Q2 2026 13F · SEC CIK 1569452

Advocacy Wealth Management, LLC

Wealth managerFiled 2026-07-29 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $2.8B
Reported positions: 151
Top holdings a year, 3 yrs: +12.0%
Assets under management: $3.2B

Advocacy Wealth Management, LLC is a wealth manager that reported 151 positions worth $2.8B in its Q2 2026 13F, filed 2026-07-29. Its largest holdings were Spdr Series Trust (SPLG, 18.4%), Ishares Inc (EMXC, 4.5%), Spdr Index Shs Fds (SPDW, 4.2%). A portfolio copying its top holdings returned 12.0% a year over the last 3 years, against 20.4% for the S&P 500.

Advocacy Wealth Management, LLC holdings largest 50 of 151 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Advocacy Wealth Management, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SPLGSpdr Series Trust	18.4%	13.5%	5,775,658	+45.0%	$507.6M
EMXCIshares Inc	4.5%	1.8%	1,198,777	+132.1%	$122.6M
SPDWSpdr Index Shs Fds	4.2%	4.2%	2,268,369	+9.2%	$114.3M
IVWIshares Tr	4.0%	4.1%	807,434	-2.6%	$111.0M
PYLDPimco ETF Tr	3.9%	4.5%	4,039,522	+3.0%	$107.1M
LDURPimco ETF Tr	3.9%	4.6%	1,115,335	+3.2%	$106.6M
DYNFBlackrock ETF Trust	3.7%	3.9%	1,478,143	-1.4%	$100.5M
IVEIshares Tr	3.5%	4.8%	424,530	-16.9%	$96.4M
BAIBlackrock ETF Trust	2.7%	2.4%	1,384,319	-16.0%	$73.0M
COROBlackrock ETF Trust	2.5%	—	1,889,296	—	$69.1M
FENIFidelity Covington Trust	2.5%	—	1,718,711	—	$69.0M
SCHMSchwab Strategic Tr	2.3%	2.2%	1,715,392	+8.5%	$63.2M
IALTBlackrock ETF Trust	2.2%	—	2,116,253	—	$59.4M
CLOABlackrock ETF Trust II	2.1%	2.4%	1,099,924	+4.4%	$57.1M
PMBSPimco ETF Tr	2.0%	2.3%	1,089,742	+2.9%	$53.8M
DMBSDoubleline ETF Trust	1.9%	2.3%	1,084,082	+3.5%	$53.2M
BONDPimco ETF Tr	1.9%	2.2%	569,047	+4.3%	$52.5M
MTUMIshares Tr	1.9%	2.1%	150,686	-25.2%	$51.7M
IUSBIshares Tr	1.8%	0.8%	1,088,957	+168.3%	$50.3M
SPTLSpdr Series Trust	1.5%	4.6%	1,614,833	-59.4%	$42.4M
SHLDGlobal X Defense Tech ETF	1.3%	1.5%	587,492	+25.1%	$35.1M
FSMDFidelity Covington Trust	1.2%	1.1%	616,638	+8.4%	$32.6M
BTHMBlackrock ETF Trust	1.2%	2.0%	747,703	-38.7%	$32.2M
GOOGLAlphabet Inc	1.1%	1.0%	81,024	-0.5%	$29.0M
RSPInvesco Exchange Traded Fd T	1.0%	1.0%	128,355	+4.1%	$27.3M
LLYEli Lilly & Co	1.0%	0.9%	21,869	-0.9%	$26.2M
BINCBlackrock ETF Trust II	0.9%	—	465,922	—	$24.4M
NVDANvidia Corporation	0.9%	0.9%	120,359	+1.7%	$24.1M
BNDXVanguard Charlotte Fds	0.9%	1.0%	491,698	+9.9%	$23.8M
AMZNAmazon Com Inc	0.8%	0.9%	98,091	-0.4%	$23.4M
MBBIshares Tr	0.8%	1.0%	238,354	+4.1%	$22.5M
MSFTMicrosoft Corp	0.7%	0.8%	51,331	+0.7%	$19.1M
VRTVertiv Holdings Co	0.7%	0.6%	55,976	-0.9%	$18.7M
VVisa Inc	0.7%	0.7%	53,274	-0.8%	$18.3M
ANETArista Networks Inc	0.7%	0.6%	105,735	-1.3%	$18.0M
AAPLApple Inc	0.6%	0.7%	59,497	+1.7%	$17.2M
UBERUber Technologies Inc	0.6%	0.6%	233,235	+24.5%	$16.8M
EWEdwards Lifesciences Corp	0.6%	0.6%	174,962	-1.8%	$15.8M
KOCoca Cola Co	0.6%	0.6%	189,933	+0.8%	$15.4M
SYKStryker Corporation	0.6%	0.6%	48,645	+24.4%	$15.3M
IAUIshares Gold Tr	0.5%	0.7%	197,676	+6.6%	$14.9M
TTWOTake-Two Interactive Softwar	0.5%	0.5%	57,347	-1.6%	$14.3M
SPGIS&p Global Inc	0.5%	0.7%	34,253	-2.1%	$13.9M
SCHWCharles Schwab Corp (the)	0.5%	0.6%	147,436	-3.1%	$13.6M
APHAmphenol Corp	0.5%	—	72,030	—	$12.7M
ASMLAsml Hldg NV	0.4%	0.5%	5,796	-32.7%	$11.5M
NFLXNetflix Inc.	0.4%	0.7%	156,583	-1.8%	$11.2M
PANWPalo Alto Networks Inc	0.4%	0.6%	32,665	-60.2%	$11.1M
ABTAbbott Laboratories	0.4%	0.6%	115,947	-6.5%	$10.5M
NOWServicenow Inc	0.4%	0.6%	105,607	-14.0%	$10.5M

