Advocacy Wealth Management, Llc Portfolio Stock Holdings
Advocacy Wealth Management, Llc disclosed 151 stock positions valued at approximately $2.8 billion in its latest SEC 13F filing. The largest holdings include SPDR SERIES TRUST, ISHARES INC, and SPDR INDEX SHS FDS. The filing reflects positions held as of June 30, 2026 and was filed on July 29, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 151
- Portfolio Value
- $2.8B
Holdings by Sector
Advocacy Wealth Management, Llc Portfolio Holdings in Q2 2026
142 holdings in the latest reporting period.
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| 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 |
| 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 II | CLOA | Other | 2.07% | 1,099,924 | +46,137 | +4.38% | $57,097,061 |
| 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 |
| 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 |
| ISHARES TR | MBB | Other | 0.82% | 238,354 | +9,434 | +4.12% | $22,529,220 |
| MICROSOFT CORP | MSFT | Technology | 0.70% | 51,331 | +332 | +0.65% | $19,147,489 |
| VERTIV HOLDINGS CO | VRT | Industrials | 0.68% | 55,976 | -520 | -0.92% | $18,741,884 |
| VISA INC | V | Financial Services | 0.66% | 53,274 | -412 | -0.77% | $18,277,777 |
| ARISTA NETWORKS INC | ANET | Other | 0.65% | 105,735 | -1,425 | -1.33% | $17,962,262 |
| APPLE INC | AAPL | Technology | 0.63% | 59,497 | +968 | +1.65% | $17,216,052 |
| UBER TECHNOLOGIES INC | UBER | Technology | 0.61% | 233,235 | +45,944 | +24.53% | $16,830,237 |
| EDWARDS LIFESCIENCES CORP | EW | Healthcare | 0.58% | 174,962 | -3,199 | -1.80% | $15,827,063 |
| COCA COLA CO | KO | Consumer Defensive | 0.56% | 189,933 | +1,594 | +0.85% | $15,435,855 |
| STRYKER CORPORATION | SYK | Healthcare | 0.56% | 48,645 | +9,551 | +24.43% | $15,315,392 |
| ISHARES GOLD TR | IAU | Other | 0.54% | 197,676 | +12,310 | +6.64% | $14,926,515 |
| TAKE-TWO INTERACTIVE SOFTWAR | TTWO | Communication Services | 0.52% | 57,347 | -958 | -1.64% | $14,335,603 |
| S&P GLOBAL INC | SPGI | Financial Services | 0.51% | 34,253 | -719 | -2.06% | $13,949,877 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 0.49% | 147,436 | -4,771 | -3.13% | $13,603,919 |
| AMPHENOL CORP | APH | Technology | 0.46% | 72,030 | -2,352 | -3.16% | $12,700,330 |
| ASML HLDG NV | ASML | Other | 0.42% | 5,796 | -2,816 | -32.70% | $11,530,794 |
| NETFLIX INC. | NFLX | Communication Services | 0.41% | 156,583 | -2,849 | -1.79% | $11,180,026 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.40% | 32,665 | -49,322 | -60.16% | $11,139,418 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.38% | 115,947 | -8,064 | -6.50% | $10,521,031 |
| SERVICENOW INC | NOW | Technology | 0.38% | 105,607 | -17,141 | -13.96% | $10,484,663 |
| EATON CORP PLC | ETN | Other | 0.38% | 24,315 | +24,315 | +100.00% | $10,361,108 |
| WISDOMTREE TR | WTAI | Other | 0.34% | 198,529 | -28,550 | -12.57% | $9,424,172 |
| ISHARES TR | IEFA | Other | 0.34% | 97,468 | +4,362 | +4.68% | $9,413,459 |
| INTERCONTINENTAL EXCHANGE IN | ICE | Financial Services | 0.34% | 75,467 | -1,468 | -1.91% | $9,290,742 |
| VANGUARD INDEX FDS | VTV | Other | 0.30% | 38,480 | +10,579 | +37.92% | $8,385,946 |
| ALCON AG | ALC | Other | 0.30% | 123,742 | +61,492 | +98.78% | $8,303,089 |
| INTUIT | INTU | Technology | 0.30% | 31,514 | -3,972 | -11.19% | $8,225,154 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.27% | 33,651 | -15,386 | -31.38% | $7,419,709 |
| CHURCH & DWIGHT CO INC | CHD | Consumer Defensive | 0.21% | 59,935 | +1,277 | +2.18% | $5,806,503 |
| SPDR SERIES TRUST | SPTM | Other | 0.21% | 62,504 | - | - | $5,674,738 |
| TIDAL TRUST I | SPUS | Other | 0.20% | 94,221 | +19,575 | +26.22% | $5,417,708 |
