Advocacy Wealth Management, LLC
Sector Allocation
- Other80.7%$2.2B
- Technology8.1%$224.0M
- Financials4.6%$127.1M
- Healthcare3.0%$82.5M
- Consumer Discretionary1.4%$37.1M
- Consumer Staples1.0%$27.5M
- Industrials0.7%$18.7M
- Communication Services0.4%$11.2M
- Materials0.0%$1.2M
- Energy0.0%$792,603
AUM History
13fpro.ai/research/fund/advocacy-wealth-management-llc-1569452
Conviction and streaks
Concentrating · top 10 = 51.2%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- SPDR$507.6M
- ISHARES$122.6M
- SPDR$114.3M
- ISHARES$111.0M
- PIMCO$107.1M
- PIMCO$106.6M
- BLACKROCK$100.5M
- ISHARES$96.4M
- BLACKROCK$73.0M
- BLACKROCK$69.1M
- FIDELITY$69.0M
- SCHWAB$63.2M
- BLACKROCK$59.4M
- BLACKROCK$57.1M
- PIMCO$53.8M
- DOUBLELINE$53.2M
- PIMCO$52.5M
- ISHARES$51.7M
- ISHARES$50.3M
- SPDR$42.4M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/advocacy-wealth-management-llc-1569452
Advocacy Wealth Management, LLC 13F holdings — Q2 2026
$2.8B portfolio (+21.7% QoQ) · 151 holdings · Q2 2026 13F · top 10 are 51% of the stock portfolio
- 1
SPDR SERIES TRUST - ST STR P500ETF
$507.6M
18.4% of stocks
+45%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
ISHARES INC - MSCI EMRG CHN
$122.6M
4.5% of stocks
+132%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
SPDR INDEX SHS FDS - ST STR PO EX ETF
$114.3M
4.2% of stocks
+9%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
ISHARES TR - S&P 500 GRWT ETF
$111.0M
4.0% of stocks
-3%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
PIMCO ETF TR - MULTISECTOR BD
$107.1M
3.9% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
PIMCO ETF TR - ENHNCD LW DUR AC
$106.6M
3.9% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
BLACKROCK ETF TRUST - ISHARES US EQUIT
$100.5M
3.6% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
ISHARES TR - S&P 500 VAL ETF
$96.4M
3.5% of stocks
-17%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
BLACKROCK ETF TRUST - ISHA I IN TE ETF
$73.0M
2.6% of stocks
-16%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
BLACKROCK ETF TRUST - ISHA IN CTRY ETF
$69.1M
2.5% of stocks
NewThis quarter—Since filedNew this quarterHeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 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 | — | New this quarter | — | — |
All holdings — Advocacy Wealth Management, LLC (Q2 2026)
151 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | FIDELITY COVINGTON TRUST - ENHANCED INTL | — | $69.0M | 2.5% | 1.72M | New | — | — | 13F |
| 12 | — | SCHWAB STRATEGIC TR - US MID-CAP ETFetf/fund | — | $63.2M | 2.3% | 1.72M | +8% | — | — | 13F |
| 13 | — | BLACKROCK ETF TRUST - ISHA SYST AL ETFetf/fund | — | $59.4M | 2.2% | 2.12M | New | — | — | 13F |
| 14 | — | BLACKROCK ETF TRUST II - ISHARES AAA CLOetf/fund | — | $57.1M | 2.1% | 1.10M | +4% | — | — | 13F |
| 15 | — | PIMCO ETF TR - MTG BKD SECS ACTetf/fund | — | $53.8M | 2.0% | 1.09M | +3% | — | — | 13F |
| 16 | — | DOUBLELINE ETF TRUST - MORTGAGE ETFetf/fund | — | $53.2M | 1.9% | 1.08M | +3% | — | — | 13F |
| 17 | — | PIMCO ETF TR - ACTIVE BD ETFetf/fund | — | $52.5M | 1.9% | 569K | +4% | — | — | 13F |
| 18 | — | ISHARES TR - MSCI USA MMENTMetf/fund | — | $51.7M | 1.9% | 151K | -25% | — | — | 13F |
| 19 | — | ISHARES TR - CORE UNIVRSL USDetf/fund | — | $50.3M | 1.8% | 1.09M | +168% | — | — | 13F |
