Current Market Value 145,668,701
Current Holdings 86
Most Recent File Date 2025-08-12
Total Filings on Record 30
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Providence Wealth Advisors, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-12 2025-06-30 13F-HR 86 145,669
2025-05-07 2025-03-31 13F-HR 82 132,023
2025-02-12 2024-12-31 13F-HR 80 132,114
2024-11-14 2024-09-30 13F-HR 82 136,833
2024-08-09 2024-06-30 13F-HR 79 125,432
2024-05-13 2024-03-31 13F-HR 81 117,135
2024-02-14 2023-12-31 13F-HR 79 110,734
2023-11-13 2023-09-30 13F-HR 70 89,602
2023-08-08 2023-06-30 13F-HR 70 90,371
2023-05-11 2023-03-31 13F-HR 94 135,414
2023-02-13 2022-12-31 13F-HR 94 134,642
2022-11-14 2022-09-30 13F-HR 96 133,899
2022-08-10 2022-06-30 13F-HR 97 138,599
2022-05-10 2022-03-31 13F-HR 99 155,553
2022-01-12 2021-12-31 13F-HR 98 159,150
2021-11-15 2021-09-30 13F-HR 95 143,715
2021-08-12 2021-06-30 13F-HR 96 146,475
2021-05-17 2021-03-31 13F-HR 93 136,150
2021-02-16 2020-12-31 13F-HR 92 120,459
2020-11-10 2020-09-30 13F-HR 86 101,255
2020-08-07 2020-06-30 13F-HR 87 98,041
2020-05-05 2020-03-31 13F-HR 85 82,866
2020-01-29 2019-12-31 13F-HR 85 108,691
2019-11-12 2019-09-30 13F-HR 87 112,037
2019-07-22 2019-06-30 13F-HR 75 107,490
2019-04-18 2019-03-31 13F-HR 84 106,328
2019-02-02 2018-12-31 13F-HR 80 90,124
2018-11-01 2018-09-30 13F-HR 92 109,606
2018-08-13 2018-06-30 13F-HR 91 102,701
2018-08-13 2018-03-31 13F-HR 64 67,548