Providence Financial Advisors, LLC
All 13F Filings
- Location
- Overland Park, KS
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 135,568
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 11/6/2026 | 55 | 135,568 | 13F-HR | Providence Financial Advisors, LLC |
| Q2 2026 | 7/31/2026 | 60 | 175,815 | 13F-HR | Providence Financial Advisors, LLC |
| Q1 2026 | 5/12/2026 | 59 | 175,469 | 13F-HR | Providence Financial Advisors, LLC |
| Q4 2025 | 2/10/2026 | 53 | 100,277 | 13F-HR | Providence Financial Advisors, LLC |
| Q3 2025 | 11/7/2025 | 49 | 104,844 | 13F-HR | Providence Financial Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 36.55 K | 27.0% | 0 | 1.847 K | -1.847 K |
| ETFs | 98.23 K | 72.5% | 0 | 34.3 K | -34.3 K |
| Debt | 789 | 0.6% | 0 | 4.1 K | -4.1 K |
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Fund Snapshot
Q3 2026
Latest filed
11/6/2026
Total value ($000)
135,568
Holdings
55
QoQ value change ($000)
-40,247
(-22.9%)
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.