ProVise Management Group, LLC
Annual return '25
+28.9%
SPY '25
+17.7%
Alpha
+11.2ptsvs SPY
Invested
$1.4B
Holdings
260
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DGRO
ISHARES TR
Q1 2026: Exited (was 1.36M shares)
7.1%
02
$GOOG
ALPHABET INC
Q1 2026: Exited (was 175.6k shares)
3.6%
03
$SPDW
SPDR INDEX SHS FDS
Q1 2026: Exited (was 788.3k shares)
2.6%
04
$MSFT
MICROSOFT CORP
Q1 2026: Sold 38.6% (93.6k → 57.5k shares)
2.6%
05
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Q1 2026: Exited (was 69.5k shares)
2.4%
06
$IGIB
ISHARES TR
Q1 2026: Exited (was 606.4k shares)
2.4%
07
$IWY
ISHARES TR
Q1 2026: Exited (was 128.8k shares)
2.4%
08
$MGC
VANGUARD WORLD FD
Q1 2026: Exited (was 134.4k shares)
2.3%
09
$JPM
JPMORGAN CHASE & CO
Q1 2026: Exited (was 106.0k shares)
2.2%
10
$XOM
EXXON MOBIL CORP
Q1 2026: Sold 34.5% (175.5k → 115.0k shares)
2.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 06:49 UTC.