CIK: 0001569452
Total reported value
$2.3B
Reporting period: 2026-03-31 · Number of holdings: 143
Advocacy Wealth Management, LLC disclosed 143 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $2.3B and a quarterly turnover rate of 23.9%.
Browse other institutions with $1B to $10B AUMBrowse other institutions starting with "A"
Advocacy Wealth Management, LLC's disclosed holdings carry a Herfindahl concentration index of 0.040 — mathematically equivalent to about 25 equally-sized positions, well below its 143 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.17), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 19% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Trim EFV
-98.4% -$72.0M
Trim XLG
-98.7% -$67.5M
Add SPYM
+22.6% $44.2M
Trim DYNF
-24.4% -$33.4M
Add BNDX
+6311.1% $21.2M
Add LDUR
+18.5% $16.1M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 13.48% | +2.57% | +22.56% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 4.77% | +0.11% | -2.80% | |
| 3 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 4.63% | +0.39% | +3.95% | |
| 4 | LDUR | Pimco Enhanced Low Duration | ETF-Other | 4.58% | +0.92% | +18.52% | |
| 5 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 4.55% | +0.54% | +9.29% | |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 4.19% | +0.29% | -1.10% | |
| 7 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.15% | +0.10% | +5.64% | |
| 8 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-Other | 3.86% | -1.19% | -24.42% | |
| 9 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.41% | -0.35% | -11.14% | |
| 10 | CLOA | Ishares Aaa Clo Act Etf-usdi | ETF-Other | 2.42% | +0.81% | +42.12% | |
| 11 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 2.40% | +0.24% | +6.40% | |
| 12 | PMBS | Pimco Mbs Active ETF | ETF-Other | 2.32% | -0.34% | -17.24% | |
| 13 | DMBS | Doubleline Mortgage ETF | ETF-Other | 2.29% | +0.26% | +7.28% | |
| 14 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 2.23% | +0.63% | +32.88% | |
| 15 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.16% | +0.20% | +1.40% | |
| 16 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 2.14% | +0.24% | +6.46% | |
| 17 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 2.14% | — | +6.66% | |
| 18 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 1.95% | — | +6.72% | |
| 19 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.80% | — | -8.03% | |
| 20 | SHLD | Global X Defense Tech ETF | ETF-Tech | 1.47% | +0.45% | +25.31% | |
| 21 | FSMD | Fidelity Small-mid Multifact | ETF-Other | 1.13% | — | +4.31% | |
| 22 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.05% | +0.12% | +6.71% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.04% | -0.34% | -22.76% | |
| 24 | MBB | Ishares Mbs ETF | ETF-Other | 0.96% | — | +4.93% | |
| 25 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.95% | +0.94% | +6311.12% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.91% | -0.02% | -1.14% | |
| 27 | AMZN | Amazon.com INC | Stock-Consumer Disc | 0.91% | -0.04% | +0.01% | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.90% | -0.16% | -6.60% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.83% | -0.09% | +11.94% | |
| 30 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.83% | +0.83% | NEW | |
| 31 | IAU | Ishares Gold Trust | ETF-Commodities | 0.72% | -0.57% | -51.03% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.72% | -0.10% | -4.11% | |
| 33 | INTU | Intuit INC | Stock-Tech | 0.68% | — | +43.29% | |
| 34 | NFLX | Netflix INC | Stock-Comm Services | 0.68% | +0.26% | +48.61% | |
| 35 | SPGI | S&p Global INC | Stock-Financials | 0.66% | — | +19.51% | |
| 36 | AAPL | Apple INC | Stock-Tech | 0.66% | — | -0.66% | |
| 37 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.63% | — | +0.35% | |
| 38 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.63% | — | +0.29% | |
| 39 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.63% | +0.15% | +33.55% | |
| 40 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.63% | +0.57% | +497.78% | |
| 41 | UBER | Uber Technologies INC | Stock-Industrials | 0.60% | — | +23.65% | |
| 42 | ANET | Arista Networks INC | Stock-Tech | 0.58% | — | +7.21% | |
| 43 | PANW | Palo Alto Networks INC | Stock-Tech | 0.58% | -0.04% | +1.79% | |
| 44 | SYK | Stryker CORP | Stock-Healthcare | 0.57% | — | +1.32% | |
| 45 | NOW | Servicenow INC | Stock-Tech | 0.57% | — | +59.98% | |
| 46 | ABT | Abbott Laboratories | Stock-Healthcare | 0.56% | -0.11% | -2.29% | |
