ProVise Management Group, LLC: 13F holdings
CIK 13057072026Q2
| Positions | 282 |
|---|---|
| Reported value | $1.5bn |
| Filed | 2026-08-03 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| DGRO ISHARES TR | 1,430,575 | $108.4m | 7.3% |
| GOOG ALPHABET INC | 169,632 | $59.9m | 4.0% |
| EWU SPDR INDEX SHS FDS | 1,128,650 | $56.9m | 3.8% |
| AMAT APPLIED MATLS INC | 58,658 | $42.4m | 2.8% |
| IWY ISHARES TR | 137,347 | $39.9m | 2.7% |
| MGC VANGUARD WORLD FD | 139,081 | $38.1m | 2.6% |
| MSFT MICROSOFT CORP | 97,541 | $36.4m | 2.4% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 69,719 | $34.9m | 2.3% |
| IGIB ISHARES TR | 652,917 | $34.7m | 2.3% |
| JPM JPMORGAN CHASE & CO | 104,741 | $34.3m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1305707")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.