Advocacy Wealth Management, LLC — 13F Holdings & Portfolio
CIK 1569452 · latest 13F-HR filed 2026-05-12
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$2.26B
Long-equity book
Holdings
143
Distinct positions
Period
2026-03-31
Filed 2026-05-12
Q/Q Activity
+7 / −6 / ↑44 / ↓50
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- SPDR SERIES TRUST$44.2M +16.9%
- VANGUARD CHARLOTTE FDS$21.2M +6275.3%
- BLACKROCK ETF TRUST II$16.3M +42.4%
- PIMCO ETF TR$16.1M +18.4%
- VERTIV HOLDINGS CO$12.6M +824.6%
Top Trims
- ISHARES TR-$72.0M -98.4%
- INVESCO EXCHANGE TRADED FD T-$67.5M -98.8%
- BLACKROCK ETF TRUST-$33.4M -27.7%
- ISHARES GOLD TR-$14.4M -46.8%
- BLACKROCK ETF TRUST II-$13.7M -94.0%
New Positions
- ISHARES TR$18.7M
- TIDAL TRUST I$3.6M
- SP FUNDS TRUST$2.2M
- TIDAL TRUST I$2.1M
- MSCI INC$909.8K
Exited Positions
- ABRDN SILVER ETF TRUST$16.4M
- ISHARES TR$8.6M
- WORKDAY INC$5.0M
- PINTEREST INC$974.8K
- SPDR S&P MIDCAP 400 ETF TR$666.0K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | SPYM | 78464A854 | $304.8M | 13.48% | 3,982,740 | SH |
| 2 | ISHARES TR | IVE | 464287408 | $107.8M | 4.77% | 510,593 | SH |
| 3 | SPDR SERIES TRUST | SPTL | 78464A664 | $104.6M | 4.63% | 3,978,825 | SH |
| 4 | PIMCO ETF TR | LDUR | 72201R718 | $103.6M | 4.58% | 1,080,808 | SH |
| 5 | PIMCO ETF TR | PYLD | 72201R585 | $102.8M | 4.55% | 3,923,285 | SH |
| 6 | SPDR INDEX SHS FDS | SPDW | 78463X889 | $94.8M | 4.19% | 2,076,370 | SH |
| 7 | ISHARES TR | IVW | 464287309 | $93.7M | 4.15% | 828,745 | SH |
| 8 | BLACKROCK ETF TRUST | DYNF | 09290C103 | $87.3M | 3.86% | 1,499,775 | SH |
| 9 | ISHARES TR | QUAL | 46432F339 | $77.1M | 3.41% | 402,172 | SH |
| 10 | BLACKROCK ETF TRUST II | CLOA | 092528504 | $54.6M | 2.42% | 1,053,787 | SH |
| 11 | BLACKROCK ETF TRUST | BAI | 09290C780 | $54.3M | 2.40% | 1,647,452 | SH |
| 12 | PIMCO ETF TR | PMBS | 72201R569 | $52.5M | 2.32% | 1,058,736 | SH |
| 13 | DOUBLELINE ETF TRUST | DMBS | 25861R402 | $51.7M | 2.29% | 1,047,575 | SH |
| 14 | PIMCO ETF TR | BOND | 72201R775 | $50.4M | 2.23% | 545,719 | SH |
| 15 | SCHWAB STRATEGIC TR | SCHM | 808524508 | $49.0M | 2.16% | 1,581,206 | SH |
| 16 | SPDR INDEX SHS FDS | SPEM | 78463X509 | $48.5M | 2.14% | 1,033,603 | SH |
| 17 | ISHARES TR | MTUM | 46432F396 | $48.3M | 2.14% | 201,441 | SH |
| 18 | BLACKROCK ETF TRUST | THRO | 09290C806 | $44.1M | 1.95% | 1,218,807 | SH |
| 19 | ISHARES INC | EMXC | 46434G764 | $40.6M | 1.80% | 516,571 | SH |
| 20 | GLOBAL X FDS | SHLD | 37960A529 | $33.3M | 1.47% | 469,614 | SH |
| 21 | FIDELITY COVINGTON TRUST | FSMD | 316092527 | $25.4M | 1.13% | 568,950 | SH |
