Advocacy Wealth Management Services, LLC
13F Reported Value
ⓘ$2.8B
Holdings
151
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Advocacy Wealth Management Services, LLC disclosed 151 positions worth $2.8B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 17 new positions and exited 8 and a full exit from $ACN. The portfolio is most concentrated in Other (80.7% of disclosed assets). All figures are sourced directly from Advocacy Wealth Management Services, LLC’s Form 13F-HR filing with the SEC under CIK 1569452.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
SPDR SERIES TRUST - ST STR P500ETF
—Quality
$507.6M5,775,658 shISHARES INC - MSCI EMRG CHN
—Quality
$122.6M1,198,777 shSPDR INDEX SHS FDS - ST STR PO EX ETF
—Quality
$114.3M2,268,369 shISHARES TR - S&P 500 GRWT ETF
—Quality
$111.0M807,434 shPIMCO ETF TR - MULTISECTOR BD
—Quality
$107.1M4,039,522 shPIMCO ETF TR - ENHNCD LW DUR AC
—Quality
$106.6M1,115,335 shBLACKROCK ETF TRUST - ISHARES US EQUIT
—Quality
$100.5M1,478,143 shISHARES TR - S&P 500 VAL ETF
—Quality
$96.4M424,530 shBLACKROCK ETF TRUST - ISHA I IN TE ETF
—Quality
$73.0M1,384,319 shBLACKROCK ETF TRUST - ISHA IN CTRY ETF
—Quality
$69.1M1,889,296 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR SERIES TRUST - ST STR P500ETF | — | $507.6M | 5,775,658 |
| ISHARES INC - MSCI EMRG CHN | — | $122.6M | 1,198,777 |
| SPDR INDEX SHS FDS - ST STR PO EX ETF | — | $114.3M | 2,268,369 |
| ISHARES TR - S&P 500 GRWT ETF | — | $111.0M | 807,434 |
| PIMCO ETF TR - MULTISECTOR BD | — | $107.1M | 4,039,522 |
| PIMCO ETF TR - ENHNCD LW DUR AC | — | $106.6M | 1,115,335 |
| BLACKROCK ETF TRUST - ISHARES US EQUIT | — | $100.5M | 1,478,143 |
| ISHARES TR - S&P 500 VAL ETF | — | $96.4M | 424,530 |
| BLACKROCK ETF TRUST - ISHA I IN TE ETF | — | $73.0M | 1,384,319 |
| BLACKROCK ETF TRUST - ISHA IN CTRY ETF | — | $69.1M | 1,889,296 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Advocacy Wealth Management Services, LLC's 151 positions.
Showing top 10 of 151 holdings.
Sector Allocation
Other
$2.2B
Technology
$213.8M
Financials
$125.5M
Healthcare
$82.5M
Consumer Discretionary
$37.6M
Industrials
$32.1M
Consumer Staples
$25.5M
Communication Services
$11.2M
Top Holdings — Advocacy Wealth Management Services, LLC (Q2 2026)
Top 150 of 151 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | SPDR SERIES TRUST - ST STR P500ETF | $507.6M | 18.4% | +45% | — |
| 2 | — | ISHARES INC - MSCI EMRG CHN | $122.6M | 4.5% | +132% | — |
| 3 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $114.3M | 4.2% | +9% | — |
| 4 | — | ISHARES TR - S&P 500 GRWT ETF | $111.0M | 4.0% | -3% | — |
