Arkolith/Funds/ProVise Management Group, LLC

ProVise Management Group, LLC

CIK 1305707
Holdings as of Jun 30, 2026·disclosed Aug 3, 2026·~34-day 13F lag·13F-HR
Active Filer

ProVise Management Group, LLC holds a diversified book of 282 reported positions worth $1.5B as of Q2 2026 (disclosed Aug 3, 2026, a ~34-day 13F lag). This quarter they opened Intercontinental Exchange In and trimmed Alphabet Inc-CL C. Their largest long position is Ishares Core Dividend Growth at 7% of the reported non-option book. Cloning the disclosed picks since 2024 would be +24% (+12.5%/yr). That is a simulation of the disclosed long book, not audited returns.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+24.4%
+12.5%/yr · since Nov '24
Their reported book
+25.2%
held from quarter-end
S&P 500
+29.2%
same window
$8K$10K$11K$12K$13KNov '24Mar '25Aug '25Dec '25May '26Sep '26
ProVise Management Group, LLC (copied at disclosure) S&P 500

Growth of $10,000 cloning ProVise Management Group, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~34 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
21%
Top 10 holdings
33%
Top 20 holdings
51%

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

Where the money is, by sector

56% mapped to company sectors

ETFs / funds
42%
Information Technology
17%
Financials
14%
Industrials
7%
Health Care
6%
Consumer Staples
3%
Consumer Discretionary
3%
Materials
2%

+5 sectors below the cut, 6% together

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 ProVise Management Group, LLC

Manager / fundShared namesTheir $ in those
Daniel Investment Group, Inc.10 / 80$122.7M
AdviceOne Advisory Services, LLC15 / 80$125.8M
Independent Investors Inc15 / 80$369.7M
Ardent Capital Management, Inc.12 / 80$158.2M
Founders Capital Management, LLC21 / 80$433.2M
Lountzis Asset Management, LLC16 / 80$202.4M
Saybrook Capital10 / 80$252.3M
Venator Management LLC8 / 80$279.8M

Ranked by the share of each fund's own book sitting in the names it shares with ProVise Management Group, LLC: 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 position's share of the portfolio. Click a row for its position history.

