Advocacy Wealth Management, LLC
CIK 1569452 · View on SEC EDGAR ↗
- Portfolio value
- $2.8B
- Positions
- 151
- As of
- June 30, 2026
#1,244 of 9,443 by 13F value · top 13.2%
Portfolio value QoQ: +21.7% 13F does not disclose cash
- Top 10 holdings weight
- 51.17%
- Top 25 holdings weight
- 76.92%
- Positions above 1%
- 24
- Effective number of positions
- 19.2
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 13.46% Est. buys $569,518,176 · sells $337,468,268
Median holding: 4.0 quarters Tracked Q4 2024–Q2 2026 · 84.4% still held
- New positions
- 17
- Increased
- 70
- Decreased
- 59
- Closed
- 9
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
4.0%
Health Care
3.0%
Industrials
2.4%
Financial Services
2.2%
Communication Services
2.1%
Retail
1.3%
Communications
0.7%
Consumer Staples
0.7%
Consumer Discretionary
0.3%
Consumer products
0.2%
Financials
0.0%
Energy
0.0%
Other/Unmapped
83.1%
Full portfolio 151 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| SPYM | $507,564,785 | 18.44% | 5,775,658 | $202,725,901 | Up ×4 | ||
| EMXC iShares MSCI Emerging Markets ex China ETF | $122,634,918 | 4.46% | 1,198,777 | $82,001,443 | Up ×1 | ||
| SPDW | $114,303,114 | 4.15% | 2,268,369 | $19,516,823 | Up ×1 | ||
| IVW | $111,046,411 | 4.03% | 807,434 | $17,307,054 | Down ×1 | ||
| PYLD | $107,128,136 | 3.89% | 4,039,522 | $4,338,057 | Up ×6 | ||
| LDUR | $106,637,184 | 3.87% | 1,115,335 | $3,074,157 | Up ×5 | ||
| DYNF | $100,528,519 | 3.65% | 1,478,143 | $13,271,598 | Down ×2 | ||
| IVE | $96,393,802 | 3.50% | 424,530 | $-11,417,928 | Down ×2 | ||
| BAI | $72,981,319 | 2.65% | 1,384,319 | $18,697,762 | Down ×1 | ||
| CORO iShares International Country Rotation Active ETF | $69,148,234 | 2.51% | 1,889,296 | Up ×1 | |||
| FENI | $68,971,886 | 2.51% | 1,718,711 | Up ×1 | |||
| SCHM | $63,246,503 | 2.30% | 1,715,392 | $14,292,365 | Up ×3 | ||
| IALT iShares Systematic Alternatives Active ETF | $59,360,904 | 2.16% | 2,116,253 | Up ×1 | |||
| CLOA iShares AAA CLO Active ETF | $57,097,061 | 2.07% | 1,099,924 | $2,474,028 | Up ×5 | ||
| PMBS PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund | $53,811,439 | 1.96% | 1,089,742 | $1,298,155 | Up ×1 | ||
| DMBS | $53,217,019 | 1.93% | 1,084,082 | $1,487,790 | Up ×2 | ||
| BOND PIMCO Active Bond Exchange-Traded Fund Exchange-Traded Fund | $52,471,824 | 1.91% | 569,047 | $2,112,875 | Up ×2 | ||
| MTUM | $51,659,681 | 1.88% | 150,686 | $3,315,855 | Down ×1 | ||
| IUSB iShares Core Universal USD Bond ETF | $50,255,366 | 1.83% | 1,088,957 | $31,507,445 | Up ×1 | ||
| SPTL | $42,357,069 | 1.54% | 1,614,833 | $-62,286,028 | Down ×1 | ||
| SHLD | $35,079,153 | 1.27% | 587,492 | $1,811,690 | Up ×3 | ||
| FSMD | $32,589,318 | 1.18% | 616,638 | $7,145,874 | Up ×3 | ||
| THRO | $32,233,476 | 1.17% | 747,703 | $-11,911,714 | Down ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $28,955,547 | 1.05% | 81,024 | $5,537,236 | Down ×3 | ||
| RSP | $27,310,093 | 0.99% | 128,355 | $3,639,832 | Up ×2 | ||
| LLY Eli Lilly and Company Common Stock | $26,230,335 | 0.95% | 21,869 | $5,938,370 | Down ×3 | ||
| BINC | $24,386,357 | 0.89% | 465,922 | $23,511,025 | Up ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $24,082,639 | 0.88% | 120,359 | $3,447,974 | Up ×1 | ||
