account_balance
Investment manager · 13F filer · SEC CIK 2081584
Provenance Wealth Advisors, LLC
Reported value$1.69Bas of Sep 30, 2026
Positions2,599 2,001 new, 11 sold out
Top 10 weight50.3%ITOT alone is 16%
FiledOct 3030 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
ITOTiShares Tr
16.3%Added +11%
VXUSVanguard Star FDS
5.5%Added +10%
JFLXJ P Morgan Exchange Traded F
4.7%Added +13%
EVTRMorgan Stanley ETF Trust
4.3%Added +7%
VIGVanguard Specialized Funds
3.9%Added +11%
JGROJ P Morgan Exchange Traded F
3.5%Added +8%
AAPLApple Inc.
3.1%Added +294%
NVDANVIDIA Corp
3.1%Added +147%
MOATVaneck ETF Trust
3.0%−43%
AGGiShares Tr
2.9%+41%
EEMiShares Tr
2.3%−5%
SPYSPDR S&P 500 ETF Trust
2.2%+25%
ITOTiShares Tr
16.3%Added +11%
VXUSVanguard Star FDS
5.5%
JFLXJ P Morgan Exchange Traded F
4.7%
EVTRMorgan Stanley ETF Trust
4.3%
VIGVanguard Specialized Funds
3.9%+11%
JGROJ P Morgan Exchange Traded F
3.5%+8%
AAPLApple Inc.
3.1%
NVDANVIDIA Corp
3.1%
MOAT3.0%
AGG2.9%
EEM2.3%
SPY2.2%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
ITOT iShares Tr 16.3% Added +11%
VXUS Vanguard Star FDS 5.5% Added +10%
JFLX J P Morgan Exchange Traded F 4.7% Added +13%
EVTR Morgan Stanley ETF Trust 4.3% Added +7%
VIG Vanguard Specialized Funds 3.9% Added +11%
JGRO J P Morgan Exchange Traded F 3.5% Added +8%
AAPL Apple Inc. 3.1% Added +294%NVDA NVIDIA Corp 3.1% Added +147%MOAT Vaneck ETF Trust 3.0% Trimmed −43%
AGG iShares Tr 2.9% Added +41%
EEM iShares Tr 2.3% Trimmed −5%
SPY SPDR S&P 500 ETF Trust 2.2% Added +25%What changed
Biggest moves since Jun 30, 2026
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