Provident Wealth Management, LLC
All 13F Filings
- Location
- Brentwood, TN
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 337,607
- Description
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- Website
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- Founded
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- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| Q4 2025 | 1/28/2026 | 138 | 337,607 | 13F-HR | Provident Wealth Management, LLC |
| Q3 2025 | 10/16/2025 | 138 | 330,628 | 13F-HR | Provident Wealth Management, LLC |
| Q2 2025 | 7/18/2025 | 137 | 305,817 | 13F-HR | Provident Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 242.8 K | 71.9% | 5.845 K | 0 | 5.845 K |
| ETFs | 91.93 K | 27.2% | 1.184 K | 0 | 1.184 K |
| Debt | 2.293 K | 0.7% | 0 | 39 | -39 |
| Other | 538 | 0.2% | 0 | 15 | -15 |
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Fund Snapshot
Q4 2025
Latest filed
1/28/2026
Total value ($000)
337,607
Holdings
138
QoQ value change ($000)
6,979
(2.1%)
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.