Advocacy Wealth Management Services
Latest statistics and disclosures from Advocacy Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPYM, EMXC, SPDW, IVW, PYLD, and represent 34.98% of Advocacy Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SPYM (+$158M), EMXC (+$70M), CORO (+$69M), FENI (+$69M), IALT (+$59M), IUSB (+$32M), BINC (+$24M), ETN (+$10M), SPDW (+$9.7M), SHLD (+$7.0M).
- Started 17 new stock positions in CELH, MRK, FENI, AMD, MU, MA, AVGO, CMG, IALT, IGV. SNOW, BRK.B, ETN, CORO, TSLA, UTWY, VIK.
- Reduced shares in these 10 stocks: QUAL (-$87M), SPTL (-$62M), SPEM (-$53M), THRO (-$20M), IVE (-$20M), MTUM (-$17M), PANW (-$17M), BAI (-$14M), ASML (-$5.6M), .
- Sold out of its positions in ADBE, CARY, FLIN, XLG, MUB, EFV, LONZ, VV, ACN.
- Advocacy Wealth Management was a net buyer of stock by $232M.
- Advocacy Wealth Management has $2.8B in assets under management (AUM), dropping by 21.70%.
- Central Index Key (CIK): 0001569452
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Portfolio Holdings for Advocacy Wealth Management
Advocacy Wealth Management holds 151 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust St Str P500etf (SPYM) | 18.4 | $508M | +45% | 5.8M | 87.88 |
|
| Ishares Msci Emrg Chn (EMXC) | 4.5 | $123M | +132% | 1.2M | 102.30 |
|
| Spdr Index Shs Fds St Str Po Ex Etf (SPDW) | 4.2 | $114M | +9% | 2.3M | 50.39 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 4.0 | $111M | -2% | 807k | 137.53 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 3.9 | $107M | +2% | 4.0M | 26.52 |
|
| Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) | 3.9 | $107M | +3% | 1.1M | 95.61 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 3.7 | $101M | 1.5M | 68.01 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 3.5 | $96M | -16% | 425k | 227.06 |
|
| Blackrock Etf Trust Isha I In Te Etf (BAI) | 2.7 | $73M | -15% | 1.4M | 52.72 |
|
| Blackrock Etf Trust Isha In Ctry Etf (CORO) | 2.5 | $69M | NEW | 1.9M | 36.60 |
|
| Fidelity Covington Trust Enhanced Intl (FENI) | 2.5 | $69M | NEW | 1.7M | 40.13 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 2.3 | $63M | +8% | 1.7M | 36.87 |
|
| Blackrock Etf Trust Isha Syst Al Etf (IALT) | 2.2 | $59M | NEW | 2.1M | 28.05 |
|
| Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA) | 2.1 | $57M | +4% | 1.1M | 51.91 |
|
| Pimco Etf Tr Mtg Bkd Secs Act (PMBS) | 2.0 | $54M | +2% | 1.1M | 49.38 |
|
| Doubleline Etf Trust Mortgage Etf (DMBS) | 1.9 | $53M | +3% | 1.1M | 49.09 |
|
| Pimco Etf Tr Active Bd Etf (BOND) | 1.9 | $53M | +4% | 569k | 92.21 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 1.9 | $52M | -25% | 151k | 342.83 |
|
| Ishares Tr Core Univrsl Usd (IUSB) | 1.8 | $50M | +168% | 1.1M | 46.15 |
|
| Spdr Series Trust St Lon Treas Etf (SPTL) | 1.5 | $42M | -59% | 1.6M | 26.23 |
|
| Global X Fds Defense Tech Etf (SHLD) | 1.3 | $35M | +25% | 588k | 59.71 |
|
| Fidelity Covington Trust Sml Mid Mltfct (FSMD) | 1.2 | $33M | +8% | 617k | 52.85 |
|
