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Advocacy Wealth Management, LLC — 13F Holdings & Portfolio

CIK 1569452 · latest 13F-HR filed 2026-07-29

Backtest portfolio

Advocacy Wealth Management, LLC manages $2.75B in 13F-reported U.S. long-equity assets across 151 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SPYM (18.44%), EMXC (4.46%), SPDW (4.15%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 17 new positions, exited 9, added to 80, and trimmed 31.

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.

Filer Information
Address
3455 PEACHTREE ROAD NE
SUITE 1500
ATLANTA, GA 30326
Phone
(404) 836-7141
Filing Manager
Advocacy Wealth Management, LLC
ATLANTA, GA
Signatory
Julie L Curless
Compliance Analyst
Loading holdings…
AUM

$2.75B

Long-equity book

Holdings

151

Distinct positions

Period

2026-06-30

Filed 2026-07-29

Q/Q Activity

+17 / −9 / ↑80 / ↓31

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • SPDR SERIES TRUST$202.7M +66.5%
  • ISHARES INC$82.0M +201.8%
  • ISHARES TR$31.5M +168.1%
  • BLACKROCK ETF TRUST II$23.5M +2686.0%
  • SPDR INDEX SHS FDS$19.5M +20.6%
Show all 80 →

Top Trims

  • ISHARES TR-$75.8M -98.2%
  • SPDR SERIES TRUST-$62.3M -59.5%
  • SPDR INDEX SHS FDS-$48.1M -99.2%
  • BLACKROCK ETF TRUST-$11.9M -27.0%
  • ISHARES TR-$11.4M -10.6%
Show all 31 →

New Positions

  • BLACKROCK ETF TRUST$69.1M
  • FIDELITY COVINGTON TRUST$69.0M
  • BLACKROCK ETF TRUST$59.4M
  • EATON CORP PLC$10.4M
  • VIKING HOLDINGS LTD$4.7M
Show all 17 →

Exited Positions

  • ACCENTURE PLC IRELAND$5.5M
  • ADOBE INC$5.2M
  • FRANKLIN TEMPLETON ETF TR$3.3M
  • ISHARES TR$1.2M
  • INVESCO EXCHANGE TRADED FD T$812.7K
Show all 9 →
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 $507.6M 18.44% 5,775,658 SH
2 ISHARES INC EMXC 46434G764 $122.6M 4.46% 1,198,777 SH
3 SPDR INDEX SHS FDS SPDW 78463X889 $114.3M 4.15% 2,268,369 SH
4 ISHARES TR IVW 464287309 $111.0M 4.03% 807,434 SH
5 PIMCO ETF TR PYLD 72201R585 $107.1M 3.89% 4,039,522 SH
6 PIMCO ETF TR LDUR 72201R718 $106.6M 3.87% 1,115,335 SH
7 BLACKROCK ETF TRUST DYNF 09290C103 $100.5M 3.65% 1,478,143 SH
8 ISHARES TR IVE 464287408 $96.4M 3.50% 424,530 SH
9 BLACKROCK ETF TRUST BAI 09290C780 $73.0M 2.65% 1,384,319 SH
10 BLACKROCK ETF TRUST CORO 09290C764 $69.1M 2.51% 1,889,296 SH
11 FIDELITY COVINGTON TRUST FENI 31609A404 $69.0M 2.51% 1,718,711 SH
12 SCHWAB STRATEGIC TR SCHM 808524508 $63.2M 2.30% 1,715,392 SH
13 BLACKROCK ETF TRUST IALT 09290C665 $59.4M 2.16% 2,116,253 SH
14 BLACKROCK ETF TRUST II CLOA 092528504 $57.1M 2.07% 1,099,924 SH
15 PIMCO ETF TR PMBS 72201R569 $53.8M 1.96% 1,089,742 SH
16 DOUBLELINE ETF TRUST DMBS 25861R402 $53.2M 1.93% 1,084,082 SH
17 PIMCO ETF TR BOND 72201R775 $52.5M 1.91% 569,047 SH
18 ISHARES TR MTUM 46432F396 $51.7M 1.88% 150,686 SH
19 ISHARES TR IUSB 46434V613 $50.3M 1.83% 1,088,957 SH
20 SPDR SERIES TRUST SPTL 78464A664 $42.4M 1.54% 1,614,833 SH
21 GLOBAL X FDS SHLD 37960A529 $35.1M 1.27% 587,492 SH
22 FIDELITY COVINGTON TRUST FSMD 316092527 $32.6M 1.18% 616,638 SH
23 BLACKROCK ETF TRUST THRO 09290C806 $32.2M 1.17% 747,703 SH
24 ALPHABET INC GOOGL 02079K305 $29.0M 1.05% 81,024 SH
25 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $27.3M 0.99% 128,355 SH
26 ELI LILLY & CO LLY 532457108 $26.2M 0.95% 21,869 SH
27 BLACKROCK ETF TRUST II BINC 092528603 $24.4M 0.89% 465,922 SH
28 NVIDIA CORPORATION NVDA 67066G104 $24.1M 0.88% 120,359 SH
29 VANGUARD CHARLOTTE FDS BNDX 92203J407 $23.8M 0.87% 491,698 SH
30 AMAZON COM INC AMZN 023135106 $23.4M 0.85% 98,091 SH
31 ISHARES TR MBB 464288588 $22.5M 0.82% 238,354 SH
32 MICROSOFT CORP MSFT 594918104 $19.1M 0.70% 51,331 SH
33 VERTIV HOLDINGS CO VRT 92537N108 $18.7M 0.68% 55,976 SH
34 VISA INC V 92826C839 $18.3M 0.66% 53,274 SH
35 ARISTA NETWORKS INC ANET 040413205 $18.0M 0.65% 105,735 SH
36 APPLE INC AAPL 037833100 $17.2M 0.63% 59,497 SH
37 UBER TECHNOLOGIES INC UBER 90353T100 $16.8M 0.61% 233,235 SH
38 EDWARDS LIFESCIENCES CORP EW 28176E108 $15.8M 0.58% 174,962 SH
39 COCA COLA CO KO 191216100 $15.4M 0.56% 189,933 SH
40 STRYKER CORPORATION SYK 863667101 $15.3M 0.56% 48,645 SH
41 ISHARES GOLD TR IAU 464285204 $14.9M 0.54% 197,676 SH
42 TAKE-TWO INTERACTIVE SOFTWAR TTWO 874054109 $14.3M 0.52% 57,347 SH
43 S&P GLOBAL INC SPGI 78409V104 $13.9M 0.51% 34,253 SH
44 SCHWAB CHARLES CORP SCHW 808513105 $13.6M 0.49% 147,436 SH
45 AMPHENOL CORP APH 032095101 $12.7M 0.46% 72,030 SH
46 ASML HLDG NV ASML N07059210 $11.5M 0.42% 5,796 SH
47 NETFLIX INC. NFLX 64110L106 $11.2M 0.41% 156,583 SH
48 PALO ALTO NETWORKS INC PANW 697435105 $11.1M 0.40% 32,665 SH
49 ABBOTT LABORATORIES ABT 002824100 $10.5M 0.38% 115,947 SH
50 SERVICENOW INC NOW 81762P102 $10.5M 0.38% 105,607 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-29 $2.75B 151 0001569452-26-000003
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