Advocacy Wealth Management, LLC

CIK

1569452

Location

ATLANTA, GA

Portfolio Value

Mid $2,764,814,324

Diversification

Diversified

Filing Date

Global Rank

#1,317 / 8,794 ▲ 103 · as of Jun 2026

Top Industry

Medical Devices 9.3%

Period ended 3 months ago

Filed Jul 29, 2026 · 2mo

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

112 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

20.1%

−2.0 pts

Top 5

61.8%

+2.3 pts

Top 10

76.8%

+6.4 pts

HHI

949

Diversified−38

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	82.6%	$2,282,541,721	28
Technology	6.3%	$174,774,022	25
Healthcare	3.0%	$82,991,851	13
Financial Services	2.3%	$64,238,935	12
Communication Services	2.1%	$58,166,558	5
Consumer Cyclical	1.5%	$41,904,409	11
Industrials	1.2%	$32,408,487	6
Consumer Defensive	1.0%	$26,995,753	10
Energy	0.0%	$792,588	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BAI	iShares A.I. Innovation and Tech Active ETF	+3,249,680	7,615,714	$334,252,407
FBCG	Fidelity Blue Chip Growth ETF	+1,766,399	2,335,349	$101,561,190
BKF	iShares MSCI BIC ETF	+683,532	1,245,885	$124,583,744
BCLO	iShares BBB-B CLO Active ETF	+495,203	1,565,846	$81,483,411
BILZ	PIMCO Ultra Short Government Active ETF	+196,651	6,864,112	$325,136,061
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+179,017	3,218,608	$367,980,798
FNDA	Schwab Fundamental U.S. Small Company ETF	+134,145	1,781,474	$65,520,497
AGNG	Global X Funds Global X Aging Population ETF	+117,878	587,492	$35,079,147
—		+102,203	295,766	$9,047,532
ALC	Alcon Inc	+61,492	123,742	$8,303,088
UBER	Uber Technologies, Inc	+45,944	233,235	$16,830,237
BNDX	Vanguard Total International Bond ETF	+44,138	491,698	$23,812,934
CAPE	DoubleLine Shiller CAPE U.S. Equities ETF	+36,507	1,084,082	$53,217,585
SPTE	SP Funds S&P Global Technology ETF	+17,698	94,504	$3,267,948
VB	Vanguard Morningstar Small-Cap ETF	+15,164	51,995	$11,816,915
IAU	Ishares Gold Trust	+12,310	197,676	$14,926,514
SYK	Stryker Corp	+9,551	48,645	$15,315,391
BSCA	Invesco BulletShares 2036 Corporate Bond ETF	+5,738	55,036	$3,772,167
IVZ	Invesco Ltd.	+4,060	42,923	$3,990,980
DASH	DoorDash, Inc.	+2,072	6,455	$1,191,141
NVDA	Nvidia Corp	+2,041	120,359	$24,082,632
STE	STERIS plc	+1,759	5,415	$1,140,236
KO	Coca Cola Co	+1,594	189,933	$15,435,854
CHD	Church & Dwight Co Inc /De/	+1,277	59,935	$5,806,502
AAPL	Apple Inc.	+968	59,497	$17,216,051
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CWI	State Street SPDR MSCI ACWI ex-US ETF	−833,922	2,276,051	$114,700,886
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	−571,074	7,452,995	$555,596,632
PANW	Palo Alto Networks Inc	−49,322	32,665	$11,139,418
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	−28,550	198,529	$9,424,171
NOW	ServiceNow, Inc.	−17,141	105,607	$10,484,662
LOW	Lowes Companies Inc	−15,386	33,651	$7,419,708
MRVL	Marvell Technology, Inc.	−12,680	2,455	$731,319
ABI	VictoryShares Pioneer Asset-Based Income ETF	−9,877	128,355	$27,310,093
ABT	Abbott Laboratories	−8,064	115,947	$10,521,030
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	−7,149	100,560	$5,085,319
DVVY	Invesco Diversified Dividend Opportunities ETF	−6,872	101,940	$5,112,291
AGRH	iShares Interest Rate Hedged U.S. Aggregate Bond ETF	−6,545	92,129	$4,659,884
SCHW	Schwab Charles Corp	−4,771	147,436	$13,603,919
JBHT	Hunt J B Transport Services Inc	−4,750	2,761	$799,116
INTU	Intuit Inc.	−3,972	31,514	$8,225,154
EW	Edwards Lifesciences Corp	−3,199	174,962	$15,827,062
NFLX	Netflix Inc	−2,849	156,583	$11,180,026
ASML	Asml Holding NV	−2,816	5,796	$11,530,793
GLW	Corning Inc /Ny	−2,660	4,675	$1,194,135
APH	Amphenol Corp /De/	−2,352	72,030	$25,400,659
ICE	Intercontinental Exchange, Inc.	−1,468	75,467	$9,290,742
ANET	Arista Networks, Inc.	−1,425	105,735	$17,962,261
TER	Teradyne, Inc	−1,016	1,868	$903,813
TTWO	Take Two Interactive Software Inc	−958	57,347	$14,335,603
SPGI	S&P Global Inc.	−719	34,253	$13,949,876
No positions match the current search.

