Provise Management Group, LLC - Q12026 Holdings

Provise Management Group, LLC holds 261 stocks with a total portfolio value of $ 1.39B as of Q12026. In Q12026, Provise Management Group, LLC added 11 new positions, increased stakes in 102 stocks, reduced 121 holdings, and fully exited 7 positions. The largest holding is Ishares Tr (DGRO), representing 7.08% of the total portfolio.