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| Keyboard |
| Provident Trust Company
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|---|---|
| CRD # | 110118 |
| SEC # | 801-58213 |
| CIK # | 0001852897, 0001076964, 0001140436 |
| AUM | 6,858.5 M (2026-04-08) |
| Employees | 12 (17% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 262-521-2300 |
| Address | N16 W23217 Stone Ridge Drive Waukesha, WI 53188-1199 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Visa Inc | 0.1 | ||
| Vertex Pharmaceuticals Inc / Ma | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| FleetCor Technologies Inc | 0.1 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 0.1 | ||
| CACI International Inc /DE/ | 0.0 | ||
| BlackRock Inc | 0.0 | ||
| Schwab Charles Corp | 0.0 | ||
| Intercontinentalexchange Group Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 178 | 0.0 |
| (b) Individuals (high net worth individuals) | 814 | 5.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 41 | 0.8 |
| (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 | 0 | 0.0 |
| (n) Other | 3 | 0.0 |
| Total | 1,037 | 6.9 |
| By Discretionary | ||
| Discretionary | 1,034 | 6.9 |
| Non-Discretionary | 3 | 0.0 |
| Total | 1,037 | 6.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.8 | |
| Total | 1,037 | 6.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001076964] | |
| 13F-HR | [0001140436] | |
| D | [0001852897] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $2.1B |
| Serves | Institutional, Retail |
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