SEC Form 13F · Q1 2026

Provenance Wealth Advisors, LLC

Institutional Holdings Report

13F-HRFL
$944.5M
Portfolio Value
412
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
Provenance Wealth Advisors, LLC
CIK
2081584
Accession No.
0002081584-26-000003
Location
FORT LAUDERDALE, FL
Form Type
13F-HR
Portfolio Value
$944.5M
Holdings Reported
412
Reporting Period
Q1 2026
Filed
April 20, 2026

About this Filing

Provenance Wealth Advisors, LLC is an institutional investment manager based in FORT LAUDERDALE, FL reporting approximately $944.5M in 13(f) securities across 412 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.