Advocacy Wealth Management Services
Latest statistics and disclosures from Advocacy Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPYM, DYNF, IVE, SPTL, IVW, and represent 28.90% of Advocacy Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: DMBS (+$49M), BOND (+$38M), IVE (+$33M), MTUM (+$24M), SPYM (+$11M), SPEM (+$11M), NOW (+$9.7M), NFLX (+$9.0M), PYLD (+$7.7M), APH (+$6.4M).
- Started 6 new stock positions in STE, DMBS, DXCM, BOND, VRT, MDY.
- Reduced shares in these 10 stocks: CARY (-$44M), LONZ (-$44M), QUAL (-$34M), KO (-$14M), , CMG (-$11M), MNST (-$8.3M), EFV (-$8.0M), ASML, PMBS.
- Sold out of its positions in CMG, USMV, PRMB, XLI, VEEV, ZTS.
- Advocacy Wealth Management was a net buyer of stock by $58M.
- Advocacy Wealth Management has $2.4B in assets under management (AUM), dropping by 3.74%.
- Central Index Key (CIK): 0001569452
Tip: Access up to 7 years of quarterly data
Positions held by Advocacy Wealth Management Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Advocacy Wealth Management
Advocacy Wealth Management holds 142 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust State Street Spd (SPYM) | 10.9 | $261M | +4% | 3.2M | 80.22 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 5.0 | $121M | +4% | 2.0M | 60.81 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 4.7 | $111M | +42% | 525k | 212.07 |
|
| Spdr Series Trust State Street Spd (SPTL) | 4.2 | $101M | -2% | 3.8M | 26.47 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 4.0 | $97M | +3% | 785k | 123.26 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 4.0 | $96M | +8% | 3.6M | 26.68 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 3.9 | $93M | +5% | 2.1M | 44.41 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 3.8 | $90M | -27% | 453k | 198.62 |
|
| Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) | 3.7 | $88M | +2% | 912k | 95.94 |
|
| Ishares Tr Eafe Value Etf (EFV) | 3.1 | $73M | -9% | 1.0M | 71.41 |
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 2.9 | $68M | +5% | 1.2M | 59.28 |
|
| Pimco Etf Tr Mtg Bkd Secs Act (PMBS) | 2.7 | $64M | -4% | 1.3M | 49.70 |
|
| Blackrock Etf Trust Ishares A I Inno (BAI) | 2.2 | $52M | +9% | 1.5M | 33.30 |
|
| Doubleline Etf Trust Mortgage Etf (DMBS) | 2.0 | $49M | NEW | 977k | 49.66 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 2.0 | $47M | +102% | 189k | 250.31 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 2.0 | $47M | +5% | 1.6M | 30.07 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 1.9 | $45M | +30% | 971k | 46.81 |
|
| Blackrock Etf Trust Ishares Us Thema (THRO) | 1.8 | $44M | +4% | 1.1M | 38.56 |
|
| Ishares Msci Emrg Chn (EMXC) | 1.7 | $41M | +3% | 562k | 72.68 |
|
| Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA) | 1.6 | $38M | +11% | 742k | 51.74 |
|
| Pimco Etf Tr Active Bd Etf (BOND) | 1.6 | $38M | NEW | 411k | 93.08 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $33M | -3% | 105k | 313.00 |
|
| Ishares Gold Tr Ishares New (IAU) | 1.3 | $31M | 379k | 81.17 |
|
|
| Eli Lilly & Co. (LLY) | 1.1 | $25M | -3% | 24k | 1074.68 |
|
| Global X Fds Defense Tech Etf (SHLD) | 1.0 | $24M | +5% | 375k | 64.79 |
