Advocacy Wealth Management, LLC

Est. AUM

$2.26B

13F long equity, this entity only

Positions

143

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SPDR SERIES TRUST	STATE STREET SPD	$304.8M	3982740	13.48%	SOLE
2	ISHARES TR	S&P 500 VAL ETF	$107.8M	510593	4.77%	SOLE
3	SPDR SERIES TRUST	STATE STREET SPD	$104.6M	3978825	4.63%	SOLE
4	PIMCO ETF TR	ENHNCD LW DUR AC	$103.6M	1080808	4.58%	SOLE
5	PIMCO ETF TR	MULTISECTOR BD	$102.8M	3923285	4.55%	SOLE
6	SPDR INDEX SHS FDS	STATE STREET SPD	$94.8M	2076370	4.19%	SOLE
7	ISHARES TR	S&P 500 GRWT ETF	$93.7M	828745	4.15%	SOLE
8	BLACKROCK ETF TRUST	ISHARES US EQUIT	$87.3M	1499775	3.86%	SOLE
9	ISHARES TR	MSCI USA QLT FCT	$77.1M	402172	3.41%	SOLE
10	BLACKROCK ETF TRUST II	ISHARES AAA CLO	$54.6M	1053787	2.42%	SOLE
11	BLACKROCK ETF TRUST	ISHARES A I INNO	$54.3M	1647452	2.40%	SOLE
12	PIMCO ETF TR	MTG BKD SECS ACT	$52.5M	1058736	2.32%	SOLE
13	DOUBLELINE ETF TRUST	MORTGAGE ETF	$51.7M	1047575	2.29%	SOLE
14	PIMCO ETF TR	ACTIVE BD ETF	$50.4M	545719	2.23%	SOLE
15	SCHWAB STRATEGIC TR	US MID-CAP ETF	$49.0M	1581206	2.16%	SOLE
16	SPDR INDEX SHS FDS	STATE STREET SPD	$48.5M	1033603	2.14%	SOLE
17	ISHARES TR	MSCI USA MMENTM	$48.3M	201441	2.14%	SOLE
18	BLACKROCK ETF TRUST	ISHARES US THEMA	$44.1M	1218807	1.95%	SOLE
19	ISHARES INC	MSCI EMRG CHN	$40.6M	516571	1.80%	SOLE
20	GLOBAL X FDS	DEFENSE TECH ETF	$33.3M	469614	1.47%	SOLE
21	FIDELITY COVINGTON TRUST	SML MID MLTFCT	$25.4M	568950	1.13%	SOLE
22	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$23.7M	123334	1.05%	SOLE
23	ALPHABET INC	CAP STK CL A	$23.4M	81438	1.04%	SOLE
24	ISHARES TR	MBS ETF	$21.7M	228920	0.96%	SOLE
25	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$21.5M	447560	0.95%	SOLE
26	NVIDIA CORPORATION	COM	$20.6M	118318	0.91%	SOLE
27	AMAZON COM INC	COM	$20.5M	98482	0.91%	SOLE
28	ELI LILLY & CO	COM	$20.3M	22062	0.90%	SOLE
29	MICROSOFT CORP	COM	$18.9M	50999	0.83%	SOLE
30	ISHARES TR	CORE UNIVRSL USD	$18.7M	405887	0.83%	SOLE
31	ISHARES GOLD TR	ISHARES NEW	$16.3M	185366	0.72%	SOLE
32	VISA INC	COM CL A	$16.2M	53686	0.72%	SOLE
33	INTUIT	COM	$15.3M	35486	0.68%	SOLE
34	NETFLIX INC.	COM	$15.3M	159432	0.68%	SOLE
35	S&P GLOBAL INC	COM	$14.9M	34972	0.66%	SOLE
36	APPLE INC	COM	$14.9M	58529	0.66%	SOLE
37	COCA COLA CO	COM	$14.3M	188339	0.63%	SOLE
38	SCHWAB CHARLES CORP	COM	$14.3M	152207	0.63%	SOLE
39	EDWARDS LIFESCIENCES CORP	COM	$14.3M	178161	0.63%	SOLE
40	VERTIV HOLDINGS CO	COM CL A	$14.2M	56496	0.63%	SOLE
41	UBER TECHNOLOGIES INC	COM	$13.5M	187291	0.60%	SOLE
42	ARISTA NETWORKS INC	COM SHS	$13.2M	107160	0.58%	SOLE
43	PALO ALTO NETWORKS INC	COM	$13.1M	81987	0.58%	SOLE
44	STRYKER CORPORATION	COM	$12.8M	39094	0.57%	SOLE
45	SERVICENOW INC	COM	$12.8M	122748	0.57%	SOLE
46	ABBOTT LABORATORIES	COM	$12.7M	124011	0.56%	SOLE
47	INTERCONTINENTAL EXCHANGE IN	COM	$12.1M	76935	0.54%	SOLE
48	LOWES COS INC	COM	$11.6M	49037	0.51%	SOLE
49	TAKE-TWO INTERACTIVE SOFTWAR	COM	$11.5M	58305	0.51%	SOLE
50	ASML HLDG NV	N Y REGISTRY SHS	$11.4M	8612	0.50%	SOLE

1–50 of 143

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.