| 20 | — | SPDR SERIES TRUST - ST LON TREAS ETFetf/fund | — | $42.4M | 1.5% | 1.61M | -59% | — | — | 13F |
| 21 | — | GLOBAL X FDS - DEFENSE TECH ETFetf/fund | — | $35.1M | 1.3% | 587K | +25% | — | — | 13F |
| 22 | — | FIDELITY COVINGTON TRUST - SML MID MLTFCT | — | $32.6M | 1.2% | 617K | +8% | — | — | 13F |
| 23 | — | BLACKROCK ETF TRUST - ISHA US THEM ETFetf/fund | — | $32.2M | 1.2% | 748K | -39% | — | — | 13F |
| 24 | Alphabet Inc. | Technology | $29.0M | 1.1% | 81K | -0.5% | 3+ qtrs | 77.7 | 13F | |
| 25 | Invesco Ltd. | Financials | $27.3M | 1.0% | 128K | +4% | 3+ qtrsTrimmed 2 qtrs in a row | — | 13F | |
| 26 | $LLY | ELI LILLY & Co | Healthcare | $26.2M | 0.9% | 22K | -0.9% | |||
| 27 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | — | $24.4M | 0.9% | 466K | +2664% | |||
| 28 | $NVDA | NVIDIA CORP | Technology | $24.1M | 0.9% | 120K | +2% | |||
| 29 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | — | $23.8M | 0.9% | 492K | +10% | |||
| 30 | $AMZN | AMAZON COM INC | Consumer Discretionary | $23.4M | 0.8% | 98K | -0.4% | |||
| 31 | — | ISHARES TR - MBS ETF | — | $22.5M | 0.8% | 238K | +4% | |||
| 32 | $MSFT | MICROSOFT CORP | Technology | $19.1M | 0.7% | 51K | +0.7% | |||
| 33 | $VRT | Vertiv Holdings Co | Technology | $18.7M | 0.7% | 56K | -0.9% | |||
| 34 | $V | VISA INC. | Financials | $18.3M | 0.7% | 53K | -0.8% | |||
| 35 | $ANET | Arista Networks, Inc. | Technology | $18.0M | 0.7% | 106K | -1% | |||
| 36 | $AAPL | Apple Inc. | Technology | $17.2M | 0.6% | 59K | +2% | |||
| 37 | $UBER | Uber Technologies, Inc | Technology | $16.8M | 0.6% | 233K | +25% | |||
| 38 | $EW | Edwards Lifesciences Corp | Healthcare | $15.8M | 0.6% | 175K | -2% | |||
| 39 | $KO | COCA COLA CO | Consumer Staples | $15.4M | 0.6% | 190K | +0.8% | |||
| 40 | $SYK | STRYKER CORP | Healthcare | $15.3M | 0.6% | 49K | +24% | |||
| 41 | $IAU | ISHARES GOLD TRUST | Financials | $14.9M | 0.5% | 198K | +7% | |||
| 42 | $TTWO | TAKE TWO INTERACTIVE SOFTWARE INC | Technology | $14.3M | 0.5% | 57K | -2% | |||
| 43 | $SPGI | S&P Global Inc. | Financials | $13.9M | 0.5% | 34K | -2% | |||
| 44 | $SCHW | SCHWAB CHARLES CORP | Financials | $13.6M | 0.5% | 147K | -3% | |||
| 45 | $APH | AMPHENOL CORP /DE/ | Technology | $12.7M | 0.5% | 72K | -3% | |||
| 46 | $ASML | ASML HOLDING NV | Technology | $11.5M | 0.4% | 5,796 | -33% | |||
| 47 | $NFLX | NETFLIX INC | Communication Services | $11.2M | 0.4% | 157K | -2% | |||
| 48 | $PANW | Palo Alto Networks Inc | Technology | $11.1M | 0.4% | 33K | -60% | |||
| 49 | $ABT | ABBOTT LABORATORIES | Healthcare | $10.5M | 0.4% | 116K | -7% | |||
| 50 | $NOW | ServiceNow, Inc. | Technology | $10.5M | 0.4% | 106K | -14% | |||
| 51 | $ETN | Eaton Corp plc | Industrials | $10.4M | 0.4% | 24K | New | |||
| 52 | $WT | WisdomTree, Inc. | Financials | $9.4M | 0.3% | 199K | -13% | |||
| 53 | — | ISHARES TR - CORE MSCI EAFE | — | $9.4M | 0.3% | 97K | +5% | |||
| 54 | $ICE | Intercontinental Exchange, Inc. | Financials | $9.3M | 0.3% | 75K | -2% | |||
| 55 | — | VANGUARD INDEX FDS - VALUE ETF | — | $8.4M | 0.3% | 38K | +38% | |||
| 56 | $ALC | ALCON INC | Healthcare | $8.3M | 0.3% | 124K | +99% | |||
| 57 | $INTU | INTUIT INC. | Technology | $8.2M | 0.3% | 32K | -11% | |||
| 58 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $7.4M | 0.3% | 34K | -31% | |||
| 59 | $CHD | CHURCH & DWIGHT CO INC /DE/ | Consumer Staples | $5.8M | 0.2% | 60K | +2% | |||