| 5 | — | PIMCO ETF TR - MULTISECTOR BD | $107.1M | 3.9% | +3% | — |
| 6 | — | PIMCO ETF TR - ENHNCD LW DUR AC | $106.6M | 3.9% | +3% | — |
| 7 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | $100.5M | 3.6% | -1% | — |
| 8 | — | ISHARES TR - S&P 500 VAL ETF | $96.4M | 3.5% | -17% | — |
| 9 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETF | $73.0M | 2.6% | -16% | — |
| 10 | — | BLACKROCK ETF TRUST - ISHA IN CTRY ETF | $69.1M | 2.5% | NEW | — |
| 11 | — | FIDELITY COVINGTON TRUST - ENHANCED INTL | $69.0M | 2.5% | NEW | — |
| 12 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | $63.2M | 2.3% | +8% | — |
| 13 | — | BLACKROCK ETF TRUST - ISHA SYST AL ETF | $59.4M | 2.2% | NEW | — |
| 14 | — | BLACKROCK ETF TRUST II - ISHARES AAA CLO | $57.1M | 2.1% | +4% | — |
| 15 | — | PIMCO ETF TR - MTG BKD SECS ACT | $53.8M | 2.0% | +3% | — |
| 16 | — | DOUBLELINE ETF TRUST - MORTGAGE ETF | $53.2M | 1.9% | +3% | — |
| 17 | — | PIMCO ETF TR - ACTIVE BD ETF | $52.5M | 1.9% | +4% | — |
| 18 | — | ISHARES TR - MSCI USA MMENTM | $51.7M | 1.9% | -25% | — |
| 19 | — | ISHARES TR - CORE UNIVRSL USD | $50.3M | 1.8% | +168% | — |
| 20 | — | SPDR SERIES TRUST - ST LON TREAS ETF | $42.4M | 1.5% | -59% | — |
| 21 | — | GLOBAL X FDS - DEFENSE TECH ETF | $35.1M | 1.3% | +25% | — |
| 22 | — | FIDELITY COVINGTON TRUST - SML MID MLTFCT | $32.6M | 1.2% | +8% | — |
| 23 | — | BLACKROCK ETF TRUST - ISHA US THEM ETF | $32.2M | 1.2% | -39% | — |
| 24 |  $GOOG | Alphabet Inc. | $29.0M | 1.1% | -1% | 78.2 |
| 25 |  $IVZ | Invesco Ltd. | $27.3M | 1.0% | +4% | — |
| 26 |  $LLY | ELI LILLY & Co | $26.2M | 0.9% | -1% | 87.5 |
| 27 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | $24.4M | 0.9% | +2664% | — |
| 28 |  $NVDA | NVIDIA CORP | $24.1M | 0.9% | +2% | 85.9 |
| 29 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | $23.8M | 0.9% | +10% | — |
| 30 |  $AMZN | AMAZON COM INC | $23.4M | 0.8% | -0% | 68.7 |
| 31 | — | ISHARES TR - MBS ETF | $22.5M | 0.8% | +4% | — |
| 32 |  $MSFT | MICROSOFT CORP | $19.1M | 0.7% | +1% | 79.8 |
| 33 |  $VRT | Vertiv Holdings Co | $18.7M | 0.7% | -1% | 81 |
| 34 |  $V | VISA INC. | $18.3M | 0.7% | -1% | 82.9 |
| 35 |  $ANET | Arista Networks, Inc. | $18.0M | 0.7% | -1% | 81.9 |
| 36 |  $AAPL | Apple Inc. | $17.2M | 0.6% | +2% | 76.4 |
| 37 |  $UBER | Uber Technologies, Inc | $16.8M | 0.6% | +25% | 73.5 |
| 38 |  $EW | Edwards Lifesciences Corp | $15.8M | 0.6% | -2% | 69.4 |
| 39 |  $KO | COCA COLA CO | $15.4M | 0.6% | +1% | 69.5 |
| 40 |  $SYK | STRYKER CORP | $15.3M | 0.6% | +24% | 72.1 |
| 41 |  $IAU | ISHARES GOLD TRUST | $14.9M | 0.5% | +7% | — |
