# Advocacy Wealth Management, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1569452. Source: https://holderbook.com/funds/1569452-advocacy-wealth-management-llc/

- Reported value: $2.8B
- Positions: 151
- Weight of the ten largest: 51.2%
- Filed: 2026-07-29

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| SPDR SERIES TRUST | [SPYM](https://holderbook.com/stocks/SPYM/) | $507.6M | 5,775,658 | 18.4% | 11 |
| ISHARES INC | [EMXC](https://holderbook.com/stocks/EMXC/) | $122.6M | 1,198,777 | 4.5% | 11 |
| SPDR INDEX SHS FDS | [SPDW](https://holderbook.com/stocks/SPDW/) | $114.3M | 2,268,369 | 4.2% | 11 |
| ISHARES TR | [IVW](https://holderbook.com/stocks/IVW/) | $111.0M | 807,434 | 4.0% | 11 |
| PIMCO ETF TR | [PYLD](https://holderbook.com/stocks/PYLD/) | $107.1M | 4,039,522 | 3.9% | 8 |
| PIMCO ETF TR | [LDUR](https://holderbook.com/stocks/LDUR/) | $106.6M | 1,115,335 | 3.9% | 12 |
| BLACKROCK ETF TRUST | [DYNF](https://holderbook.com/stocks/DYNF/) | $100.5M | 1,478,143 | 3.7% | 10 |
| ISHARES TR | [IVE](https://holderbook.com/stocks/IVE/) | $96.4M | 424,530 | 3.5% | 10 |
| BLACKROCK ETF TRUST | [BAI](https://holderbook.com/stocks/BAI/) | $73.0M | 1,384,319 | 2.7% | 5 |
| BLACKROCK ETF TRUST | [CORO](https://holderbook.com/stocks/CORO/) | $69.1M | 1,889,296 | 2.5% | 1 |
| FIDELITY COVINGTON TRUST | [FENI](https://holderbook.com/stocks/FENI/) | $69.0M | 1,718,711 | 2.5% | 1 |
| SCHWAB STRATEGIC TR | [SCHM](https://holderbook.com/stocks/SCHM/) | $63.2M | 1,715,392 | 2.3% | 11 |
| BLACKROCK ETF TRUST | [IALT](https://holderbook.com/stocks/IALT/) | $59.4M | 2,116,253 | 2.2% | 1 |
| BLACKROCK ETF TRUST II | [CLOA](https://holderbook.com/stocks/CLOA/) | $57.1M | 1,099,924 | 2.1% | 6 |
| PIMCO ETF TR | [PMBS](https://holderbook.com/stocks/PMBS/) | $53.8M | 1,089,742 | 2.0% | 6 |
| DOUBLELINE ETF TRUST | [DMBS](https://holderbook.com/stocks/DMBS/) | $53.2M | 1,084,082 | 1.9% | 3 |
| PIMCO ETF TR | [BOND](https://holderbook.com/stocks/BOND/) | $52.5M | 569,047 | 1.9% | 3 |
| ISHARES TR | [MTUM](https://holderbook.com/stocks/MTUM/) | $51.7M | 150,686 | 1.9% | 7 |
| ISHARES TR | [IUSB](https://holderbook.com/stocks/IUSB/) | $50.3M | 1,088,957 | 1.8% | 2 |
| SPDR SERIES TRUST | [SPTL](https://holderbook.com/stocks/SPTL/) | $42.4M | 1,614,833 | 1.5% | 11 |
| GLOBAL X FDS | [SHLD](https://holderbook.com/stocks/SHLD/) | $35.1M | 587,492 | 1.3% | 4 |
| FIDELITY COVINGTON TRUST | [FSMD](https://holderbook.com/stocks/FSMD/) | $32.6M | 616,638 | 1.2% | 6 |
| BLACKROCK ETF TRUST | [THRO](https://holderbook.com/stocks/THRO/) | $32.2M | 747,703 | 1.2% | 6 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $29.0M | 81,024 | 1.1% | 4 |
| INVESCO EXCHANGE TRADED FD T | [RSP](https://holderbook.com/stocks/RSP/) | $27.3M | 128,355 | 1.0% | 7 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $26.2M | 21,869 | 1.0% | 4 |
| BLACKROCK ETF TRUST II | [BINC](https://holderbook.com/stocks/BINC/) | $24.4M | 465,922 | 0.9% | 10 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $24.1M | 120,359 | 0.9% | 5 |
| VANGUARD CHARLOTTE FDS | [BNDX](https://holderbook.com/stocks/BNDX/) | $23.8M | 491,698 | 0.9% | 5 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $23.4M | 98,091 | 0.8% | 4 |
| ISHARES TR | [MBB](https://holderbook.com/stocks/MBB/) | $22.5M | 238,354 | 0.8% | 11 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $19.1M | 51,331 | 0.7% | 5 |
