Advocacy Wealth Management Services

Advocacy Wealth Management as of June 30, 2026

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 5.8M 87.88
Ishares Msci Emrg Chn (EMXC) 4.5 $123M 1.2M 102.30
Spdr Index Shs Fds St Str Po Ex Etf (SPDW) 4.2 $114M 2.3M 50.39
Ishares Tr S&p 500 Grwt Etf (IVW) 4.0 $111M 807k 137.53
Pimco Etf Tr Multisector Bd (PYLD) 3.9 $107M 4.0M 26.52
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 3.9 $107M 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 425k 227.06
Blackrock Etf Trust Isha I In Te Etf (BAI) 2.7 $73M 1.4M 52.72
Blackrock Etf Trust Isha In Ctry Etf (CORO) 2.5 $69M 1.9M 36.60
Fidelity Covington Trust Enhanced Intl (FENI) 2.5 $69M 1.7M 40.13
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.3 $63M 1.7M 36.87
Blackrock Etf Trust Isha Syst Al Etf (IALT) 2.2 $59M 2.1M 28.05
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA) 2.1 $57M 1.1M 51.91
Pimco Etf Tr Mtg Bkd Secs Act (PMBS) 2.0 $54M 1.1M 49.38
Doubleline Etf Trust Mortgage Etf (DMBS) 1.9 $53M 1.1M 49.09
Pimco Etf Tr Active Bd Etf (BOND) 1.9 $53M 569k 92.21
Ishares Tr Msci Usa Mmentm (MTUM) 1.9 $52M 151k 342.83
Ishares Tr Core Univrsl Usd (IUSB) 1.8 $50M 1.1M 46.15
Spdr Series Trust St Lon Treas Etf (SPTL) 1.5 $42M 1.6M 26.23
Global X Fds Defense Tech Etf (SHLD) 1.3 $35M 588k 59.71
Fidelity Covington Trust Sml Mid Mltfct (FSMD) 1.2 $33M 617k 52.85
Blackrock Etf Trust Isha Us Them Etf (THRO) 1.2 $32M 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 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 466k 52.34
NVIDIA Corporation (NVDA) 0.9 $24M 120k 200.09
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.9 $24M 492k 48.43
Amazon (AMZN) 0.8 $23M 98k 238.34
Ishares Tr Mbs Etf (MBB) 0.8 $23M 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 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 49k 314.84
Ishares Gold Tr Ishares New (IAU) 0.5 $15M 198k 75.51
Take-Two Interactive Software (TTWO) 0.5 $14M 57k 249.98
S&p Global (SPGI) 0.5 $14M 34k 407.26
Charles Schwab Corporation (SCHW) 0.5 $14M 147k 92.27
Amphenol Corp Cl A (APH) 0.5 $13M 72k 176.32
Asml Hldg Nv N Y Registry Shs (ASML) 0.4 $12M 5.8k 1989.44
Netflix (NFLX) 0.4 $11M 157k 71.40
Palo Alto Networks (PANW) 0.4 $11M 33k 341.02
Abbott Laboratories (ABT) 0.4 $11M 116k 90.74
Servicenow (NOW) 0.4 $11M 106k 99.28
Eaton Corp SHS (ETN) 0.4 $10M 24k 426.12
Wisdomtree Tr Arti Int Inn Fd (WTAI) 0.3 $9.4M 199k 47.47
Ishares Tr Core Msci Eafe (IEFA) 0.3 $9.4M 98k 96.58
Intercontinental Exchange (ICE) 0.3 $9.3M 76k 123.11
Vanguard Index Fds Value Etf (VTV) 0.3 $8.4M 39k 217.93
Alcon Ord Shs (ALC) 0.3 $8.3M 124k 67.10
Intuit (INTU) 0.3 $8.2M 32k 261.00
Lowe's Companies (LOW) 0.3 $7.4M 34k 220.49
Church & Dwight (CHD) 0.2 $5.8M 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 179k 31.53
Tidal Trust I SP FDS S&P 500 (SPUS) 0.2 $5.4M 94k 57.50
Invesco Actively Managed Exc Ultra Shrt Dur (GSY) 0.2 $5.1M 102k 50.15
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.2 $5.1M 51k 100.81
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.2 $5.1M 101k 50.57
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.2 $5.0M 99k 51.05
Viking Holdings Ord Shs (VIK) 0.2 $4.7M 45k 104.67
Ishares Tr Ultra Short Dur (ICSH) 0.2 $4.7M 92k 50.58
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) 0.1 $4.0M 43k 92.98
