Provenance Wealth Advisors, LLC — 13F holdings

Provenance Wealth Advisors, LLC reported 609 holdings worth $1.05B in its 13F filing for Q2 2026, filed July 24, 2026.

Largest positions

  1. ITOT ISHARES TR — $245M (23.4%)
  2. MOAT VANECK ETF TRUST — $87.8M (8.4%)
  3. VXUS VANGUARD STAR FDS — $85.1M (8.1%)
  4. JFLX J P MORGAN EXCHANGE TRADED F — $73.0M (7.0%)
  5. EVTR MORGAN STANLEY ETF TRUST — $71.4M (6.8%)
  6. VIG VANGUARD SPECIALIZED FUNDS — $60.1M (5.7%)
  7. JGRO J P MORGAN EXCHANGE TRADED F — $55.2M (5.3%)
  8. EEM ISHARES TR — $42.9M (4.1%)
  9. AGG ISHARES TR — $37.1M (3.5%)
  10. IWV ISHARES TR — $33.5M (3.2%)