Q1 2026 · 13F-HR
Advocacy Wealth Management, LLCholdings as filed
Filed 2026-05-12 · accession 0001569452-26-000002
$2.26B
Reported value
143
Positions
2026-03-31
Period end
The Brief · Advocacy Wealth Management, LLC · Q1 2026
AI · grounded in 13F
Advocacy Wealth Management, LLC closed its position in SIVR, reducing its holdings by $16.38M. The fund established a new position in IUSB worth $18.75M and increased its stake in VRT by 497.78%. Other notable activity includes a 6,311.12% increase in BNDX shares and a 98.71% reduction in XLG.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 78464A854 | SPYM | SPDR SERIES TRUST | $304.8M | 13.5% | 3,982,740 | Common | SOLE |
| 464287408 | IVE | ISHARES TR | $107.8M | 4.77% | 510,593 | Common | SOLE |
| 78464A664 | SPTL | SPDR SERIES TRUST | $104.6M | 4.63% | 3,978,825 | Common | SOLE |
| 72201R718 | LDUR | PIMCO ETF TR | $103.6M | 4.58% | 1,080,808 | Common | SOLE |
| 72201R585 | PYLD | PIMCO ETF TR | $102.8M | 4.55% | 3,923,285 | Common | SOLE |
| 78463X889 | SPDW | SPDR INDEX SHS FDS | $94.8M | 4.19% | 2,076,370 | Common | SOLE |
| 464287309 | IVW | ISHARES TR | $93.7M | 4.15% | 828,745 | Common | SOLE |
| 09290C103 | DYNF | BLACKROCK ETF TRUST | $87.3M | 3.86% | 1,499,775 | Common | SOLE |
| 46432F339 | QUAL | ISHARES TR | $77.1M | 3.41% | 402,172 | Common | SOLE |
| 092528504 | CLOA | BLACKROCK ETF TRUST II | $54.6M | 2.42% | 1,053,787 | Common | SOLE |
| 09290C780 | BAI | BLACKROCK ETF TRUST | $54.3M | 2.40% | 1,647,452 | Common | SOLE |
| 72201R569 | PMBS | PIMCO ETF TR | $52.5M | 2.32% | 1,058,736 | Common | SOLE |
| 25861R402 | DMBS | DOUBLELINE ETF TRUST | $51.7M | 2.29% | 1,047,575 | Common | SOLE |
| 72201R775 | BOND | PIMCO ETF TR | $50.4M | 2.23% | 545,719 | Common | SOLE |
| 808524508 | SCHM | SCHWAB STRATEGIC TR | $49.0M | 2.16% | 1,581,206 | Common | SOLE |
| 78463X509 | SPEM | SPDR INDEX SHS FDS | $48.5M | 2.14% | 1,033,603 | Common | SOLE |
| 46432F396 | MTUM | ISHARES TR | $48.3M | 2.14% | 201,441 | Common | SOLE |
| 09290C806 | THRO | BLACKROCK ETF TRUST | $44.1M | 1.95% | 1,218,807 | Common | SOLE |
| 46434G764 | EMXC | ISHARES INC | $40.6M | 1.80% | 516,571 | Common | SOLE |
| 37960A529 | SHLD | GLOBAL X FDS | $33.3M | 1.47% | 469,614 | Common | SOLE |
| 316092527 | FSMD | FIDELITY COVINGTON TRUST | $25.4M | 1.13% | 568,950 | Common | SOLE |
| 46137V357 | RSP | INVESCO EXCHANGE TRADED FD T | $23.7M | 1.05% | 123,334 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $23.4M | 1.04% | 81,438 | Common | SOLE |
| 464288588 | MBB | ISHARES TR | $21.7M | 0.96% | 228,920 | Common | SOLE |
| 92203J407 | BNDX | VANGUARD CHARLOTTE FDS | $21.5M | 0.95% | 447,560 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $20.6M | 0.91% | 118,318 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $20.5M | 0.91% | 98,482 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $20.3M | 0.90% | 22,062 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $18.9M | 0.83% | 50,999 | Common | SOLE |
| 46434V613 | IUSB | ISHARES TR | $18.7M | 0.83% | 405,887 | Common | SOLE |