| 60 | — | SPDR SERIES TRUST - ST STR PR SP1500 | — | $5.7M | 0.2% | 63K | — | |||
| 61 | — | ISHARES TR - MSC GLO FAC ETF | — | $5.6M | 0.2% | 179K | +25% | |||
| 62 | — | TIDAL TRUST I - SP FDS S&P 500 | — | $5.4M | 0.2% | 94K | +26% | |||
| 63 | $IVZ | Invesco Ltd. | Financials | $5.1M | 0.2% | 102K | -6% | |||
| 64 | — | PIMCO ETF TR - ENHAN SHRT MA AC | — | $5.1M | 0.2% | 50K | -7% | |||
| 65 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | — | $5.1M | 0.2% | 101K | -7% | |||
| 66 | — | ISHARES TR - FLTG RATE NT ETF | — | $5.0M | 0.2% | 99K | -13% | |||
| 67 | $VIK | Viking Holdings Ltd | Industrials | $4.7M | 0.2% | 45K | New | |||
| 68 | — | ISHARES TR - ULTRA SHORT DUR | — | $4.7M | 0.2% | 92K | -7% | |||
| 69 | $IVZ | Invesco Ltd. | Financials | $4.0M | 0.1% | 43K | +10% | |||
| 70 | $IVZ | Invesco Ltd. | Financials | $3.8M | 0.1% | 55K | +12% | |||
| 71 | — | TIDAL TRUST I - SP DWJNS SUKUK | — | $3.6M | 0.1% | 202K | +69% | |||
| 72 | — | SP FUNDS TRUST - S&P WORLD EX US | — | $3.3M | 0.1% | 95K | +23% | |||
| 73 | — | ISHARES TR - INTRM GOV CR ETF | — | $2.8M | 0.1% | 27K | -0.1% | |||
| 74 | — | ISHARES TR - RUS 1000 VAL ETF | — | $2.7M | 0.1% | 11K | — | |||
| 75 | — | ISHARES TR - EXPANDED TECH | — | $2.6M | 0.1% | 29K | New | |||
| 76 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $2.4M | 0.1% | 3,433 | -6% | |||
| 77 | — | ISHARES INC - MSCI GERMANY ETF | — | $1.9M | 0.1% | 47K | +3% | |||
| 78 | — | ISHARES INC - CORE MSCI EMKT | — | $1.9M | 0.1% | 23K | +13% | |||
| 79 | $META | Meta Platforms, Inc. | Technology | $1.9M | 0.1% | 3,396 | +8% | |||
| 80 | — | ISHARES TR - CORE US AGGBD ET | — | $1.8M | 0.1% | 18K | +50% | |||
| 81 | $MNST | Monster Beverage Corp | Consumer Staples | $1.7M | 0.1% | 18K | +0.8% | |||
| 82 | $SNOW | Snowflake Inc. | Technology | $1.7M | 0.1% | 6,625 | New | |||
| 83 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $1.5M | 0.1% | 1,562 | +5% | |||
| 84 | — | ISHARES TR - CORE S&P500 ETF | — | $1.5M | 0.1% | 1,938 | +6% | |||
| 85 | $RJF | RAYMOND JAMES FINANCIAL INC | Financials | $1.4M | 0.1% | 9,256 | -0.1% | |||
| 86 | $GOOG | Alphabet Inc. | Technology | $1.4M | 0.1% | 3,905 | +1% | |||
| 87 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | — | $1.4M | 0.1% | 39K | -0.1% | |||
| 88 | — | ISHARES TR - MSCI USA QLT FCT | — | $1.4M | 0.1% | 6,172 | -98% | |||
| 89 | $AME | AMETEK INC/ | Industrials | $1.3M | 0.1% | 5,422 | +1.0% | |||
| 90 | — | ISHARES TR - MSCI EAFE ETF | — | $1.3M | 0.1% | 12K | — | |||
| 91 | $MSCI | MSCI Inc. | Financials | $1.3M | 0.1% | 2,256 | +34% | |||
| 92 | $BIRK | Birkenstock Holding plc | Consumer Discretionary | $1.2M | 0.0% | 29K | -0.2% | |||
| 93 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $1.2M | 0.0% | 3,480 | +8% | |||
| 94 | $GLW | CORNING INC /NY | Materials | $1.2M | 0.0% | 4,675 | -36% | |||
| 95 | $DASH | DoorDash, Inc. | Consumer Discretionary | $1.2M | 0.0% | 6,455 | +47% | |||
| 96 | $TEL | TE Connectivity plc | Technology | $1.2M | 0.0% | 5,747 | +1.0% | |||
| 97 | $CPAY | CORPAY, INC. | Financials | $1.1M | 0.0% | 3,439 | +0.5% | |||
| 98 | $STE | STERIS plc | Healthcare | $1.1M | 0.0% | 5,415 | +48% | |||
| 99 | $GMED | GLOBUS MEDICAL INC | Healthcare | $1.1M | 0.0% | 14K | -0.2% | |||
