Advocacy Wealth Management, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$2.26B
Q ending 2026-03-31
Prior quarter
$2.39B
Q ending 2025-12-31
Change
-5.4% QoQ · +54.0% YoY
Positions
143
reported holdings
Largest positions
Top 100 of 143 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Spdr Series Trust | SPYM | Shares | $304.8M | 4.0M |
| Ishares Tr | IVE | Shares | $107.8M | 511K |
| Spdr Series Trust | SPTL | Shares | $104.6M | 4.0M |
| Pimco Etf Tr | LDUR | Shares | $103.6M | 1.1M |
| Pimco Etf Tr | PYLD | Shares | $102.8M | 3.9M |
| Spdr Index Shs Fds | SPDW | Shares | $94.8M | 2.1M |
| Ishares Tr | IVW | Shares | $93.7M | 829K |
| Blackrock Etf Trust | DYNF | Shares | $87.3M | 1.5M |
| Ishares Tr | QUAL | Shares | $77.1M | 402K |
| Blackrock Etf Trust Ii | CLOA | Shares | $54.6M | 1.1M |
| Blackrock Etf Trust | BAI | Shares | $54.3M | 1.6M |
| Pimco Etf Tr | PMBS | Shares | $52.5M | 1.1M |
| Doubleline Etf Trust | DMBS | Shares | $51.7M | 1.0M |
| Pimco Etf Tr | BOND | Shares | $50.4M | 546K |
| Schwab Strategic Tr | SCHM | Shares | $49.0M | 1.6M |
| Spdr Index Shs Fds | SPEM | Shares | $48.5M | 1.0M |
| Ishares Tr | MTUM | Shares | $48.3M | 201K |
| Blackrock Etf Trust | THRO | Shares | $44.1M | 1.2M |
| Ishares Inc | EMXC | Shares | $40.6M | 517K |
| Global X Fds | SHLD | Shares | $33.3M | 470K |
| Fidelity Covington Trust | FSMD | Shares | $25.4M | 569K |
| Invesco Exchange Traded Fd T | RSP | Shares | $23.7M | 123K |
| Alphabet Inc | GOOGL | Shares | $23.4M | 81K |
| Ishares Tr | MBB | Shares | $21.7M | 229K |
| Vanguard Charlotte Fds | BNDX | Shares | $21.5M | 448K |
| Nvidia Corporation | NVDA | Shares | $20.6M | 118K |
| Amazon Com Inc | AMZN | Shares | $20.5M | 98K |
| Eli Lilly & Co | LLY | Shares | $20.3M | 22K |
| Microsoft Corp | MSFT | Shares | $18.9M | 51K |
| Ishares Tr | IUSB | Shares | $18.7M | 406K |
| Ishares Gold Tr | IAU | Shares | $16.3M | 185K |
| Visa Inc | V | Shares | $16.2M | 54K |
| Intuit | INTU | Shares | $15.3M | 35K |
| Netflix Inc. | NFLX | Shares | $15.3M | 159K |
| S&P Global Inc | SPGI | Shares | $14.9M | 35K |
| Apple Inc | AAPL | Shares | $14.9M | 59K |
| Coca Cola Co | KO | Shares | $14.3M | 188K |
| Schwab Charles Corp | SCHW | Shares | $14.3M | 152K |
| Edwards Lifesciences Corp | EW | Shares | $14.3M | 178K |
| Vertiv Holdings Co | VRT | Shares | $14.2M | 56K |
| Uber Technologies Inc | UBER | Shares | $13.5M | 187K |
| Arista Networks Inc | ANET | Shares | $13.2M | 107K |
| Palo Alto Networks Inc | PANW | Shares | $13.1M | 82K |
| Stryker Corporation | SYK | Shares | $12.8M | 39K |
| Servicenow Inc | NOW | Shares | $12.8M | 123K |
| Abbott Laboratories | ABT | Shares | $12.7M | 124K |
| Intercontinental Exchange In | ICE | Shares | $12.1M | 77K |