| BNDX Vanguard Total International Bond ETF | $23,812,934 | 0.87% | 491,698 | $2,307,676 | Up ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $23,379,009 | 0.85% | 98,091 | $2,868,164 | Down ×1 | ||
| MBB iShares MBS ETF | $22,529,220 | 0.82% | 238,354 | $793,266 | Up ×4 | ||
| MSFT Microsoft Corporation - Common Stock | $19,147,489 | 0.70% | 51,331 | $269,190 | Up ×4 | ||
| VRT Vertiv Holdings, LLC Class A Common Stock | $18,741,884 | 0.68% | 55,976 | $4,585,117 | Down ×1 | ||
| V Visa Inc. | $18,277,777 | 0.66% | 53,274 | $2,051,721 | Down ×3 | ||
| ANET Arista Networks, Inc. Common Stock | $17,962,262 | 0.65% | 105,735 | $4,805,158 | Down ×1 | ||
| AAPL Apple Inc. - Common Stock | $17,216,052 | 0.63% | 59,497 | $2,361,977 | Up ×1 | ||
| UBER Uber Technologies, Inc. Common Stock | $16,830,237 | 0.61% | 233,235 | $3,358,395 | Up ×2 | ||
| EW Edwards Lifesciences Corporation Common Stock | $15,827,063 | 0.58% | 174,962 | $1,559,931 | Down ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $15,435,855 | 0.56% | 189,933 | $1,112,674 | Up ×2 | ||
| SYK Stryker Corporation Common Stock | $15,315,392 | 0.56% | 48,645 | $2,469,495 | Up ×2 | ||
| IAU | $14,926,515 | 0.54% | 197,676 | $-1,415,352 | Up ×1 | ||
| TTWO Take-Two Interactive Software, Inc. - Common Stock | $14,335,603 | 0.52% | 57,347 | $2,820,365 | Down ×1 | ||
| SPGI S&P Global Inc. Common Stock | $13,949,877 | 0.51% | 34,253 | $-925,113 | Down ×1 | ||
| SCHW Charles Schwab Corporation (The) Common Stock | $13,603,919 | 0.49% | 147,436 | $-700,494 | Down ×1 | ||
| APH Amphenol Corporation Common Stock | $12,700,330 | 0.46% | 72,030 | $3,302,165 | Down ×1 | ||
| ASML ASML Holding N.V. - New York Registry Shares | $11,530,794 | 0.42% | 5,796 | $155,806 | Down ×3 | ||
| NFLX Netflix, Inc. - Common Stock | $11,180,026 | 0.41% | 156,583 | $-4,149,360 | Down ×1 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $11,139,418 | 0.40% | 32,665 | $-2,004,738 | Down ×1 | ||
| ABT Abbott Laboratories Common Stock | $10,521,031 | 0.38% | 115,947 | $-2,211,177 | Down ×3 | ||
| NOW ServiceNow, Inc. Common Stock | $10,484,663 | 0.38% | 105,607 | $-2,348,640 | Down ×1 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $10,361,108 | 0.38% | 24,315 | Up ×1 | |||
| WTAI | $9,424,172 | 0.34% | 198,529 | $3,013,732 | Down ×1 | ||
| IEFA | $9,413,459 | 0.34% | 97,468 | $984,573 | Up ×2 | ||
| ICE Intercontinental Exchange Inc. Common Stock | $9,290,742 | 0.34% | 75,467 | $-2,809,594 | Down ×3 | ||
| VTV | $8,385,946 | 0.30% | 38,480 | $2,911,770 | Up ×2 | ||
| ALC Alcon Inc. Ordinary Shares | $8,303,089 | 0.30% | 123,742 | $3,612,552 | Up ×1 | ||
| INTU Intuit Inc. - Common Stock | $8,225,154 | 0.30% | 31,514 | $-7,118,282 | Down ×1 | ||
| LOW Lowe's Companies, Inc. Common Stock | $7,419,709 | 0.27% | 33,651 | $-4,166,752 | Down ×3 | ||
| CHD Church & Dwight Company, Inc. Common Stock | $5,806,503 | 0.21% | 59,935 | $332,539 | Up ×3 | ||
| SPTM | $5,674,738 | 0.21% | 62,504 | $733,172 | |||
| AQLT | $5,645,483 | 0.21% | 179,079 | $1,686,429 | Up ×1 | ||
| SPUS | $5,417,708 | 0.20% | 94,221 | $1,822,757 | Up ×1 | ||
| GSY | $5,112,291 | 0.19% | 101,940 | $-341,366 | Down ×1 | ||
| MINT | $5,087,457 | 0.18% | 50,466 | $-357,483 | Down ×1 | ||
