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Strategic Advocates LLC — 13F Holdings & Portfolio

CIK 1991340 · latest 13F-HR filed 2026-11-03

Backtest portfolio

Strategic Advocates LLC manages $25.9M in 13F-reported U.S. long-equity assets across 254 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are QQQ (7.46%), KOMP (6.83%), RPV (5.68%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 9 new positions and exited 15; 81 existing positions rose in reported value and 109 fell.

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
$25.9M

Long-equity book

Holdings
254

Distinct positions

Period
2026-09-30

Filed 2026-11-03

Q/Q Activity
+9 / −15 / ↑81 / ↓109

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26
QQQ7.5% · +6%KOMP6.8% · +13%RPV5.7% · +3%BIV4.6% · +13%IEMG4.1% · +2%VIOG3.6% · +4%GLD3.1% · +1%IGSB3.1% · +12%SPLB2.8% · -3%NVDA2.3% · -4%VDC2.1% · +1%VYM1.9% · +1%VWOB1.9% · +12%INTC1.8% · 0%HYS1.7% · +31%VDE1.4% · +1%FDLO1.4% · +1%TSLA1.4% · +9%AAPL1.4% · -5%TWST1.3% · 0%AVGO1.1% · +2%APH1.1% · +166%DDOG1.1% · -14%IYH1.1% · +0%ANET1.1% · -17%SCHR1.0% · +1%SCHF1.0% · +2%PLTR1.0% · -8%ISRG0.9% · +63%AMD0.9% · +31%MUC0.8% · 0%IONQ0.8% · -31%AMZN0.8% · -5%XLU0.7% · +1%META0.7% · +6%GE0.7% · -9%GOOGL0.7% · +30%LRCX0.7% · +120%SPHY0.7% · +24%SCHQ0.6% · +1%AXP0.6% · +17%FCX0.6% · -11%EME0.5% · -6%QBTS0.5% · -19%PWR0.5% · -8%FIX0.5% · +3%NTAP0.5% · -30%IBKR0.5% · -11%S0.5% · 0%APP0.5% · +103%FBTC0.4% · 0%MSTR0.4% · 0%VRT0.4% · -9%NAC0.4% · 0%RGTI0.4% · -18%IBM0.4% · +15%NET0.3% · -16%HWM0.3% · -19%DNA0.3% · 0%MSFT0.3% · -41%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

5 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 43.6%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Apr 20, 2026.

Assets Under Management
$33.7M
Discretionary
$33.7M
Employees
3
Accounts
292
Address
500 N STREET
SUITE 30
SACRAMENTO, CA 95814
Phone
(888) 247-7753
Website
Name Title / Status Ownership Type
Harsch, Bradley ControlMANAGING MEMBER, CCO
since Jul 2021
75% or moreIndividual
Ownership & leadership changes · 4 filings with changes since Jun 29, 2022

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Feb 24, 2026 filing
  • ChangedHarsch, Bradley · ownership 25–50% → 75% or more
Jan 29, 2026 filing
  • No longer listedJENKINS, JAMES, PATRICK · MANAGING MEMBER · 25–50% · control person · listed since Jul 2021
  • No longer listedMICKELSON, JOHN, REED · MANAGING MEMBER · 25–50% · control person · listed since Jul 2021
Jul 31, 2025 filing
  • No longer listedGOFORTH, SONIA, ANN · CCO · Less than 5% · listed since Sep 2023
  • ChangedHarsch, Bradley · title MANAGING MEMBER → MANAGING MEMBER, CCO
Aug 9, 2023 filing
  • AddedGOFORTH, SONIA, ANN · CCO · Less than 5%
  • ChangedHarsch, Bradley · title MANAGING MEMBER/CCO → MANAGING MEMBER
Jun 29, 2022 filing (earliest on record)
  • ListedHarsch, Bradley · MANAGING MEMBER/CCO · 25–50% · control person
  • ListedJENKINS, JAMES, PATRICK · MANAGING MEMBER · 25–50% · control person
  • ListedMICKELSON, JOHN, REED · MANAGING MEMBER · 25–50% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Strategic Advocates LLC Holdings (2026-09-30)

