DOSSIER · 13F-HR · Q2 2026

Providence Wealth Advisors, LLC

$170M in tracked AUM across 84 positions as of Q2 2026.

PW
CIK 0001744955 · last filed Jun 30, 2026
Total AUM
$170M
as of Q2 2026
Holdings
84
positions
Whale Score
57
57
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Providence Wealth Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
LLY
ELI LILLY AND CO
$15M12K8.9%
02
AAPL
APPLE INC
$14M44K8.0%
03
CAT
CATERPILLAR INC
$11M11K6.4%
04
MSFT
MICROSOFT CORP
$8M21K4.7%
05
AVGO
BROADCOM INC
$8M22K4.7%
06
JPM
JPMORGAN CHASE & CO
$7M21K4.2%
07
WMT
WALMART INC
$5M42K2.8%
08
AMZN
AMAZON.COM INC
$4M18K2.6%
09
NVDA
NVIDIA CORP
$4M23K2.6%
10
WM
WASTE MGMT INC DEL
$4M18K2.5%

Filing history

2026Q2Jun 30
$170M 7.9%
84 positionsView →
2026Q1Mar 31
$157M 1.7%
81 positionsView →
2025Q4Dec 31
$160M 1.0%
89 positionsView →
2025Q3Sep 30
$159M 8.8%
85 positionsView →
2025Q2Jun 30
$146M 10.3%
87 positionsLocked
2025Q1Mar 31
$132M 0.1%
83 positionsLocked
2024Q4Dec 31
$132M 2.3%
81 positionsLocked
2024Q3Sep 30
$135M 7.8%
83 positionsLocked
2024Q2Jun 30
$125M 7.1%
79 positionsLocked
2024Q1Mar 31
$117M 5.8%
82 positionsLocked
2023Q4Dec 31
$111M 23.6%
79 positionsLocked
2023Q3Sep 30
$90M 0.9%
71 positionsLocked
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