account_balance
Investment manager · 13F filer · SEC CIK 1305707
ProVise Management Group, LLC
Reported value$1.46Bas of Sep 30, 2026
Positions241 8 new, 49 sold out
Top 10 weight33.1%DGRO alone is 7%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DGROiShares Tr
6.8%Trimmed −7%
SPDWSPDR Index SHS FDS
4.4%Added +13%
GOOGAlphabet Inc.
3.9%Trimmed −2%
MSFTMicrosoft Corp
3.4%
IWYiShares Tr
2.8%
MGCVanguard World Fd
2.6%Trimmed −4%
IGIBiShares Tr
2.4%Added +6%
BRK-BBerkshire Hathaway Inc
2.3%Trimmed −2%
JPMJPMorgan Chase & Co
2.3%Trimmed −3%
AMZNAmazon.com Inc
2.3%Trimmed −3%
VIGVanguard Specialized Funds
2.1%
PMPhilip Morris International Inc.
2.1%
DGROiShares Tr
6.8%Trimmed −7%
SPDWSPDR Index SHS FDS
4.4%+13%
GOOGAlphabet Inc.
3.9%−2%
MSFTMicrosoft Corp
3.4%
IWYiShares Tr
2.8%
MGCVanguard World Fd
2.6%
IGIBiShares Tr
2.4%
BRK-BBerkshire Hathaway Inc
2.3%
JPMJPMorgan Chase & Co
2.3%
AMZN2.3%VIG2.1%
PM2.1%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DGRO iShares Tr 6.8% Trimmed −7%
SPDW SPDR Index SHS FDS 4.4% Added +13%
GOOG Alphabet Inc. 3.9% Trimmed −2%MSFT Microsoft Corp 3.4% HeldIWY iShares Tr 2.8% Held
MGC Vanguard World Fd 2.6% Trimmed −4%
IGIB iShares Tr 2.4% Added +6%
BRK-B Berkshire Hathaway Inc 2.3% Trimmed −2%JPM JPMorgan Chase & Co 2.3% Trimmed −3%AMZN Amazon.com Inc 2.3% Trimmed −3%VIG Vanguard Specialized Funds 2.1% Held
PM Philip Morris International Inc. 2.1% HeldWhat changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.