|
| Fidelity Covington Trust Sml Mid Mltfct (FSMD) | 1.0 | $24M | +6% | 546k | 44.13 |
|
| Amazon (AMZN) | 1.0 | $23M | 99k | 230.82 |
|
|
| NVIDIA Corporation (NVDA) | 0.9 | $22M | +7% | 120k | 186.50 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.9 | $22M | -2% | 116k | 191.56 |
|
| Microsoft Corporation (MSFT) | 0.9 | $22M | +10% | 46k | 483.62 |
|
| Ishares Tr Mbs Etf (MBB) | 0.9 | $21M | +3% | 218k | 95.22 |
|
| Visa Com Cl A (V) | 0.8 | $20M | -2% | 56k | 350.71 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.7 | $18M | -15% | 17k | 1069.86 |
|
| Intuit (INTU) | 0.7 | $16M | 25k | 662.42 |
|
|
| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.7 | $16M | +13% | 242k | 67.64 |
|
| Apple (AAPL) | 0.7 | $16M | 59k | 271.86 |
|
|
| Abbott Laboratories (ABT) | 0.7 | $16M | 127k | 125.29 |
|
|
| S&p Global (SPGI) | 0.6 | $15M | +17% | 29k | 522.59 |
|
| Charles Schwab Corporation (SCHW) | 0.6 | $15M | -2% | 152k | 99.91 |
|
| Palo Alto Networks (PANW) | 0.6 | $15M | 81k | 184.20 |
|
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.6 | $15M | 276k | 52.77 |
|
|
| Stryker Corporation (SYK) | 0.6 | $14M | -5% | 39k | 351.47 |
|
| Coca-Cola Company (KO) | 0.5 | $13M | -51% | 188k | 69.91 |
|
| Arista Networks Com Shs (ANET) | 0.5 | $13M | +21% | 100k | 131.03 |
|
| Intercontinental Exchange (ICE) | 0.5 | $13M | -2% | 79k | 161.96 |
|
| Uber Technologies (UBER) | 0.5 | $12M | 152k | 81.71 |
|
|
| Lowe's Companies (LOW) | 0.5 | $12M | -3% | 50k | 241.16 |
|
| Servicenow (NOW) | 0.5 | $12M | +484% | 77k | 153.19 |
|
| Monster Beverage Corp (MNST) | 0.5 | $12M | -41% | 152k | 76.67 |
|
| Edwards Lifesciences (EW) | 0.5 | $11M | 133k | 85.25 |
|
|
| Take-Two Interactive Software (TTWO) | 0.5 | $11M | -4% | 43k | 256.03 |
|
| J.B. Hunt Transport Services (JBHT) | 0.4 | $11M | -6% | 55k | 194.34 |
|
| Netflix (NFLX) | 0.4 | $10M | +891% | 107k | 93.76 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.4 | $8.6M | 89k | 96.28 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $8.3M | 92k | 89.46 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.3 | $8.0M | -10% | 23k | 349.99 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $7.4M | -5% | 28k | 268.30 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $6.9M | +2% | 14k | 487.86 |
|
| Amphenol Corp Cl A (APH) | 0.3 | $6.8M | +1611% | 50k | 135.14 |
|
| Wisdomtree Tr Artificial Intel (WTAI) | 0.2 | $5.6M | -3% | 192k | 29.14 |
|
| Invesco Actively Managed Exc Ultra Shrt Dur (GSY) | 0.2 | $5.2M | -4% | 103k | 50.25 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.2 | $5.2M | -4% | 52k | 100.34 |
|
| Spdr Series Trust State Street Spd (SPTM) | 0.2 | $5.2M | 63k | 82.50 |
|
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.2 | $5.1M | -3% | 102k | 50.59 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.2 | $5.1M | -7% | 101k | 50.86 |
|
| Workday Cl A (WDAY) | 0.2 | $5.0M | -17% | 24k | 214.78 |
|
| Church & Dwight (CHD) | 0.2 | $4.9M | +566% | 59k | 83.85 |
|
| Alcon Ord Shs (ALC) | 0.2 | $4.9M | +344% | 62k | 78.82 |
|
| Ishares Tr Ultra Short Dur (ICSH) | 0.2 | $4.7M | -4% | 93k | 50.58 |
|
