Advocacy Wealth Management, Llc Portfolio Stock Holdings
Advocacy Wealth Management, Llc disclosed 143 stock positions valued at approximately $2.3 billion in its latest SEC 13F filing. The largest holdings include SPDR SERIES TRUST, ISHARES TR, and SPDR SERIES TRUST. The filing reflects positions held as of March 31, 2026 and was filed on May 12, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 143
- Portfolio Value
- $2.3B
Holdings by Sector
Advocacy Wealth Management, Llc Portfolio Holdings in Q1 2026
138 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | SPLG | Other | 13.48% | 3,982,740 | +733,087 | +22.56% | $304,838,884 |
| ISHARES TR | IVE | Other | 4.77% | 510,593 | -14,689 | -2.80% | $107,811,730 |
| SPDR SERIES TRUST | SPTL | Other | 4.63% | 3,978,825 | +151,156 | +3.95% | $104,643,097 |
| PIMCO ETF TR | LDUR | Other | 4.58% | 1,080,808 | +168,909 | +18.52% | $103,563,027 |
| PIMCO ETF TR | PYLD | Other | 4.55% | 3,923,285 | +333,378 | +9.29% | $102,790,079 |
| SPDR INDEX SHS FDS | SPDW | Other | 4.19% | 2,076,370 | -23,062 | -1.10% | $94,786,291 |
| ISHARES TR | IVW | Other | 4.15% | 828,745 | +44,231 | +5.64% | $93,739,357 |
| BLACKROCK ETF TRUST | DYNF | Other | 3.86% | 1,499,775 | -484,667 | -24.42% | $87,256,921 |
| ISHARES TR | QUAL | Other | 3.41% | 402,172 | -50,433 | -11.14% | $77,140,628 |
| BLACKROCK ETF TRUST II | CLOA | Other | 2.42% | 1,053,787 | +312,308 | +42.12% | $54,623,033 |
| DOUBLELINE ETF TRUST | DMBS | Other | 2.29% | 1,047,575 | +71,079 | +7.28% | $51,729,229 |
| PIMCO ETF TR | BOND | Other | 2.23% | 545,719 | +135,041 | +32.88% | $50,358,949 |
| SCHWAB STRATEGIC TR | SCHM | Other | 2.16% | 1,581,206 | +21,781 | +1.40% | $48,954,138 |
| SPDR INDEX SHS FDS | SPEM | Other | 2.14% | 1,033,603 | +62,738 | +6.46% | $48,486,337 |
| ISHARES TR | MTUM | Other | 2.14% | 201,441 | +12,572 | +6.66% | $48,343,826 |
| ISHARES INC | EMXC | Other | 1.80% | 516,571 | -45,107 | -8.03% | $40,633,475 |
| GLOBAL X FDS | SHLD | Other | 1.47% | 469,614 | +94,839 | +25.31% | $33,267,463 |
| FIDELITY COVINGTON TRUST | FSMD | Other | 1.13% | 568,950 | +23,499 | +4.31% | $25,443,444 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 1.05% | 123,334 | +7,758 | +6.71% | $23,670,261 |
| ALPHABET INC | GOOGL | Communication Services | 1.04% | 81,438 | -23,993 | -22.76% | $23,418,311 |
| ISHARES TR | MBB | Other | 0.96% | 228,920 | +10,749 | +4.93% | $21,735,954 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 0.95% | 447,560 | +440,579 | +6311.12% | $21,505,258 |
| NVIDIA CORPORATION | NVDA | Technology | 0.91% | 118,318 | -1,367 | -1.14% | $20,634,665 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.91% | 98,482 | +12 | +0.01% | $20,510,845 |
| ELI LILLY & CO | LLY | Healthcare | 0.90% | 22,062 | -1,558 | -6.60% | $20,291,965 |
| MICROSOFT CORP | MSFT | Technology | 0.83% | 50,999 | +5,441 | +11.94% | $18,878,299 |
| ISHARES TR | IUSB | Other | 0.83% | 405,887 | +405,887 | +100.00% | $18,747,921 |
| ISHARES GOLD TR | IAU | Other | 0.72% | 185,366 | -193,172 | -51.03% | $16,341,867 |
| VISA INC | V | Financial Services | 0.72% | 53,686 | -2,299 | -4.11% | $16,226,056 |
