ProVise Management Group, LLC
All 13F Filings
- Location
- Clearwater, FL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,390,491
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/6/2026 | 261 | 1,390,491 | 13F-HR | ProVise Management Group, LLC |
| Q4 2025 | 1/29/2026 | 257 | 1,404,793 | 13F-HR | ProVise Management Group, LLC |
| Q3 2025 | 11/13/2025 | 256 | 1,356,623 | 13F-HR | ProVise Management Group, LLC |
| Q2 2025 | 8/8/2025 | 259 | 1,266,064 | 13F-HR | ProVise Management Group, LLC |
| Q2 2014 | 8/1/2014 | 310 | 460,838 | 13F-HR | ProVise Management Group, LLC |
| Q1 2014 | 5/8/2014 | 296 | 412,914 | 13F-HR | ProVise Management Group, LLC |
| Q4 2013 | 2/7/2014 | 294 | 387,418 | 13F-HR | ProVise Management Group, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 814.6 K | 58.6% | 0 | 378.7 K | -378.7 K |
| ETFs | 574.2 K | 41.3% | 363.6 K | 0 | 363.6 K |
| Debt | 1.615 K | 0.1% | 847 | 0 | 847 |
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Fund Snapshot
Q1 2026
Latest filed
5/6/2026
Total value ($000)
1,390,491
Holdings
261
QoQ value change ($000)
-14,302
(-1.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.