Advocacy Wealth Management Services
Latest statistics and disclosures from Advocacy Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPYM, IVE, SPTL, LDUR, PYLD, and represent 32.00% of Advocacy Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SPYM (+$56M), BNDX (+$21M), IUSB (+$19M), CLOA (+$16M), LDUR (+$16M), BOND (+$13M), VRT (+$12M), PYLD (+$8.7M), SHLD (+$6.7M), VTV (+$5.1M).
- Started 7 new stock positions in IUSB, SPUS, MSCI, SPSK, CVX, JPM, SPWO.
- Reduced shares in these 10 stocks: EFV (-$75M), XLG (-$62M), DYNF (-$28M), IAU (-$17M), SIVR (-$16M), BINC (-$14M), PMBS (-$11M), ASML (-$10M), JBHT (-$10M), MNST (-$9.7M).
- Sold out of its positions in SIVR, IYW, EMB, PINS, MDY, WDAY.
- Advocacy Wealth Management was a net seller of stock by $-57M.
- Advocacy Wealth Management has $2.3B in assets under management (AUM), dropping by -5.38%.
- Central Index Key (CIK): 0001569452
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Portfolio Holdings for Advocacy Wealth Management
Advocacy Wealth Management holds 143 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust State Street Spd (SPYM) | 13.5 | $305M | +22% | 4.0M | 76.54 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 4.8 | $108M | -2% | 511k | 211.15 |
|
| Spdr Series Trust State Street Spd (SPTL) | 4.6 | $105M | +3% | 4.0M | 26.30 |
|
| Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) | 4.6 | $104M | +18% | 1.1M | 95.82 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 4.5 | $103M | +9% | 3.9M | 26.20 |
|
| Spdr Index Shs Fds State Street Spd (SPDW) | 4.2 | $95M | 2.1M | 45.65 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 4.1 | $94M | +5% | 829k | 113.11 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 3.9 | $87M | -24% | 1.5M | 58.18 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 3.4 | $77M | -11% | 402k | 191.81 |
|
| Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA) | 2.4 | $55M | +42% | 1.1M | 51.84 |
|
| Blackrock Etf Trust Ishares A I Inno (BAI) | 2.4 | $54M | +6% | 1.6M | 32.95 |
|
| Pimco Etf Tr Mtg Bkd Secs Act (PMBS) | 2.3 | $53M | -17% | 1.1M | 49.60 |
|
| Doubleline Etf Trust Mortgage Etf (DMBS) | 2.3 | $52M | +7% | 1.0M | 49.38 |
|
| Pimco Etf Tr Active Bd Etf (BOND) | 2.2 | $50M | +32% | 546k | 92.28 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 2.2 | $49M | 1.6M | 30.96 |
|
|
| Spdr Index Shs Fds State Street Spd (SPEM) | 2.1 | $49M | +6% | 1.0M | 46.91 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 2.1 | $48M | +6% | 201k | 239.99 |
|
| Blackrock Etf Trust Ishares Us Thema (THRO) | 2.0 | $44M | +6% | 1.2M | 36.22 |
|
| Ishares Msci Emrg Chn (EMXC) | 1.8 | $41M | -8% | 517k | 78.66 |
|
| Global X Fds Defense Tech Etf (SHLD) | 1.5 | $33M | +25% | 470k | 70.84 |
|
| Fidelity Covington Trust Sml Mid Mltfct (FSMD) | 1.1 | $25M | +4% | 569k | 44.72 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.0 | $24M | +6% | 123k | 191.92 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $23M | -22% | 81k | 287.56 |
|
| Ishares Tr Mbs Etf (MBB) | 1.0 | $22M | +4% | 229k | 94.95 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 1.0 | $22M | +6311% | 448k | 48.05 |
|
| NVIDIA Corporation (NVDA) | 0.9 | $21M | 118k | 174.40 |
|
|
| Amazon (AMZN) | 0.9 | $21M | 99k | 208.27 |
|
|
| Eli Lilly & Co. (LLY) | 0.9 | $20M | -6% | 22k | 919.77 |
|
| Microsoft Corporation (MSFT) | 0.8 | $19M | +11% | 51k | 370.17 |
|
| Ishares Tr Core Univrsl Usd (IUSB) | 0.8 | $19M | NEW | 406k | 46.19 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.7 | $16M | -51% | 185k | 88.16 |
|
| Visa Com Cl A (V) | 0.7 | $16M | -4% | 54k | 302.24 |
|
| Intuit (INTU) | 0.7 | $15M | +43% | 36k | 432.38 |
|
| Netflix (NFLX) | 0.7 | $15M | +48% | 159k | 96.15 |
|
| S&p Global (SPGI) | 0.7 | $15M | +19% | 35k | 425.34 |
|
| Apple (AAPL) | 0.7 | $15M | 59k | 253.79 |
|
|
| Coca-Cola Company (KO) | 0.6 | $14M | 188k | 76.05 |
|
|
| Charles Schwab Corporation (SCHW) | 0.6 | $14M | 152k | 93.98 |
|
|
| Edwards Lifesciences (EW) | 0.6 | $14M | +33% | 178k | 80.08 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.6 | $14M | +497% | 57k | 250.58 |
|
| Uber Technologies (UBER) | 0.6 | $14M | +23% | 187k | 71.93 |
|
| Arista Networks Com Shs (ANET) | 0.6 | $13M | +7% | 107k | 122.78 |
|
| Palo Alto Networks (PANW) | 0.6 | $13M | 82k | 160.32 |
|
|
