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Home > Institutional Investor > Provident Wealth Management, Llc > Profile

Instuitional Investor - Provident Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Provident Wealth Management, Llc
Portfolio Value $282,193,807
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
T Rowe Price Exchange-Traded - US EQUI RESH ETF
 1,006,312 $48,564,610 17.21%
2.
Pacer Fds Tr
 605,034 $40,392,078 14.31%
3.
Schwab Strategic Trust
 SCHD 924,557 $33,219,349 11.77%
4.
Schwab Strategic Trust
 SCHD 775,958 $23,278,755 8.25%
5.
Ishares Tr
 302,126 $22,777,304 8.07%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.