What Advocacy Wealth Management, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +15.7% /yr; S&P 500 +20.1%
3 years: +12.0% /yr; S&P 500 +20.4%
5 years: +5.2% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F 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

Questions about Advocacy Wealth Management, LLC's portfolio

What stocks does Advocacy Wealth Management, LLC own?

Advocacy Wealth Management, LLC's latest 13F, for Q2 2026 and filed Jul 29, 2026, lists 151 positions worth $2.8B. The largest are Spdr Series Trust (SPLG) at 18.4%, Ishares Inc (EMXC) at 4.5%, Spdr Index Shs Fds (SPDW) at 4.2%, Ishares Tr (IVW) at 4.0% and Pimco ETF Tr (PYLD) at 3.9%.

What did Advocacy Wealth Management, LLC buy last quarter?

In Q2 2026, Advocacy Wealth Management, LLC added Ishares Tr (IUSB) (+168.3% shares), Ishares Inc (EMXC) (+132.1% shares) and Spdr Series Trust (SPLG) (+45.0% shares), compared with its Q1 2026 filing.

What did Advocacy Wealth Management, LLC sell last quarter?

In Q2 2026, Advocacy Wealth Management, LLC cut from its top 50 Ishares Tr (QUAL), cut from its top 50 Spdr Index Shs Fds (SPEM), cut from its top 50 Intuit (INTU), cut from its top 50 Intercontinental Exchange Inc (ICE), cut from its top 50 Lowes Cos Inc (LOW), Palo Alto Networks Inc (PANW) (-60.2% shares), Spdr Series Trust (SPTL) (-59.4% shares) and Blackrock ETF Trust (BTHM) (-38.7% shares), compared with its Q1 2026 filing.

How has Advocacy Wealth Management, LLC's portfolio performed?

A portfolio copying Advocacy Wealth Management, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +12.0% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +15.7% against +20.1%. Over 5 years: +5.2% a year against +11.6%.

When is Advocacy Wealth Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Advocacy Wealth Management, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Advocacy Wealth Management, LLC manage?

Advocacy Wealth Management, LLC reported $3.2B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $2.8B.