Advocacy Wealth Management Services

Advocacy Wealth Management as of March 31, 2026

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 4.0M 76.54
Ishares Tr S&p 500 Val Etf (IVE) 4.8 $108M 511k 211.15
Spdr Series Trust State Street Spd (SPTL) 4.6 $105M 4.0M 26.30
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 4.6 $104M 1.1M 95.82
Pimco Etf Tr Multisector Bd (PYLD) 4.5 $103M 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 829k 113.11
Blackrock Etf Trust Ishares Us Equit (DYNF) 3.9 $87M 1.5M 58.18
Ishares Tr Msci Usa Qlt Fct (QUAL) 3.4 $77M 402k 191.81
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA) 2.4 $55M 1.1M 51.84
Blackrock Etf Trust Ishares A I Inno (BAI) 2.4 $54M 1.6M 32.95
Pimco Etf Tr Mtg Bkd Secs Act (PMBS) 2.3 $53M 1.1M 49.60
Doubleline Etf Trust Mortgage Etf (DMBS) 2.3 $52M 1.0M 49.38
Pimco Etf Tr Active Bd Etf (BOND) 2.2 $50M 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 1.0M 46.91
Ishares Tr Msci Usa Mmentm (MTUM) 2.1 $48M 201k 239.99
Blackrock Etf Trust Ishares Us Thema (THRO) 2.0 $44M 1.2M 36.22
Ishares Msci Emrg Chn (EMXC) 1.8 $41M 517k 78.66
Global X Fds Defense Tech Etf (SHLD) 1.5 $33M 470k 70.84
Fidelity Covington Trust Sml Mid Mltfct (FSMD) 1.1 $25M 569k 44.72
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.0 $24M 123k 191.92
Alphabet Cap Stk Cl A (GOOGL) 1.0 $23M 81k 287.56
Ishares Tr Mbs Etf (MBB) 1.0 $22M 229k 94.95
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.0 $22M 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 22k 919.77
Microsoft Corporation (MSFT) 0.8 $19M 51k 370.17
Ishares Tr Core Univrsl Usd (IUSB) 0.8 $19M 406k 46.19
Ishares Gold Tr Ishares New (IAU) 0.7 $16M 185k 88.16
Visa Com Cl A (V) 0.7 $16M 54k 302.24
Intuit (INTU) 0.7 $15M 36k 432.38
Netflix (NFLX) 0.7 $15M 159k 96.15
S&p Global (SPGI) 0.7 $15M 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 178k 80.08
Vertiv Holdings Com Cl A (VRT) 0.6 $14M 57k 250.58
Uber Technologies (UBER) 0.6 $14M 187k 71.93
Arista Networks Com Shs (ANET) 0.6 $13M 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 123k 104.55
Abbott Laboratories (ABT) 0.6 $13M 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 58k 197.50
Asml Hldg Nv N Y Registry Shs (ASML) 0.5 $11M 8.6k 1320.83
Amphenol Corp Cl A (APH) 0.4 $9.4M 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 227k 28.23
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.3 $5.8M 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 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 109k 50.12
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.2 $5.5M 108k 50.61
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.2 $5.4M 54k 100.57
Adobe Systems Incorporated (ADBE) 0.2 $5.2M 22k 243.08
Ishares Tr Ultra Short Dur (ICSH) 0.2 $5.0M 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 75k 48.16
Franklin Templeton Etf Tr Franklin India (FLIN) 0.1 $3.3M 99k 33.22
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) 0.1 $3.1M 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 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 3.7k 597.54
Sp Funds Trust S&p World Ex Us (SPWO) 0.1 $2.2M 77k 28.20
Tidal Trust I Sp Dwjns Sukuk (SPSK) 0.1 $2.1M 119k 17.90
Ishares Msci Germany Etf (EWG) 0.1 $1.8M 46k 39.67