| VERTIV HOLDINGS CO | [VRT](https://holderbook.com/stocks/VRT/) | $18.7M | 55,976 | 0.7% | 3 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $18.3M | 53,274 | 0.7% | 4 |
| ARISTA NETWORKS INC | [ANET](https://holderbook.com/stocks/ANET/) | $18.0M | 105,735 | 0.7% | 4 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $17.2M | 59,497 | 0.6% | 5 |
| UBER TECHNOLOGIES INC | [UBER](https://holderbook.com/stocks/UBER/) | $16.8M | 233,235 | 0.6% | 4 |
| EDWARDS LIFESCIENCES CORP | [EW](https://holderbook.com/stocks/EW/) | $15.8M | 174,962 | 0.6% | 4 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $15.4M | 189,933 | 0.6% | 4 |
| STRYKER CORPORATION | [SYK](https://holderbook.com/stocks/SYK/) | $15.3M | 48,645 | 0.6% | 4 |
| ISHARES GOLD TR | [IAU](https://holderbook.com/stocks/IAU/) | $14.9M | 197,676 | 0.5% | 7 |
| TAKE-TWO INTERACTIVE SOFTWAR | [TTWO](https://holderbook.com/stocks/TTWO/) | $14.3M | 57,347 | 0.5% | 4 |
| S&P GLOBAL INC | [SPGI](https://holderbook.com/stocks/SPGI/) | $13.9M | 34,253 | 0.5% | 4 |
| SCHWAB CHARLES CORP | [SCHW](https://holderbook.com/stocks/SCHW/) | $13.6M | 147,436 | 0.5% | 4 |
| AMPHENOL CORP | [APH](https://holderbook.com/stocks/APH/) | $12.7M | 72,030 | 0.5% | 4 |
| ASML HLDG NV | [ASML](https://holderbook.com/stocks/ASML/) | $11.5M | 5,796 | 0.4% | 4 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $11.2M | 156,583 | 0.4% | 4 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $11.1M | 32,665 | 0.4% | 4 |
| ABBOTT LABORATORIES | [ABT](https://holderbook.com/stocks/ABT/) | $10.5M | 115,947 | 0.4% | 4 |
| SERVICENOW INC | [NOW](https://holderbook.com/stocks/NOW/) | $10.5M | 105,607 | 0.4% | 4 |
| EATON CORP PLC | [ETN](https://holderbook.com/stocks/ETN/) | $10.4M | 24,315 | 0.4% | 1 |
| WISDOMTREE TR | [WTAI](https://holderbook.com/stocks/WTAI/) | $9.4M | 198,529 | 0.3% | 4 |
| ISHARES TR | [IEFA](https://holderbook.com/stocks/IEFA/) | $9.4M | 97,468 | 0.3% | 31 |
| INTERCONTINENTAL EXCHANGE IN | [ICE](https://holderbook.com/stocks/ICE/) | $9.3M | 75,467 | 0.3% | 4 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $8.4M | 38,480 | 0.3% | 6 |
| ALCON AG | [ALC](https://holderbook.com/stocks/ALC/) | $8.3M | 123,742 | 0.3% | 4 |
| INTUIT | [INTU](https://holderbook.com/stocks/INTU/) | $8.2M | 31,514 | 0.3% | 4 |
| LOWES COS INC | [LOW](https://holderbook.com/stocks/LOW/) | $7.4M | 33,651 | 0.3% | 4 |
| CHURCH & DWIGHT CO INC | [CHD](https://holderbook.com/stocks/CHD/) | $5.8M | 59,935 | 0.2% | 4 |
| SPDR SERIES TRUST | [SPTM](https://holderbook.com/stocks/SPTM/) | $5.7M | 62,504 | 0.2% | 26 |
| ISHARES TR | [AQLT](https://holderbook.com/stocks/AQLT/) | $5.6M | 179,079 | 0.2% | 7 |
| TIDAL TRUST I | [SPUS](https://holderbook.com/stocks/SPUS/) | $5.4M | 94,221 | 0.2% | 2 |
| INVESCO ACTIVELY MANAGED EXC | [GSY](https://holderbook.com/stocks/GSY/) | $5.1M | 101,940 | 0.2% | 27 |
| PIMCO ETF TR | [MINT](https://holderbook.com/stocks/MINT/) | $5.1M | 50,466 | 0.2% | 29 |
| J P MORGAN EXCHANGE TRADED F | [JPST](https://holderbook.com/stocks/JPST/) | $5.1M | 100,560 | 0.2% | 30 |
| ISHARES TR | [FLOT](https://holderbook.com/stocks/FLOT/) | $5.0M | 98,597 | 0.2% | 22 |
| VIKING HOLDINGS LTD | [VIK](https://holderbook.com/stocks/VIK/) | $4.7M | 44,778 | 0.2% | 1 |
| ISHARES TR | [ICSH](https://holderbook.com/stocks/ICSH/) | $4.7M | 92,129 | 0.2% | 27 |
| INVESCO EXCH TRADED FD TR II | [KBWB](https://holderbook.com/stocks/KBWB/) | $4.0M | 42,923 | 0.1% | 7 |