| 464285204 | IAU | ISHARES GOLD TR | $16.3M | 0.72% | 185,366 | Common | SOLE |
| 92826C839 | V | VISA INC | $16.2M | 0.72% | 53,686 | Common | SOLE |
| 461202103 | INTU | INTUIT | $15.3M | 0.68% | 35,486 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC. | $15.3M | 0.68% | 159,432 | Common | SOLE |
| 78409V104 | SPGI | S&P GLOBAL INC | $14.9M | 0.66% | 34,972 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $14.9M | 0.66% | 58,529 | Common | SOLE |
| 191216100 | KO | COCA COLA CO | $14.3M | 0.63% | 188,339 | Common | SOLE |
| 808513105 | SCHW | SCHWAB CHARLES CORP | $14.3M | 0.63% | 152,207 | Common | SOLE |
| 28176E108 | EW | EDWARDS LIFESCIENCES CORP | $14.3M | 0.63% | 178,161 | Common | SOLE |
| 92537N108 | VRT | VERTIV HOLDINGS CO | $14.2M | 0.63% | 56,496 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $13.5M | 0.60% | 187,291 | Common | SOLE |
| 040413205 | ANET | ARISTA NETWORKS INC | $13.2M | 0.58% | 107,160 | Common | SOLE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $13.1M | 0.58% | 81,987 | Common | SOLE |
| 863667101 | SYK | STRYKER CORPORATION | $12.8M | 0.57% | 39,094 | Common | SOLE |
| 81762P102 | NOW | SERVICENOW INC | $12.8M | 0.57% | 122,748 | Common | SOLE |
| 002824100 | ABT | ABBOTT LABORATORIES | $12.7M | 0.56% | 124,011 | Common | SOLE |
| 45866F104 | ICE | INTERCONTINENTAL EXCHANGE IN | $12.1M | 0.54% | 76,935 | Common | SOLE |
| 548661107 | LOW | LOWES COS INC | $11.6M | 0.51% | 49,037 | Common | SOLE |
| 874054109 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $11.5M | 0.51% | 58,305 | Common | SOLE |
| N07059210 | ASML | ASML HLDG NV | $11.4M | 0.50% | 8,612 | Common | SOLE |
| 032095101 | APH | AMPHENOL CORP | $9.4M | 0.42% | 74,382 | Common | SOLE |
| 46432F842 | IEFA | ISHARES TR | $8.4M | 0.37% | 93,106 | Common | SOLE |
| 97717Y543 | WTAI | WISDOMTREE TR | $6.4M | 0.28% | 227,079 | Common | SOLE |
| 46429B655 | FLOT | ISHARES TR | $5.8M | 0.26% | 113,493 | Common | SOLE |
| G1151C101 | ACN | ACCENTURE PLC IRELAND | $5.5M | 0.24% | 27,729 | Common | SOLE |
| 922908744 | VTV | VANGUARD INDEX FDS | $5.5M | 0.24% | 27,901 | Common | SOLE |
| 171340102 | CHD | CHURCH & DWIGHT CO INC | $5.5M | 0.24% | 58,658 | Common | SOLE |
| 46090A887 | GSY | INVESCO ACTIVELY MANAGED EXC | $5.5M | 0.24% | 108,812 | Common | SOLE |
| 46641Q837 | JPST | J P MORGAN EXCHANGE TRADED F | $5.5M | 0.24% | 107,709 | Common | SOLE |
| 72201R833 | MINT | PIMCO ETF TR | $5.4M | 0.24% | 54,141 | Common | SOLE |
| 00724F101 | ADBE | ADOBE INC | $5.2M | 0.23% | 21,512 | Common | SOLE |
| 46434V878 | ICSH | ISHARES TR | $5.0M | 0.22% | 98,674 | Common | SOLE |
| 78464A805 | SPTM | SPDR SERIES TRUST | $4.9M | 0.22% | 62,504 | Common | SOLE |
| H01301128 | ALC | ALCON AG | $4.7M | 0.21% | 62,250 | Common | SOLE |
| 46438G497 | AQLT | ISHARES TR | $4.0M | 0.18% | 143,239 | Common | SOLE |
| 886364801 | SPUS | TIDAL TRUST I | $3.6M | 0.16% | 74,646 | Common | NONE |
| 35473P769 | FLIN | FRANKLIN TEMPLETON ETF TR | $3.3M | 0.15% | 99,179 | Common | SOLE |
| 46138E628 | KBWB | INVESCO EXCH TRADED FD TR II | $3.1M | 0.14% | 38,863 | Common | SOLE |