Meta Platforms Cl A (META) 0.1 $1.8M 3.2k 572.13
J.B. Hunt Transport Services (JBHT) 0.1 $1.6M 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
Ishares Core Msci Emkt (IEMG) 0.1 $1.5M 21k 69.75
Vanguard Index Fds Growth Etf (VUG) 0.1 $1.4M 3.2k 436.79
Raymond James Financial (RJF) 0.1 $1.3M 9.3k 144.79
Monster Beverage Corp (MNST) 0.1 $1.3M 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 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
Globus Med Cl A (GMED) 0.1 $1.2M 14k 86.16
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $1.2M 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 3.9k 286.86
Home Depot (HD) 0.0 $1.1M 3.2k 328.89
Birkenstock Holding Com Shs (BIRK) 0.0 $1.0M 29k 35.83
TJX Companies (TJX) 0.0 $1.0M 6.4k 159.70
Labcorp Holdings Com Shs (LH) 0.0 $1.0M 3.8k 266.81
Corning Incorporated (GLW) 0.0 $997k 7.3k 135.97
Corpay Com Shs (CPAY) 0.0 $996k 3.4k 290.99
Dex (DXCM) 0.0 $986k 16k 62.80
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $958k 8.6k 111.37
Atlassian Corporation Cl A (TEAM) 0.0 $954k 14k 68.25
Broadridge Financial Solutions (BR) 0.0 $931k 5.7k 162.48
Msci (MSCI) 0.0 $910k 1.7k 539.01
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.0 $875k 17k 51.93
Aptiv Com Shs (APTV) 0.0 $866k 13k 69.44
Transunion (TRU) 0.0 $865k 13k 69.19
Teradyne (TER) 0.0 $855k 2.9k 296.46
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.0 $813k 15k 54.55
Steris Shs Usd (STE) 0.0 $809k 3.7k 221.13
Abbvie (ABBV) 0.0 $798k 3.7k 217.49
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $791k 27k 29.13
Copart (CPRT) 0.0 $773k 23k 33.20
Ishares Tr Core Div Grwth (DGRO) 0.0 $750k 11k 70.18
Johnson & Johnson (JNJ) 0.0 $706k 2.9k 244.44
Truist Financial Corp equities (TFC) 0.0 $678k 15k 45.97
Doordash Cl A (DASH) 0.0 $658k 4.4k 150.15
Euronet Worldwide (EEFT) 0.0 $609k 9.2k 66.37
Alps Etf Tr Alerian Mlp (AMLP) 0.0 $605k 12k 52.64
Ishares Tr National Mun Etf (MUB) 0.0 $566k 5.3k 106.15
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.0 $555k 853.00 650.01
Cisco Systems (CSCO) 0.0 $554k 7.1k 77.59
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $536k 3.7k 145.74
Exxon Mobil Corporation (XOM) 0.0 $521k 3.1k 169.64
Procter & Gamble Company (PG) 0.0 $516k 3.6k 144.44
AmerisourceBergen (COR) 0.0 $505k 1.6k 314.14
Wal-Mart Stores (WMT) 0.0 $499k 4.0k 124.28
Global Payments (GPN) 0.0 $496k 7.4k 67.30
Oracle Corporation (ORCL) 0.0 $495k 3.4k 147.11
McDonald's Corporation (MCD) 0.0 $493k 1.6k 310.79
Ishares Tr TRS FLT RT BD (TFLO) 0.0 $487k 9.6k 50.63
Pepsi (PEP) 0.0 $475k 3.1k 155.29
Electronic Arts (EA) 0.0 $392k 1.9k 203.87
Simplify Exchange Traded Fun Mbs Etf (MTBA) 0.0 $374k 7.6k 49.46
Qualcomm (QCOM) 0.0 $328k 2.5k 128.78
Chevron Corporation (CVX) 0.0 $312k 1.5k 206.91
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $284k 1.3k 217.25
JPMorgan Chase & Co. (JPM) 0.0 $249k 847.00 294.16
Vanguard Index Fds Large Cap Etf (VV) 0.0 $236k 789.00 298.85
Pimco Etf Tr Sr Ln Active Etf (LONZ) 0.0 $236k 4.8k 49.38
Mondelez Intl Cl A (MDLZ) 0.0 $230k 4.0k 57.64
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.0 $224k 2.4k 93.74
Colgate-Palmolive Company (CL) 0.0 $222k 2.6k 85.23
Angel Oak Funds Trust Income Etf (CARY) 0.0 $221k 11k 20.77