Provenance Wealth Advisors, LLC
All 13F Filings
- Location
- Fort Lauderdale, FL
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 1,694,800
- Description
- —
- Website
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/30/2026 | 2,599 | 1,694,800 | 13F-HR | Provenance Wealth Advisors, LLC |
| Q2 2026 | 7/24/2026 | 609 | 1,049,594 | 13F-HR | Provenance Wealth Advisors, LLC |
| Q1 2026 | 4/20/2026 | 412 | 944,518 | 13F-HR | Provenance Wealth Advisors, LLC |
| Q4 2025 | 1/26/2026 | 419 | 902,298 | 13F-HR | Provenance Wealth Advisors, LLC |
| Q3 2025 | 11/12/2025 | 437 | 773,661 | 13F-HR | Provenance Wealth Advisors, LLC |
| Q2 2025 | 8/15/2025 | 421 | 696,163 | 13F-HR | Provenance Wealth Advisors, LLC |
| Q1 2025 | 8/15/2025 | 540 | 695,416 | 13F-HR | Provenance Wealth Advisors, LLC |
| Q4 2024 | 8/15/2025 | 554 | 773,986 | 13F-HR | Provenance Wealth Advisors, LLC |
| Q3 2024 | 8/15/2025 | 597 | 800,376 | 13F-HR | Provenance Wealth Advisors, LLC |
| Q2 2024 | 8/15/2025 | 515 | 715,288 | 13F-HR | Provenance Wealth Advisors, LLC |
| Q1 2024 | 8/15/2025 | 541 | 711,029 | 13F-HR | Provenance Wealth Advisors, LLC |
| Q4 2023 | 8/15/2025 | 596 | 741,903 | 13F-HR | Provenance Wealth Advisors, LLC |
| Q3 2023 | 8/15/2025 | 485 | 619,067 | 13F-HR | Provenance Wealth Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 569.3 K | 33.6% | 491.8 K | 0 | 491.8 K |
| ETFs | 1.042 M | 61.5% | 144.5 K | 0 | 144.5 K |
| Debt | 82.87 K | 4.9% | 8.266 K | 0 | 8.266 K |
| Other | 575 | 0.0% | 575 | 0 | 575 |
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Fund Snapshot
Q3 2026
Latest filed
10/30/2026
Total value ($000)
1,694,800
Holdings
2599
QoQ value change ($000)
645,206
(61.5%)
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.