| INVESCO ACTIVELY MANAGED EXC | GSY | Other | 0.19% | 101,940 | -6,872 | -6.32% | $5,112,291 |
| PIMCO ETF TR | MINT | Other | 0.18% | 50,466 | -3,675 | -6.79% | $5,087,457 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 0.18% | 100,560 | -7,149 | -6.64% | $5,085,343 |
| ISHARES TR | FLOT | Other | 0.18% | 98,597 | -14,896 | -13.13% | $5,033,396 |
| ISHARES TR | ICSH | Other | 0.17% | 92,129 | -6,545 | -6.63% | $4,659,909 |
| INVESCO EXCH TRADED FD TR II | KBWB | Other | 0.15% | 42,923 | +4,060 | +10.45% | $3,990,981 |
| INVESCO EXCH TRD SLF IDX FD | OMFL | Other | 0.14% | 55,036 | +5,738 | +11.64% | $3,772,167 |
| TIDAL TRUST I | SPSK | Other | 0.13% | 201,545 | +82,628 | +69.48% | $3,629,825 |
| ISHARES TR | GVI | Other | 0.10% | 26,542 | -14 | -0.05% | $2,815,974 |
| ISHARES TR | IWD | Other | 0.10% | 11,180 | - | - | $2,710,367 |
| ISHARES TR | IGV | Other | 0.10% | 29,123 | +29,123 | +100.00% | $2,638,544 |
| VANGUARD INDEX FDS | VOO | Other | 0.09% | 3,433 | -227 | -6.20% | $2,357,862 |
| ISHARES INC | EWG | Other | 0.07% | 47,108 | +1,326 | +2.90% | $1,948,858 |
| ISHARES INC | IEMG | Other | 0.07% | 23,495 | +2,691 | +12.94% | $1,946,326 |
| META PLATFORMS INC | META | Communication Services | 0.07% | 3,396 | +246 | +7.81% | $1,912,933 |
| ISHARES TR | AGG | Other | 0.06% | 17,815 | +5,973 | +50.44% | $1,763,329 |
| MONSTER BEVERAGE CORP NEW | MNST | Consumer Defensive | 0.06% | 17,643 | +135 | +0.77% | $1,695,845 |
| SNOWFLAKE INC | SNOW | Technology | 0.06% | 6,625 | +6,625 | +100.00% | $1,686,063 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.05% | 1,562 | +79 | +5.33% | $1,461,204 |
| ISHARES TR | IVV | Other | 0.05% | 1,938 | +116 | +6.37% | $1,451,349 |
| RAYMOND JAMES FINL INC | RJF | Financial Services | 0.05% | 9,256 | -6 | -0.06% | $1,407,190 |
| ALPHABET INC | GOOG | Communication Services | 0.05% | 3,905 | +50 | +1.30% | $1,379,754 |
| SCHWAB STRATEGIC TR | SCHV | Other | 0.05% | 38,949 | -24 | -0.06% | $1,355,815 |
| ISHARES TR | QUAL | Other | 0.05% | 6,172 | -396,000 | -98.47% | $1,354,341 |
| AMETEK INC | AME | Industrials | 0.05% | 5,422 | +52 | +0.97% | $1,311,799 |
| ISHARES TR | EFA | Other | 0.05% | 12,345 | - | - | $1,282,399 |
| MSCI INC | MSCI | Financial Services | 0.05% | 2,256 | +568 | +33.65% | $1,263,450 |
| BIRKENSTOCK HOLDING PLC | BIRK | Other | 0.04% | 28,609 | -44 | -0.15% | $1,231,045 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.04% | 3,480 | +268 | +8.34% | $1,227,326 |
| CORNING INC | GLW | Technology | 0.04% | 4,675 | -2,660 | -36.26% | $1,194,135 |
| DOORDASH INC | DASH | Communication Services | 0.04% | 6,455 | +2,072 | +47.27% | $1,191,141 |
| TE CONNECTIVITY PLC | TEL | Other | 0.04% | 5,747 | +56 | +0.98% | $1,158,653 |
| CORPAY INC | CPAY | Technology | 0.04% | 3,439 | +16 | +0.47% | $1,146,116 |
| STERIS PLC | G8473T100 | Other | 0.04% | 5,415 | +1,759 | +48.11% | $1,140,237 |
| GLOBUS MED INC | GMED | Healthcare | 0.04% | 13,781 | -24 | -0.17% | $1,088,837 |
| ATLASSIAN CORPORATION | TEAM | Technology | 0.04% | 13,982 | +4 | +0.03% | $1,087,660 |
| DEXCOM INC | DXCM | Healthcare | 0.04% | 15,692 | -8 | -0.05% | $1,056,856 |
| LABCORP HOLDINGS INC | LH | Healthcare | 0.04% | 3,753 | -55 | -1.44% | $1,050,840 |
| ISHARES TR | EFG | Other | 0.04% | 7,909 | -692 | -8.05% | $984,038 |
| ABBVIE INC | ABBV | Healthcare | 0.03% | 3,814 | +143 | +3.90% | $959,755 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.03% | 6,116 | -273 | -4.27% | $926,574 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.03% | 27,133 | -17 | -0.06% | $918,181 |
| TERADYNE INC | TER | Technology | 0.03% | 1,868 | -1,016 | -35.23% | $903,813 |
| TRANSUNION | TRU | Financial Services | 0.03% | 12,476 | -18 | -0.14% | $900,019 |