Manager record

Provenance Wealth Advisors, LLC

Fort Lauderdale, FL · CIK 2081584 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$1.05BReported 13F valueQ2 2026 · as filed

609Holdings listed

+11.1%vs prior quartervalue change includes market moves

5Quarters on record

Jul 24Latest filed

Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.

Filing record

Jul 24 2026 13F-HR · period Q2 2026

$1.05B · 609 holdings listed · View original SEC filing ↗

Apr 20 2026 13F-HR · period Q1 2026

$944.52M · 412 holdings listed · View original SEC filing ↗

Jan 26 2026 13F-HR · period Q4 2025

$902.30M · 419 holdings listed · View original SEC filing ↗

Nov 12 2025 13F-HR · period Q3 2025

$773.66M · 437 holdings listed · View original SEC filing ↗