| 47 | ICE | Intercontinental Exchange In | Stock-Financials | 0.54% | — | -1.96% | |
| 48 | LOW | Lowe's Cos INC | Stock-Consumer Disc | 0.51% | — | -0.93% | |
| 49 | TTWO | Take-two Interactive Softwre | Stock-Comm Services | 0.51% | — | +35.57% | |
| 50 | ASML | ASML Holding N.V. | Stock-Tech | 0.50% | -0.24% | -47.79% |
Performance for Q3 2026
+1.9%
Performance Last 4 Quarters
+15.4%
Based on 73% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 143 | $2.3B | 24 | |
| 2025-12-31 | 142 | $2.4B | 21 | |
| 2025-09-30 | 142 | $2.3B | 61 | |
| 2025-06-30 | 63 | $1.6B | 0 | |
| 2025-03-31 | 55 | $1.5B | 100 | |
| 2024-12-31 | 53 | $1.3B | 0 | |
| 2024-09-30 | 50 | $1.3B | 0 | |
| 2024-06-30 | 51 | $1.2B | 0 | |
| 2024-03-31 | 54 | $1.2B | 0 | |
| 2023-12-31 | 51 | $1.1B | 0 | |
| 2023-09-30 | 37 | $898.8M | 0 | |
| 2023-06-30 | 37 | $875.2M | 0 | |
| 2023-03-31 | 36 | $823.4M | 0 | |
| 2022-12-31 | 39 | $757.1M | 0 | |
| 2022-09-30 | 141 | $685.1M | 0 | |
| 2022-06-30 | 143 | $621.6M | 0 | |
| 2022-03-31 | 205 | $574.9M | 0 | |
| 2021-12-31 | 198 | $598.0M | 0 | |
| 2021-09-30 | 190 | $554.4M | 0 | |
| 2021-06-30 | 206 | $540.4M | 100 | |
| 2021-03-31 | 141 | $500.4M | 100 | |
| 2020-12-31 | 144 | $668.5M | 13 | |
| 2020-09-30 | 135 | $621.1M | 46 | |
| 2020-06-30 | 132 | $493.9M | 53 | |
| 2020-03-31 | 120 | $451.9M | 34 | |
| 2019-12-31 | 147 | $351.0M | 100 | |
| 2019-09-30 | 153 | $150.0M | 14 | |
| 2019-06-30 | 179 | $138.2M | 44 | |
| 2019-03-31 | 134 | $91.8M | 70 | |
| 2018-12-31 | 164 | $132.7M | 23 | |
| 2018-09-30 | 172 | $162.9M | 7 | |
| 2018-06-30 | 196 | $152.2M | 9 | |
| 2018-03-31 | 223 | $145.6M | 26 | |
| 2017-12-31 | 234 | $145.2M | 84 | |
| 2017-09-30 | 334 | $249.9M | 71 | |
| 2017-06-30 | 315 | $279.1M | 28 | |
| 2017-03-31 | 336 | $286.9M | 82 | |
| 2016-12-31 | 340 | $333.3M | 65 | |
| 2016-09-30 | 395 | $258.1M | 35 | |
| 2016-06-30 | 416 | $198.2M | 52 | |
| 2016-03-31 | 562 | $144.1M | 95 | |
| 2015-12-31 | 576 | $88.4M | 100 | |
| 2013-09-30 | 327 | $36.6M | 63 | |
| 2013-06-30 | 256 | $25.1M | — |
Advocacy Wealth Management, LLC's most significant position changes for 2026-03-31: New buy: Ishr Cr Unvrse Usd Bd Etf-ui (IUSB); Sold out: Abrdn Physical Silver Shares (SIVR); Sold out: Ishares Jp Morgan Usd Emergi (EMB); Sold out: Workday Inc-class A (WDAY); New buy: Sp Funds S&p Sharia Indu Exc (SPUS).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +2.6% | +22.56% | Add |
| 2 | BNDX | Vanguard Total Intl Bond ETF | +0.9% | +6311.12% | Add |
| 3 | LDUR | Pimco Enhanced Low Duration | +0.9% | +18.52% | Add |
| 4 | CLOA | Ishares Aaa Clo Act Etf-usdi | +0.8% | +42.12% | Add |
| 5 | BOND | Pimco Active Bond Exchange-t | +0.6% | +32.88% | Add |
| 6 | VRT | Vertiv Holdings Co-a | +0.6% | +497.78% | Add |
| 7 | PYLD | Pimco Multisector Bond Actv | +0.5% | +9.29% | Add |
| 8 | SHLD | Global X Defense Tech ETF | +0.5% | +25.31% | Add |
| 9 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | +0.4% | +3.95% | Add |
| 10 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.3% | -1.10% | Trim |
| 11 | NFLX | Netflix INC | +0.3% | +48.61% | Add |
| 12 | DMBS | Doubleline Mortgage ETF | +0.3% | +7.28% | Add |
| 13 | SPEM | State Street Sp Ptf Em ETF | +0.2% | +6.46% | Add |
| 14 | BAI | Ishrs Ai In And Tech Act ETF | +0.2% | +6.40% | Add |
| 15 | VTV | Vanguard Value ETF | +0.2% | +1266.36% | Add |
| 16 | SCHM | Schwab US Mid Cap ETF | +0.2% | +1.40% | Add |
| 17 | EW | Edwards Lifesciences CORP | +0.2% | +33.55% | Add |
| 18 | APH | Amphenol Corp-cl A | +0.1% | +48.50% | Add |
| 19 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +6.71% | Add |
| 20 | IVE | Ishares S&p 500 Value ETF | +0.1% | -2.80% | Trim |
| 21 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +5.64% | Add |
| 22 | NVDA | Nvidia CORP | 0% | -1.14% | Trim |
| 23 | AMZN | Amazon.com INC | 0% | +0.01% | Add |
| 24 | PANW | Palo Alto Networks INC | 0% | +1.79% | Add |
| 25 | ACN | Accenture plc | -0.1% | +0.14% | Add |
| 26 | MSFT | Microsoft CORP | -0.1% | +11.94% | Add |
| 27 | V | Visa Inc-class A Shares | -0.1% | -4.11% | Trim |
| 28 | ADBE | Adobe INC | -0.1% | -5.33% | Trim |
| 29 | ABT | Abbott Laboratories | -0.1% | -2.29% | Trim |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -84.95% | Trim |
| 31 | LLY | Eli Lilly & Co | -0.2% | -6.60% | Trim |
| 32 | VUG | Vanguard Growth ETF | -0.2% | -77.61% | Trim |
| 33 | ASML | ASML Holding N.V. | -0.2% | -47.79% | Trim |
| 34 | PMBS | Pimco Mbs Active ETF | -0.3% | -17.24% | Trim |
| 35 | GOOGL | Alphabet Inc-cl A | -0.3% | -22.76% | Trim |
