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Strategic Advocates LLC

Diversified strategyHigh-turnover traderContrarian

Total reported value

$22.6M

Reporting period: 2026-03-31 · Number of holdings: 268

Strategic Advocates LLC disclosed 268 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $22.6M and a quarterly turnover rate of 179.6%.

Personality snowflake

Concentration
10.3
Portfolio Stability
100
Momentum/Contrarian
0
Sector conviction
77.19
Diversification
100
Sizing Uniformity
75.66

Recent moves

  • Trim QQQ

    -95.8%　-$34.8M

  • Trim KOMP

    -95.9%　-$33.9M

  • Trim NVDA

    -97.3%　-$17.0M

  • Trim BIV

    -95.9%　-$27.2M

  • Trim RPV

    -95.8%　-$28.7M

  • Trim IEMG

    -95.9%　-$20.5M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1QQQInvesco Qqq Trust Series 1ETF-Tech6.30%-2.96%-95.78%
2KOMPSs Spdr S&p Kensho Ne CompETF-Other6.17%-2.86%-95.94%
3RPVInvesco S&p 500 Pure Value EETF-Large Cap & Growth5.77%-1.90%-95.78%
4BIVVanguard Intermediate-term BETF-Other5.04%-2.22%-95.94%
5GLDSpdr Gold SharesETF-Commodities4.11%—-10.12%
6IEMGIshares Core Msci EmergingETF-Emerging Markets4.01%-1.48%-95.92%
7SPLBSs Spdr P Long Term C ETFETF-Other3.78%-0.98%-95.30%
8VIOGVanguard S&p Sm Cap 600 GrwETF-Other3.59%-1.31%-95.81%
9IGSBIshares 1-5y Inv Grade CORPETF-Other3.25%-1.32%-95.85%
10FDLOFidelity Low Volat Fact ETFETF-Other2.07%—-8.70%
11NVDANvidia CORPStock-Tech1.93%-2.53%-97.31%
12VWOBVanguard Emerg Mkts Gov BndETF-Other1.93%+1.27%-82.65%
13VDCVanguard Consumer Staple ETFETF-Other1.93%—+9.98%
14VDEVanguard Energy ETFETF-Other1.84%—-9.37%
15IYHIshares U.s. Healthcare ETFETF-Other1.79%—-5.44%
16HYSPimco 0-5 Year H/y CORP BondETF-Corp Bonds1.62%-0.24%-94.83%
17TSLATesla INCStock-Consumer Disc1.37%-0.24%-93.97%
18XLUSt Sr Utl Sl Se Spdr Etf-usdETF-Other1.24%—-3.47%
19AAPLApple INCStock-Tech1.24%-1.20%-96.84%
20AVGOBroadcom INCStock-Tech1.14%+0.02%-93.37%
21PLTRPalantir Technologies Inc-aStock-Tech1.08%-0.87%-96.03%
22VYMVanguard High Dvd Yield ETFETF-Other1.08%+0.75%-81.52%
23GEGeneral ElectricStock-Industrials1.07%-0.10%-94.18%
24SCHQSchwab Long-term US TreasuryETF-Gov Bonds1.06%—+7.79%
25MUCBlackrock Munihold Ca QltyStock-Other1.04%——
26IONQIonq INCStock-Tech0.93%+0.36%-85.28%
27AMZNAmazon.com INCStock-Consumer Disc0.77%-0.73%-96.67%
28ANETArista Networks INCStock-Tech0.77%-0.25%-95.29%
29ISRGIntuitive Surgical INCStock-Healthcare0.76%-0.28%-94.74%
30INTCIntel CORPStock-Tech0.76%—-69.76%
31METAMeta Platforms Inc-class AStock-Comm Services0.67%-0.64%-96.54%
32QBTSD-wave Quantum INCStock-Tech0.66%—-69.33%
33DDOGDatadog INC - Class AStock-Tech0.66%+0.32%-86.78%
34SCHRSchwab Intermediate-term USETF-Other0.66%—+89.16%
35EMEEmcor Group INCStock-Industrials0.65%—-87.88%
36SPHYSs Spdr P High Yield ETFETF-High Yield0.61%——
37MSFTMicrosoft CORPStock-Tech0.60%-0.77%-96.66%
38FCXFreeport-mcmoran INCStock-Materials0.59%—-87.50%
39AXPAmerican Express CoStock-Financials0.58%-0.02%-93.07%
40BSXBoston Scientific CORPStock-Healthcare0.58%-0.09%-92.45%
41SCHFSchwab Intl Equity ETFETF-Other0.57%—+3466.67%
42HWMHowmet Aerospace INCStock-Industrials0.56%+0.10%-93.57%
43NACNuveen Ca Qlty Muni INCStock-Other0.54%——
44NFLXNetflix INCStock-Comm Services0.52%-0.23%-96.05%
45VRTVertiv Holdings Co-aStock-Industrials0.51%——
46MSTRStrategy INCStock-Tech0.50%+0.19%-88.40%
47GOOGLAlphabet Inc-cl AStock-Comm Services0.48%-0.84%-97.70%
48PWRQuanta Services INCStock-Industrials0.47%——
49RGTIRigetti Computing INCStock-Tech0.47%—-68.77%
50NTAPNetapp INCStock-Tech0.46%+0.14%-91.14%
1–50 of 268

Holding changes this quarter

Strategic Advocates LLC's most significant position changes for 2026-03-31: Sold out: Schwab US Large-cap Growth (SCHG); Sold out: Motley Fool 100 Index ETF (TMFC); Trim: Invesco Qqq Trust Series 1 (QQQ) — shares -95.78%; Trim: Ss Spdr S&p Kensho Ne Comp (KOMP) — shares -95.94%; Trim: Nvidia CORP (NVDA) — shares -97.31%.