| Ishares Tr Msci Global Qual (AQLT) | 0.2 | $4.0M | +2% | 143k | 28.11 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $3.9M | +556% | 5.7k | 681.92 |
|
| Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) | 0.1 | $3.2M | +5% | 38k | 84.29 |
|
| Franklin Templeton Etf Tr Franklin India (FLIN) | 0.1 | $3.2M | -3% | 83k | 38.59 |
|
| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.1 | $3.1M | 29k | 107.35 |
|
|
| Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 0.1 | $3.0M | 49k | 61.13 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $2.4M | +6% | 3.9k | 627.19 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $2.4M | 11k | 210.34 |
|
|
| Ishares Msci Germany Etf (EWG) | 0.1 | $1.7M | 40k | 42.50 |
|
|
| Vertiv Holdings Com Cl A (VRT) | 0.1 | $1.5M | NEW | 9.5k | 162.01 |
|
| Raymond James Financial (RJF) | 0.1 | $1.5M | -7% | 9.3k | 160.59 |
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $1.4M | 21k | 67.22 |
|
|
| Meta Platforms Cl A (META) | 0.1 | $1.3M | 2.0k | 660.09 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $1.3M | 4.2k | 313.80 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $1.3M | 40k | 32.62 |
|
|
| Te Connectivity Ord Shs (TEL) | 0.1 | $1.3M | -19% | 5.7k | 227.51 |
|
| Marvell Technology (MRVL) | 0.1 | $1.3M | -6% | 15k | 84.98 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $1.3M | 1.5k | 862.34 |
|
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $1.2M | 42k | 29.61 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $1.2M | 1.8k | 684.94 |
|
|
| Globus Med Cl A (GMED) | 0.1 | $1.2M | -7% | 14k | 87.31 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $1.2M | 12k | 96.03 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $1.2M | -46% | 12k | 99.88 |
|
| Corning Incorporated (GLW) | 0.0 | $1.2M | -43% | 13k | 87.56 |
|
| Home Depot (HD) | 0.0 | $1.1M | 3.3k | 344.10 |
|
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $1.1M | -11% | 9.8k | 113.92 |
|
| Ametek (AME) | 0.0 | $1.1M | -7% | 5.4k | 205.31 |
|
| Transunion (TRU) | 0.0 | $1.1M | -7% | 13k | 85.75 |
|
| Corpay Com Shs (CPAY) | 0.0 | $1.0M | -6% | 3.4k | 300.93 |
|
| TJX Companies (TJX) | 0.0 | $982k | 6.4k | 153.61 |
|
|
| Broadridge Financial Solutions (BR) | 0.0 | $977k | -8% | 4.4k | 223.17 |
|
| Pinterest Cl A (PINS) | 0.0 | $975k | -12% | 38k | 25.89 |
|
| Labcorp Holdings Com Shs (LH) | 0.0 | $972k | -7% | 3.9k | 250.88 |
|
| Aptiv Com Shs (APTV) | 0.0 | $949k | -7% | 13k | 76.09 |
|
| Teradyne (TER) | 0.0 | $946k | -30% | 4.9k | 193.56 |
|
| Birkenstock Holding Com Shs (BIRK) | 0.0 | $939k | +84% | 23k | 40.90 |
|
| Copart (CPRT) | 0.0 | $909k | +13% | 23k | 39.15 |
|
| Abbvie (ABBV) | 0.0 | $852k | 3.7k | 228.49 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $805k | 12k | 69.42 |
|
|
| Dex (DXCM) | 0.0 | $802k | NEW | 12k | 66.37 |
|
| Atlassian Corporation Cl A (TEAM) | 0.0 | $797k | -5% | 4.9k | 162.14 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $734k | 15k | 49.21 |
|
|
| Doordash Cl A (DASH) | 0.0 | $691k | -44% | 3.1k | 226.48 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $666k | NEW | 1.1k | 603.28 |
|
| Oracle Corporation (ORCL) | 0.0 | $653k | 3.4k | 194.91 |
|
