13F Insight
DOSSIER · 13F-HR · Q1 2026

ProVise Management Group, LLC

$1.4B in tracked AUM across 261 positions as of Q1 2026.

PM
CIK 0001305707 · last filed Mar 31, 2026
Total AUM
$1.4B
as of Q1 2026
Holdings
261
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

ProVise Management Group, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
DGRO
ISHARES TR
$98M1.4M7.1%02
GOOG
ALPHABET INC
$50M173K3.6%03
SPDW
SPDR INDEX SHS FDS
$36M799K2.6%04
MSFT
MICROSOFT CORP
$36M96K2.6%05
BRK/B
BERKSHIRE HATHAWAY INC DEL
$33M70K2.4%06
IGIB
ISHARES TR
$33M622K2.4%07
IWY
ISHARES TR
$33M133K2.4%08
MGC
VANGUARD WORLD FD
$32M136K2.3%09
JPM
JPMORGAN CHASE & CO
$31M104K2.2%10
XOM
EXXON MOBIL CORP
$30M175K2.1%

Filing history

2026Q1Mar 31
$1.4B▼ 1.0%
261 positionsView →2025Q4Dec 31
$1.4B▲ 3.6%
257 positionsView →2025Q3Sep 30
$1.4B▲ 7.2%
256 positionsView →2025Q2Jun 30
$1.3B▲ 7.4%
259 positionsLocked2025Q1Mar 31
$1.2B▲ 1.0%
249 positionsLocked2024Q4Dec 31
$1.2B▼ 7.6%
258 positionsLocked2024Q3Sep 30
$1.3B▲ 7.4%
296 positionsLocked2024Q2Jun 30
$1.2B▲ 1.7%
295 positionsLocked2024Q1Mar 31
$1.2B▼ 2.1%
298 positionsLocked2023Q4Dec 31
$1.2B▲ 9.7%
342 positionsLocked2023Q3Sep 30
$1.1B▼ 2.5%
335 positionsLocked2023Q2Jun 30
$1.1B▲ 5.5%
344 positionsLocked
Showing 12 of 84