Providence Financial Advisors, LLC
All 13F Filings
- Location
- Overland Park, KS
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 175,815
- 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 | 7/31/2026 | 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 | 38.4 K | 21.8% | 0 | 5.019 K | -5.019 K |
| ETFs | 132.5 K | 75.4% | 61.81 K | 0 | 61.81 K |
| Debt | 4.889 K | 2.8% | 0 | 56.45 K | -56.45 K |
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Fund Snapshot
Q2 2026
Latest filed
7/31/2026
Total value ($000)
175,815
Holdings
60
QoQ value change ($000)
346
(0.2%)
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.