| Blackrock Etf Trust Isha Us Them Etf (THRO) | 1.2 | $32M | -38% | 748k | 43.11 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $29M | 81k | 357.37 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.0 | $27M | +4% | 128k | 212.77 |
|
| Eli Lilly & Co. (LLY) | 1.0 | $26M | 22k | 1199.43 |
|
|
| Blackrock Etf Trust Ii Isha Flex In Etf (BINC) | 0.9 | $24M | +2664% | 466k | 52.34 |
|
| NVIDIA Corporation (NVDA) | 0.9 | $24M | 120k | 200.09 |
|
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.9 | $24M | +9% | 492k | 48.43 |
|
| Amazon (AMZN) | 0.8 | $23M | 98k | 238.34 |
|
|
| Ishares Tr Mbs Etf (MBB) | 0.8 | $23M | +4% | 238k | 94.52 |
|
| Microsoft Corporation (MSFT) | 0.7 | $19M | 51k | 373.02 |
|
|
| Vertiv Holdings Com Cl A (VRT) | 0.7 | $19M | 56k | 334.82 |
|
|
| Visa Com Cl A (V) | 0.7 | $18M | 53k | 343.09 |
|
|
| Arista Networks Com Shs (ANET) | 0.7 | $18M | 106k | 169.88 |
|
|
| Apple (AAPL) | 0.6 | $17M | 60k | 289.36 |
|
|
| Uber Technologies (UBER) | 0.6 | $17M | +24% | 233k | 72.16 |
|
| Edwards Lifesciences (EW) | 0.6 | $16M | 175k | 90.46 |
|
|
| Coca-Cola Company (KO) | 0.6 | $15M | 190k | 81.27 |
|
|
| Stryker Corporation (SYK) | 0.6 | $15M | +24% | 49k | 314.84 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.5 | $15M | +6% | 198k | 75.51 |
|
| Take-Two Interactive Software (TTWO) | 0.5 | $14M | 57k | 249.98 |
|
|
| S&p Global (SPGI) | 0.5 | $14M | -2% | 34k | 407.26 |
|
| Charles Schwab Corporation (SCHW) | 0.5 | $14M | -3% | 147k | 92.27 |
|
| Amphenol Corp Cl A (APH) | 0.5 | $13M | -3% | 72k | 176.32 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.4 | $12M | -32% | 5.8k | 1989.44 |
|
| Netflix (NFLX) | 0.4 | $11M | 157k | 71.40 |
|
|
| Palo Alto Networks (PANW) | 0.4 | $11M | -60% | 33k | 341.02 |
|
| Abbott Laboratories (ABT) | 0.4 | $11M | -6% | 116k | 90.74 |
|
| Servicenow (NOW) | 0.4 | $11M | -13% | 106k | 99.28 |
|
| Eaton Corp SHS (ETN) | 0.4 | $10M | NEW | 24k | 426.12 |
|
| Wisdomtree Tr Arti Int Inn Fd (WTAI) | 0.3 | $9.4M | -12% | 199k | 47.47 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $9.4M | +4% | 98k | 96.58 |
|
| Intercontinental Exchange (ICE) | 0.3 | $9.3M | 76k | 123.11 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.3 | $8.4M | +37% | 39k | 217.93 |
|
| Alcon Ord Shs (ALC) | 0.3 | $8.3M | +98% | 124k | 67.10 |
|
| Intuit (INTU) | 0.3 | $8.2M | -11% | 32k | 261.00 |
|
| Lowe's Companies (LOW) | 0.3 | $7.4M | -31% | 34k | 220.49 |
|
| Church & Dwight (CHD) | 0.2 | $5.8M | +2% | 60k | 96.88 |
|
| Spdr Series Trust ST STR PR SP1500 (SPTM) | 0.2 | $5.7M | 63k | 90.79 |
|
|
| Ishares Tr Msc Glo Fac Etf (AQLT) | 0.2 | $5.6M | +25% | 179k | 31.53 |
|
| Tidal Trust I SP FDS S&P 500 (SPUS) | 0.2 | $5.4M | +26% | 94k | 57.50 |
|
| Invesco Actively Managed Exc Ultra Shrt Dur (GSY) | 0.2 | $5.1M | -6% | 102k | 50.15 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.2 | $5.1M | -6% | 51k | 100.81 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.2 | $5.1M | -6% | 101k | 50.57 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.2 | $5.0M | -13% | 99k | 51.05 |
|
| Viking Holdings Ord Shs (VIK) | 0.2 | $4.7M | NEW | 45k | 104.67 |
|
