Provident Living Financial Services, Inc.
All 13F Filings
- Location
- Lehi, UT
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 90,637
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/13/2026 | 48 | 90,637 | 13F-HR | Provident Living Financial Services, Inc. |
| Q4 2025 | 1/21/2026 | 49 | 101,801 | 13F-HR | Provident Living Financial Services, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 65.06 K | 71.8% | 0 | 22.74 K | -22.74 K |
| ETFs | 25.58 K | 28.2% | 11.57 K | 0 | 11.57 K |
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Fund Snapshot
Q1 2026
Latest filed
5/13/2026
Total value ($000)
90,637
Holdings
48
QoQ value change ($000)
-11,164
(-11.0%)
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.