Strategic Advocates Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$22.6M
Q ending 2026-03-31
Prior quarter
$390.9M
Q ending 2025-12-31
Change
-94.2% QoQ · -92.1% YoY
Positions
268
reported holdings

Largest positions

Top 100 of 268 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.
HoldingTickerTypeValueShares
Invesco Qqq Trust Series IQQQShares$1.4M2K
State Street Spdr S&P Kensho New EKOMPShares$1.4M24K
Invesco S&P 500 Pure Value EtfRPVShares$1.3M12K
Vanguard Intermediate-Term Bond EtBIVShares$1.1M15K
Spdr Gold SharesGLDShares$929K2K
Ishares Core Msci Emerging MarketsIEMGShares$907K13K
State Street Spdr Portfolio Long TSPLBShares$854K38K
Vanguard S&P Small-Cap 600 Growth VIOGShares$811K7K
Ishares 1-5 Year Investment Grade IGSBShares$735K14K
Fidelity Low Volatility Factor EtfFDLOShares$467K7K
Nvidia Corporation ComNVDAShares$437K3K
Vanguard Emerging Markets GovernmeVWOBShares$436K7K
Vanguard Consumer Staples EtfVDCShares$435K2K
Vanguard Energy EtfVDEShares$415K2K
Ishares U.S. Healthcare EtfIYHShares$405K7K
Pimco 0-5 Year High Yield CorporatHYSShares$367K4K
Tesla Inc ComTSLAShares$310K834
State Street Utilities Select SectXLUShares$281K6K
Apple Inc ComAAPLShares$280K1K
Broadcom Inc ComAVGOShares$257K829
Palantir Technologies Inc Cl APLTRShares$244K2K
Vanguard High Dividend Yield IndexVYMShares$243K2K
Ge Aerospace Com NewGEShares$243K855
Schwab Long-Term U.S. Treasury EtfSCHQShares$239K8K
Blackrock Munihldngs Cali ComMUCShares$235K23K
Ionq Inc ComIONQShares$210K7K
Amazon Com Inc ComAMZNShares$175K840
Arista Networks Inc Com ShsANETShares$174K1K
Intuitive Surgical Inc Com NewISRGShares$172K374
Intel Corp ComINTCShares$172K4K
Meta Platforms Inc Cl AMETAShares$152K265
D-Wave Quantum Inc ComQBTSShares$150K10K
Datadog Inc Cl A ComDDOGShares$149K1K
Schwab Intermediate-Term Us TreasuSCHRShares$149K6K
Emcor Group Inc ComEMEShares$146K198
State Street Spdr Portfolio High YSPHYShares$138K6K
Microsoft Corp ComMSFTShares$136K367
Freeport Mcmoran Inc Cl BFCXShares$133K2K
American Express Co ComAXPShares$131K433
Boston Scientific Corp ComBSXShares$130K2K
Schwab International Equity EtfSCHFShares$130K5K
Howmet Aerospace Inc ComHWMShares$127K551
Nuveen Ca Divi Adv Mun ComNACShares$121K10K
Netflix Inc. ComNFLXShares$118K1K
Vertiv Holdings Co Com Cl AVRTShares$116K462
Strategy Inc Cl A NewMSTRShares$113K906
Alphabet Inc Cap Stk Cl AGOOGLShares$109K379
Quanta Svcs Inc ComPWRShares$105K192
Rigetti Computing Inc Common StockRGTIShares$105K8K
Netapp Inc ComNTAPShares$105K1K
Comfort Sys Usa Inc ComFIXShares$98K71
Energy Transfer L P Com Ut Ltd PtnETShares$97K5K
International Business Machs ComIBMShares$95K391
Fidelity Wise Origin Bitcoin FundFBTCShares$94K2K
Palo Alto Networks Inc ComPANWShares$92K572
Bwx Technologies Inc ComBWXTShares$92K448
Argan Inc ComAGXShares$88K162
Amphenol Corp Cl AAPHShares$86K683
Twist Bioscience Corp ComTWSTShares$84K2K
Interactive Brokers Group Inc Com IBKRShares$81K1K
Applovin Corp Com Cl AAPPShares$75K189
Ishares Core 80/20 Aggressive AlloAOAShares$69K781
Sentinelone Inc Cl ASShares$64K5K
Ishares Russell Mid-Cap Growth EtfIWPShares$64K502
Crispr Therapeutics Ag Namen AktShares$63K1K
Home Depot Inc ComHDShares$63K192
Coinshares Bitcoin Mining EtfWGMIShares$63K2K
Chevron Corporation ComCVXShares$62K300
Disney Walt Co ComDISShares$61K637
Sprott Asset Management Lp PhysicaPHYSShares$61K2K
Servicenow Inc ComNOWShares$61K580
Coca Cola Co ComKOShares$59K771
Verizon Communications Inc ComVZShares$58K1K
Cloudflare Inc Cl A ComNETShares$56K269
Albemarle Corp ComALBShares$54K300
Global X Nasdaq 100 Covered Call EQYLDShares$52K3K
Vanguard Mid-Cap Growth EtfVOTShares$51K199
Vanguard Short-Term Treasury EtfVGSHShares$51K865
State Street Spdr Portfolio S&P 50SPYMShares$50K655
Enpro Inc ComNPOShares$50K200
Rio Tinto Plc Sponsored AdrRIOShares$47K500
Ginkgo Bioworks Holdings Inc Cl A DNAShares$45K7K
Globalfoundries Inc Ordinary ShareShares$44K1K
Equinor Asa Sponsored AdrEQNRShares$42K1K
Las Vegas Sands Corp ComLVSShares$42K774
Uranium Energy Corp ComUECShares$41K3K
Monolithic Pwr Sys Inc ComMPWRShares$40K37
Oklo Inc Com Cl AOKLOShares$39K786
Hess Midstream Lp Cl A ShsHESMShares$39K1K
Berkshire Hathaway Inc Del Cl B NeBRK/BShares$39K81
Idexx Labs Inc ComIDXXShares$39K69
Symbotic Inc Class A ComSYMShares$37K700
Vanguard Growth EtfVUGShares$37K85
State Street Spdr S&P 600 Small CaSLYGShares$37K379
Ww Grainger Inc ComGWWShares$36K33
Cameco Corp ComCCJShares$36K330
Boeing Co ComBAShares$35K175
Vanguard S&P 500 EtfVOOShares$34K57
Medpace Hldgs Inc ComMEDPShares$34K71
Ark Autonomous Technology & RobotiARKQShares$34K302

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.