| 42 |  $TTWO | TAKE TWO INTERACTIVE SOFTWARE INC | $14.3M | 0.5% | -2% | 55.6 |
| 43 |  $SPGI | S&P Global Inc. | $13.9M | 0.5% | -2% | 76.1 |
| 44 |  $SCHW | SCHWAB CHARLES CORP | $13.6M | 0.5% | -3% | 79.4 |
| 45 |  $APH | AMPHENOL CORP /DE/ | $12.7M | 0.5% | -3% | 79.3 |
| 46 |  $ASML | ASML HOLDING NV | $11.5M | 0.4% | -33% | — |
| 47 |  $NFLX | NETFLIX INC | $11.2M | 0.4% | -2% | 78.8 |
| 48 |  $PANW | Palo Alto Networks Inc | $11.1M | 0.4% | -60% | 65.5 |
| 49 |  $ABT | ABBOTT LABORATORIES | $10.5M | 0.4% | -7% | 65.5 |
| 50 |  $NOW | ServiceNow, Inc. | $10.5M | 0.4% | -14% | 72.9 |
| 51 |  $ETN | Eaton Corp plc | $10.4M | 0.4% | NEW | — |
| 52 |  $WT | WisdomTree, Inc. | $9.4M | 0.3% | -13% | 59.9 |
| 53 | — | ISHARES TR - CORE MSCI EAFE | $9.4M | 0.3% | +5% | — |
| 54 |  $ICE | Intercontinental Exchange, Inc. | $9.3M | 0.3% | -2% | 73.7 |
| 55 | — | VANGUARD INDEX FDS - VALUE ETF | $8.4M | 0.3% | +38% | — |
| 56 |  $ALC | ALCON INC | $8.3M | 0.3% | +99% | 54.9 |
| 57 |  $INTU | INTUIT INC. | $8.2M | 0.3% | -11% | 79.3 |
| 58 |  $LOW | LOWES COMPANIES INC | $7.4M | 0.3% | -31% | 60.8 |
| 59 |  $CHD | CHURCH & DWIGHT CO INC /DE/ | $5.8M | 0.2% | +2% | 58.1 |
| 60 | — | SPDR SERIES TRUST - ST STR PR SP1500 | $5.7M | 0.2% | +0% | — |
| 61 | — | ISHARES TR - MSC GLO FAC ETF | $5.6M | 0.2% | +25% | — |
| 62 | — | TIDAL TRUST I - SP FDS S&P 500 | $5.4M | 0.2% | +26% | — |
| 63 | $IVZ | Invesco Ltd. | $5.1M | 0.2% | -6% | — |
| 64 | — | PIMCO ETF TR - ENHAN SHRT MA AC | $5.1M | 0.2% | -7% | — |
| 65 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $5.1M | 0.2% | -7% | — |
| 66 | — | ISHARES TR - FLTG RATE NT ETF | $5.0M | 0.2% | -13% | — |
| 67 |  $VIK | Viking Holdings Ltd | $4.7M | 0.2% | NEW | — |
| 68 | — | ISHARES TR - ULTRA SHORT DUR | $4.7M | 0.2% | -7% | — |
| 69 | $IVZ | Invesco Ltd. | $4.0M | 0.1% | +10% | — |
| 70 | $IVZ | Invesco Ltd. | $3.8M | 0.1% | +12% | — |
| 71 | — | TIDAL TRUST I - SP DWJNS SUKUK | $3.6M | 0.1% | +69% | — |
| 72 | — | SP FUNDS TRUST - S&P WORLD EX US | $3.3M | 0.1% | +23% | — |
| 73 | — | ISHARES TR - INTRM GOV CR ETF | $2.8M | 0.1% | -0% | — |
| 74 | — | ISHARES TR - RUS 1000 VAL ETF | $2.7M | 0.1% | +0% | — |
| 75 | — | ISHARES TR - EXPANDED TECH | $2.6M | 0.1% | NEW | — |
| 76 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $2.4M | 0.1% | -6% | — |
| 77 | — | ISHARES INC - MSCI GERMANY ETF | $1.9M | 0.1% | +3% | — |
| 78 | — | ISHARES INC - CORE MSCI EMKT | $1.9M | 0.1% | +13% | — |
| 79 |  $META | Meta Platforms, Inc. | $1.9M | 0.1% | +8% | 79.6 |
| 80 | — | ISHARES TR - CORE US AGGBD ET | $1.8M | 0.1% | +50% | — |
