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| Provident Living Financial Services Inc
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|---|---|
| CRD # | 282665 |
| SEC # | 801-132694 |
| CIK # | 0002083149 |
| AUM | 158.1 M (2026-03-05) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 801-753-5639 |
| Address | 3450 N Triumph Blvd Lehi, UT 84043 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002083149 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Social Capital Hedosophia Holdings Corp V | 13.1 | ||
| Citigroup Inc | 6.3 | ||
| Bank of America Corp /DE/ | 4.9 | ||
| Apple Inc | 3.4 | ||
| Petrobras - Petroleo Brasileiro Sa | 3.2 | ||
| Freeport McMoran Copper & Gold Inc | 2.5 | ||
| Alphabet Inc | 1.8 | ||
| Amazon Com Inc | 1.7 | ||
| Facebook Inc | 1.4 | ||
| AT&T Inc | 1.3 | ||
| Nvidia Corp | 1.3 | ||
| Johnson & Johnson | 1.2 | ||
| Advanced Micro Devices Inc | 1.1 | ||
| Microsoft Corp | 1.0 | ||
| Chevron Corp | 1.0 | ||
| CrowdStrike Holdings Inc | 0.9 | ||
| Verizon Communications Inc | 0.8 | ||
| Etsy Inc | 0.8 | ||
| Billcom Holdings Inc | 0.7 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 183 | 51.9 |
| (b) Individuals (high net worth individuals) | 62 | 96.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 4.7 |
| (h) Charitable organizations | 5 | 1.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 3.9 |
| (n) Other | 0 | 0.0 |
| Total | 408 | 158.1 |
| By Discretionary | ||
| Discretionary | 408 | 158.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 408 | 158.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 158.1 | |
| Total | 408 | 158.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002083149] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
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