Advocacy Wealth Management Services, LLC
13F Reported Value
ⓘ$2.3B
Holdings
143
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Advocacy Wealth Management Services, LLC disclosed 143 positions worth $2.3B in its Form 13F-HR for Q1 2026. During the quarter the fund opened 6 new positions and exited 4 and a full exit from $SIVR. The portfolio is most concentrated in Other (78.4% 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 — Q1 2026
Click any card to unlockTop Holdings
SPDR SERIES TRUST
—Quality
$304.8M3,982,740 shISHARES TR
—Quality
$107.8M510,593 shSPDR SERIES TRUST
—Quality
$104.6M3,978,825 shPIMCO ETF TR
—Quality
$103.6M1,080,808 shPIMCO ETF TR
—Quality
$102.8M3,923,285 shSPDR INDEX SHS FDS
—Quality
$94.8M2,076,370 shISHARES TR
—Quality
$93.7M828,745 shBLACKROCK ETF TRUST
—Quality
$87.3M1,499,775 shISHARES TR
—Quality
$77.1M402,172 shBLACKROCK ETF TRUST II
—Quality
$54.6M1,053,787 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR SERIES TRUST | — | $304.8M | 3,982,740 |
| ISHARES TR | — | $107.8M | 510,593 |
| SPDR SERIES TRUST | — | $104.6M | 3,978,825 |
| PIMCO ETF TR | — | $103.6M | 1,080,808 |
| PIMCO ETF TR | — | $102.8M | 3,923,285 |
| SPDR INDEX SHS FDS | — | $94.8M | 2,076,370 |
| ISHARES TR | — | $93.7M | 828,745 |
| BLACKROCK ETF TRUST | — | $87.3M | 1,499,775 |
| ISHARES TR | — | $77.1M | 402,172 |
| BLACKROCK ETF TRUST II | — | $54.6M | 1,053,787 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Advocacy Wealth Management Services, LLC's 143 positions.
Showing top 10 of 143 holdings.
Sector Allocation
Other
$1.8B
Technology
$196.4M
Financials
$120.9M
Healthcare
$70.3M
Consumer Discretionary
$38.4M
Consumer Staples
$23.0M
Industrials
$22.4M
Communication Services
$15.3M
Full Holdings — Advocacy Wealth Management Services, LLC (Q1 2026)
All 143 disclosed positions 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 | $304.8M | 13.5% | +23% | — |
| 2 | — | ISHARES TR | $107.8M | 4.8% | -3% | — |
| 3 | — | SPDR SERIES TRUST | $104.6M | 4.6% | +4% | — |
| 4 | — | PIMCO ETF TR | $103.6M | 4.6% | +19% | — |
| 5 | — | PIMCO ETF TR | $102.8M | 4.5% | +9% | — |
| 6 | — | SPDR INDEX SHS FDS | $94.8M | 4.2% | -1% | — |
| 7 | — | ISHARES TR | $93.7M | 4.2% | +6% | — |
| 8 | — | BLACKROCK ETF TRUST | $87.3M | 3.9% | -24% | — |
| 9 | — | ISHARES TR | $77.1M | 3.4% | -11% | — |
| 10 | — | BLACKROCK ETF TRUST II | $54.6M | 2.4% | +42% | — |
| 11 | — | BLACKROCK ETF TRUST | $54.3M | 2.4% | +6% | — |
| 12 | — | PIMCO ETF TR | $52.5M | 2.3% | -17% | — |
| 13 | — | DOUBLELINE ETF TRUST | $51.7M | 2.3% | +7% | — |
| 14 | — | PIMCO ETF TR | $50.4M | 2.2% | +33% | — |