| 81 |  $MNST | Monster Beverage Corp | $1.7M | 0.1% | +1% | 71.3 |
| 82 |  $SNOW | Snowflake Inc. | $1.7M | 0.1% | NEW | 54.9 |
| 83 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.5M | 0.1% | +5% | 66.2 |
| 84 | — | ISHARES TR - CORE S&P500 ETF | $1.5M | 0.1% | +6% | — |
| 85 |  $RJF | RAYMOND JAMES FINANCIAL INC | $1.4M | 0.1% | -0% | 66.3 |
| 86 |  $GOOGL | Alphabet Inc. | $1.4M | 0.1% | +1% | 78.2 |
| 87 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | $1.4M | 0.1% | -0% | — |
| 88 | — | ISHARES TR - MSCI USA QLT FCT | $1.4M | 0.1% | -98% | — |
| 89 |  $AME | AMETEK INC/ | $1.3M | 0.1% | +1% | 69.7 |
| 90 | — | ISHARES TR - MSCI EAFE ETF | $1.3M | 0.1% | +0% | — |
| 91 |  $MSCI | MSCI Inc. | $1.3M | 0.1% | +34% | 75.7 |
| 92 |  $BIRK | Birkenstock Holding plc | $1.2M | 0.0% | -0% | — |
| 93 |  $HD | HOME DEPOT, INC. | $1.2M | 0.0% | +8% | 60.3 |
| 94 |  $GLW | CORNING INC /NY | $1.2M | 0.0% | -36% | 73.7 |
| 95 |  $DASH | DoorDash, Inc. | $1.2M | 0.0% | +47% | 71 |
| 96 |  $TEL | TE Connectivity plc | $1.2M | 0.0% | +1% | — |
| 97 |  $CPAY | CORPAY, INC. | $1.1M | 0.0% | +0% | 70.8 |
| 98 |  $STE | STERIS plc | $1.1M | 0.0% | +48% | — |
| 99 |  $GMED | GLOBUS MEDICAL INC | $1.1M | 0.0% | -0% | 79.5 |
| 100 |  $TEAM | Atlassian Corp | $1.1M | 0.0% | +0% | 65.8 |
| 101 |  $DXCM | DEXCOM INC | $1.1M | 0.0% | -0% | 76 |
| 102 |  $LH | LABCORP HOLDINGS INC. | $1.1M | 0.0% | -1% | 65 |
| 103 | — | ISHARES TR - EAFE GRWTH ETF | $984,038 | 0.0% | -8% | — |
| 104 |  $ABBV | AbbVie Inc. | $959,755 | 0.0% | +4% | 72.6 |
| 105 |  $TJX | TJX COMPANIES INC /DE/ | $926,574 | 0.0% | -4% | 68.7 |
| 106 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $918,181 | 0.0% | -0% | — |
| 107 |  $TER | TERADYNE, INC | $903,813 | 0.0% | -35% | 77.3 |
| 108 |  $TRU | TransUnion | $900,019 | 0.0% | -0% | 65.6 |
| 109 |  $CSCO | CISCO SYSTEMS, INC. | $863,096 | 0.0% | +3% | 70.3 |
| 110 |  $JNJ | JOHNSON & JOHNSON | $807,117 | 0.0% | +10% | 69 |
| 111 |  $JBHT | HUNT J B TRANSPORT SERVICES INC | $799,116 | 0.0% | -63% | 60.2 |
| 112 | — | ISHARES TR - CORE DIV GRWTH | $793,521 | 0.0% | -2% | — |
| 113 |  $APTV | Aptiv PLC | $770,871 | 0.0% | +1% | — |
| 114 |  $BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | $766,646 | 0.0% | -2% | 66.5 |
| 115 | — | VANGUARD INDEX FDS - GROWTH ETF | $756,051 | 0.0% | +176% | — |
| 116 |  $TFC | TRUIST FINANCIAL CORP | $751,385 | 0.0% | +2% | 76.4 |
| 117 |  $MRVL | Marvell Technology, Inc. | $731,320 | 0.0% | -84% | 76.5 |
| 118 |  $EEFT | EURONET WORLDWIDE, INC. | $670,494 | 0.0% | -0% | 55.4 |
