Provenance Wealth Advisors, LLC - Portfolio Stock Holdings
Provenance Wealth Advisors, LLC disclosed 610 stock positions in a recent SEC 13F filing. $1,049,475,228 of stock holdings were filed, with the largest holdings including ITOT, MOAT, and VXUS. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $4,444,535,753 and has 52 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
610Est. Stock Holding Value:
$1,049,475,228Top Stock Holdings By Sector
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Portfolio Stock Holdings - Provenance Wealth Advisors, LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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