| Ishares Tr Ultra Short Dur (ICSH) | 0.2 | $4.7M | -6% | 92k | 50.58 |
|
| Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) | 0.1 | $4.0M | +10% | 43k | 92.98 |
|
| Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 0.1 | $3.8M | +11% | 55k | 68.54 |
|
| Tidal Trust I Sp Dwjns Sukuk (SPSK) | 0.1 | $3.6M | +69% | 202k | 18.01 |
|
| Sp Funds Trust S&p World Ex Us (SPWO) | 0.1 | $3.3M | +23% | 95k | 34.58 |
|
| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.1 | $2.8M | 27k | 106.09 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $2.7M | 11k | 242.43 |
|
|
| Ishares Tr Expanded Tech (IGV) | 0.1 | $2.6M | NEW | 29k | 90.60 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $2.4M | -6% | 3.4k | 686.82 |
|
| Ishares Msci Germany Etf (EWG) | 0.1 | $1.9M | +2% | 47k | 41.37 |
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $1.9M | +12% | 24k | 82.84 |
|
| Meta Platforms Cl A (META) | 0.1 | $1.9M | +7% | 3.4k | 563.29 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $1.8M | +50% | 18k | 98.98 |
|
| Monster Beverage Corp (MNST) | 0.1 | $1.7M | 18k | 96.12 |
|
|
| Snowflake Com Shs (SNOW) | 0.1 | $1.7M | NEW | 6.6k | 254.50 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $1.5M | +5% | 1.6k | 935.47 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $1.5M | +6% | 1.9k | 748.89 |
|
| Raymond James Financial (RJF) | 0.1 | $1.4M | 9.3k | 152.03 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $1.4M | 3.9k | 353.33 |
|
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $1.4M | 39k | 34.81 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $1.4M | -98% | 6.2k | 219.43 |
|
| Ametek (AME) | 0.0 | $1.3M | 5.4k | 241.94 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $1.3M | 12k | 103.88 |
|
|
| Msci (MSCI) | 0.0 | $1.3M | +33% | 2.3k | 560.04 |
|
| Birkenstock Holding Com Shs (BIRK) | 0.0 | $1.2M | 29k | 43.03 |
|
|
| Home Depot (HD) | 0.0 | $1.2M | +8% | 3.5k | 352.68 |
|
| Corning Incorporated (GLW) | 0.0 | $1.2M | -36% | 4.7k | 255.43 |
|
| Doordash Cl A (DASH) | 0.0 | $1.2M | +47% | 6.5k | 184.53 |
|
| Te Connectivity Ord Shs (TEL) | 0.0 | $1.2M | 5.7k | 201.61 |
|
|
| Corpay Com Shs (CPAY) | 0.0 | $1.1M | 3.4k | 333.27 |
|
|
| Steris Shs Usd (STE) | 0.0 | $1.1M | +48% | 5.4k | 210.57 |
|
| Globus Med Cl A (GMED) | 0.0 | $1.1M | 14k | 79.01 |
|
|
| Atlassian Corporation Cl A (TEAM) | 0.0 | $1.1M | 14k | 77.79 |
|
|
| Dex (DXCM) | 0.0 | $1.1M | 16k | 67.35 |
|
|
| Labcorp Holdings Com Shs (LH) | 0.0 | $1.1M | 3.8k | 280.00 |
|
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $984k | -8% | 7.9k | 124.42 |
|
| Abbvie (ABBV) | 0.0 | $960k | +3% | 3.8k | 251.64 |
|
| TJX Companies (TJX) | 0.0 | $927k | -4% | 6.1k | 151.50 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $918k | 27k | 33.84 |
|
|
| Teradyne (TER) | 0.0 | $904k | -35% | 1.9k | 483.84 |
|
| Transunion (TRU) | 0.0 | $900k | 13k | 72.14 |
|
|
| Cisco Systems (CSCO) | 0.0 | $863k | +2% | 7.3k | 117.46 |
|
| Johnson & Johnson (JNJ) | 0.0 | $807k | +10% | 3.2k | 253.97 |
|
| J.B. Hunt Transport Services (JBHT) | 0.0 | $799k | -63% | 2.8k | 289.43 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $794k | -2% | 11k | 75.79 |