| 119 |  $CPRT | COPART INC | $655,389 | 0.0% | -0% | 69.1 |
| 120 |  $SPY | SPDR S&P 500 ETF TRUST | $636,248 | 0.0% | -0% | — |
| 121 | — | ALPS ETF TR - ALERIAN MLP | $631,533 | 0.0% | +6% | — |
| 122 |  $AMD | ADVANCED MICRO DEVICES INC | $612,279 | 0.0% | NEW | 79.8 |
| 123 | — | ISHARES TR - RUS MDCP VAL ETF | $604,905 | 0.0% | +0% | — |
| 124 |  $PG | PROCTER & GAMBLE Co | $586,267 | 0.0% | +12% | 64.6 |
| 125 |  $CELH | Celsius Holdings, Inc. | $586,186 | 0.0% | NEW | 66.5 |
| 126 |  $AVGO | Broadcom Inc. | $548,871 | 0.0% | NEW | 84.5 |
| 127 |  $ORCL | ORACLE CORP | $539,890 | 0.0% | +9% | 66.2 |
| 128 |  $GPN | GLOBAL PAYMENTS INC | $539,193 | 0.0% | +1% | 47 |
| 129 |  $XOM.R34088 | EXXON MOBIL CORP | $517,759 | 0.0% | +23% | 57.9 |
| 130 | — | RBB FD INC - US TREAS 20YR BD | $503,624 | 0.0% | NEW | — |
| 131 |  $QCOM | QUALCOMM INC/DE | $502,814 | 0.0% | +7% | 70.5 |
| 132 |  $WMT | Walmart Inc. | $479,656 | 0.0% | +6% | 60.2 |
| 133 | — | ISHARES TR - TRS FLT RT BD | $474,960 | 0.0% | -2% | — |
| 134 |  $COR | Cencora, Inc. | $470,030 | 0.0% | +3% | 61.1 |
| 135 |  $PEP | PEPSICO INC | $440,321 | 0.0% | +6% | 63.4 |
| 136 |  $MCD | MCDONALDS CORP | $403,032 | 0.0% | -6% | 69 |
| 137 |  $EA | ELECTRONIC ARTS INC. | $402,699 | 0.0% | +2% | 62.9 |
| 138 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | $397,797 | 0.0% | -99% | — |
| 139 |  $CMG | CHIPOTLE MEXICAN GRILL INC | $367,642 | 0.0% | NEW | 65.1 |
| 140 | — | SIMPLIFY EXCHANGE TRADED FUN - MBS ETF | $365,719 | 0.0% | -1% | — |
| 141 |  $MU | MICRON TECHNOLOGY INC | $342,824 | 0.0% | NEW | 86.2 |
| 142 |  $JPM | JPMORGAN CHASE & CO | $334,204 | 0.0% | +21% | 70.7 |
| 143 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $317,102 | 0.0% | +0% | — |
| 144 |  $TSLA | Tesla, Inc. | $301,150 | 0.0% | NEW | 53.9 |
| 145 |  $CVX | CHEVRON CORP | $274,844 | 0.0% | +10% | 62.8 |
| 146 |  $CL | COLGATE PALMOLIVE CO | $256,887 | 0.0% | +8% | 61.3 |
| 147 |  $MDLZ | Mondelez International, Inc. | $247,035 | 0.0% | +7% | 56.4 |
| 148 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000VAL | $240,367 | 0.0% | -5% | — |
| 149 |  $MA | Mastercard Inc | $234,715 | 0.0% | NEW | 85.1 |
| 150 |  $BRK.B | BERKSHIRE HATHAWAY INC | $234,683 | 0.0% | NEW | 73.8 |
New Positions (17)
$ETN Eaton Corp plc$10.4M$VIK Viking Holdings Ltd$4.7M$SNOW Snowflake Inc.$1.7M$AMD ADVANCED MICRO DEVICES INC$612,279$CELH Celsius Holdings, Inc.$586,186$AVGO Broadcom Inc.$548,871$CMG CHIPOTLE MEXICAN GRILL INC$367,642$MU MICRON TECHNOLOGY INC$342,824$TSLA Tesla, Inc.$301,150$MA Mastercard Inc$234,715
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