| Lowes Cos Inc | LOW | Shares | $11.6M | 49K |
| Take-Two Interactive Softwar | TTWO | Shares | $11.5M | 58K |
| Asml Hldg Nv | Shares | $11.4M | 9K | |
| Amphenol Corp | APH | Shares | $9.4M | 74K |
| Ishares Tr | IEFA | Shares | $8.4M | 93K |
| Wisdomtree Tr | WTAI | Shares | $6.4M | 227K |
| Ishares Tr | FLOT | Shares | $5.8M | 113K |
| Accenture Plc Ireland | Shares | $5.5M | 28K | |
| Vanguard Index Fds | VTV | Shares | $5.5M | 28K |
| Church & Dwight Co Inc | CHD | Shares | $5.5M | 59K |
| Invesco Actively Managed Exc | GSY | Shares | $5.5M | 109K |
| J P Morgan Exchange Traded F | JPST | Shares | $5.5M | 108K |
| Pimco Etf Tr | MINT | Shares | $5.4M | 54K |
| Adobe Inc | ADBE | Shares | $5.2M | 22K |
| Ishares Tr | ICSH | Shares | $5.0M | 99K |
| Spdr Series Trust | SPTM | Shares | $4.9M | 63K |
| Alcon Ag | Shares | $4.7M | 62K | |
| Ishares Tr | AQLT | Shares | $4.0M | 143K |
| Tidal Trust I | SPUS | Shares | $3.6M | 75K |
| Franklin Templeton Etf Tr | FLIN | Shares | $3.3M | 99K |
| Invesco Exch Traded Fd Tr Ii | KBWB | Shares | $3.1M | 39K |
| Invesco Exch Trd Slf Idx Fd | OMFL | Shares | $3.0M | 49K |
| Ishares Tr | GVI | Shares | $2.8M | 27K |
| Ishares Tr | IWD | Shares | $2.4M | 11K |
| Vanguard Index Fds | VOO | Shares | $2.2M | 4K |
| Sp Funds Trust | SPWO | Shares | $2.2M | 77K |
| Tidal Trust I | SPSK | Shares | $2.1M | 119K |
| Ishares Inc | EWG | Shares | $1.8M | 46K |
| Meta Platforms Inc | META | Shares | $1.8M | 3K |
| Hunt J B Trans Svcs Inc | JBHT | Shares | $1.6M | 8K |
| Marvell Technology Inc | MRVL | Shares | $1.5M | 15K |
| Costco Wholesale Corporation | COST | Shares | $1.5M | 1K |
| Ishares Inc | IEMG | Shares | $1.5M | 21K |
| Vanguard Index Fds | VUG | Shares | $1.4M | 3K |
| Raymond James Finl Inc | RJF | Shares | $1.3M | 9K |
| Monster Beverage Corp New | MNST | Shares | $1.3M | 18K |
| Ishares Tr | EFA | Shares | $1.2M | 12K |
| Ishares Tr | EFV | Shares | $1.2M | 16K |
| Ishares Tr | IVV | Shares | $1.2M | 2K |
| Te Connectivity Plc | Shares | $1.2M | 6K | |
| Globus Med Inc | GMED | Shares | $1.2M | 14K |
| Schwab Strategic Tr | SCHV | Shares | $1.2M | 39K |
| Ishares Tr | AGG | Shares | $1.2M | 12K |
| Ametek Inc | AME | Shares | $1.2M | 5K |
| Alphabet Inc | GOOG | Shares | $1.1M | 4K |
| Home Depot Inc | HD | Shares | $1.1M | 3K |
| Birkenstock Holding Plc | Shares | $1.0M | 29K | |
| Tjx Cos Inc New | TJX | Shares | $1.0M | 6K |
| Labcorp Holdings Inc | LH | Shares | $1.0M | 4K |
| Corning Inc | GLW | Shares | $997K | 7K |
| Corpay Inc | CPAY | Shares | $996K | 3K |
| Dexcom Inc | DXCM | Shares | $986K | 16K |
| Ishares Tr | EFG | Shares | $958K | 9K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.