282 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE DIV GRWTH
$108.4M1.43M
7.3%
+1.9%
Added · +27K sh
2Alphabet Inc
CAP STK CL C
$59.9M169.6K
4.0%
−2.1%
Reduced · −4K sh
3SPDR Index SHS FDS
ST STR PO EX ETF
$56.9M1.13M
3.8%
+41%
Added · +330K sh
4Applied Matls Inc
COM
$42.4M58.7K
2.8%
−1.5%
Reduced · −917 sh
5Ishares TR
RUS TP200 GR ETF
$39.9M137.3K
2.7%
+3.2%
Added · +4K sh
6Vanguard World FD
MEGA CAP INDEX
$38.1M139.1K
2.6%
+2.3%
Added · +3K sh
7Microsoft Corp
COM
$36.4M97.5K
2.4%
+1.5%
Added · +1K sh
8Berkshire Hathaway Inc Del
CL B NEW
$34.9M69.7K
2.3%
+0.1%
Added · +101 sh
9Ishares TR
ISHS 5-10YR INVT
$34.7M652.9K
2.3%
+5.0%
Added · +31K sh
10JPMorgan Chase & Co
COM
$34.3M104.7K
2.3%
+0.3%
Added · +286 sh
11Amazon Com Inc
COM
$33.1M139.0K
2.2%
−1.3%
Reduced · −2K sh
12Vanguard Specialized Funds
DIV APP ETF
$32.0M135.3K
2.1%
−0.1%
Reduced · −169 sh
13Vanguard Index FDS
MID CAP ETF
$30.8M381.7K
2.1%
+279%
Added · +281K sh
14Philip Morris Intl Inc
COM
$28.7M158.5K
1.9%
+2.2%
Added · +3K sh
15Wells Fargo & Co
COM
$28.5M344.6K
1.9%
+0.2%
Added · +618 sh
16Analog Devices Inc
COM
$26.3M66.2K
1.8%
−5.2%
Reduced · −4K sh
17Ishares TR
0-5 YR TIPS ETF
$25.7M251.5K
1.7%
+6.0%
Added · +14K sh
18Vanguard Malvern FDS
STRM INFPROIDX
$21.4M426.4K
1.4%
+2.4%
Added · +10K sh
19Novartis AG
SPONSORED ADR
$21.0M134.1K
1.4%
−5.0%
Reduced · −7K sh
20Apple Inc
COM
$20.1M69.5K
1.3%
+0.1%
Added · +68 sh
21Alphabet Inc
CAP STK CL A
$19.1M53.4K
1.3%
−11%
Reduced · −7K sh
22Schwab Charles Corp
COM
$18.0M195.5K
1.2%
+1.1%
Added · +2K sh
23Visa Inc
COM CL A
$16.9M49.2K
1.1%
+1.6%
Added · +798 sh
24Schwab Strategic TR
US LCAP GR ETF
$16.2M479.2K
1.1%
+0.2%
Added · +1K sh
25Vanguard Index FDS
MCAP VL IDXVIP
$16.1M81.5K
1.1%
−12%
Reduced · −11K sh
26Medtronic PLC
SHS
$15.9M203.8K
1.1%
+2.8%
Added · +6K sh
27SPDR Series Trust
ST STR SP BANK
$15.9M233.1K
1.1%
+5.2%
Added · +12K sh
28Booking Holdings Inc
COM
$15.8M88.5K
1.1%
26×
Added · +85K sh
29Meta Platforms Inc
CL A
$15.2M26.9K
1.0%
+3.9%
Added · +1K sh
30General Dynamics Corp
COM
$14.5M41.0K
1.0%
+2.4%
Added · +977 sh
31Ishares TR
MSCI EAFE MIN VL
$14.0M159.8K
0.9%
+33%
Added · +39K sh
32ConocoPhillips
COM
$13.8M132.6K
0.9%
+0.8%
Added · +1K sh
33Bank Of NY Mellon Corp
COM
$13.6M94.2K
0.9%
−1.2%
Reduced · −1K sh
34Unilever PLC
SPON ADR NEW
$12.5M207.6K
0.8%
+0.8%
Added · +2K sh
35Ishares TR
CORE S&P SCP ETF
$12.4M83.4K
0.8%
−36%
Reduced · −46K sh
36Oracle Corp
COM
$12.0M82.2K
0.8%
−16%
Reduced · −15K sh
37Schwab Strategic TR
US MID-CAP ETF
$11.8M321.1K
0.8%
−3.6%
Reduced · −12K sh
38Omnicom Group Inc
COM
$11.5M157.6K
0.8%
+2.6%
Added · +4K sh
39Comcast Corp New
CL A
$11.5M466.5K
0.8%
−9.0%
Reduced · −46K sh
40RTX Corporation
COM
$11.3M59.5K
0.8%
−1.2%
Reduced · −722 sh
41BlackRock Inc
COM
$11.1M11.5K
0.7%
−1.0%
Reduced · −112 sh
42McKesson Corp
COM
$10.9M14.4K
0.7%
−3.1%
Reduced · −454 sh
43Invesco Exchange Traded FD T
S&P MDCP MOMNTUM
$10.5M61.4K
0.7%
+1.8%
Added · +1K sh
44Becton Dickinson & Co
COM
$10.4M68.5K
0.7%
+2.6%
Added · +2K sh
45Elevance Health Inc Formerly
COM
$10.1M26.2K
0.7%
~0%
Added · +1 sh
46Aon PLC
SHS CL A
$9.6M28.9K
0.6%
+262%
Added · +21K sh
47Enbridge Inc
COM
$9.4M173.8K
0.6%
+1.1%
Added · +2K sh
48SPDR Index SHS FDS
ST PORT MARK ETF
$8.4M162.9K
0.6%
+7.7%
Added · +12K sh
49Invesco Exch TRD SLF Idx FD
INVSCO BLSH 28
$8.2M404.2K
0.6%
+12%
Added · +43K sh
50SPDR Series Trust
ST PORT HIGH ETF
$8.1M343.8K
0.5%
+4.1%
Added · +14K sh
Showing 50 of 282 positions
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Filing history

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

$1.5B · Q2 2026Q3 2024 · $1.3BQ2 2026 · $1.5B

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 3, 202634d282$1.5B13F-HR
Q1 2026Mar 31, 2026May 7, 202637d261$1.4B13F-HR
Q4 2025Dec 31, 2025Jan 29, 202629d257$1.4B13F-HR
Q3 2025Sep 30, 2025Nov 13, 202544d256$1.4B13F-HR
Q2 2025Jun 30, 2025Aug 8, 202539d259$1.3B13F-HR
Q1 2025Mar 31, 2025May 8, 202538d249$1.2B13F-HR
Q4 2024Dec 31, 2024Feb 11, 202542d258$1.2B13F-HR
Q3 2024Sep 30, 2024Nov 12, 202443d296$1.3B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.