| Stryker Corporation (SYK) | 0.6 | $13M | 39k | 328.59 |
|
|
| Servicenow (NOW) | 0.6 | $13M | +59% | 123k | 104.55 |
|
| Abbott Laboratories (ABT) | 0.6 | $13M | -2% | 124k | 102.67 |
|
| Intercontinental Exchange (ICE) | 0.5 | $12M | 77k | 157.28 |
|
|
| Lowe's Companies (LOW) | 0.5 | $12M | 49k | 236.28 |
|
|
| Take-Two Interactive Software (TTWO) | 0.5 | $12M | +35% | 58k | 197.50 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.5 | $11M | -47% | 8.6k | 1320.83 |
|
| Amphenol Corp Cl A (APH) | 0.4 | $9.4M | +48% | 74k | 126.35 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $8.4M | 93k | 90.53 |
|
|
| Wisdomtree Tr Artificial Intel (WTAI) | 0.3 | $6.4M | +18% | 227k | 28.23 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.3 | $5.8M | +12% | 114k | 50.95 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $5.5M | 28k | 198.29 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $5.5M | +1266% | 28k | 196.20 |
|
| Church & Dwight (CHD) | 0.2 | $5.5M | 59k | 93.32 |
|
|
| Invesco Actively Managed Exc Ultra Shrt Dur (GSY) | 0.2 | $5.5M | +5% | 109k | 50.12 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.2 | $5.5M | +5% | 108k | 50.61 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.2 | $5.4M | +5% | 54k | 100.57 |
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $5.2M | -5% | 22k | 243.08 |
|
| Ishares Tr Ultra Short Dur (ICSH) | 0.2 | $5.0M | +5% | 99k | 50.62 |
|
| Spdr Series Trust State Street Spd (SPTM) | 0.2 | $4.9M | 63k | 79.06 |
|
|
| Alcon Ord Shs (ALC) | 0.2 | $4.7M | 62k | 75.35 |
|
|
| Ishares Tr Msci Global Qual (AQLT) | 0.2 | $4.0M | 143k | 27.64 |
|
|
| Tidal Trust I SP FDS S&P 500 (SPUS) | 0.2 | $3.6M | NEW | 75k | 48.16 |
|
| Franklin Templeton Etf Tr Franklin India (FLIN) | 0.1 | $3.3M | +20% | 99k | 33.22 |
|
| Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) | 0.1 | $3.1M | +2% | 39k | 79.12 |
|
| Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 0.1 | $3.0M | 49k | 60.12 |
|
|
| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.1 | $2.8M | -7% | 27k | 106.68 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $2.4M | 11k | 213.67 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $2.2M | -5% | 3.7k | 597.54 |
|
| Sp Funds Trust S&p World Ex Us (SPWO) | 0.1 | $2.2M | NEW | 77k | 28.20 |
|
| Tidal Trust I Sp Dwjns Sukuk (SPSK) | 0.1 | $2.1M | NEW | 119k | 17.90 |
|
| Ishares Msci Germany Etf (EWG) | 0.1 | $1.8M | +14% | 46k | 39.67 |
|
| Meta Platforms Cl A (META) | 0.1 | $1.8M | +58% | 3.2k | 572.13 |
|
| J.B. Hunt Transport Services (JBHT) | 0.1 | $1.6M | -86% | 7.5k | 211.90 |
|
| Marvell Technology (MRVL) | 0.1 | $1.5M | 15k | 99.05 |
|
|
| Costco Wholesale Corporation (COST) | 0.1 | $1.5M | 1.5k | 996.43 |
|
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $1.5M | 21k | 69.75 |
|
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $1.4M | -77% | 3.2k | 436.79 |
|
| Raymond James Financial (RJF) | 0.1 | $1.3M | 9.3k | 144.79 |
|
|
| Monster Beverage Corp (MNST) | 0.1 | $1.3M | -88% | 18k | 72.46 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $1.2M | 12k | 97.13 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $1.2M | -98% | 16k | 74.35 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $1.2M | 1.8k | 653.21 |
|
|
| Te Connectivity Ord Shs (TEL) | 0.1 | $1.2M | 5.7k | 209.02 |
|
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| Globus Med Cl A (GMED) | 0.1 | $1.2M | 14k | 86.16 |
|
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $1.2M | -7% | 39k | 30.50 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $1.2M | 12k | 99.27 |
|
|
| Ametek (AME) | 0.1 | $1.2M | 5.4k | 214.36 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $1.1M | -7% | 3.9k | 286.86 |
|
| Home Depot (HD) | 0.0 | $1.1M | -3% | 3.2k | 328.89 |
|
| Birkenstock Holding Com Shs (BIRK) | 0.0 | $1.0M | +24% | 29k | 35.83 |
|
| TJX Companies (TJX) | 0.0 | $1.0M | 6.4k | 159.70 |
|
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| Labcorp Holdings Com Shs (LH) | 0.0 | $1.0M | 3.8k | 266.81 |
|
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| Corning Incorporated (GLW) | 0.0 | $997k | -44% | 7.3k | 135.97 |
|
| Corpay Com Shs (CPAY) | 0.0 | $996k | 3.4k | 290.99 |
|
|
| Dex (DXCM) | 0.0 | $986k | +29% | 16k | 62.80 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $958k | -12% | 8.6k | 111.37 |
|
