Arkolith/Funds/Provident Living Financial Services, Inc.

Provident Living Financial Services, Inc.

CIK 2083149
Holdings as of Jun 30, 2026·disclosed Aug 5, 2026·~36-day 13F lag·13F-HR
Active Filer

Provident Living Financial Services, Inc. holds a focused book of 50 stocks worth $101.5M as of Q2 2026 (disclosed Aug 5, 2026, a ~36-day 13F lag). This quarter they opened ExxonMobil Holdings Corp and trimmed Citigroup Inc. Their largest long position is Sofi Technologies Inc at 14% of the equity book.

Added to
23
already held, bought more
Trimmed
23
sold some, still holds it
Sold out
1
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
50%
Top 10 holdings
68%
Top 20 holdings
83%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

59% mapped to company sectors

ETF / fund or unclassified
41%
Financials
29%
Information Technology
17%
Materials
3%
Consumer Discretionary
2%
Energy
2%
Communication Services
2%
Health Care
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Provident Living Financial Services, Inc.

Manager / fundShared namesTheir $ in those
Innovator Capital Management, LLC6 / 50$2.9B
Donor Advised Charitable Giving, Inc.7 / 50$4.4B
Swiss Re Ltd22 / 50$1.0B
Hoffman, Alan N Investment Management6 / 50$148.3M
Agave Capital Management Ltd6 / 50$745.7M
Dumac, Inc.6 / 50$889.2M
9823 Capital, L.P.5 / 50$119.4M
JBF Capital, Inc.11 / 50$556.3M

Ranked by the share of each fund's own book sitting in the names it shares with Provident Living Financial Services, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

