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Advocacy Wealth Management, LLC

Q2 2026 13F filing

Updated 43 days ago

151 disclosed positions worth $2.8B

Portfolio value
$2.8B
Total holdings
151
New positions
17
Closed positions
9
Increased
70
Decreased
59
Turnover
17.2%
Filed
2026-07-29

Full holdings

Every line item disclosed in Q2 2026

S

SPDR SERIES TRUST

+45.0%
Value
$507.6M
Shares
5.78M
% Port
18.44%
E

ISHARES INC

+132.1%
Value
$122.6M
Shares
1.20M
% Port
4.46%
S

SPDR INDEX SHS FDS

+9.3%
Value
$114.3M
Shares
2.27M
% Port
4.15%
E

ISHARES TR

-2.6%
Value
$111M
Shares
807.4K
% Port
4.04%
P
5.PDI

PIMCO ETF TR

+3.0%
Value
$107.1M
Shares
4.04M
% Port
3.89%
P
6.PDI

PIMCO ETF TR

+3.2%
Value
$106.6M
Shares
1.12M
% Port
3.87%
E

BLACKROCK ETF TRUST

-1.4%
Value
$100.5M
Shares
1.48M
% Port
3.65%
E

ISHARES TR

-16.9%
Value
$96.4M
Shares
424.5K
% Port
3.50%
E

BLACKROCK ETF TRUST

-16.0%
Value
$73M
Shares
1.38M
% Port
2.65%
E
10.ETHA

BLACKROCK ETF TRUST

Value
$69.1M
Shares
1.89M
% Port
2.51%
F
11.FIS

FIDELITY COVINGTON TRUST

Value
$69M
Shares
1.72M
% Port
2.51%
S

SCHWAB STRATEGIC TR

+8.5%
Value
$63.2M
Shares
1.72M
% Port
2.30%
E
13.ETHA

BLACKROCK ETF TRUST

Value
$59.4M
Shares
2.12M
% Port
2.16%
?
14.N/A

BLACKROCK ETF TRUST II

+4.4%
Value
$57.1M
Shares
1.10M
% Port
2.07%
?
15.N/A

PIMCO ETF TR

+2.9%
Value
$53.8M
Shares
1.09M
% Port
1.96%
?
16.N/A

DOUBLELINE ETF TRUST

+3.5%
Value
$53.2M
Shares
1.08M
% Port
1.93%
P
17.PDI

PIMCO ETF TR

+4.3%
Value
$52.5M
Shares
569.0K
% Port
1.91%
E
18.ETHA

ISHARES TR

-25.2%
Value
$51.7M
Shares
150.7K
% Port
1.88%
E
19.ETHA

ISHARES TR

+168.3%
Value
$50.3M
Shares
1.09M
% Port
1.83%
S

SPDR SERIES TRUST

-59.4%
Value
$42.4M
Shares
1.61M
% Port
1.54%
?
21.N/A

GLOBAL X FDS

+25.1%
Value
$35.1M
Shares
587.5K
% Port
1.27%
?
22.N/A

FIDELITY COVINGTON TRUST

+8.4%
Value
$32.6M
Shares
616.6K
% Port
1.18%
E
23.ETHA

BLACKROCK ETF TRUST

-38.6%
Value
$32.2M
Shares
747.7K
% Port
1.17%
G

ALPHABET INC

-0.5%
Value
$29M
Shares
81.0K
% Port
1.05%
I
25.IVZ

INVESCO EXCHANGE TRADED FD T

+4.1%
Value
$27.3M
Shares
128.4K
% Port
0.99%
L
26.LLY

ELI LILLY & CO

-0.9%
Value
$26.2M
Shares
21.9K
% Port
0.95%
E
27.ETHA

BLACKROCK ETF TRUST II

+2664.1%
Value
$24.4M
Shares
465.9K
% Port
0.89%
N
28.NVDA

NVIDIA CORPORATION

+1.7%
Value
$24.1M
Shares
120.4K
% Port
0.88%
V
29.VGES

VANGUARD CHARLOTTE FDS

+9.9%
Value
$23.8M
Shares
491.7K
% Port
0.87%
A
30.AMZN

AMAZON COM INC

-0.4%
Value
$23.4M
Shares
98.1K
% Port
0.85%
E
31.ETHA

ISHARES TR

+4.1%
Value
$22.5M
Shares
238.4K
% Port
0.82%
M
32.MSFT

MICROSOFT CORP

+0.7%
Value
$19.1M
Shares
51.3K
% Port
0.70%
V
33.VRT

VERTIV HOLDINGS CO

-0.9%
Value
$18.7M
Shares
56.0K
% Port
0.68%
V
34.V

VISA INC

-0.8%
Value
$18.3M
Shares
53.3K
% Port
0.66%
A
35.ANET

ARISTA NETWORKS INC

-1.3%
Value
$18M
Shares
105.7K
% Port
0.65%
A
36.AAPL

APPLE INC

+1.6%
Value
$17.2M
Shares
59.5K
% Port
0.63%
U
37.UBER

UBER TECHNOLOGIES INC

+24.5%
Value
$16.8M
Shares
233.2K
% Port
0.61%
E
38.EW

EDWARDS LIFESCIENCES CORP

-1.8%
Value
$15.8M
Shares
175.0K
% Port
0.58%
K
39.KO

COCA COLA CO

+0.8%
Value
$15.4M
Shares
189.9K
% Port
0.56%
S
40.SYK

STRYKER CORPORATION

+24.4%
Value
$15.3M
Shares
48.6K
% Port
0.56%
I
41.IAU

ISHARES GOLD TR

+6.6%
Value
$14.9M
Shares
197.7K
% Port
0.54%
T
42.TTWO

TAKE-TWO INTERACTIVE SOFTWAR

-1.6%
Value
$14.3M
Shares
57.3K
% Port
0.52%
S
43.SPGI

S&P GLOBAL INC

-2.1%
Value
$13.9M
Shares
34.3K
% Port
0.51%
S

SCHWAB CHARLES CORP

-3.1%
Value
$13.6M
Shares
147.4K
% Port
0.49%
A
45.APH

AMPHENOL CORP

-3.2%
Value
$12.7M
Shares
72.0K
% Port
0.46%
A

ASML HLDG NV

-32.7%
Value
$11.5M
Shares
5.8K
% Port
0.42%
N
47.NFLX

NETFLIX INC.

-1.8%
Value
$11.2M
Shares
156.6K
% Port
0.41%
P
48.PANW

PALO ALTO NETWORKS INC

-60.2%
Value
$11.1M
Shares
32.7K
% Port
0.40%
A
49.ABT

ABBOTT LABORATORIES

-6.5%
Value
$10.5M
Shares
115.9K
% Port
0.38%
N
50.NOW

SERVICENOW INC

-14.0%
Value
$10.5M
Shares
105.6K
% Port
0.38%