| Atlassian Corporation Cl A (TEAM) | 0.0 | $954k | +184% | 14k | 68.25 |
|
| Broadridge Financial Solutions (BR) | 0.0 | $931k | +30% | 5.7k | 162.48 |
|
| Msci (MSCI) | 0.0 | $910k | NEW | 1.7k | 539.01 |
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.0 | $875k | -93% | 17k | 51.93 |
|
| Aptiv Com Shs (APTV) | 0.0 | $866k | 13k | 69.44 |
|
|
| Transunion (TRU) | 0.0 | $865k | 13k | 69.19 |
|
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| Teradyne (TER) | 0.0 | $855k | -40% | 2.9k | 296.46 |
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.0 | $813k | -98% | 15k | 54.55 |
|
| Steris Shs Usd (STE) | 0.0 | $809k | +48% | 3.7k | 221.13 |
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| Abbvie (ABBV) | 0.0 | $798k | 3.7k | 217.49 |
|
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $791k | -31% | 27k | 29.13 |
|
| Copart (CPRT) | 0.0 | $773k | 23k | 33.20 |
|
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| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $750k | -7% | 11k | 70.18 |
|
| Johnson & Johnson (JNJ) | 0.0 | $706k | +10% | 2.9k | 244.44 |
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| Truist Financial Corp equities (TFC) | 0.0 | $678k | 15k | 45.97 |
|
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| Doordash Cl A (DASH) | 0.0 | $658k | +43% | 4.4k | 150.15 |
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| Euronet Worldwide (EEFT) | 0.0 | $609k | +29% | 9.2k | 66.37 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $605k | -6% | 12k | 52.64 |
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $566k | 5.3k | 106.15 |
|
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.0 | $555k | -84% | 853.00 | 650.01 |
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| Cisco Systems (CSCO) | 0.0 | $554k | +7% | 7.1k | 77.59 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $536k | 3.7k | 145.74 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $521k | -24% | 3.1k | 169.64 |
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| Procter & Gamble Company (PG) | 0.0 | $516k | 3.6k | 144.44 |
|
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| AmerisourceBergen (COR) | 0.0 | $505k | 1.6k | 314.14 |
|
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| Wal-Mart Stores (WMT) | 0.0 | $499k | +18% | 4.0k | 124.28 |
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| Global Payments (GPN) | 0.0 | $496k | +48% | 7.4k | 67.30 |
|
| Oracle Corporation (ORCL) | 0.0 | $495k | 3.4k | 147.11 |
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| McDonald's Corporation (MCD) | 0.0 | $493k | +15% | 1.6k | 310.79 |
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| Ishares Tr TRS FLT RT BD (TFLO) | 0.0 | $487k | -9% | 9.6k | 50.63 |
|
| Pepsi (PEP) | 0.0 | $475k | -3% | 3.1k | 155.29 |
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| Electronic Arts (EA) | 0.0 | $392k | 1.9k | 203.87 |
|
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| Simplify Exchange Traded Fun Mbs Etf (MTBA) | 0.0 | $374k | -9% | 7.6k | 49.46 |
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| Qualcomm (QCOM) | 0.0 | $328k | 2.5k | 128.78 |
|
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| Chevron Corporation (CVX) | 0.0 | $312k | NEW | 1.5k | 206.91 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $284k | 1.3k | 217.25 |
|
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| JPMorgan Chase & Co. (JPM) | 0.0 | $249k | NEW | 847.00 | 294.16 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $236k | 789.00 | 298.85 |
|
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| Pimco Etf Tr Sr Ln Active Etf (LONZ) | 0.0 | $236k | -22% | 4.8k | 49.38 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $230k | -3% | 4.0k | 57.64 |
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.0 | $224k | -4% | 2.4k | 93.74 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $222k | 2.6k | 85.23 |
|
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| Angel Oak Funds Trust Income Etf (CARY) | 0.0 | $221k | -22% | 11k | 20.77 |
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Past Filings by Advocacy Wealth Management
SEC 13F filings are viewable for Advocacy Wealth Management going back to 2012
- Advocacy Wealth Management 2026 Q1 filed May 12, 2026
- 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