New Positions

Positions the filer opened this quarter

13 positions

Ticker	Company	Shares	Value
ETN	Eaton Corp plc	24,315	$10,361,107
VIK	Viking Holdings Ltd	44,778	$4,686,913
SNOW	Snowflake Inc.	6,625	$1,686,062
AMD	Advanced Micro Devices Inc	1,054	$612,279
CELH	Celsius Holdings, Inc.	20,020	$586,185
AVGO	Broadcom Inc.	1,453	$548,870
DYTA	SGI Dynamic Tactical ETF	11,800	$503,624
CMG	Chipotle Mexican Grill Inc	10,813	$367,642
MU	Micron Technology Inc	297	$342,824
TSLA	Tesla, Inc.	716	$301,149
MA	Mastercard Inc	457	$234,715
BRK-B	Berkshire Hathaway Inc	469	$234,682
MRK	Merck & Co., Inc.	1,722	$221,277
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
ACN	Accenture plc	27,729	$5,498,383
ADBE	Adobe Inc.	21,512	$5,229,136
BUYZ	Franklin Disruptive Commerce ETF	99,179	$3,294,726
AOHY	Angel Oak High Yield Opportunities ETF	10,633	$220,879
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

112 tracked positions · $2,764,814,324 total · filing declares 151 positions · $2,752,113,630 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Showing 1–50 of 112 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Reduced	7,452,995	-571,074	$555,596,632	+34.1%	20.10%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	3,218,608	+179,017	$367,980,798	—	13.31%
BAI	iShares A.I. Innovation and Tech Active ETF	Added	7,615,714	+3,249,680	$334,252,407	+80.0%	12.09%
BILZ	PIMCO Ultra Short Government Active ETF	Added	6,864,112	+196,651	$325,136,061	+3.2%	11.76%
BKF	iShares MSCI BIC ETF	Added	1,245,885	+683,532	$124,583,744	+193.5%	4.51%
CWI	State Street SPDR MSCI ACWI ex-US ETF	Reduced	2,276,051	-833,922	$114,700,886	−19.9%	4.15%
FBCG	Fidelity Blue Chip Growth ETF	Added	2,335,349	+1,766,399	$101,561,190	+299.2%	3.67%
BCLO	iShares BBB-B CLO Active ETF	Added	1,565,846	+495,203	$81,483,411	+46.8%	2.95%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	1,781,474	+134,145	$65,520,497	+28.6%	2.37%
CAPE	DoubleLine Shiller CAPE U.S. Equities ETF	Added	1,084,082	+36,507	$53,217,585	+2.9%	1.92%
AGNG	Global X Funds Global X Aging Population ETF	Added	587,492	+117,878	$35,079,147	+5.4%	1.27%
GOOGL	Alphabet Inc. Communication Services	Reduced	84,929	-364	$30,335,299	+23.7%	1.10%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Reduced	128,355	-9,877	$27,310,093	+11.5%	0.99%
LLY	ELI LILLY & Co Healthcare	Reduced	21,869	-193	$26,230,336	+29.3%	0.95%
APH	Amphenol Corp /De/ Technology	Reduced	72,030	-2,352	$25,400,659	+35.1%	0.92%
NVDA	Nvidia Corp Technology	Added	120,359	+2,041	$24,082,632	+16.7%	0.87%
BNDX	Vanguard Total International Bond ETF	Added	491,698	+44,138	$23,812,934	+10.7%	0.86%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	98,091	-391	$23,379,008	+14.0%	0.85%