| 46138J619 | OMFL | INVESCO EXCH TRD SLF IDX FD | $3.0M | 0.13% | 49,298 | Common | SOLE |
| 464288612 | GVI | ISHARES TR | $2.8M | 0.13% | 26,556 | Common | SOLE |
| 464287598 | IWD | ISHARES TR | $2.4M | 0.11% | 11,180 | Common | SOLE |
| 922908363 | VOO | VANGUARD INDEX FDS | $2.2M | 0.10% | 3,660 | Common | SOLE |
| 84612A200 | SPWO | SP FUNDS TRUST | $2.2M | 0.10% | 76,806 | Common | NONE |
| 886364702 | SPSK | TIDAL TRUST I | $2.1M | 0.09% | 118,917 | Common | NONE |
| 464286806 | EWG | ISHARES INC | $1.8M | 0.08% | 45,782 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $1.8M | 0.08% | 3,150 | Common | SOLE |
| 445658107 | JBHT | HUNT J B TRANS SVCS INC | $1.6M | 0.07% | 7,511 | Common | SOLE |
| 573874104 | MRVL | MARVELL TECHNOLOGY INC | $1.5M | 0.07% | 15,135 | Common | SOLE |
| 22160K105 | COST | COSTCO WHOLESALE CORPORATION | $1.5M | 0.07% | 1,483 | Common | SOLE |
| 46434G103 | IEMG | ISHARES INC | $1.5M | 0.06% | 20,804 | Common | SOLE |
| 922908736 | VUG | VANGUARD INDEX FDS | $1.4M | 0.06% | 3,176 | Common | SOLE |
| 754730109 | RJF | RAYMOND JAMES FINL INC | $1.3M | 0.06% | 9,262 | Common | SOLE |
| 61174X109 | MNST | MONSTER BEVERAGE CORP NEW | $1.3M | 0.06% | 17,508 | Common | SOLE |
| 464287465 | EFA | ISHARES TR | $1.2M | 0.05% | 12,345 | Common | SOLE |
| 464288877 | EFV | ISHARES TR | $1.2M | 0.05% | 16,085 | Common | SOLE |
| 464287200 | IVV | ISHARES TR | $1.2M | 0.05% | 1,822 | Common | SOLE |
| G87052109 | TEL | TE CONNECTIVITY PLC | $1.2M | 0.05% | 5,691 | Common | SOLE |
| 379577208 | GMED | GLOBUS MED INC | $1.2M | 0.05% | 13,805 | Common | SOLE |
| 808524409 | SCHV | SCHWAB STRATEGIC TR | $1.2M | 0.05% | 38,973 | Common | SOLE |
| 464287226 | AGG | ISHARES TR | $1.2M | 0.05% | 11,842 | Common | SOLE |
| 031100100 | AME | AMETEK INC | $1.2M | 0.05% | 5,370 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $1.1M | 0.05% | 3,855 | Common | SOLE |
| 437076102 | HD | HOME DEPOT INC | $1.1M | 0.05% | 3,212 | Common | SOLE |
| M2029K104 | BIRK | BIRKENSTOCK HOLDING PLC | $1.0M | 0.05% | 28,653 | Common | SOLE |
| 872540109 | TJX | TJX COS INC NEW | $1.0M | 0.05% | 6,389 | Common | SOLE |
| 504922105 | LH | LABCORP HOLDINGS INC | $1.0M | 0.04% | 3,808 | Common | SOLE |
| 219350105 | GLW | CORNING INC | $997,340 | 0.04% | 7,335 | Common | SOLE |
| 219948106 | CPAY | CORPAY INC | $996,059 | 0.04% | 3,423 | Common | SOLE |
| 252131107 | DXCM | DEXCOM INC | $985,960 | 0.04% | 15,700 | Common | SOLE |
| 464288885 | EFG | ISHARES TR | $957,893 | 0.04% | 8,601 | Common | SOLE |
| 049468101 | TEAM | ATLASSIAN CORPORATION | $953,999 | 0.04% | 13,978 | Common | SOLE |
| 11133T103 | BR | BROADRIDGE FINL SOLUTIONS IN | $931,334 | 0.04% | 5,732 | Common | SOLE |
| 55354G100 | MSCI | MSCI INC | $909,849 | 0.04% | 1,688 | Common | SOLE |
| 092528603 | BINC | BLACKROCK ETF TRUST II | $875,332 | 0.04% | 16,856 | Common | SOLE |
| G3265R107 | APTV | APTIV PLC | $865,639 | 0.04% | 12,466 | Common | SOLE |
| 89400J107 | TRU | TRANSUNION | $864,460 | 0.04% | 12,494 | Common | SOLE |
