Providence Wealth Advisors, LLC

All 13F Filings

Location
Frankfort, IL
Most recent 13F
Q2 2026
Holdings value ($000)
169,753
Description
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Website
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Founded
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Chairman
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CEO
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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
Q2 2026 7/29/2026 84 169,753 13F-HR Providence Wealth Advisors, LLC
Q1 2026 5/5/2026 81 157,333 13F-HR Providence Wealth Advisors, LLC
Q4 2025 2/6/2026 89 160,075 13F-HR Providence Wealth Advisors, LLC
Q3 2025 11/5/2025 84 158,508 13F-HR Providence Wealth Advisors, LLC
Q2 2025 8/12/2025 86 145,669 13F-HR Providence Wealth Advisors, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 169.5 K 99.9% 12.18 K 0 12.18 K
ETFs 237 0.1% 237 0 237
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Fund Snapshot

Q2 2026
Latest filed
7/29/2026
Total value ($000)
169,753
Holdings
84
QoQ value change ($000)
12,420 (7.9%)
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.