greeksoup/ stock research
Stock research / United States / Funds / Advocacy Wealth Management, LLC

Advocacy Wealth Management, LLC

CIK 1569452 · latest 13F filed 29 July 2026 · Read the filing on EDGAR

Advocacy Wealth Management, LLC reported 151 US-listed holdings worth $2.75 billion in its 13F for the quarter ended 30 June 2026, filed 29 July 2026. Its largest: SPDR Ser Trust (18.4%), iShares Inc. (4.5%) and SPDR Portfolio Developed World (4.2%). Against the quarter before, it opened 17 positions, added to 69, trimmed 54 and sold out of 9.

Filed before as Advocacy Wealth Management Services, LLC.

Reported holdings$2.75B+21.7% on Q1 2026
Positions151+8 on Q1 2026
The largest ten51.2%of its reported holdings
Latest 13FQ2 2026filed 29 July 2026
Where the money is
OpenedAdded toTrimmed
SPYM18.4%EMXC4.5%SPDW4.2%IVW4.0%PYLD3.9%LDUR3.9%DYNF3.7%IVE3.5%BAI2.7%CORO2.5%FENI2.5%SCHM2.3%IALT2.2%CLOA2.1%137 more39.8%

The 14 largest of its 151 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $1.27 billion in 50 positions$1.27BQ3 24Q4 2024: $1.32 billion in 53 positions$1.32BQ4 24Q1 2025: $1.47 billion in 55 positions$1.47BQ1 25Q2 2025: $1.63 billion in 63 positions$1.63BQ2 25Q3 2025: $2.30 billion in 142 positions$2.30BQ3 25Q4 2025: $2.39 billion in 142 positions$2.39BQ4 25Q1 2026: $2.26 billion in 143 positions$2.26BQ1 26Q2 2026: $2.75 billion in 151 positions$2.75BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 17Added 69Held 11Trimmed 54Sold out 9
Opened: 17Added: 69Held: 11Trimmed: 54Sold out: 9

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 17

  1. BlackRock ETF Trust CORO$69.1 million
  2. Fidelity Covington Trust FENI$69.0 million
  3. BlackRock ETF Trust IALT$59.4 million
  4. Eaton Corp. plc ETN$10.4 million
  5. Viking Holdings Ltd VIK$4.7 million
  6. iShares Trust IGV$2.6 million
  7. Snowflake Inc. SNOW$1.7 million
  8. Advanced Micro Devices Inc. AMD$612,279

and 9 more in the table below

Added to 69

  1. SPDR Ser Trust SPYM+1.8 million shares · +45%
  2. iShares Inc. EMXC+682,206 shares · +132%
  3. iShares Core Total USD Bond Market ETF IUSB+683,070 shares · +168%
  4. BlackRock ETF Trust II BINC+449,066 shares · +2664%
  5. SPDR Portfolio Developed World SPDW+191,999 shares · +9%
  6. Global X FDS SHLD+117,878 shares · +25%
  7. Schwab US Mid-Cap ETF SCHM+134,186 shares · +8%
  8. Alcon AG ALC+61,492 shares · +99%

and 61 more in the table below

Trimmed 54

  1. iShares Edge MSCI USA Quality F QUAL-396,000 shares · -98%
  2. SPDR Ser Trust SPTL-2.4 million shares · -59%
  3. SPDR Index SHS FDS SPEM-1.0 million shares · -99%
  4. BlackRock ETF Trust THRO-471,104 shares · -39%
  5. iShares S&P 500 Value ETF IVE-86,063 shares · -17%
  6. iShares Trust MTUM-50,755 shares · -25%
  7. Palo Alto Networks Inc. PANW-49,322 shares · -60%
  8. iShares A.i. Innovation and Tech Active ETF BAI-263,133 shares · -16%