| 22 | INVESCO EXCHANGE TRADED FD T | RSP | 46137V357 | $23.7M | 1.05% | 123,334 | SH |
| 23 | ALPHABET INC | GOOGL | 02079K305 | $23.4M | 1.04% | 81,438 | SH |
| 24 | ISHARES TR | MBB | 464288588 | $21.7M | 0.96% | 228,920 | SH |
| 25 | VANGUARD CHARLOTTE FDS | BNDX | 92203J407 | $21.5M | 0.95% | 447,560 | SH |
| 26 | NVIDIA CORPORATION | NVDA | 67066G104 | $20.6M | 0.91% | 118,318 | SH |
| 27 | AMAZON COM INC | AMZN | 023135106 | $20.5M | 0.91% | 98,482 | SH |
| 28 | ELI LILLY & CO | LLY | 532457108 | $20.3M | 0.90% | 22,062 | SH |
| 29 | MICROSOFT CORP | MSFT | 594918104 | $18.9M | 0.83% | 50,999 | SH |
| 30 | ISHARES TR | IUSB | 46434V613 | $18.7M | 0.83% | 405,887 | SH |
| 31 | ISHARES GOLD TR | IAU | 464285204 | $16.3M | 0.72% | 185,366 | SH |
| 32 | VISA INC | V | 92826C839 | $16.2M | 0.72% | 53,686 | SH |
| 33 | INTUIT | INTU | 461202103 | $15.3M | 0.68% | 35,486 | SH |
| 34 | NETFLIX INC. | NFLX | 64110L106 | $15.3M | 0.68% | 159,432 | SH |
| 35 | S&P GLOBAL INC | SPGI | 78409V104 | $14.9M | 0.66% | 34,972 | SH |
| 36 | APPLE INC | AAPL | 037833100 | $14.9M | 0.66% | 58,529 | SH |
| 37 | COCA COLA CO | KO | 191216100 | $14.3M | 0.63% | 188,339 | SH |
| 38 | SCHWAB CHARLES CORP | SCHW | 808513105 | $14.3M | 0.63% | 152,207 | SH |
| 39 | EDWARDS LIFESCIENCES CORP | EW | 28176E108 | $14.3M | 0.63% | 178,161 | SH |
| 40 | VERTIV HOLDINGS CO | VRT | 92537N108 | $14.2M | 0.63% | 56,496 | SH |
| 41 | UBER TECHNOLOGIES INC | UBER | 90353T100 | $13.5M | 0.60% | 187,291 | SH |
| 42 | ARISTA NETWORKS INC | ANET | 040413205 | $13.2M | 0.58% | 107,160 | SH |
| 43 | PALO ALTO NETWORKS INC | PANW | 697435105 | $13.1M | 0.58% | 81,987 | SH |
| 44 | STRYKER CORPORATION | SYK | 863667101 | $12.8M | 0.57% | 39,094 | SH |
| 45 | SERVICENOW INC | NOW | 81762P102 | $12.8M | 0.57% | 122,748 | SH |
| 46 | ABBOTT LABORATORIES | ABT | 002824100 | $12.7M | 0.56% | 124,011 | SH |
| 47 | INTERCONTINENTAL EXCHANGE IN | ICE | 45866F104 | $12.1M | 0.54% | 76,935 | SH |
| 48 | LOWES COS INC | LOW | 548661107 | $11.6M | 0.51% | 49,037 | SH |
| 49 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 874054109 | $11.5M | 0.51% | 58,305 | SH |
| 50 | ASML HLDG NV | ASML | N07059210 | $11.4M | 0.50% | 8,612 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-12 | $2.26B | 143 | 0001569452-26-000002 |
| 2025-12-31 | 2026-02-11 | $2.39B | 142 | 0001062993-26-000789 |
| 2025-09-30 | 2025-11-14 | $2.30B | 142 | 0001062993-25-016801 |
| 2023-03-31 | 2023-04-14 | $823.4M | 36 | 0001062993-23-009171 |
| 2022-12-31 | 2023-01-27 | $757.1M | 39 | 0001062993-23-001463 |