account_balance

Investment manager · 13F filer · SEC CIK 1744955

Providence Wealth Advisors, LLC

Reported value$174Mas of Sep 30, 2026
Positions88 5 new, 1 sold out
Top 10 weight46.8%AAPL alone is 8%
FiledOct 2929 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
AAPL Apple Inc. 8.5% HeldLLY ELI Lilly & Co 8.1% HeldMSFT Microsoft Corp 6.1% HeldCAT Caterpillar Inc 5.3% HeldAVGO Broadcom Inc. 4.4% HeldJPM JPMorgan Chase & Co 4.1% HeldNVDA NVIDIA Corp 3.1% HeldAMZN Amazon.com Inc 2.7% HeldWMT Walmart Inc. 2.5% HeldVLO Valero Energy Corp 2.2% HeldWM Waste Management Inc 2.2% HeldGOOG Alphabet Inc. 2.1% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 29, 2026, compared with the Jul 30, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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