account_balance
Investment manager · 13F filer · SEC CIK 2083149
Provident Living Financial Services, Inc.
Reported value$103Mas of Sep 30, 2026
Positions53 4 new, 1 sold out
Top 10 weight65.4%SOFI alone is 13%
FiledNov 334 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SOFISoFi Technologies, Inc.
13.4%Trimmed −6%
FEGERBB Fund Trust
11.8%Added +3%
FBNDFidelity Merrimack STR Tr
11.2%
CCitigroup Inc
6.1%Trimmed −4%
VTIVanguard Index FDS
6.0%Added +6%
BACBank of America Corp
4.6%
HYDBiShares Tr
4.2%
AAPLApple Inc.
3.8%Trimmed −5%
CRWDCrowdStrike Holdings, Inc.
2.3%
AMZNAmazon.com Inc
2.0%
AMDAdvanced Micro Devices Inc
1.9%
FCX1.9%SOFISoFi Technologies, Inc.
13.4%Trimmed −6%
FEGERBB Fund Trust
11.8%Added +3%
FBNDFidelity Merrimack STR Tr
11.2%
CCitigroup Inc
6.1%−4%
VTIVanguard Index FDS
6.0%+6%
BACBank of America Corp
4.6%
HYDBiShares Tr
4.2%
AAPLApple Inc.
3.8%
CRWDAMDFCXBoxes 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
SOFI SoFi Technologies, Inc. 13.4% Trimmed −6%
FEGE RBB Fund Trust 11.8% Added +3%
FBND Fidelity Merrimack STR Tr 11.2% Held
C Citigroup Inc 6.1% Trimmed −4%VTI Vanguard Index FDS 6.0% Added +6%
BAC Bank of America Corp 4.6% HeldHYDB iShares Tr 4.2% Held
AAPL Apple Inc. 3.8% Trimmed −5%CRWD CrowdStrike Holdings, Inc. 2.3% HeldAMZN Amazon.com Inc 2.0% HeldAMD Advanced Micro Devices Inc 1.9% Trimmed −12%FCX Freeport-McMoRan Inc 1.9% Trimmed −28%What changed
Biggest moves since Jun 30, 2026
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