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 0.1 $3.8M 55k 68.54
Tidal Trust I Sp Dwjns Sukuk (SPSK) 0.1 $3.6M 202k 18.01
Sp Funds Trust S&p World Ex Us (SPWO) 0.1 $3.3M 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 29k 90.60
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $2.4M 3.4k 686.82
Ishares Msci Germany Etf (EWG) 0.1 $1.9M 47k 41.37
Ishares Core Msci Emkt (IEMG) 0.1 $1.9M 24k 82.84
Meta Platforms Cl A (META) 0.1 $1.9M 3.4k 563.29
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $1.8M 18k 98.98
Monster Beverage Corp (MNST) 0.1 $1.7M 18k 96.12
Snowflake Com Shs (SNOW) 0.1 $1.7M 6.6k 254.50
Costco Wholesale Corporation (COST) 0.1 $1.5M 1.6k 935.47
Ishares Tr Core S&p500 Etf (IVV) 0.1 $1.5M 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 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 2.3k 560.04
Birkenstock Holding Com Shs (BIRK) 0.0 $1.2M 29k 43.03
Home Depot (HD) 0.0 $1.2M 3.5k 352.68
Corning Incorporated (GLW) 0.0 $1.2M 4.7k 255.43
Doordash Cl A (DASH) 0.0 $1.2M 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 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 7.9k 124.42
Abbvie (ABBV) 0.0 $960k 3.8k 251.64
TJX Companies (TJX) 0.0 $927k 6.1k 151.50
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $918k 27k 33.84
Teradyne (TER) 0.0 $904k 1.9k 483.84
Transunion (TRU) 0.0 $900k 13k 72.14
Cisco Systems (CSCO) 0.0 $863k 7.3k 117.46
Johnson & Johnson (JNJ) 0.0 $807k 3.2k 253.97
J.B. Hunt Transport Services (JBHT) 0.0 $799k 2.8k 289.43
Ishares Tr Core Div Grwth (DGRO) 0.0 $794k 11k 75.79
Aptiv Com Shs (APTV) 0.0 $771k 13k 61.38
Broadridge Financial Solutions (BR) 0.0 $767k 5.6k 136.95
Vanguard Index Fds Growth Etf (VUG) 0.0 $756k 8.8k 86.14
Truist Financial Corp equities (TFC) 0.0 $751k 15k 49.82
Marvell Technology (MRVL) 0.0 $731k 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 12k 51.85
Advanced Micro Devices (AMD) 0.0 $612k 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 4.0k 146.64
Celsius Hldgs Com New (CELH) 0.0 $586k 20k 29.28
Broadcom (AVGO) 0.0 $549k 1.5k 377.75
Oracle Corporation (ORCL) 0.0 $540k 3.7k 146.55
Global Payments (GPN) 0.0 $539k 7.4k 72.56
Exxon Mobil Corporation (XOM) 0.0 $518k 3.8k 136.72
RBB Us Treas 20yr Bd (UTWY) 0.0 $504k 12k 42.68
Qualcomm (QCOM) 0.0 $503k 2.7k 184.79
Wal-Mart Stores (WMT) 0.0 $480k 4.2k 113.26
Ishares Tr TRS FLT RT BD (TFLO) 0.0 $475k 9.4k 50.63
AmerisourceBergen (COR) 0.0 $470k 1.7k 282.98
Pepsi (PEP) 0.0 $440k 3.3k 135.40
McDonald's Corporation (MCD) 0.0 $403k 1.5k 270.31
Electronic Arts (EA) 0.0 $403k 2.0k 205.04
Spdr Index Shs Fds St Port Mark Etf (SPEM) 0.0 $398k 7.7k 51.78
Chipotle Mexican Grill (CMG) 0.0 $368k 11k 34.00
Simplify Exchange Traded Fun Mbs Etf (MTBA) 0.0 $366k 7.5k 49.07
Micron Technology (MU) 0.0 $343k 297.00 1154.29
JPMorgan Chase & Co. (JPM) 0.0 $334k 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 716.00 420.60
Chevron Corporation (CVX) 0.0 $275k 1.7k 165.77
Colgate-Palmolive Company (CL) 0.0 $257k 2.8k 91.68
Mondelez Intl Cl A (MDLZ) 0.0 $247k 4.3k 57.84
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.0 $240k 2.3k 106.31
Mastercard Incorporated Cl A (MA) 0.0 $235k 457.00 513.60
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.0 $235k 469.00 500.39
Merck & Co (MRK) 0.0 $221k 1.7k 128.50