50 positions
#SecurityValueShares% PortLast moveHistory
1Sofi Technologies Inc
COM
$14.4M888.4K
14.2%
+7.9%
Added · +65K sh
2Fidelity Merrimack STR TR
TOTAL BD ETF
$11.8M258.7K
11.6%
+20%
Added · +42K sh
3RBB Fund Trust
FIRST EAGLE GBL
$11.1M227.1K
11.0%
+4.0%
Added · +9K sh
4Citigroup Inc
COM NEW
$7.4M52.8K
7.3%
−5.6%
Reduced · −3K sh
5Vanguard Index FDS
TOTAL STK MKT
$5.8M15.6K
5.7%
−2.1%
Reduced · −339 sh
6Bank Of Amer Corp
COM
$5.4M94.9K
5.3%
−5.8%
Reduced · −6K sh
7Ishares TR
HIGH YLD SYSTM B
$4.5M96.4K
4.4%
+7.8%
Added · +7K sh
8Apple Inc
COM
$3.5M12.1K
3.4%
−10%
Reduced · −1K sh
9Advanced Micro Devices Inc
COM
$2.6M4.5K
2.6%
−20%
Reduced · −1K sh
10Alphabet Inc
CAP STK CL A
$2.2M6.3K
2.2%
−1.5%
Reduced · −98 sh
11Freeport McMoran Inc
CL B
$2.0M42.5K
2.0%
+0.1%
Added · +30 sh
12Amazon Com Inc
COM
$2.0M8.4K
2.0%
+2.4%
Added · +196 sh
13Crowdstrike Hldgs Inc
CL A
$1.8M2.4K
1.8%
−0.4%
Reduced · −9 sh
14Schwab Strategic TR
US BRD MKT ETF
$1.6M55.0K
1.6%
+0.3%
Added · +173 sh
15Meta Platforms Inc
CL A
$1.6M2.8K
1.6%
+18%
Added · +423 sh
16Nvidia Corporation
COM
$1.4M7.2K
1.4%
−2.6%
Reduced · −189 sh
17Berkshire Hathaway Inc Del
CL B NEW
$1.4M2.8K
1.4%
−15%
Reduced · −494 sh
18Johnson & Johnson
COM
$1.3M5.0K
1.2%
+3.0%
Added · +143 sh
19Microsoft Corp
COM
$1.2M3.3K
1.2%
+20%
Added · +545 sh
20Etsy Inc
COM
$1.2M16.0K
1.2%
+6.2%
Added · +929 sh
21Exxon Mobil Corp
COM
$1.1M7.8K
1.1%
New
New position
22CVS Health Corp
COM
$1.0M9.7K
1.0%
+44%
Added · +3K sh
23Vanguard Index FDS
MCAP GR IDXVIP
$948K3.1K
0.9%
~0%
Reduced · −1 sh
24AT&T Inc
COM
$897K43.3K
0.9%
−2.4%
Reduced · −1K sh
25Chevron Corporation
COM
$843K5.1K
0.8%
+5.3%
Added · +258 sh
26Invesco QQQ TR
UNIT SER 1
$825K1.1K
0.8%
−0.3%
Reduced · −3 sh
27Procter & Gamble Co
COM
$759K5.2K
0.7%
+19%
Added · +839 sh
28Vanguard Charlotte FDS
TOTAL INT BD ETF
$752K15.5K
0.7%
−0.9%
Reduced · −144 sh
29Bill Holdings Inc
COM
$731K20.2K
0.7%
+8.6%
Added · +2K sh
30Ishares TR
HDG MSCI EAFE
$713K15.2K
0.7%
Held
31Vanguard Index FDS
SM CP VAL ETF
$696K2.9K
0.7%
−1.3%
Reduced · −38 sh
32Verizon Communications Inc
COM
$645K15.2K
0.6%
−4.3%
Reduced · −689 sh
33Vanguard Index FDS
S&P 500 ETF SHS
$627K913
0.6%
+16%
Added · +127 sh
34Nice Ltd
SPONSORED ADR
$593K6.5K
0.6%
+67%
Added · +3K sh
35Pacer FDS TR
US CASH COWS 100
$564K9.1K
0.6%
+6.8%
Added · +574 sh
36Oracle Corp
COM
$558K3.8K
0.5%
+33%
Added · +940 sh
37Ishares TR
CORE S&P500 ETF
$515K688
0.5%
−1.6%
Reduced · −11 sh
38Walmart Inc
COM
$510K4.5K
0.5%
−1.8%
Reduced · −84 sh
39Hubspot Inc
COM
$476K2.6K
0.5%
+108%
Added · +1K sh
40PayPal Hldgs Inc
COM
$475K11.0K
0.5%
+30%
Added · +3K sh
41Servicenow Inc
COM
$409K4.1K
0.4%
+45%
Added · +1K sh
42Vanguard Malvern FDS
STRM INFPROIDX
$388K7.7K
0.4%
−2.2%
Reduced · −171 sh
43Petroleo Brasileiro S A
SPONSORED ADR
$388K24.0K
0.4%
−84%
Reduced · −129K sh
44Principal Financial Group In
COM
$328K3.0K
0.3%
−9.9%
Reduced · −335 sh
45Coinbase Global Inc
COM CL A
$320K2.2K
0.3%
+23%
Added · +415 sh
46Vodafone Group PLC
SPONSORED ADR
$306K23.2K
0.3%
−22%
Reduced · −6K sh
47SPDR Index SHS FDS
ST MARKE CAP ETF
$286K3.9K
0.3%
−2.2%
Reduced · −86 sh
48Marvell Technology Inc
COM
$231K775
0.2%
New
New position
49Invesco Exchange Traded FD T
S&P MDCP VLU MNT
$230K3.2K
0.2%
New
New position
50Sunrun Inc
COM
$151K11.3K
0.1%
−0.4%
Reduced · −48 sh
Showing all 50 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 5, 202652$101.5M13F-HR
Q1 2026Mar 31, 2026May 13, 202650$90.6M13F-HR
Q4 2025Dec 31, 2025Jan 21, 202651$101.8M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.