| 15 | — | SCHWAB STRATEGIC TR | $49.0M | 2.2% | +1% | — |
| 16 | — | SPDR INDEX SHS FDS | $48.5M | 2.1% | +6% | — |
| 17 | — | ISHARES TR | $48.3M | 2.1% | +7% | — |
| 18 | — | BLACKROCK ETF TRUST | $44.1M | 1.9% | +7% | — |
| 19 | — | ISHARES INC | $40.6M | 1.8% | -8% | — |
| 20 | — | GLOBAL X FDS | $33.3M | 1.5% | +25% | — |
| 21 | — | FIDELITY COVINGTON TRUST | $25.4M | 1.1% | +4% | — |
| 22 |  $IVZ | Invesco Ltd. | $23.7M | 1.1% | +7% | — |
| 23 |  $GOOG | Alphabet Inc. | $23.4M | 1.0% | -23% | 80.2 |
| 24 | — | ISHARES TR | $21.7M | 1.0% | +5% | — |
| 25 | — | VANGUARD CHARLOTTE FDS | $21.5M | 0.9% | +6311% | — |
| 26 |  $NVDA | NVIDIA CORP | $20.6M | 0.9% | -1% | 90.2 |
| 27 |  $AMZN | AMAZON COM INC | $20.5M | 0.9% | +0% | 74.6 |
| 28 |  $LLY | ELI LILLY & Co | $20.3M | 0.9% | -7% | 89.3 |
| 29 |  $MSFT | MICROSOFT CORP | $18.9M | 0.8% | +12% | 83.7 |
| 30 | — | ISHARES TR | $18.7M | 0.8% | +183% | — |
| 31 |  $IAU | ISHARES GOLD TRUST | $16.3M | 0.7% | -51% | — |
| 32 |  $V | VISA INC. | $16.2M | 0.7% | -4% | 83.5 |
| 33 |  $INTU | INTUIT INC. | $15.3M | 0.7% | +43% | 82 |
| 34 |  $NFLX | NETFLIX INC | $15.3M | 0.7% | +49% | 86.7 |
| 35 |  $SPGI | S&P Global Inc. | $14.9M | 0.7% | +20% | 79.4 |
| 36 |  $AAPL | Apple Inc. | $14.9M | 0.7% | -1% | 76.1 |
| 37 |  $KO | COCA COLA CO | $14.3M | 0.6% | +0% | 74 |
| 38 |  $SCHW | SCHWAB CHARLES CORP | $14.3M | 0.6% | +0% | 77.2 |
| 39 |  $EW | Edwards Lifesciences Corp | $14.3M | 0.6% | +34% | 67.6 |
| 40 |  $VRT | Vertiv Holdings Co | $14.2M | 0.6% | +498% | 82.7 |
| 41 |  $UBER | Uber Technologies, Inc | $13.5M | 0.6% | +24% | 79.3 |
| 42 |  $ANET | Arista Networks, Inc. | $13.2M | 0.6% | +7% | 86 |
| 43 |  $PANW | Palo Alto Networks Inc | $13.1M | 0.6% | +2% | 66.5 |
| 44 |  $SYK | STRYKER CORP | $12.8M | 0.6% | +1% | 69.8 |
| 45 |  $NOW | ServiceNow, Inc. | $12.8M | 0.6% | +60% | 76 |
| 46 |  $ABT | ABBOTT LABORATORIES | $12.7M | 0.6% | -2% | 67 |
| 47 |  $ICE | Intercontinental Exchange, Inc. | $12.1M | 0.5% | -2% | 73.8 |
| 48 |  $LOW | LOWES COMPANIES INC | $11.6M | 0.5% | -1% | 63.5 |
| 49 |  $TTWO | TAKE TWO INTERACTIVE SOFTWARE INC | $11.5M | 0.5% | +36% | 47.2 |
| 50 |  $ASML | ASML HOLDING NV | $11.4M | 0.5% | -48% | — |
| 51 |  $APH | AMPHENOL CORP /DE/ | $9.4M | 0.4% | +48% | 80.5 |
| 52 | — | ISHARES TR | $8.4M | 0.4% | +1% | — |
| 53 |  $WT | WisdomTree, Inc. | $6.4M | 0.3% | +19% | 62.9 |
| 54 | — | ISHARES TR | $5.8M | 0.3% | +12% | — |
| 55 |  $ACN | Accenture plc | $5.5M | 0.2% | +0% | — |
| 56 | — | VANGUARD INDEX FDS | $5.5M | 0.2% | +1266% | — |
| 57 |  $CHD | CHURCH & DWIGHT CO INC /DE/ | $5.5M | 0.2% | +0% | 65.3 |
| 58 | $IVZ | Invesco Ltd. | $5.5M | 0.2% | +5% | — |