| INTUIT | INTU | Technology | 0.68% | 35,486 | +10,721 | +43.29% | $15,343,436 |
| NETFLIX INC. | NFLX | Communication Services | 0.68% | 159,432 | +52,150 | +48.61% | $15,329,386 |
| S&P GLOBAL INC | SPGI | Financial Services | 0.66% | 34,972 | +5,709 | +19.51% | $14,874,990 |
| APPLE INC | AAPL | Technology | 0.66% | 58,529 | -390 | -0.66% | $14,854,075 |
| COCA COLA CO | KO | Consumer Defensive | 0.63% | 188,339 | +664 | +0.35% | $14,323,181 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 0.63% | 152,207 | +445 | +0.29% | $14,304,413 |
| EDWARDS LIFESCIENCES CORP | EW | Healthcare | 0.63% | 178,161 | +44,755 | +33.55% | $14,267,132 |
| VERTIV HOLDINGS CO | VRT | Industrials | 0.63% | 56,496 | +47,045 | +497.78% | $14,156,767 |
| UBER TECHNOLOGIES INC | UBER | Technology | 0.60% | 187,291 | +35,821 | +23.65% | $13,471,842 |
| ARISTA NETWORKS INC | ANET | Other | 0.58% | 107,160 | +7,204 | +7.21% | $13,157,104 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.58% | 81,987 | +1,444 | +1.79% | $13,144,156 |
| STRYKER CORPORATION | SYK | Healthcare | 0.57% | 39,094 | +508 | +1.32% | $12,845,897 |
| SERVICENOW INC | NOW | Technology | 0.57% | 122,748 | +46,023 | +59.98% | $12,833,303 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.56% | 124,011 | -2,912 | -2.29% | $12,732,208 |
| INTERCONTINENTAL EXCHANGE IN | ICE | Financial Services | 0.54% | 76,935 | -1,536 | -1.96% | $12,100,336 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.51% | 49,037 | -461 | -0.93% | $11,586,461 |
| TAKE-TWO INTERACTIVE SOFTWAR | TTWO | Communication Services | 0.51% | 58,305 | +15,299 | +35.57% | $11,515,238 |
| ASML HLDG NV | ASML | Other | 0.50% | 8,612 | -7,884 | -47.79% | $11,374,988 |
| AMPHENOL CORP | APH | Technology | 0.42% | 74,382 | +24,292 | +48.50% | $9,398,165 |
| ISHARES TR | IEFA | Other | 0.37% | 93,106 | +808 | +0.88% | $8,428,886 |
| WISDOMTREE TR | WTAI | Other | 0.28% | 227,079 | +35,553 | +18.56% | $6,410,440 |
| ISHARES TR | FLOT | Other | 0.26% | 113,493 | +12,329 | +12.19% | $5,782,487 |
| ACCENTURE PLC IRELAND | ACN | Technology | 0.24% | 27,729 | +40 | +0.14% | $5,498,390 |
| VANGUARD INDEX FDS | VTV | Other | 0.24% | 27,901 | +25,859 | +1266.36% | $5,474,176 |
| CHURCH & DWIGHT CO INC | CHD | Consumer Defensive | 0.24% | 58,658 | +36 | +0.06% | $5,473,964 |
| INVESCO ACTIVELY MANAGED EXC | GSY | Other | 0.24% | 108,812 | +5,553 | +5.38% | $5,453,657 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 0.24% | 107,709 | +5,955 | +5.85% | $5,451,177 |
| PIMCO ETF TR | MINT | Other | 0.24% | 54,141 | +2,672 | +5.19% | $5,444,940 |
| ADOBE INC | ADBE | Technology | 0.23% | 21,512 | -1,212 | -5.33% | $5,229,136 |
| ISHARES TR | ICSH | Other | 0.22% | 98,674 | +5,336 | +5.72% | $4,994,902 |
| SPDR SERIES TRUST | SPTM | Other | 0.22% | 62,504 | -21 | -0.03% | $4,941,566 |
| ALCON AG | ALC | Other | 0.21% | 62,250 | -7 | -0.01% | $4,690,537 |
| TIDAL TRUST I | SPUS | Other | 0.16% | 74,646 | +74,646 | +100.00% | $3,594,951 |
| FRANKLIN TEMPLETON ETF TR | FLIN | Other | 0.15% | 99,179 | +16,621 | +20.13% | $3,294,726 |