| INVESCO EXCH TRD SLF IDX FD | [OMFL](https://holderbook.com/stocks/OMFL/) | $3.8M | 55,036 | 0.1% | 11 |
| TIDAL TRUST I | [SPSK](https://holderbook.com/stocks/SPSK/) | $3.6M | 201,545 | 0.1% | 2 |
| SP FUNDS TRUST | [SPWO](https://holderbook.com/stocks/SPWO/) | $3.3M | 94,504 | 0.1% | 2 |
| ISHARES TR | [GVI](https://holderbook.com/stocks/GVI/) | $2.8M | 26,542 | 0.1% | 4 |
| ISHARES TR | [IWD](https://holderbook.com/stocks/IWD/) | $2.7M | 11,180 | 0.1% | 4 |
| ISHARES TR | [IGV](https://holderbook.com/stocks/IGV/) | $2.6M | 29,123 | 0.1% | 1 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $2.4M | 3,433 | 0.1% | 27 |
| ISHARES INC | [EWG](https://holderbook.com/stocks/EWG/) | $1.9M | 47,108 | 0.1% | 5 |
| ISHARES INC | [IEMG](https://holderbook.com/stocks/IEMG/) | $1.9M | 23,495 | 0.1% | 4 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $1.9M | 3,396 | 0.1% | 4 |
| ISHARES TR | [AGG](https://holderbook.com/stocks/AGG/) | $1.8M | 17,815 | 0.1% | 28 |
| MONSTER BEVERAGE CORP NEW | [MNST](https://holderbook.com/stocks/MNST/) | $1.7M | 17,643 | 0.1% | 4 |
| SNOWFLAKE INC | [SNOW](https://holderbook.com/stocks/SNOW/) | $1.7M | 6,625 | 0.1% | 1 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $1.5M | 1,562 | 0.1% | 4 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $1.5M | 1,938 | 0.1% | 31 |
| RAYMOND JAMES FINL INC | [RJF](https://holderbook.com/stocks/RJF/) | $1.4M | 9,256 | 0.1% | 4 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $1.4M | 3,905 | 0.1% | 4 |
| SCHWAB STRATEGIC TR | [SCHV](https://holderbook.com/stocks/SCHV/) | $1.4M | 38,949 | 0.0% | 4 |
| ISHARES TR | [QUAL](https://holderbook.com/stocks/QUAL/) | $1.4M | 6,172 | 0.0% | 15 |
| AMETEK INC | [AME](https://holderbook.com/stocks/AME/) | $1.3M | 5,422 | 0.0% | 4 |
| ISHARES TR | [EFA](https://holderbook.com/stocks/EFA/) | $1.3M | 12,345 | 0.0% | 4 |
| MSCI INC | [MSCI](https://holderbook.com/stocks/MSCI/) | $1.3M | 2,256 | 0.0% | 2 |
| BIRKENSTOCK HOLDING PLC | [BIRK](https://holderbook.com/stocks/BIRK/) | $1.2M | 28,609 | 0.0% | 4 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $1.2M | 3,480 | 0.0% | 4 |
| CORNING INC | [GLW](https://holderbook.com/stocks/GLW/) | $1.2M | 4,675 | 0.0% | 4 |
| DOORDASH INC | [DASH](https://holderbook.com/stocks/DASH/) | $1.2M | 6,455 | 0.0% | 4 |
| TE CONNECTIVITY PLC | [TEL](https://holderbook.com/stocks/TEL/) | $1.2M | 5,747 | 0.0% | 4 |
| CORPAY INC | [CPAY](https://holderbook.com/stocks/CPAY/) | $1.1M | 3,439 | 0.0% | 4 |
| STERIS PLC | [STE](https://holderbook.com/stocks/STE/) | $1.1M | 5,415 | 0.0% | 3 |
| GLOBUS MED INC | [GMED](https://holderbook.com/stocks/GMED/) | $1.1M | 13,781 | 0.0% | 4 |
| ATLASSIAN CORPORATION | [TEAM](https://holderbook.com/stocks/TEAM/) | $1.1M | 13,982 | 0.0% | 4 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +11.4% | +14.8% | -3.4% | 100% |
| Q1 2026 | -3.1% | -4.6% | +1.6% | 100% |
| Q4 2025 | +1.9% | +2.4% | -0.5% | 100% |
| Q3 2025 | +5.4% | +7.8% | -2.4% | 100% |
| Q2 2025 | +7.2% | +10.5% | -3.2% | 100% |
| Q1 2025 | -1.3% | -4.6% | +3.3% | 100% |
| Q4 2024 | -1.7% | +2.1% | -3.9% | 100% |
| Q3 2024 | +4.5% | +5.4% | -0.9% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $2.8B | 151 |
| Q1 2026 | $2.3B | 143 |
| Q4 2025 | $2.4B | 142 |
| Q3 2025 | $2.3B | 142 |
| Q2 2025 | $1.6B | 63 |
| Q1 2025 | $1.5B | 55 |
| Q4 2024 | $1.3B | 53 |
| Q3 2024 | $1.3B | 50 |
| Q2 2024 | $1.2B | 51 |
| Q1 2024 | $1.2B | 54 |
| Q4 2023 | $1.1B | 51 |
| Q3 2023 | $898.8M | 37 |