| 100 | $TEAM | Atlassian Corp | Technology | $1.1M | 0.0% | 14K | +0.0% | |||
| 101 | $DXCM | DEXCOM INC | Healthcare | $1.1M | 0.0% | 16K | -0.1% | |||
| 102 | $LH | LABCORP HOLDINGS INC. | Healthcare | $1.1M | 0.0% | 3,753 | -1% | |||
| 103 | — | ISHARES TR - EAFE GRWTH ETF | — | $984K | 0.0% | 7,909 | -8% | |||
| 104 | $ABBV | AbbVie Inc. | Healthcare | $960K | 0.0% | 3,814 | +4% | |||
| 105 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $927K | 0.0% | 6,116 | -4% | |||
| 106 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $918K | 0.0% | 27K | -0.1% | |||
| 107 | $TER | TERADYNE, INC | Technology | $904K | 0.0% | 1,868 | -35% | |||
| 108 | $TRU | TransUnion | Financials | $900K | 0.0% | 12K | -0.1% | |||
| 109 | $CSCO | CISCO SYSTEMS, INC. | Technology | $863K | 0.0% | 7,348 | +3% | |||
| 110 | $JNJ | JOHNSON & JOHNSON | Healthcare | $807K | 0.0% | 3,178 | +10% | |||
| 111 | $JBHT | HUNT J B TRANSPORT SERVICES INC | Industrials | $799K | 0.0% | 2,761 | -63% | |||
| 112 | — | ISHARES TR - CORE DIV GRWTH | — | $794K | 0.0% | 10K | -2% | |||
| 113 | $APTV | Aptiv PLC | Industrials | $771K | 0.0% | 13K | +0.7% | |||
| 114 | $BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | Industrials | $767K | 0.0% | 5,598 | -2% | |||
| 115 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $756K | 0.0% | 8,777 | +176% | |||
| 116 | $TFC | TRUIST FINANCIAL CORP | Financials | $751K | 0.0% | 15K | +2% | |||
| 117 | $MRVL | Marvell Technology, Inc. | Technology | $731K | 0.0% | 2,455 | -84% | |||
| 118 | $EEFT | EURONET WORLDWIDE, INC. | Financials | $670K | 0.0% | 9,161 | -0.2% | |||
| 119 | $CPRT | COPART INC | Consumer Discretionary | $655K | 0.0% | 23K | -0.2% | |||
| 120 | $SPY | SPDR S&P 500 ETF TRUST | — | $636K | 0.0% | 852 | -0.1% | |||
| 121 | — | ALPS ETF TR - ALERIAN MLP | — | $632K | 0.0% | 12K | +6% | |||
| 122 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $612K | 0.0% | 1,054 | New | |||
| 123 | — | ISHARES TR - RUS MDCP VAL ETF | — | $605K | 0.0% | 3,675 | — | |||
| 124 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $586K | 0.0% | 3,998 | +12% | |||
| 125 | $CELH | Celsius Holdings, Inc. | Consumer Staples | $586K | 0.0% | 20K | New | |||
| 126 | $AVGO | Broadcom Inc. | Technology | $549K | 0.0% | 1,453 | New | |||
| 127 | $ORCL | ORACLE CORP | Technology | $540K | 0.0% | 3,684 | +9% | |||
| 128 | $GPN | GLOBAL PAYMENTS INC | Financials | $539K | 0.0% | 7,431 | +0.8% | |||
| 129 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $518K | 0.0% | 3,787 | +23% | |||
| 130 | — | RBB FD INC - US TREAS 20YR BD | — | $504K | 0.0% | 12K | New | |||
| 131 | $QCOM | QUALCOMM INC/DE | Technology | $503K | 0.0% | 2,721 | +7% | |||
| 132 | $WMT | Walmart Inc. | Consumer Staples | $480K | 0.0% | 4,235 | +6% | |||
| 133 | — | ISHARES TR - TRS FLT RT BD | — | $475K | 0.0% | 9,381 | -2% | |||
| 134 | $COR | Cencora, Inc. | Consumer Staples | $470K | 0.0% | 1,661 | +3% | |||
| 135 | $PEP | PEPSICO INC | Consumer Staples | $440K | 0.0% | 3,252 | +6% | |||
| 136 | $MCD | MCDONALDS CORP | Consumer Discretionary | $403K | 0.0% | 1,491 | -6% | |||
| 137 | $EA | ELECTRONIC ARTS INC. | Technology | $403K | 0.0% | 1,964 | +2% | |||
| 138 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | — | $398K | 0.0% | 7,682 | -99% | |||
| 139 | $CMG | CHIPOTLE MEXICAN GRILL INC | Consumer Discretionary | $368K | 0.0% | 11K | New | |||