|
| Aptiv Com Shs (APTV) | 0.0 | $771k | 13k | 61.38 |
|
|
| Broadridge Financial Solutions (BR) | 0.0 | $767k | -2% | 5.6k | 136.95 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $756k | +176% | 8.8k | 86.14 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $751k | +2% | 15k | 49.82 |
|
| Marvell Technology (MRVL) | 0.0 | $731k | -83% | 2.5k | 297.89 |
|
| Euronet Worldwide (EEFT) | 0.0 | $671k | 9.2k | 73.19 |
|
|
| Copart (CPRT) | 0.0 | $655k | 23k | 28.19 |
|
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.0 | $636k | 852.00 | 746.77 |
|
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $632k | +6% | 12k | 51.85 |
|
| Advanced Micro Devices (AMD) | 0.0 | $612k | NEW | 1.1k | 580.91 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $605k | 3.7k | 164.60 |
|
|
| Procter & Gamble Company (PG) | 0.0 | $586k | +11% | 4.0k | 146.64 |
|
| Celsius Hldgs Com New (CELH) | 0.0 | $586k | NEW | 20k | 29.28 |
|
| Broadcom (AVGO) | 0.0 | $549k | NEW | 1.5k | 377.75 |
|
| Oracle Corporation (ORCL) | 0.0 | $540k | +9% | 3.7k | 146.55 |
|
| Global Payments (GPN) | 0.0 | $539k | 7.4k | 72.56 |
|
|
| Exxon Mobil Corporation (XOM) | 0.0 | $518k | +23% | 3.8k | 136.72 |
|
| RBB Us Treas 20yr Bd (UTWY) | 0.0 | $504k | NEW | 12k | 42.68 |
|
| Qualcomm (QCOM) | 0.0 | $503k | +6% | 2.7k | 184.79 |
|
| Wal-Mart Stores (WMT) | 0.0 | $480k | +5% | 4.2k | 113.26 |
|
| Ishares Tr TRS FLT RT BD (TFLO) | 0.0 | $475k | -2% | 9.4k | 50.63 |
|
| AmerisourceBergen (COR) | 0.0 | $470k | +3% | 1.7k | 282.98 |
|
| Pepsi (PEP) | 0.0 | $440k | +6% | 3.3k | 135.40 |
|
| McDonald's Corporation (MCD) | 0.0 | $403k | -6% | 1.5k | 270.31 |
|
| Electronic Arts (EA) | 0.0 | $403k | +2% | 2.0k | 205.04 |
|
| Spdr Index Shs Fds St Port Mark Etf (SPEM) | 0.0 | $398k | -99% | 7.7k | 51.78 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $368k | NEW | 11k | 34.00 |
|
| Simplify Exchange Traded Fun Mbs Etf (MTBA) | 0.0 | $366k | 7.5k | 49.07 |
|
|
| Micron Technology (MU) | 0.0 | $343k | NEW | 297.00 | 1154.29 |
|
| JPMorgan Chase & Co. (JPM) | 0.0 | $334k | +20% | 1.0k | 327.33 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $317k | 1.3k | 242.99 |
|
|
| Tesla Motors (TSLA) | 0.0 | $301k | NEW | 716.00 | 420.60 |
|
| Chevron Corporation (CVX) | 0.0 | $275k | +9% | 1.7k | 165.77 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $257k | +7% | 2.8k | 91.68 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $247k | +7% | 4.3k | 57.84 |
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.0 | $240k | -5% | 2.3k | 106.31 |
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $235k | NEW | 457.00 | 513.60 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $235k | NEW | 469.00 | 500.39 |
|
| Merck & Co (MRK) | 0.0 | $221k | NEW | 1.7k | 128.50 |
|
Past Filings by Advocacy Wealth Management
SEC 13F filings are viewable for Advocacy Wealth Management going back to 2012
- Advocacy Wealth Management 2026 Q2 filed July 29, 2026
- 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