Advocacy Wealth Management, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 29, 2026, Advocacy Wealth Management, Llc disclosed 151 stock positions valued at approximately $2.75B as of quarter-end June 30, 2026. The largest holdings include SPDR SERIES TRUST, ISHARES INC, and SPDR INDEX SHS FDS.
- Report Period
- June 30, 2026
- No. of Stocks
- 151
- Portfolio Value
- $2.75B
Holdings by Sector
Advocacy Wealth Management, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | SPLG | Other | 18.44% | 5,775,658 | +1,792,918 | +45.02% | $507,564,785 |
| ISHARES INC | EMXC | Other | 4.46% | 1,198,777 | +682,206 | +132.06% | $122,634,918 |
| SPDR INDEX SHS FDS | SPDW | Other | 4.15% | 2,268,369 | +191,999 | +9.25% | $114,303,114 |
| ISHARES TR | IVW | Other | 4.03% | 807,434 | -21,311 | -2.57% | $111,046,411 |
| PIMCO ETF TR | PYLD | Other | 3.89% | 4,039,522 | +116,237 | +2.96% | $107,128,136 |
| PIMCO ETF TR | LDUR | Other | 3.87% | 1,115,335 | +34,527 | +3.19% | $106,637,184 |
| BLACKROCK ETF TRUST | DYNF | Other | 3.65% | 1,478,143 | -21,632 | -1.44% | $100,528,519 |
| ISHARES TR | IVE | Other | 3.50% | 424,530 | -86,063 | -16.86% | $96,393,802 |
| BLACKROCK ETF TRUST | BAI | Other | 2.65% | 1,384,319 | -263,133 | -15.97% | $72,981,319 |
| BLACKROCK ETF TRUST | CORO | Other | 2.51% | 1,889,296 | +1,889,296 | +100.00% | $69,148,234 |
| FIDELITY COVINGTON TRUST | FENI | Other | 2.51% | 1,718,711 | +1,718,711 | +100.00% | $68,971,886 |
| SCHWAB STRATEGIC TR | SCHM | Other | 2.30% | 1,715,392 | +134,186 | +8.49% | $63,246,503 |
| BLACKROCK ETF TRUST | IALT | Other | 2.16% | 2,116,253 | +2,116,253 | +100.00% | $59,360,904 |
| BLACKROCK ETF TRUST II | CLOA | Other | 2.07% | 1,099,924 | +46,137 | +4.38% | $57,097,061 |
| PIMCO ETF TR | PMBS | Other | 1.96% | 1,089,742 | +31,006 | +2.93% | $53,811,439 |
| DOUBLELINE ETF TRUST | DMBS | Other | 1.93% | 1,084,082 | +36,507 | +3.48% | $53,217,019 |
| PIMCO ETF TR | BOND | Other | 1.91% | 569,047 | +23,328 | +4.27% | $52,471,824 |
| ISHARES TR | MTUM | Other | 1.88% | 150,686 | -50,755 | -25.20% | $51,659,681 |
| ISHARES TR | IUSB | Other | 1.83% | 1,088,957 | +683,070 | +168.29% | $50,255,366 |
| SPDR SERIES TRUST | SPTL | Other | 1.54% | 1,614,833 | -2,363,992 | -59.41% | $42,357,069 |
| GLOBAL X FDS | SHLD | Other | 1.27% | 587,492 | +117,878 | +25.10% | $35,079,153 |
| FIDELITY COVINGTON TRUST | FSMD | Other | 1.18% | 616,638 | +47,688 | +8.38% | $32,589,318 |
| BLACKROCK ETF TRUST | THRO | Other | 1.17% | 747,703 | -471,104 | -38.65% | $32,233,476 |
| ALPHABET INC | GOOGL | Communication Services | 1.05% | 81,024 | -414 | -0.51% | $28,955,547 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.99% | 128,355 | +5,021 | +4.07% | $27,310,093 |
| ELI LILLY & CO | LLY | Healthcare | 0.95% | 21,869 | -193 | -0.87% | $26,230,335 |
| BLACKROCK ETF TRUST II | BINC | Other | 0.89% | 465,922 | +449,066 | +2664.13% | $24,386,357 |
| NVIDIA CORPORATION | NVDA | Technology | 0.88% | 120,359 | +2,041 | +1.73% | $24,082,639 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 0.87% | 491,698 | +44,138 | +9.86% | $23,812,934 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.85% | 98,091 | -391 | -0.40% | $23,379,009 |
Showing 30 of 151 holdings in the latest reporting period.