Management, LLC |
| Q3 2025 | 10/16/2025 | 138 | 330,628 | 13F-HR | Provident Wealth Management, LLC |
| Q2 2025 | 7/18/2025 | 137 | 305,817 | 13F-HR | Provident Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 84.59 K | 25.6% | 0 | 158.3 K | -158.3 K |
| ETFs | 243.8 K | 73.7% | 151.8 K | 0 | 151.8 K |
| Debt | 2.216 K | 0.7% | 0 | 77 | -77 |
| Other | 0 | 0.0% | 0 | 538 | -538 |
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Fund Snapshot
Q1 2026
Latest filed
4/17/2026
Total value ($000)
330,594
Holdings
134
QoQ value change ($000)
-7,013
(-2.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.