and 46 more in the table below

Sold out of 9

  1. Accenture plc ACN$5.5 million last quarter
  2. Adobe Inc. ADBE$5.2 million last quarter
  3. Franklin Templeton ETF Trust FLIN$3.3 million last quarter
  4. iShares Trust EFV$1.2 million last quarter
  5. Invesco Exchange Traded FD T XLG$812,686 last quarter
  6. iShares Trust MUB$566,416 last quarter
  7. Vanguard Large Cap ETF VV$235,793 last quarter
  8. PIMCO ETF Trust LONZ$235,638 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
SPDR Ser Trust SPYM5,775,658$507.6 million18.44%+1,792,918
iShares Inc. EMXC1,198,777$122.6 million4.46%+682,206
SPDR Portfolio Developed World SPDW2,268,369$114.3 million4.15%+191,999
iShares S&P Growth Index FD IVW807,434$111.0 million4.03%-21,311
PIMCO ETF Trust PYLD4,039,522$107.1 million3.89%+116,237
PIMCO ETF Trust LDUR1,115,335$106.6 million3.87%+34,527
BlackRock ETF Trust DYNF1,478,143$100.5 million3.65%-21,632
iShares S&P 500 Value ETF IVE424,530$96.4 million3.50%-86,063
iShares A.i. Innovation and Tech Active ETF BAI1,384,319$73.0 million2.65%-263,133
BlackRock ETF Trust CORO1,889,296$69.1 million2.51%new
Fidelity Covington Trust FENI1,718,711$69.0 million2.51%new
Schwab US Mid-Cap ETF SCHM1,715,392$63.2 million2.30%+134,186
BlackRock ETF Trust IALT2,116,253$59.4 million2.16%new
BlackRock ETF Trust II CLOA1,099,924$57.1 million2.07%+46,137
PIMCO Mortgage Backed Sec Act ETF IV PMBS1,089,742$53.8 million1.96%+31,006
Doubleline ETF Trust DMBS1,084,082$53.2 million1.93%+36,507
PIMCO ETF Trust BOND569,047$52.5 million1.91%+23,328
iShares Trust MTUM150,686$51.7 million1.88%-50,755
iShares Core Total USD Bond Market ETF IUSB1,088,957$50.3 million1.83%+683,070
SPDR Ser Trust SPTL1,614,833$42.4 million1.54%-2,363,992
Global X FDS SHLD587,492$35.1 million1.27%+117,878
Fidelity Covington Trust FSMD616,638$32.6 million1.18%+47,688
BlackRock ETF Trust THRO747,703$32.2 million1.17%-471,104
Alphabet Inc. GOOGL81,024$29.0 million1.05%-414
Invesco Exchange Traded FD T RSP128,355$27.3 million0.99%+5,021
Eli Lilly & Co. LLY21,869$26.2 million0.95%-193
BlackRock ETF Trust II BINC465,922$24.4 million0.89%+449,066
NVIDIA Corp. NVDA120,359$24.1 million0.88%+2,041
Vanguard Charlotte FDS BNDX491,698$23.8 million0.87%+44,138
Amazon.com Inc. AMZN98,091$23.4 million0.85%-391
iShares Trust MBB238,354$22.5 million0.82%+9,434
Microsoft Corp. MSFT51,331$19.1 million0.70%+332
Vertiv Holdings Co. VRT55,976$18.7 million0.68%-520
Visa Inc. V53,274$18.3 million0.66%-412
Arista Networks, Inc. ANET105,735$18.0 million0.65%-1,425
Apple Inc. AAPL59,497$17.2 million0.63%+968
Uber Technologies, Inc. UBER233,235$16.8 million0.61%+45,944
Edwards Lifesciences Corp. EW174,962$15.8 million0.58%-3,199
Coca-Cola Co. KO189,933$15.4 million0.56%+1,594
Stryker Corp. SYK48,645$15.3 million0.56%+9,551