Position changes disclosed by Strategic Advocates LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1VWOBVanguard Emerg Mkts Gov Bnd+1.3%-82.65%Trim
2VYMVanguard High Dvd Yield ETF+0.8%-81.52%Trim
3IONQIonq INC+0.4%-85.28%Trim
4DDOGDatadog INC - Class A+0.3%-86.78%Trim
5MSTRStrategy INC+0.2%-88.40%Trim
6NTAPNetapp INC+0.1%-91.14%Trim
7HWMHowmet Aerospace INC+0.1%-93.57%Trim
8AVGOBroadcom INC0%-93.37%Trim
9AXPAmerican Express Co0%-93.07%Trim
10BSXBoston Scientific CORP-0.1%-92.45%Trim
11APPApplovin Corp-class A-0.1%-92.02%Trim
12GEGeneral Electric-0.1%-94.18%Trim
13GWWWw Grainger INC-0.1%-96.73%Trim
14AXONAxon Enterprise INC-0.2%-96.43%Trim
15AMDAdvanced Micro Devices-0.2%-97.35%Trim
16IWPIshares Russell Mid-cap Grow-0.2%-96.26%Trim
17BRK-BBerkshire Hathaway Inc-cl B-0.2%-97.15%Trim
18NFLXNetflix INC-0.2%-96.05%Trim
19HYSPimco 0-5 Year H/y CORP Bond-0.2%-94.83%Trim
20TSLATesla INC-0.2%-93.97%Trim
21ANETArista Networks INC-0.3%-95.29%Trim
22AOAIshares Core 80/20 Aggressiv-0.3%-96.81%Trim
23ISRGIntuitive Surgical INC-0.3%-94.74%Trim
24PGRProgressive CORP-0.3%-98.46%Trim
25IDRVIshares Self-driving Ev&tech-0.3%-98.96%Trim
26PANWPalo Alto Networks INC-0.3%-96.27%Trim
27BOTZGlobal X Robotics & Artifici-0.3%-99.54%Trim
28NOWServicenow INC-0.4%-96.34%Trim
29ARTYIshares Future Ai & Tech ETF-0.4%-98.44%Trim
30THNQRobo Global Artificial Intel-0.4%-98.57%Trim
31VUGVanguard Growth ETF-0.4%-98.19%Trim
32ARKQArk Autonomous Tech & Robot-0.4%-98.49%Trim
33SOFISofi Technologies INC-0.5%-99.96%Trim
34METAMeta Platforms Inc-class A-0.6%-96.54%Trim
35AMZNAmazon.com INC-0.7%-96.67%Trim
36MSFTMicrosoft CORP-0.8%-96.66%Trim
37GOOGLAlphabet Inc-cl A-0.8%-97.70%Trim
38PLTRPalantir Technologies Inc-a-0.9%-96.03%Trim
39SPLBSs Spdr P Long Term C ETF-1%-95.30%Trim
40AAPLApple INC-1.2%-96.84%Trim
41VIOGVanguard S&p Sm Cap 600 Grw-1.3%-95.81%Trim
42IGSBIshares 1-5y Inv Grade CORP-1.3%-95.85%Trim
43IEMGIshares Core Msci Emerging-1.5%-95.92%Trim
44RPVInvesco S&p 500 Pure Value E-1.9%-95.78%Trim
45BIVVanguard Intermediate-term B-2.2%-95.94%Trim
46NVDANvidia CORP-2.5%-97.31%Trim
47KOMPSs Spdr S&p Kensho Ne Comp-2.9%-95.94%Trim
48QQQInvesco Qqq Trust Series 1-3%-95.78%Trim
49SCHGSchwab US Large-cap Growth—EXITSold out
50TMFCMotley Fool 100 Index ETF—EXITSold out

FAQ

What is Strategic Advocates LLC and what type of investor is it?
Strategic Advocates LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $22.6M, spread across 268 disclosed positions.
What are Strategic Advocates LLC's largest equity positions?
Based on the latest 13F filing, Strategic Advocates LLC's top holdings by market value are: 1. Invesco Qqq Trust Series 1 (QQQ) — $1.4M (6.3%) 2. Ss Spdr S&p Kensho Ne Comp (KOMP) — $1.4M (6.2%) 3. Invesco S&p 500 Pure Value E (RPV) — $1.3M (5.8%) 4. Vanguard Intermediate-term B (BIV) — $1.1M (5.0%) 5. Spdr Gold Shares (GLD) — $928.6K (4.1%)
What changes did Strategic Advocates LLC make in its most recent portfolio filing?
In the latest quarter, Strategic Advocates LLC took a more defensive posture — trimming 48 positions and completely exiting 2 holdings. The largest of these moves: Sold out: Schwab US Large-cap Growth (SCHG); Sold out: Motley Fool 100 Index ETF (TMFC); Trim: Invesco Qqq Trust Series 1 (QQQ) — shares -95.78%; Trim: Ss Spdr S&p Kensho Ne Comp (KOMP) — shares -95.94%; Trim: Nvidia CORP (NVDA) — shares -97.31%
What sectors does Strategic Advocates LLC focus on?
Strategic Advocates LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 45.3% • Industrials: 17.4% • Consumer Discretionary: 8.3% • Communication Services: 6.8% • Health Care: 6.3% • Financials: 4.8%