MSFT	Microsoft Corp Technology	Added	51,331	+332	$19,147,489	+1.4%	0.69%
VRT	Vertiv Holdings Co Industrials	Reduced	55,976	-520	$18,741,884	+32.4%	0.68%
V	Visa Inc. Financial Services	Reduced	53,274	-412	$18,277,776	+12.6%	0.66%
ANET	Arista Networks, Inc. Technology	Reduced	105,735	-1,425	$17,962,261	+36.5%	0.65%
AAPL	Apple Inc. Technology	Added	59,497	+968	$17,216,051	+15.9%	0.62%
UBER	Uber Technologies, Inc Technology	Added	233,235	+45,944	$16,830,237	+24.9%	0.61%
EW	Edwards Lifesciences Corp Healthcare	Reduced	174,962	-3,199	$15,827,062	+10.9%	0.57%
KO	Coca Cola Co Consumer Defensive	Added	189,933	+1,594	$15,435,854	+7.8%	0.56%
SYK	Stryker Corp Healthcare	Added	48,645	+9,551	$15,315,391	+19.2%	0.55%
IAU	Ishares Gold Trust	Added	197,676	+12,310	$14,926,514	−8.7%	0.54%
TTWO	Take Two Interactive Software Inc Communication Services	Reduced	57,347	-958	$14,335,603	+24.5%	0.52%
SPGI	S&P Global Inc. Financial Services	Reduced	34,253	-719	$13,949,876	−6.2%	0.50%
SCHW	Schwab Charles Corp Financial Services	Reduced	147,436	-4,771	$13,603,919	−4.9%	0.49%
VB	Vanguard Morningstar Small-Cap ETF	Added	51,995	+15,164	$11,816,915	+40.5%	0.43%
ASML	Asml Holding NV Technology	Reduced	5,796	-2,816	$11,530,793	+1.4%	0.42%
NFLX	Netflix Inc Communication Services	Reduced	156,583	-2,849	$11,180,026	−27.1%	0.40%
PANW	Palo Alto Networks Inc Technology	Reduced	32,665	-49,322	$11,139,418	−15.3%	0.40%
ABT	Abbott Laboratories Healthcare	Reduced	115,947	-8,064	$10,521,030	−17.4%	0.38%
NOW	ServiceNow, Inc. Technology	Reduced	105,607	-17,141	$10,484,662	−18.3%	0.38%
ETN	Eaton Corp plc Industrials	NEW	24,315	NEW	$10,361,107	NEW	0.37%
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	Reduced	198,529	-28,550	$9,424,171	+47.0%	0.34%
ICE	Intercontinental Exchange, Inc. Financial Services	Reduced	75,467	-1,468	$9,290,742	−23.2%	0.34%
		Added	295,766	+102,203	$9,047,532	+58.1%	0.33%
ALC	Alcon Inc Healthcare	Added	123,742	+61,492	$8,303,088	+77.0%	0.30%
INTU	Intuit Inc. Technology	Reduced	31,514	-3,972	$8,225,154	−46.4%	0.30%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	33,651	-15,386	$7,419,708	−36.0%	0.27%
CHD	Church & Dwight Co Inc /De/ Consumer Defensive	Added	59,935	+1,277	$5,806,502	+6.1%	0.21%
DVVY	Invesco Diversified Dividend Opportunities ETF	Reduced	101,940	-6,872	$5,112,291	−6.3%	0.18%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Reduced	100,560	-7,149	$5,085,319	−6.7%	0.18%
VIK	Viking Holdings Ltd Consumer Cyclical	NEW	44,778	NEW	$4,686,913	NEW	0.17%
AGRH	iShares Interest Rate Hedged U.S. Aggregate Bond ETF	Reduced	92,129	-6,545	$4,659,884	−6.7%	0.17%
IVZ	Invesco Ltd. Financial Services	Added	42,923	+4,060	$3,990,980	+29.8%	0.14%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.