Providence Financial Advisors, LLC
Providence Financial Advisors, LLC reported 60 positions worth $175.8M as of June 30, 2026 (13F filed July 31, 2026). Largest holding: GSST (19.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | GSST | SH | $33.7M | 19.15% | 665,670 | — | — | |
| ▸ 2 | IVV | SH | $26.1M | 14.83% | 34,810 | — | — | |
| ▸ 3 | AVLV | SH | $20.6M | 11.70% | 225,587 | — | — | |
| ▸ 4 | JIRE | SH | $10.9M | 6.18% | 131,791 | — | — | |
| ▸ 5 | PSQO | SH | $10.8M | 6.13% | 521,161 | — | — | |
| ▸ 6 | FBCG | SH | $10.1M | 5.77% | 163,362 | — | — | |
| ▸ 7 | IWY | SH | $8.8M | 5.03% | 30,416 | — | — | |
| ▸ 8 | SPY | SH | $8.8M | 4.99% | 11,750 | — | — | |
| ▸ 9 | AVXC | SH | $5.9M | 3.34% | 68,547 | — | — | |
| ▸ 10 | PSQA | SH | $4.9M | 2.78% | 238,974 | — | — |
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Frequently Asked Questions
What stocks does Providence Financial Advisors, LLC hold as of Q2 2026?
Providence Financial Advisors, LLC reported 60 positions worth $175.8M in its Q2 2026 13F filing. Largest positions: GSST (19.1%), IVV (14.8%), AVLV (11.7%), JIRE (6.2%) and PSQO (6.1%).
What did Providence Financial Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Providence Financial Advisors, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.