| 59 | — | J P MORGAN EXCHANGE TRADED F | $5.5M | 0.2% | +6% | — |
| 60 | — | PIMCO ETF TR | $5.4M | 0.2% | +5% | — |
| 61 |  $ADBE | ADOBE INC. | $5.2M | 0.2% | -5% | 80.4 |
| 62 | — | ISHARES TR | $5.0M | 0.2% | +6% | — |
| 63 | — | SPDR SERIES TRUST | $4.9M | 0.2% | -0% | — |
| 64 |  $ALC | ALCON INC | $4.7M | 0.2% | -0% | — |
| 65 | — | ISHARES TR | $4.0M | 0.2% | +0% | — |
| 66 | — | TIDAL TRUST I | $3.6M | 0.2% | NEW | — |
| 67 | — | FRANKLIN TEMPLETON ETF TR | $3.3M | 0.1% | +20% | — |
| 68 | $IVZ | Invesco Ltd. | $3.1M | 0.1% | +2% | — |
| 69 | $IVZ | Invesco Ltd. | $3.0M | 0.1% | +0% | — |
| 70 | — | ISHARES TR | $2.8M | 0.1% | -8% | — |
| 71 | — | ISHARES TR | $2.4M | 0.1% | +0% | — |
| 72 | — | VANGUARD INDEX FDS | $2.2M | 0.1% | -6% | — |
| 73 | — | SP FUNDS TRUST | $2.2M | 0.1% | NEW | — |
| 74 | — | TIDAL TRUST I | $2.1M | 0.1% | NEW | — |
| 75 | — | ISHARES INC | $1.8M | 0.1% | +14% | — |
| 76 |  $META | Meta Platforms, Inc. | $1.8M | 0.1% | +58% | 80.9 |
| 77 |  $JBHT | HUNT J B TRANSPORT SERVICES INC | $1.6M | 0.1% | -86% | 56.5 |
| 78 |  $MRVL | Marvell Technology, Inc. | $1.5M | 0.1% | +0% | 77.3 |
| 79 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.5M | 0.1% | +0% | 67 |
| 80 | — | ISHARES INC | $1.5M | 0.1% | +0% | — |
| 81 | — | VANGUARD INDEX FDS | $1.4M | 0.1% | -78% | — |
| 82 |  $RJF | RAYMOND JAMES FINANCIAL INC | $1.3M | 0.1% | -0% | 63.8 |
| 83 |  $MNST | Monster Beverage Corp | $1.3M | 0.1% | -88% | 77 |
| 84 | — | ISHARES TR | $1.2M | 0.1% | +0% | — |
| 85 | — | ISHARES TR | $1.2M | 0.1% | -98% | — |
| 86 | — | ISHARES TR | $1.2M | 0.1% | +1% | — |
| 87 |  $TEL | TE Connectivity plc | $1.2M | 0.1% | -0% | — |
| 88 |  $GMED | GLOBUS MEDICAL INC | $1.2M | 0.1% | +0% | 77.6 |
| 89 | — | SCHWAB STRATEGIC TR | $1.2M | 0.1% | -8% | — |
| 90 | — | ISHARES TR | $1.2M | 0.1% | +0% | — |
| 91 |  $AME | AMETEK INC/ | $1.2M | 0.1% | +0% | 74.2 |
| 92 |  $GOOGL | Alphabet Inc. | $1.1M | 0.1% | -8% | 80.2 |
| 93 |  $HD | HOME DEPOT, INC. | $1.1M | 0.1% | -3% | 69.2 |
| 94 |  $BIRK | Birkenstock Holding plc | $1.0M | 0.1% | +25% | — |
| 95 |  $TJX | TJX COMPANIES INC /DE/ | $1.0M | 0.1% | -0% | 70.7 |
| 96 |  $LH | LABCORP HOLDINGS INC. | $1.0M | 0.0% | -2% | 54.8 |
| 97 |  $GLW | CORNING INC /NY | $997,340 | 0.0% | -44% | 72.7 |
| 98 |  $CPAY | CORPAY, INC. | $996,059 | 0.0% | -0% | 67.1 |
| 99 |  $DXCM | DEXCOM INC | $985,960 | 0.0% | +30% | 77.9 |
| 100 | — | ISHARES TR | $957,893 | 0.0% | -12% | — |
| 101 |  $TEAM | Atlassian Corp | $953,999 | 0.0% | +184% | 56.8 |
| 102 |  $BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | $931,334 | 0.0% | +31% | 77.6 |
