Q3 2026 13F · SEC CIK 2110509

Advocate Investing Services LLC

Wealth managerFiled 2026-10-26 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $127.5M
Reported positions: 449
Holdings vs S&P 500, 3 yrs: —
Assets under management: $186.6M

Advocate Investing Services LLC is a wealth manager that reported 449 positions worth $127.5M in its Q3 2026 13F, filed 2026-10-26. Its largest holdings were Invesco Actively Managed Exc (GSY, 9.7%), T Rowe Price Exchange-Traded (TCAF, 8.9%), Select Sector Spdr Tr (XLP, 4.0%).

Advocate Investing Services LLC holdings largest 50 of 449 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 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.

Advocate Investing Services LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
GSYInvesco Actively Managed Exc	9.7%	10.1%	247,596	-4.8%	$12.4M
TCAFT Rowe Price Exchange-Traded	8.9%	8.9%	269,870	-4.4%	$11.4M
XLPSelect Sector Spdr Tr	4.0%	4.0%	63,706	+2.3%	$5.1M
SPHDInvesco Exch Traded Fd Tr II	3.6%	3.7%	95,007	+0.4%	$4.6M
IXCIshares Tr	2.7%	2.4%	61,195	-3.2%	$3.5M
XMESpdr Series Trust	2.5%	2.5%	30,220	+0.0%	$3.1M
XLKSelect Sector Spdr Tr	2.4%	2.4%	15,850	-1.2%	$3.1M
VYMVanguard Whitehall Fds	2.1%	2.3%	17,193	-7.8%	$2.7M
AAPLApple Inc	2.0%	1.7%	7,847	+0.0%	$2.6M
VIGVanguard Specialized Funds	2.0%	2.2%	11,188	-6.1%	$2.6M
MSFTMicrosoft Corp	1.7%	1.3%	4,283	-5.2%	$2.2M
VGTVanguard World Fd	1.7%	1.6%	17,324	-2.1%	$2.2M
EMXCIshares Inc	1.6%	1.6%	20,577	+0.0%	$2.0M
XLESelect Sector Spdr Tr	1.5%	1.3%	31,464	-4.5%	$1.9M
XLFSelect Sector Spdr Tr	1.5%	1.4%	35,000	+0.0%	$1.9M
ICSHIshares Tr	1.4%	1.3%	34,803	+7.4%	$1.8M
WMTWalmart Inc	1.3%	1.4%	15,768	+0.0%	$1.6M
VVVanguard Index Fds	1.3%	1.2%	4,600	+0.0%	$1.6M
NVDANvidia Corporation	1.2%	1.0%	6,793	+0.2%	$1.6M
QQQInvesco Qqq Tr	1.2%	1.3%	2,092	-8.8%	$1.5M
SPYState Str Spdr S&p 500 ETF T	1.1%	1.1%	1,852	+0.0%	$1.4M
RDVYFirst Tr Exchange Traded Fd	1.1%	1.0%	17,438	+6.3%	$1.4M
URIUnited Rentals Inc	1.1%	1.3%	1,354	-11.5%	$1.4M
ILFIshares S & P Latin America 40 Index Fun	1.0%	0.9%	36,472	+0.0%	$1.3M
MOOVaneck ETF Trust	1.0%	0.9%	15,261	+0.0%	$1.2M
METAMeta Platforms Inc	1.0%	0.8%	1,678	-2.8%	$1.2M
DEDeere & Co	0.9%	0.8%	1,650	+0.0%	$1.1M
PGProcter & Gamble Co	0.8%	0.8%	7,259	+1.0%	$1.1M
EUFNIshares Tr	0.8%	0.8%	25,740	+0.0%	$1.0M
FSLRFirst Solar Inc	0.8%	1.0%	5,730	+0.0%	$1.0M
IGVIshares Tr	0.8%	0.7%	9,100	-11.7%	$969K
UNHUnitedhealth Group Inc	0.7%	0.8%	2,589	+0.0%	$950K
KMBKimberly-Clark Corp	0.7%	0.8%	9,713	+0.0%	$946K
COSTCostco Wholesale Corporation	0.7%	0.7%	955	+0.0%	$869K
AMDAdvanced Micro Devices Inc	0.7%	0.6%	1,400	+0.0%	$856K
AMZNAmazon Com Inc	0.7%	0.7%	3,437	-6.0%	$856K
XLVSelect Sector Spdr Tr	0.7%	0.6%	5,040	+0.0%	$849K
VTVVanguard Index Fds	0.7%	0.7%	3,919	+0.1%	$847K
USALiberty All Star Equity Fd	0.7%	0.7%	145,520	-3.8%	$840K
KHCKraft Heinz Co	0.6%	0.7%	36,398	-4.5%	$827K
CLXClorox Company	0.6%	0.7%	10,134	+4.3%	$821K
VBVanguard Index Fds	0.6%	0.8%	2,857	-11.7%	$813K
TJXTjx Cos Inc New	0.6%	0.7%	6,105	-1.6%	$808K
FLNGFlex Lng Ltd	0.6%	0.6%	25,747	-10.9%	$792K
IFNAberdeen India Fd Inc	0.6%	0.8%	74,423	-11.0%	$792K
USRTIshares Tr	0.6%	0.7%	12,700	+0.0%	$782K
GAMGeneral Amern Invs Co Inc Com	0.6%	0.6%	12,269	+0.0%	$778K
CPBThe Campbells Company	0.6%	0.7%	38,432	+0.0%	$762K
VOTVanguard Index Fds	0.6%	—	2,533	—	$740K
AZNAstrazeneca PLC	0.6%	0.7%	4,550	+0.0%	$735K

What Advocate Investing Services LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 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: —
3 years: —
5 years: —

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
Q3 2026	$127.5M	449
Q2 2026	$129.8M	460
Q1 2026	$118.0M	447
Q4 2025	$111.6M	450

Questions about Advocate Investing Services LLC's portfolio

What stocks does Advocate Investing Services LLC own?

Advocate Investing Services LLC's latest 13F, for Q3 2026 and filed Oct 26, 2026, lists 449 positions worth $127.5M. The largest are Invesco Actively Managed Exc (GSY) at 9.7%, T Rowe Price Exchange-Traded (TCAF) at 8.9%, Select Sector Spdr Tr (XLP) at 4.0%, Invesco Exch Traded Fd Tr II (SPHD) at 3.6% and Ishares Tr (IXC) at 2.7%.

What did Advocate Investing Services LLC buy last quarter?

In Q3 2026, Advocate Investing Services LLC added Ishares Tr (ICSH) (+7.4% shares) and First Tr Exchange Traded Fd (RDVY) (+6.3% shares), compared with its Q2 2026 filing.

What did Advocate Investing Services LLC sell last quarter?

In Q3 2026, Advocate Investing Services LLC cut from its top 50 Altria Group Inc (MO), Vanguard Index Fds (VB) (-11.7% shares), Ishares Tr (IGV) (-11.7% shares) and United Rentals Inc (URI) (-11.5% shares), compared with its Q2 2026 filing.

When is Advocate Investing Services LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Advocate Investing Services LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Advocate Investing Services LLC manage?

Advocate Investing Services LLC reported $186.6M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $127.5M.