Provenance Wealth Advisors, LLC has disclosed its latest 13F-HR filing, revealing that it managed approximately $1.69 billion in assets as of September 30, 2026. This filing is significant as it provides insights into the firm's investment strategies and portfolio adjustments, which could impact trends within the financial advisory industry.

Provenance Wealth Advisors, based in Fort Lauderdale, Florida, is a financial advisory firm that specializes in managing investments for clients. The firm has been active in filing various reports with the SEC, including the most recent 13F-HR submitted on October 30, 2026, and previous filings throughout the year.

What the Filing Says

According to the filing, Provenance Wealth Advisors reported a total of 2,599 holdings, with a total value of $1,694,800,347. The firm’s Chief Compliance Officer, Alan Kravec, signed the document, indicating its authenticity and compliance with SEC regulations.

Impact

This update may affect various stakeholders, including clients of Provenance Wealth Advisors who rely on the firm’s investment decisions. Additionally, competitors in the financial advisory sector will be keeping a close eye on Provenance's strategies and asset allocation as they seek to adapt to changing market conditions.

What's Next

The filing does not say what happens next.

Portfolio Highlights

The 13F-HR filing details a diverse portfolio, with Provenance Wealth Advisors holding a total of 2,599 different securities. Among these, significant positions include notable companies such as Abbott Laboratories, which holds a value of approximately $1,514,965, and AbbVie Inc., valued at around $3,265,166. The firm also has substantial investments in technology and healthcare sectors, reflecting a strategic focus on growth industries.

Investment Discretion

All reported holdings fall under the firm's sole investment discretion, indicating that Provenance Wealth Advisors has full control over the investment decisions for these assets, without shared authority from other parties. This discretion allows the firm to actively manage its portfolio in response to market changes.

Contact Information

For further inquiries, Provenance Wealth Advisors can be contacted at their business address: 200 E Las Olas Blvd, 19th Floor, Fort Lauderdale, FL 33301. The firm's business phone number is (954) 712-8888.

Filing Context

This filing does not provide specific insights into the firm's future investment strategies or any changes in management. Additionally, it does not disclose the performance metrics of the holdings or any potential risks associated with the current portfolio composition.