| 103 |  $MSCI | MSCI Inc. | $909,849 | 0.0% | NEW | 77.6 |
| 104 | — | BLACKROCK ETF TRUST II | $875,332 | 0.0% | -94% | — |
| 105 |  $APTV | Aptiv PLC | $865,639 | 0.0% | +0% | — |
| 106 |  $TRU | TransUnion | $864,460 | 0.0% | +0% | 69.1 |
| 107 |  $TER | TERADYNE, INC | $854,991 | 0.0% | -41% | 74.6 |
| 108 | $IVZ | Invesco Ltd. | $812,686 | 0.0% | -99% | — |
| 109 |  $STE | STERIS plc | $808,451 | 0.0% | +48% | — |
| 110 |  $ABBV | AbbVie Inc. | $798,405 | 0.0% | -2% | 59.3 |
| 111 | — | SCHWAB STRATEGIC TR | $790,880 | 0.0% | -32% | — |
| 112 |  $CPRT | COPART INC | $773,062 | 0.0% | +0% | 74.9 |
| 113 | — | ISHARES TR | $750,154 | 0.0% | -8% | — |
| 114 |  $JNJ | JOHNSON & JOHNSON | $706,187 | 0.0% | +11% | 72.8 |
| 115 |  $TFC | TRUIST FINANCIAL CORP | $677,460 | 0.0% | -1% | — |
| 116 |  $DASH | DoorDash, Inc. | $658,107 | 0.0% | +44% | 70.6 |
| 117 |  $EEFT | EURONET WORLDWIDE, INC. | $609,077 | 0.0% | +30% | 58.3 |
| 118 | — | ALPS ETF TR | $604,518 | 0.0% | -6% | — |
| 119 | — | ISHARES TR | $566,416 | 0.0% | +0% | — |
| 120 |  $SPY | SPDR S&P 500 ETF TRUST | $554,460 | 0.0% | -85% | — |
| 121 |  $CSCO | CISCO SYSTEMS, INC. | $554,225 | 0.0% | +7% | 72.3 |
| 122 | — | ISHARES TR | $535,595 | 0.0% | +0% | — |
| 123 |  $XOM | EXXON MOBIL CORP | $520,453 | 0.0% | -25% | 61.8 |
| 124 |  $PG | PROCTER & GAMBLE Co | $515,795 | 0.0% | +2% | 72.9 |
| 125 |  $COR | Cencora, Inc. | $505,137 | 0.0% | +0% | 59.6 |
| 126 |  $WMT | Walmart Inc. | $498,736 | 0.0% | +18% | 63.2 |
| 127 |  $GPN | GLOBAL PAYMENTS INC | $496,270 | 0.0% | +49% | 42.9 |
| 128 |  $ORCL | ORACLE CORP | $495,172 | 0.0% | +0% | 67.2 |
| 129 |  $MCD | MCDONALDS CORP | $493,224 | 0.0% | +15% | 73.9 |
| 130 | — | ISHARES TR | $486,858 | 0.0% | -10% | — |
| 131 |  $PEP | PEPSICO INC | $474,722 | 0.0% | -4% | 62.7 |
| 132 |  $EA | ELECTRONIC ARTS INC. | $392,450 | 0.0% | +0% | 71.1 |
| 133 | — | SIMPLIFY EXCHANGE TRADED FUN | $374,115 | 0.0% | -9% | — |
| 134 |  $QCOM | QUALCOMM INC/DE | $327,745 | 0.0% | +0% | 81.9 |
| 135 |  $CVX | CHEVRON CORP | $312,428 | 0.0% | NEW | 54.7 |
| 136 | — | VANGUARD INDEX FDS | $283,511 | 0.0% | +0% | — |
| 137 |  $JPM | JPMORGAN CHASE & CO | $249,154 | 0.0% | NEW | 35.6 |
| 138 | — | VANGUARD INDEX FDS | $235,793 | 0.0% | +0% | — |
| 139 | — | PIMCO ETF TR | $235,638 | 0.0% | -22% | — |
| 140 |  $MDLZ | Mondelez International, Inc. | $229,811 | 0.0% | -4% | 53.9 |
| 141 | — | VANGUARD SCOTTSDALE FDS | $223,757 | 0.0% | -4% | — |
| 142 |  $CL | COLGATE PALMOLIVE CO | $221,683 | 0.0% | -1% | 72.4 |
| 143 | — | ANGEL OAK FUNDS TRUST | $220,878 | 0.0% | -22% | — |
New Positions (6)
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