| 880770102 | TER | TERADYNE INC | $854,991 | 0.04% | 2,884 | Common | SOLE |
| 46137V233 | XLG | INVESCO EXCHANGE TRADED FD T | $812,686 | 0.04% | 14,898 | Common | SOLE |
| G8473T100 | STE | STERIS PLC | $808,451 | 0.04% | 3,656 | Common | SOLE |
| 00287Y109 | ABBV | ABBVIE INC | $798,405 | 0.04% | 3,671 | Common | SOLE |
| 808524300 | SCHG | SCHWAB STRATEGIC TR | $790,880 | 0.03% | 27,150 | Common | SOLE |
| 217204106 | CPRT | COPART INC | $773,062 | 0.03% | 23,285 | Common | SOLE |
| 46434V621 | DGRO | ISHARES TR | $750,154 | 0.03% | 10,689 | Common | SOLE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $706,187 | 0.03% | 2,889 | Common | SOLE |
| 89832Q109 | TFC | TRUIST FINL CORP | $677,460 | 0.03% | 14,737 | Common | SOLE |
| 25809K105 | DASH | DOORDASH INC | $658,107 | 0.03% | 4,383 | Common | SOLE |
| 298736109 | EEFT | EURONET WORLDWIDE INC | $609,077 | 0.03% | 9,177 | Common | SOLE |
| 00162Q452 | AMLP | ALPS ETF TR | $604,518 | 0.03% | 11,484 | Common | SOLE |
| 464288414 | MUB | ISHARES TR | $566,416 | 0.03% | 5,336 | Common | SOLE |
| 78462F103 | SPY | STATE STR SPDR S&P 500 ETF T | $554,460 | 0.02% | 853 | Common | SOLE |
| 17275R102 | CSCO | CISCO SYS INC | $554,225 | 0.02% | 7,143 | Common | SOLE |
| 464287473 | IWS | ISHARES TR | $535,595 | 0.02% | 3,675 | Common | SOLE |
| 30231G102 | XOM | EXXON MOBIL CORP | $520,453 | 0.02% | 3,068 | Common | SOLE |
| 742718109 | PG | PROCTER & GAMBLE CO | $515,795 | 0.02% | 3,571 | Common | SOLE |
| 03073E105 | COR | CENCORA INC | $505,137 | 0.02% | 1,608 | Common | SOLE |
| 931142103 | WMT | WALMART INC | $498,736 | 0.02% | 4,013 | Common | SOLE |
| 37940X102 | GPN | GLOBAL PMTS INC | $496,270 | 0.02% | 7,374 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $495,172 | 0.02% | 3,366 | Common | SOLE |
| 580135101 | MCD | MCDONALDS CORP | $493,224 | 0.02% | 1,587 | Common | SOLE |
| 46434V860 | TFLO | ISHARES TR | $486,858 | 0.02% | 9,616 | Common | SOLE |
| 713448108 | PEP | PEPSICO INC | $474,722 | 0.02% | 3,057 | Common | SOLE |
| 285512109 | EA | ELECTRONIC ARTS INC | $392,450 | 0.02% | 1,925 | Common | SOLE |
| 82889N525 | MTBA | SIMPLIFY EXCHANGE TRADED FUN | $374,115 | 0.02% | 7,564 | Common | SOLE |
| 747525103 | QCOM | QUALCOMM INC | $327,745 | 0.01% | 2,545 | Common | SOLE |
| 166764100 | CVX | CHEVRON CORPORATION | $312,428 | 0.01% | 1,510 | Common | SOLE |
| 922908611 | VBR | VANGUARD INDEX FDS | $283,511 | 0.01% | 1,305 | Common | SOLE |
| 46625H100 | JPM | JPMORGAN CHASE & CO | $249,154 | 0.01% | 847 | Common | SOLE |
| 922908637 | VV | VANGUARD INDEX FDS | $235,793 | 0.01% | 789 | Common | SOLE |
| 72201R627 | LONZ | PIMCO ETF TR | $235,638 | 0.01% | 4,772 | Common | SOLE |
| 609207105 | MDLZ | MONDELEZ INTL INC | $229,811 | 0.01% | 3,987 | Common | SOLE |
| 92206C714 | VONV | VANGUARD SCOTTSDALE FDS | $223,757 | 0.01% | 2,387 | Common | SOLE |
| 194162103 | CL | COLGATE PALMOLIVE CO | $221,683 | 0.01% | 2,601 | Common | SOLE |
| 03463K760 | CARY | ANGEL OAK FUNDS TRUST | $220,878 | 0.01% | 10,633 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.