| JPST | $5,085,343 | 0.18% | 100,560 | $-365,834 | Down ×1 | ||
| FLOT | $5,033,396 | 0.18% | 98,597 | $-749,091 | Down ×1 | ||
| VIK Viking Holdings Ltd Ordinary Shares | $4,686,913 | 0.17% | 44,778 | Up ×1 | |||
| ICSH | $4,659,909 | 0.17% | 92,129 | $-334,993 | Down ×1 | ||
| KBWB Invesco KBW Bank ETF | $3,990,981 | 0.15% | 42,923 | $916,140 | Up ×3 | ||
| OMFL | $3,772,167 | 0.14% | 55,036 | $808,371 | Up ×1 | ||
| SPSK | $3,629,825 | 0.13% | 201,545 | $1,501,211 | Up ×1 | ||
| SPWO | $3,267,948 | 0.12% | 94,504 | $1,102,019 | Up ×1 | ||
| GVI | $2,815,974 | 0.10% | 26,542 | $-17,020 | Down ×3 | ||
| IWD | $2,710,367 | 0.10% | 11,180 | $321,536 | |||
| IGV | $2,638,544 | 0.10% | 29,123 | Up ×1 | |||
| VOO | $2,357,862 | 0.09% | 3,433 | $170,876 | Down ×2 | ||
| EWG | $1,948,858 | 0.07% | 47,108 | $132,686 | Up ×2 | ||
| IEMG | $1,946,326 | 0.07% | 23,495 | $495,247 | Up ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $1,912,933 | 0.07% | 3,396 | $110,723 | Up ×3 | ||
| AGG | $1,763,329 | 0.06% | 17,815 | $587,774 | Up ×1 | ||
| MNST Monster Beverage Corporation - Common Stock | $1,695,845 | 0.06% | 17,643 | $427,215 | Up ×1 | ||
| SNOW Snowflake Inc. Common Stock | $1,686,063 | 0.06% | 6,625 | Up ×1 | |||
| COST Costco Wholesale Corporation - Common Stock | $1,461,204 | 0.05% | 1,562 | $-16,502 | Up ×3 | ||
| IVV | $1,451,349 | 0.05% | 1,938 | $261,200 | Up ×2 | ||
| RJF Raymond James Financial, Inc. Common Stock | $1,407,190 | 0.05% | 9,256 | $66,145 | Down ×3 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $1,379,754 | 0.05% | 3,905 | $273,909 | Up ×1 | ||
| SCHV | $1,355,815 | 0.05% | 38,949 | $167,138 | Down ×3 | ||
| QUAL | $1,354,341 | 0.05% | 6,172 | $-75,786,287 | Down ×3 | ||
| AME AMETEK, Inc. | $1,311,799 | 0.05% | 5,422 | $160,686 | Up ×2 | ||
| EFA | $1,282,399 | 0.05% | 12,345 | $83,329 | |||
| MSCI MSCI Inc. Common Stock | $1,263,450 | 0.05% | 2,256 | $353,601 | Up ×1 | ||
| BIRK Birkenstock Holding plc Ordinary Shares | $1,231,045 | 0.04% | 28,609 | $204,408 | Down ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $1,227,326 | 0.04% | 3,480 | $170,931 | Up ×1 | ||
| GLW Corning Incorporated Common Stock | $1,194,135 | 0.04% | 4,675 | $196,795 | Down ×3 | ||
| DASH DoorDash, Inc. - Common Stock | $1,191,141 | 0.04% | 6,455 | $533,034 | Up ×2 | ||
| TEL TE Connectivity plc Ordinary Shares | $1,158,653 | 0.04% | 5,747 | $-30,880 | Up ×1 | ||
| CPAY Corpay, Inc. Common Stock | $1,146,116 | 0.04% | 3,439 | $150,057 | Up ×1 | ||
| STE STERIS plc (Ireland) Ordinary Shares | $1,140,237 | 0.04% | 5,415 | $331,786 | Up ×2 | ||
| GMED Globus Medical, Inc. Class A Common Stock | $1,088,837 | 0.04% | 13,781 | $-100,602 | Down ×1 | ||
| TEAM Atlassian Corporation - Class A Common Stock | $1,087,660 | 0.04% | 13,982 | $133,661 | Up ×2 | ||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| SPYM | $507,564,785 | 18.44% | up ×4 |
| PYLD | $107,128,136 | 3.89% | up ×6 |
| LDUR | $106,637,184 | 3.87% | up ×5 |
| SCHM | $63,246,503 | 2.30% | up ×3 |
| CLOA | $57,097,061 | 2.07% | up ×5 |
| SHLD | $35,079,153 | 1.27% | up ×3 |
| FSMD | $32,589,318 | 1.18% | up ×3 |
| MBB | $22,529,220 | 0.82% | up ×4 |
| MSFT | $19,147,489 | 0.70% | up ×4 |
| CHD | $5,806,503 | 0.21% | up ×3 |
