account_balance

Investment manager · 13F filer · SEC CIK 1799797

Provident Wealth Management, LLC

Reported value$282Mas of Sep 30, 2026
Positions124 4 new, 41 sold out
Top 10 weight73.2%TSPA alone is 17%
FiledOct 2020 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
TSPA T Rowe Price Exchange-Traded 17.2% Trimmed −25%
COWZ Pacer FDS Tr 14.3% Trimmed −27%
SCHG Schwab Strategic Tr 11.8% Trimmed −28%
SCHX Schwab Strategic Tr 8.2% Trimmed −27%
DGRO iShares Tr 8.1% Trimmed −28%
VOT Vanguard Index FDS 4.2% Trimmed −27%
VOE Vanguard Index FDS 3.1% Trimmed −29%
XSMO Invesco Exchange Traded Fd T 2.1% Trimmed −27%
AVUV American Centy ETF Tr 2.1% Trimmed −26%
FSMD Fidelity Covington Trust 2.1% Trimmed −27%
IJR iShares Tr 2.1% Trimmed −30%
FMDE Fidelity Covington Trust 2.0% Trimmed −28%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 20, 2026, compared with the Aug 4, 2026 filing
add_circleNew
arrow_upwardAdded

None

arrow_downwardTrimmed
  • AAPL −62%
  • USMV −54%
  • IJR −30%
  • VOE −29%
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.

This is data, not investment advice. About StockToast · Your watchlist