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Advisory Advocates, LLC

hedge fundUpdated 31 days ago

Managed by Advisory Advocates, Llc • Latest filing Q2 2026

Portfolio value
$116.6M
Q2 2026
Filings
3
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 3 quarters

Show data table
PeriodPortfolio value
Q4 2025$100.6M
Q1 2026$97.9M
Q2 2026$116.6M

Top holdings

188 positions as of Q2 2026

View filing
V

VANGUARD INDEX FDS

Value
$4M
Shares
5.9K
% Port
3.46%
F
2.FPF

FIRST TR EXCHANGE-TRADED FD

Value
$3.6M
Shares
156.2K
% Port
3.09%
S
3.STK

COLUMBIA SELIGM PREM TECH GR

Value
$2.9M
Shares
54.4K
% Port
2.51%
F
4.FPF

FIRST TR EXCHANGE-TRADED FD

Value
$2.5M
Shares
85.4K
% Port
2.15%
S

NUVEEN S&P 500 DYNAMIC OVERW

Value
$2.5M
Shares
134.6K
% Port
2.15%
A
6.ADX

ADAMS DIVERSIFIED EQUITY FD

Value
$2.2M
Shares
85.5K
% Port
1.87%
U
7.UTF

COHEN & STEERS INFRASTRUCTUR

Value
$2.2M
Shares
78.3K
% Port
1.85%
V

VANGUARD WORLD FD

Value
$2M
Shares
16.6K
% Port
1.70%
E
9.EXG

EATON VANCE TAX-MANAGED BUY-

Value
$1.8M
Shares
123.4K
% Port
1.57%
A
10.AAPL

APPLE INC

Value
$1.8M
Shares
6.3K
% Port
1.55%
J

J P MORGAN EXCHANGE TRADED F

Value
$1.8M
Shares
29.2K
% Port
1.54%
?
12.N/A

THE ALGER ETF TRUST

Value
$1.7M
Shares
69.0K
% Port
1.47%
?
13.N/A

ROYCE SMALL CAP TRUST INC

Value
$1.7M
Shares
90.6K
% Port
1.44%
G

ALPHABET INC

Value
$1.7M
Shares
4.6K
% Port
1.42%
M
15.MSFT

MICROSOFT CORP

Value
$1.5M
Shares
4.0K
% Port
1.27%
A
16.AMZN

AMAZON COM INC

Value
$1.5M
Shares
6.1K
% Port
1.24%
M
17.MU

MICRON TECHNOLOGY INC

Value
$1.4M
Shares
1.2K
% Port
1.19%
A
18.ASGI

ABRDN GLOBAL INFRA INCOME FU

Value
$1.3M
Shares
56.5K
% Port
1.13%
A
19.AOD

ABRDN TOTAL DYNAMIC DIVIDEND

Value
$1.3M
Shares
125.9K
% Port
1.11%
L
20.LMT

HANCOCK JOHN FINL OPPTYS

Value
$1.2M
Shares
30.8K
% Port
1.04%

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