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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 $388,403,595
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
T Rowe Price Exchange-Traded - US EQUI RESH ETF
 1,349,256 $64,130,131 16.51%
2.
Pacer Fds Tr
 831,000 $51,688,184 13.31%
3.
Schwab Strategic Trust
 SCHD 1,277,545 $43,232,128 11.13%
4.
Ishares Tr
 421,678 $31,959,003 8.23%
5.
Schwab Strategic Trust
 SCHD 1,065,680 $31,362,954 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.