iShares Gold Trust IAU197,676$14.9 million0.54%+12,310
Take-Two Interactive Software, Inc. TTWO57,347$14.3 million0.52%-958
S&P Global Inc. SPGI34,253$13.9 million0.51%-719
Charles Schwab Corp. SCHW147,436$13.6 million0.49%-4,771
Amphenol Corp. APH72,030$12.7 million0.46%-2,352
ASML Holding N.V. ASML5,796$11.5 million0.42%-2,816
Netflix Inc. NFLX156,583$11.2 million0.41%-2,849
Palo Alto Networks Inc. PANW32,665$11.1 million0.40%-49,322
Abbott Laboratories ABT115,947$10.5 million0.38%-8,064
ServiceNow, Inc. NOW105,607$10.5 million0.38%-17,141
Eaton Corp. plc ETN24,315$10.4 million0.38%new
Wisdomtree Artificial Intelligence and Innovation Fund WTAI198,529$9.4 million0.34%-28,550
iShares Core MSCI Eafe ETF IEFA97,468$9.4 million0.34%+4,362
Intercontinental Exchange, Inc. ICE75,467$9.3 million0.34%-1,468
Vanguard Value ETF VTV38,480$8.4 million0.30%+10,579
Alcon AG ALC123,742$8.3 million0.30%+61,492
Intuit Inc. INTU31,514$8.2 million0.30%-3,972
Lowe's Companies Inc. LOW33,651$7.4 million0.27%-15,386
Church & Dwight Co. Inc. CHD59,935$5.8 million0.21%+1,277
SPDR Ser Trust SPTM62,504$5.7 million0.21%no change
iShares Trust AQLT179,079$5.6 million0.21%+35,840
Tidal ETF Trust SPUS94,221$5.4 million0.20%+19,575
Invesco Actively Managed Exc GSY101,940$5.1 million0.19%-6,872
PIMCO ETF Trust MINT50,466$5.1 million0.18%-3,675
JP Morgan Ultra Short Income Et JPST100,560$5.1 million0.18%-7,149
iShares Trust FLOT98,597$5.0 million0.18%-14,896
Viking Holdings Ltd VIK44,778$4.7 million0.17%new
iShares Trust ICSH92,129$4.7 million0.17%-6,545
Invesco Exch Traded FD Trust II KBWB42,923$4.0 million0.15%+4,060
Invesco ETFs OMFL55,036$3.8 million0.14%+5,738
Tidal ETF Trust SPSK201,545$3.6 million0.13%+82,628
SP Funds Trust SPWO94,504$3.3 million0.12%+17,698
iShares Trust GVI26,542$2.8 million0.10%-14
iShares Russell 1000 Value Inde IWD11,180$2.7 million0.10%no change
iShares Trust IGV29,123$2.6 million0.10%new
Vanguard S&P 500 VOO3,433$2.4 million0.09%-227
iShares Inc. MSCI Germany ETF EWG47,108$1.9 million0.07%+1,326
iShares Core MSCI Emerging Mark IEMG23,495$1.9 million0.07%+2,691
Meta Platforms, Inc. META3,396$1.9 million0.07%+246
iShares Trust AGG17,815$1.8 million0.06%+5,973
Monster Beverage Corp. MNST17,643$1.7 million0.06%+135
Snowflake Inc. SNOW6,625$1.7 million0.06%new
Costco Wholesale Corp. COST1,562$1.5 million0.05%+79
iShares Core S&P 500 ETF IVV1,938$1.5 million0.05%+116
Raymond James Financial Inc. RJF9,256$1.4 million0.05%-6
Alphabet Inc. GOOG3,905$1.4 million0.05%+50
Schwab Strategic Trust SCHV38,949$1.4 million0.05%-24
iShares Edge MSCI USA Quality F QUAL6,172$1.4 million0.05%-396,000
AMETEK Inc. AME5,422$1.3 million0.05%+52
iShares Trust EFA12,345$1.3 million0.05%no change
MSCI Inc. MSCI2,256$1.3 million0.05%+568
Birkenstock Holding plc BIRK28,609$1.2 million0.04%-44
