Provident Living Financial Services, Inc.
All 13F Filings
- Location
- Lehi, UT
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 101,450
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/5/2026 | 50 | 101,450 | 13F-HR | Provident Living Financial Services, Inc. |
| 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 | 71.83 K | 70.8% | 6.771 K | 0 | 6.771 K |
| ETFs | 29.62 K | 29.2% | 4.044 K | 0 | 4.044 K |
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Fund Snapshot
Q2 2026
Latest filed
8/5/2026
Total value ($000)
101,450
Holdings
50
QoQ value change ($000)
10,813
(11.9%)
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.