| INVESCO EXCH TRADED FD TR II | KBWB | Other | 0.14% | 38,863 | +891 | +2.35% | $3,074,841 |
| INVESCO EXCH TRD SLF IDX FD | OMFL | Other | 0.13% | 49,298 | - | - | $2,963,796 |
| ISHARES TR | GVI | Other | 0.13% | 26,556 | -2,288 | -7.93% | $2,832,994 |
| ISHARES TR | IWD | Other | 0.11% | 11,180 | - | - | $2,388,831 |
| VANGUARD INDEX FDS | VOO | Other | 0.10% | 3,660 | -228 | -5.86% | $2,186,986 |
| TIDAL TRUST I | SPSK | Other | 0.09% | 118,917 | +118,917 | +100.00% | $2,128,614 |
| ISHARES INC | EWG | Other | 0.08% | 45,782 | +5,771 | +14.42% | $1,816,172 |
| META PLATFORMS INC | META | Communication Services | 0.08% | 3,150 | +1,159 | +58.21% | $1,802,210 |
| HUNT J B TRANS SVCS INC | JBHT | Industrials | 0.07% | 7,511 | -47,486 | -86.34% | $1,591,581 |
| MARVELL TECHNOLOGY INC | MRVL | Technology | 0.07% | 15,135 | +5 | +0.03% | $1,499,122 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.07% | 1,483 | +6 | +0.41% | $1,477,706 |
| ISHARES INC | IEMG | Other | 0.06% | 20,804 | - | - | $1,451,079 |
| VANGUARD INDEX FDS | VUG | Other | 0.06% | 3,176 | -11,007 | -77.61% | $1,387,245 |
| RAYMOND JAMES FINL INC | RJF | Financial Services | 0.06% | 9,262 | -12 | -0.13% | $1,341,045 |
| MONSTER BEVERAGE CORP NEW | MNST | Consumer Defensive | 0.06% | 17,508 | -134,064 | -88.45% | $1,268,630 |
| ISHARES TR | EFA | Other | 0.05% | 12,345 | - | - | $1,199,070 |
| ISHARES TR | EFV | Other | 0.05% | 16,085 | -1,008,638 | -98.43% | $1,195,920 |
| ISHARES TR | IVV | Other | 0.05% | 1,822 | +21 | +1.17% | $1,190,149 |
| TE CONNECTIVITY PLC | TEL | Other | 0.05% | 5,691 | -2 | -0.04% | $1,189,533 |
| GLOBUS MED INC | GMED | Healthcare | 0.05% | 13,805 | - | - | $1,189,439 |
| SCHWAB STRATEGIC TR | SCHV | Other | 0.05% | 38,973 | -3,213 | -7.62% | $1,188,677 |
| ISHARES TR | AGG | Other | 0.05% | 11,842 | - | - | $1,175,555 |
| AMETEK INC | AME | Industrials | 0.05% | 5,370 | +10 | +0.19% | $1,151,113 |
| ALPHABET INC | GOOG | Communication Services | 0.05% | 3,855 | -313 | -7.51% | $1,105,845 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.05% | 3,212 | -100 | -3.02% | $1,056,395 |
| BIRKENSTOCK HOLDING PLC | BIRK | Other | 0.05% | 28,653 | +5,703 | +24.85% | $1,026,637 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.05% | 6,389 | -5 | -0.08% | $1,020,323 |
| LABCORP HOLDINGS INC | LH | Healthcare | 0.04% | 3,808 | -65 | -1.68% | $1,016,012 |
| CORNING INC | GLW | Technology | 0.04% | 7,335 | -5,858 | -44.40% | $997,340 |
| CORPAY INC | CPAY | Technology | 0.04% | 3,423 | -4 | -0.12% | $996,059 |
| DEXCOM INC | DXCM | Healthcare | 0.04% | 15,700 | +3,623 | +30.00% | $985,960 |
| ISHARES TR | EFG | Other | 0.04% | 8,601 | -1,206 | -12.30% | $957,893 |
| ATLASSIAN CORPORATION | TEAM | Technology | 0.04% | 13,978 | +9,063 | +184.39% | $953,999 |
| BROADRIDGE FINL SOLUTIONS IN | BR | Technology | 0.04% | 5,732 | +1,353 | +30.90% | $931,334 |
| MSCI INC | MSCI | Financial Services | 0.04% | 1,688 | +1,688 | +100.00% | $909,849 |
| BLACKROCK ETF TRUST II | BINC | Other | 0.04% | 16,856 | -259,061 | -93.89% | $875,332 |
| APTIV PLC | APTV | Other | 0.04% | 12,466 | - | - | $865,639 |