Home Depot, Inc. HD3,480$1.2 million0.04%+268
Corning Inc. GLW4,675$1.2 million0.04%-2,660
DoorDash, Inc. DASH6,455$1.2 million0.04%+2,072
TE Connectivity plc TEL5,747$1.2 million0.04%+56
Corpay, Inc. CPAY3,439$1.1 million0.04%+16
Steris plc STE5,415$1.1 million0.04%+1,759
Globus Medical Inc. GMED13,781$1.1 million0.04%-24
Atlassian Corporation TEAM13,982$1.1 million0.04%+4
Dexcom Inc. DXCM15,692$1.1 million0.04%-8
Labcorp Holdings Inc. LH3,753$1.1 million0.04%-55
iShares Trust EFG7,909$984,0380.04%-692
AbbVie Inc. ABBV3,814$959,7550.03%+143
TJX Companies Inc. TJX6,116$926,5740.03%-273
Schwab Strategic Trust SCHG27,133$918,1810.03%-17
Teradyne, Inc. TER1,868$903,8130.03%-1,016
TransUnion TRU12,476$900,0190.03%-18
Cisco Systems, Inc. CSCO7,348$863,0960.03%+205
Johnson & Johnson JNJ3,178$807,1170.03%+289
J.B. Hunt Transport Services, Inc. JBHT2,761$799,1160.03%-4,750
iShares Core Dividend Growth DGRO10,470$793,5210.03%-219
Aptiv plc APTV12,559$770,8710.03%+93
Broadridge Financial Solutions, Inc. BR5,598$766,6460.03%-134
Vanguard Growth ETF VUG8,777$756,0510.03%+5,601
Truist Financial Corp. TFC15,082$751,3850.03%+345
Marvell Technology, Inc. MRVL2,455$731,3200.03%-12,680
Euronet Worldwide, Inc. EEFT9,161$670,4940.02%-16
Copart Inc. CPRT23,249$655,3890.02%-36
SPDR S&P 500 SPY852$636,2480.02%-1
Alps ETF Trust AMLP12,180$631,5330.02%+696
Advanced Micro Devices Inc. AMD1,054$612,2790.02%new
iShares Trust IWS3,675$604,9050.02%no change
Procter & Gamble Co. PG3,998$586,2670.02%+427
Celsius Holdings, Inc. CELH20,020$586,1860.02%new
Broadcom Inc. AVGO1,453$548,8710.02%new
Oracle Corp. ORCL3,684$539,8900.02%+318
Global Payments Inc. GPN7,431$539,1930.02%+57
ExxonMobil Holdings Corp. XOM3,787$517,7590.02%+719
RBB FD Inc. UTWY11,800$503,6240.02%new
Qualcomm Inc. QCOM2,721$502,8140.02%+176
Walmart Inc. WMT4,235$479,6560.02%+222
iShares Trust TFLO9,381$474,9600.02%-235
Cencora, Inc. COR1,661$470,0300.02%+53
PepsiCo Inc. PEP3,252$440,3210.02%+195
McDonald's Corp. MCD1,491$403,0320.01%-96
Electronic Arts Inc EA1,964$402,6990.01%+39
SPDR Index SHS FDS SPEM7,682$397,7970.01%-1,025,921
Chipotle Mexican Grill Inc. CMG10,813$367,6420.01%new
Simplify Exchange Traded Fun MTBA7,453$365,7190.01%-111
Micron Technology Inc. MU297$342,8240.01%new
JPMorgan Chase & Co. JPM1,021$334,2040.01%+174
Vanguard Small Cap Value ETF VBR1,305$317,1020.01%no change
Tesla, Inc. TSLA716$301,1500.01%new
Chevron Corp. CVX1,658$274,8440.01%+148
Colgate-Palmolive Co. CL2,802$256,8870.01%+201
Mondelez International, Inc. MDLZ4,271$247,0350.01%+284
Vanguard Scottsdale FDS VONV2,261$240,3670.01%-126
Mastercard Inc. MA457$234,7150.01%new
Berkshire Hathaway Inc. Class B BRKB469$234,6830.01%new
Merck & Co., Inc. MRK1,722$221,2770.01%new
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 9 it sold out of are in the box above.