| 140 | — | SIMPLIFY EXCHANGE TRADED FUN - MBS ETF | — | $366K | 0.0% | 7,453 | -1% | |||
| 141 | $MU | MICRON TECHNOLOGY INC | Technology | $343K | 0.0% | 297 | New | |||
| 142 | $JPM | JPMORGAN CHASE & CO | Financials | $334K | 0.0% | 1,021 | +21% | |||
| 143 | — | VANGUARD INDEX FDS - SM CP VAL ETF | — | $317K | 0.0% | 1,305 | — | |||
| 144 | $TSLA | Tesla, Inc. | Consumer Discretionary | $301K | 0.0% | 716 | New | |||
| 145 | $CVX | CHEVRON CORP | Energy | $275K | 0.0% | 1,658 | +10% | |||
| 146 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $257K | 0.0% | 2,802 | +8% | |||
| 147 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $247K | 0.0% | 4,271 | +7% | |||
| 148 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000VAL | — | $240K | 0.0% | 2,261 | -5% | |||
| 149 | $MA | Mastercard Inc | Financials | $235K | 0.0% | 457 | New | |||
| 150 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $235K | 0.0% | 469 | New |
What changed in Q2 2026
Against the previous quarter's 13F: 17 new, 70 added to, 59 trimmed, 8 sold out. Share-count changes; largest moves by dollar size first.
New positions (17)
- BLACKROCK ETF TRUST - ISHA IN CTRY ETF$69.1M
first bought this quarter
- FIDELITY COVINGTON TRUST - ENHANCED INTL$69.0M
first bought this quarter
- BLACKROCK ETF TRUST - ISHA SYST AL ETF$59.4M
first bought this quarter
$ETNEaton Corp plc$10.4M
first bought this quarter
$VIKViking Holdings Ltd$4.7M
first bought this quarter
- ISHARES TR - EXPANDED TECH$2.6M
first bought this quarter
+11 more in the Excel export
Added to (70)
- SPDR SERIES TRUST - ST STR P500ETF+45%
now $507.6M
- ISHARES INC - MSCI EMRG CHN+132%
now $122.6M
- ISHARES TR - CORE UNIVRSL USD+168%
now $50.3M
- BLACKROCK ETF TRUST II - ISHA FLEX IN ETF+2664%
now $24.4M
- SPDR INDEX SHS FDS - ST STR PO EX ETF+9%
now $114.3M
- GLOBAL X FDS - DEFENSE TECH ETF+25%
now $35.1M
+64 more in the Excel export
Trimmed (59)
- ISHARES TR - MSCI USA QLT FCT-98%
now $1.4M
- SPDR SERIES TRUST - ST LON TREAS ETF-59%
now $42.4M
- SPDR INDEX SHS FDS - ST PORT MARK ETF-99%
now $398K
- BLACKROCK ETF TRUST - ISHA US THEM ETF-39%
now $32.2M
- ISHARES TR - S&P 500 VAL ETF-17%
now $96.4M
- ISHARES TR - MSCI USA MMENTM-25%
now $51.7M
+53 more in the Excel export
Holdings by quarter
Every 13F Advocacy Wealth Management, LLC has filed, 41 earlier quarters. Pick one to see what it held then.
Is it too late to follow Advocacy Wealth Management?
Q2 2026 13F filed with the SEC on Jul 29, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Advocacy Wealth Management's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
+6.5%
Value-weighted move of the 10 largest stock positions
Turnover
14%
Last quarter
Top 10 weight
51%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Advocacy Wealth Management, 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, LLC’s Form 13F-HR filing with the SEC under CIK 1569452.
Funds like this
managers whose biggest positions overlap Advocacy Wealth Management'sBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
AI-Powered Hedge Fund Analysis: Advocacy Wealth Management, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Advocacy Wealth Management, LLC (SEC CIK: 1569452), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Advocacy Wealth Management, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.