ProVise Management Group, LLC — 13F holdings

ProVise Management Group, LLC reported 282 holdings worth $1.49B in its 13F filing for Q2 2026, filed August 3, 2026.

Largest positions

  1. DGRO ISHARES TR — $108M (7.3%)
  2. GOOG ALPHABET INC — $59.9M (4.0%)
  3. SPDW SPDR INDEX SHS FDS — $56.9M (3.8%)
  4. AMAT APPLIED MATLS INC — $42.4M (2.8%)
  5. IWY ISHARES TR — $39.9M (2.7%)
  6. MGC VANGUARD WORLD FD — $38.1M (2.6%)
  7. MSFT MICROSOFT CORP — $36.4M (2.4%)
  8. BRK.B BERKSHIRE HATHAWAY INC DEL — $34.9M (2.3%)
  9. IGIB ISHARES TR — $34.7M (2.3%)
  10. JPM JPMorgan Chase & Co. — $34.3M (2.3%)