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 INVESCO QQQ TRUST SERIES I QQQ 46090E103 $1.9M 7.46% 2,614 SH
2 STATE STREET SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF KOMP 78468R648 $1.8M 6.83% 26,668 SH
3 INVESCO S&P 500 PURE VALUE ETF RPV 46137V258 $1.5M 5.68% 12,844 SH
4 VANGUARD INTERMEDIATE-TERM BOND ETF BIV 921937819 $1.2M 4.59% 16,344 SH
5 ISHARES CORE MSCI EMERGING MARKETS ETF IEMG 46434G103 $1.1M 4.09% 13,068 SH
6 VANGUARD S&P SMALL-CAP 600 GROWTH ETF VIOG 921932794 $929.1K 3.58% 6,735 SH
7 SPDR GOLD SHARES GLD 78463V107 $808.9K 3.12% 2,124 SH
8 ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF IGSB 464288646 $796.4K 3.07% 15,545 SH
9 STATE STREET SPDR PORTFOLIO LONG TERM CORPORATE BOND ETF SPLB 78464A367 $736.9K 2.84% 36,159 SH
10 NVIDIA CORPORATION COM NVDA 67066G104 $597.0K 2.30% 2,614 SH
11 VANGUARD CONSUMER STAPLES ETF VDC 92204A207 $544.2K 2.10% 2,494 SH
12 VANGUARD HIGH DIVIDEND YIELD INDEX ETF VYM 921946406 $491.5K 1.90% 3,167 SH
13 VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF VWOB 921946885 $485.2K 1.87% 7,685 SH
14 INTEL CORP COM INTC 458140100 $468.9K 1.81% 3,900 SH
15 PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND HYS 72201R783 $451.1K 1.74% 4,986 SH
16 VANGUARD ENERGY ETF VDE 92204A306 $366.7K 1.41% 2,130 SH
17 FIDELITY LOW VOLATILITY FACTOR ETF FDLO 316092824 $364.5K 1.41% 5,159 SH
18 TESLA INC COM TSLA 88160R101 $357.6K 1.38% 1,008 SH
19 APPLE INC COM AAPL 037833100 $350.7K 1.35% 1,053 SH
20 TWIST BIOSCIENCE CORP COM TWST 90184D100 $342.6K 1.32% 1,773 SH
21 BROADCOM INC COM AVGO 11135F101 $297.1K 1.15% 846 SH
22 AMPHENOL CORP CL A APH 032095101 $294.7K 1.14% 3,496 SH
23 DATADOG INC CL A COM DDOG 23804L103 $280.4K 1.08% 1,024 SH
24 ISHARES U.S. HEALTHCARE ETF IYH 464287762 $277.2K 1.07% 3,874 SH
25 ARISTA NETWORKS INC COM SHS ANET 040413205 $276.3K 1.07% 1,357 SH
26 SCHWAB INTERMEDIATE-TERM US TREASURY ETF SCHR 808524854 $265.1K 1.02% 11,186 SH
27 SCHWAB INTERNATIONAL EQUITY ETF SCHF 808524805 $262.8K 1.01% 9,568 SH
28 PALANTIR TECHNOLOGIES INC CL A PLTR 69608A108 $247.8K 0.96% 1,325 SH
29 INTUITIVE SURGICAL INC COM NEW ISRG 46120E602 $231.4K 0.89% 569 SH
30 ADVANCED MICRO DEVICES INC COM AMD 007903107 $231.2K 0.89% 378 SH
31 BLACKROCK MUNIHLDNGS CALI COM MUC 09254L107 $220.6K 0.85% 22,621 SH
32 IONQ INC COM IONQ 46222L108 $212.5K 0.82% 4,844 SH
33 AMAZON COM INC COM AMZN 023135106 $200.8K 0.77% 806 SH
34 STATE STREET UTILITIES SELECT SECTOR SPDR ETF XLU 81369Y886 $191.5K 0.74% 4,856 SH
35 META PLATFORMS INC CL A META 30303M102 $191.4K 0.74% 264 SH
36 GE AEROSPACE COM NEW GE 369604301 $191.1K 0.74% 612 SH
37 ALPHABET INC CAP STK CL A GOOGL 02079K305 $181.0K 0.70% 526 SH
38 LAM RESEARCH CORP COM NEW LRCX 512807306 $180.7K 0.70% 550 SH
39 STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF SPHY 78468R606 $174.5K 0.67% 7,723 SH
40 SCHWAB LONG-TERM U.S. TREASURY ETF SCHQ 808524680 $165.1K 0.64% 5,802 SH
41 AMERICAN EXPRESS CO COM AXP 025816109 $164.8K 0.64% 542 SH
42 FREEPORT MCMORAN INC CL B FCX 35671D857 $155.2K 0.60% 2,217 SH
43 EMCOR GROUP INC COM EME 29084Q100 $135.1K 0.52% 179 SH
44 D-WAVE QUANTUM INC COM QBTS 26740W109 $131.2K 0.51% 7,917 SH
45 QUANTA SVCS INC COM PWR 74762E102 $127.9K 0.49% 199 SH
46 COMFORT SYS USA INC COM FIX 199908104 $124.1K 0.48% 75 SH
47 NETAPP INC COM NTAP 64110D104 $123.5K 0.48% 588 SH
48 INTERACTIVE BROKERS GROUP INC COM CL A IBKR 45841N107 $119.9K 0.46% 1,404 SH
49 SENTINELONE INC CL A S 81730H109 $118.8K 0.46% 5,000 SH
50 APPLOVIN CORP COM CL A APP 03831W108 $118.5K 0.46% 408 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-11-03 $25.9M 254 0001991340-26-000006
2026-06-30 2026-08-13 $25.8M 260 0001991340-26-000005
2026-03-31 2026-05-15 $22.6M 268 0001991340-26-000002
2025-12-31 2026-02-11 $390.9M 637 0001991340-26-000001
2025-09-30 2025-11-26 $384.0M 613 0001991340-25-000003
Filer Information
Address
500 N STREET
SUITE 30
SACRAMENTO, CA 95814
Phone
(888) 247-7753
Filing Manager
Strategic Advocates LLC
SACRAMENTO, CA
Signatory
Bradley Harsch
CIO