Provident Wealth Management, LLC
•CIK: 1799797•Filing: Q4 2025
**Provident Wealth Management, LLC** manages $338M across a diversified portfolio of 138 holdings. The strategy exhibits significant concentration in technology and growth sectors, evidenced by top positions including TSPA at $59.1M and COWZ at $49.3M. Further allocations are weighted toward broad market exposure with notable stakes in SCHG ($41.8M) and DGRO ($29.4M). This structure suggests a conviction-driven approach targeting established growth themes.
Total AUM
$337.6M
QoQ Performance
+2.1%
Positions
63
Top 10 Concentration
74.0%
Latest Filing
Q4 2025
Top Holdings Allocation
TSPA
COWZ
SCHG
DGRO
SCHX
TSPA17.5%
COWZ14.6%
SCHG12.4%
DGRO8.7%
SCHX8.6%
VOE3.4%
VOT2.3%
XSMO2.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other96.5%
Technology1.5%
Healthcare0.6%
Energy0.2%
Consumer0.2%
Industrial0.2%
ETF0.2%
Consumer Staples0.2%
Changes from Q3 2025
NEW2 new positions
↑31 increased
↓29 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023