| 36 | QUAL | Ishares Msci USA Quality Fac | -0.4% | -11.14% | Trim |
| 37 | JBHT | Hunt (jb) Transprt Svcs INC | -0.4% | -86.34% | Trim |
| 38 | MNST | Monster Beverage CORP | -0.4% | -88.45% | Trim |
| 39 | IAU | Ishares Gold Trust | -0.6% | -51.03% | Trim |
| 40 | BINC | Ishares Flex I A Etf-usd INC | -0.6% | -93.89% | Trim |
| 41 | DYNF | Ishrs US E F R A Etf-usd INC | -1.2% | -24.42% | Trim |
| 42 | XLG | Invesco S&p 500 Top 50 ETF | -2.8% | -98.71% | Trim |
| 43 | EFV | Ishares Msci Eafe Value ETF | -3% | -98.43% | Trim |
| 44 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | — | NEW | New buy |
| 45 | SIVR | Abrdn Physical Silver Shares | — | EXIT | Sold out |
| 46 | EMB | Ishares Jp Morgan Usd Emergi | — | EXIT | Sold out |
| 47 | WDAY | Workday Inc-class A | — | EXIT | Sold out |
| 48 | SPUS | Sp Funds S&p Sharia Indu Exc | — | NEW | New buy |
| 49 | SPWO | Sp Funds S&p World Ex-us ETF | — | NEW | New buy |
| 50 | SPSK | Sp Funds Dow Jones Global Su | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-12 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-11 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-14 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-13 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-06 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-14 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-10-31 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-07-10 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-04-15 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-01-23 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-10-26 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-07-20 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-04-14 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-01-27 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-10-06 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-07-06 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-04-04 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-01-05 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-10-05 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-07-02 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-04-05 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-01-06 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-10-02 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-07-02 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-04-02 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-01-06 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-10-02 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-07-05 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-04-02 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-01-07 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-10-09 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-07-09 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-04-12 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-01-12 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-10-13 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-07-18 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-04-24 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-01-27 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-10-19 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-07-15 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-04-25 | Amendment | View on EDGAR |
| 2016-03-31 | 2016-04-20 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-02-11 | 13F-HR | View on EDGAR |
| 2013-09-30 | 2013-11-14 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-08-13 | 13F-HR | View on EDGAR |
Institutions with a similar AUM
CIK 0001802984
Total reported value
$2.3B
638 stks
2026-03-31
AUM within 0.0% of this institution
CIK 0001563592
Total reported value
$2.3B
811 stks
2017-06-30
Stale — no recent filing
AUM within 0.1% of this institution
CIK 0001431256
Total reported value
$2.3B
153 stks
2019-09-30
Stale — no recent filing
AUM within 0.1% of this institution
Institutions with overlapping top holdings
CIK 0001536029
Total reported value
$2.6B
185 stks
2026-03-31
2 of the top 5 holdings overlap, including Ste Str Spdr Pt S&p 500 ETF
CIK 0001598416
Total reported value
$185.1M
28 stks
2025-06-30
Stale — no recent filing
2 of the top 5 holdings overlap, including Ste Str Spdr Pt S&p 500 ETF
CIK 0001690370
Total reported value
$10.2B
1,474 stks
2026-03-31
2 of the top 5 holdings overlap, including Ste Str Spdr Pt S&p 500 ETF