|
| Steris Shs Usd (STE) | 0.0 | $626k | NEW | 2.5k | 253.52 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $576k | +5% | 12k | 47.02 |
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $572k | -42% | 5.3k | 107.11 |
|
| AmerisourceBergen (COR) | 0.0 | $542k | 1.6k | 337.75 |
|
|
| Johnson & Johnson (JNJ) | 0.0 | $540k | 2.6k | 206.95 |
|
|
| Euronet Worldwide (EEFT) | 0.0 | $539k | -26% | 7.1k | 76.11 |
|
| Ishares Tr TRS FLT RT BD (TFLO) | 0.0 | $538k | -3% | 11k | 50.46 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $518k | 3.7k | 141.05 |
|
|
| Cisco Systems (CSCO) | 0.0 | $512k | 6.6k | 77.03 |
|
|
| Procter & Gamble Company (PG) | 0.0 | $503k | 3.5k | 143.31 |
|
|
| Exxon Mobil Corporation (XOM) | 0.0 | $490k | +2% | 4.1k | 120.33 |
|
| Pepsi (PEP) | 0.0 | $455k | 3.2k | 143.52 |
|
|
| Qualcomm (QCOM) | 0.0 | $435k | 2.5k | 171.05 |
|
|
| McDonald's Corporation (MCD) | 0.0 | $421k | 1.4k | 305.63 |
|
|
| Simplify Exchange Traded Fun Mbs Etf (MTBA) | 0.0 | $420k | -3% | 8.3k | 50.41 |
|
| Electronic Arts (EA) | 0.0 | $392k | 1.9k | 204.33 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $390k | 2.0k | 190.99 |
|
|
| Global Payments (GPN) | 0.0 | $384k | -35% | 5.0k | 77.40 |
|
| Wal-Mart Stores (WMT) | 0.0 | $378k | +2% | 3.4k | 111.41 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $337k | -6% | 7.0k | 48.32 |
|
| Pimco Etf Tr Sr Ln Active Etf (LONZ) | 0.0 | $309k | -99% | 6.1k | 50.28 |
|
| Angel Oak Funds Trust Income Etf (CARY) | 0.0 | $284k | -99% | 14k | 20.83 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $276k | 1.3k | 211.79 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $275k | -22% | 1.4k | 199.68 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $248k | -28% | 789.00 | 314.80 |
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.0 | $230k | -7% | 2.5k | 92.30 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $223k | 4.1k | 53.83 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $207k | +2% | 2.6k | 79.02 |
|
Past Filings by Advocacy Wealth Management
SEC 13F filings are viewable for Advocacy Wealth Management going back to 2012
- Advocacy Wealth Management 2025 Q4 filed Feb. 11, 2026
- Advocacy Wealth Management 2025 Q3 filed Nov. 14, 2025
- Advocacy Wealth Management Services 2025 Q2 filed Aug. 13, 2025
- Advocacy Wealth Management Services 2025 Q1 filed May 6, 2025
- Advocacy Wealth Management Services 2024 Q4 filed Feb. 14, 2025
- Advocacy Wealth Management Services 2024 Q3 filed Oct. 31, 2024
- Advocacy Wealth Management Services 2024 Q2 filed July 10, 2024
- Advocacy Wealth Management Services 2024 Q1 filed April 15, 2024
- Advocacy Wealth Management Services 2023 Q4 filed Jan. 23, 2024
- Advocacy Wealth Management Services 2023 Q3 filed Oct. 26, 2023
- Advocacy Wealth Management Services 2023 Q2 filed July 20, 2023
- Advocacy Wealth Management Services 2023 Q1 filed April 14, 2023
- Advocacy Wealth Management Services 2022 Q4 filed Jan. 27, 2023
- Advocacy Wealth Management Services 2022 Q3 filed Oct. 6, 2022
- Advocacy Wealth Management Services 2022 Q2 filed July 6, 2022
- Advocacy Wealth Management Services 2022 Q1 filed April 4, 2022