| KBWB | $3,990,981 | 0.15% | up ×3 |
| META | $1,912,933 | 0.07% | up ×3 |
| COST | $1,461,204 | 0.05% | up ×3 |
| CSCO | $863,096 | 0.03% | up ×3 |
| JNJ | $807,117 | 0.03% | up ×3 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| CORO | $69,148,234 | 1,889,296 | 2.51% |
| FENI | $68,971,886 | 1,718,711 | 2.51% |
| IALT | $59,360,904 | 2,116,253 | 2.16% |
| ETN | $10,361,108 | 24,315 | 0.38% |
| VIK | $4,686,913 | 44,778 | 0.17% |
| IGV | $2,638,544 | 29,123 | 0.10% |
| SNOW | $1,686,063 | 6,625 | 0.06% |
| AMD | $612,279 | 1,054 | 0.02% |
| CELH | $586,186 | 20,020 | 0.02% |
| AVGO | $548,871 | 1,453 | 0.02% |
| UTWY | $503,624 | 11,800 | 0.02% |
| CMG | $367,642 | 10,813 | 0.01% |
| MU | $342,824 | 297 | 0.01% |
| TSLA | $301,150 | 716 | 0.01% |
| MA | $234,715 | 457 | 0.01% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| SPYM | Bought more | +1.8M | +$202.7M |
| EMXC | Bought more | +682K | +$82.0M |
| SPTL | Trimmed | -2.4M | -$62.3M |
| IUSB | Bought more | +683K | +$31.5M |
| SPDW | Bought more | +192K | +$19.5M |
| BAI | Trimmed | -263K | +$18.7M |
| IVW | Trimmed | -21K | +$17.3M |
| SCHM | Bought more | +134K | +$14.3M |
| DYNF | Trimmed | -22K | +$13.3M |
| THRO | Trimmed | -471K | -$11.9M |
3 positions hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| VB | March 31, 2025 | 99,113 | $23,814,882 | No longer tracked |
| UFIV | Sept. 30, 2025 | 382,068 | $18,807,086 | |
| HEFA | June 30, 2025 | 456,158 | $16,553,974 | No longer tracked |
| SIVR | March 31, 2026 | 242,213 | $16,383,287 | No longer tracked |
| SPIB | Sept. 30, 2025 | 445,213 | $14,950,268 | No longer tracked |
| ZTS | Dec. 31, 2025 | 76,618 | $11,210,745 | -39.1% |
| CMG | Dec. 31, 2025 | 267,632 | $10,488,498 | -3.0% |
| IFRA | March 31, 2025 | 217,916 | $10,087,342 | No longer tracked |
| EMB | March 31, 2026 | 89,441 | $8,611,379 | |
| ACN | June 30, 2026 | 27,729 | $5,498,390 | 46.7% |
| ADBE | June 30, 2026 | 21,512 | $5,229,136 | 33.1% |
| WDAY | March 31, 2026 | 23,463 | $5,039,383 | 50.4% |
| FLIN | June 30, 2026 | 99,179 | $3,294,726 | No longer tracked |
| FDIS | Sept. 30, 2025 | 27,955 | $2,629,727 | No longer tracked |
| VEEV | Dec. 31, 2025 | 5,323 | $1,585,775 | 11.0% |
| EFV | June 30, 2026 | 16,085 | $1,195,920 | No longer tracked |
| PINS | March 31, 2026 | 37,650 | $974,759 | 25.8% |
| PRMB | Dec. 31, 2025 | 41,330 | $913,393 | 41.4% |
| XLG | June 30, 2026 | 14,898 | $812,686 | No longer tracked |
| MDY | March 31, 2026 | 1,104 | $666,021 | No longer tracked |
| MUB | June 30, 2026 | 5,336 | $566,416 | No longer tracked |
| XOM | March 31, 2025 | 3,989 | $429,107 | 39.9% |
| XLI | Dec. 31, 2025 | 2,382 | $367,376 | No longer tracked |
| HYDB | March 31, 2025 | 7,041 | $330,997 | No longer tracked |
| IYW | March 31, 2026 | 1,377 | $274,961 | No longer tracked |
| DMBS | March 31, 2025 | 5,420 | $260,702 | No longer tracked |
| VV | June 30, 2026 | 789 | $235,793 | No longer tracked |
| LONZ | June 30, 2026 | 4,772 | $235,638 | No longer tracked |
| USMV | Dec. 31, 2025 | 2,472 | $235,186 | No longer tracked |
| JPIB | March 31, 2025 | 4,824 | $227,982 | No longer tracked |
| JPIB | Sept. 30, 2025 | 4,548 | $221,124 | No longer tracked |
| CARY | June 30, 2026 | 10,633 | $220,878 |