Advocacy Wealth Management, LLC

CIK

1569452

Location

ATLANTA, GA

Portfolio Value

Small $479,764,302

Diversification

Diversified

Filing Date

Global Rank

#2,851 / 8,517 ▼ 194

Top Industry

Medical Devices 9.7%

3Y Alpha vs SPY

+10.5%

Period ended 46 days ago

Filed Jul 29, 2026 · 17d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+124.8%

SPY

+75.3%

Annualised alpha

+10.4%

Max drawdown

−17.3%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

6.0%

−4.5 pts

Top 5

25.4%

−2.2 pts

Top 10

43.9%

−0.6 pts

HHI

321

Diversified−43

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	33.8%	$162,073,692	25
Healthcare	17.3%	$82,991,851	13
Financial Services	12.6%	$60,247,955	11
Communication Services	11.8%	$56,786,805	5
Consumer Cyclical	8.7%	$41,904,409	11
Industrials	6.8%	$32,408,487	6
Consumer Defensive	5.6%	$26,995,753	10
Unclassified	3.2%	$15,562,762	2
Energy	0.2%	$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
ALC	Alcon Inc	+61,492	123,742	$8,303,088
UBER	Uber Technologies, Inc	+45,944	233,235	$16,830,237
IAU	Ishares Gold Trust	+12,310	197,676	$14,926,514
SYK	Stryker Corp	+9,551	48,645	$15,315,391
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
XOM	ExxonMobil Holdings Corp	+719	3,787	$517,758
MSCI	MSCI Inc.	+568	2,256	$1,263,450
PG	PROCTER & GAMBLE Co	+427	3,998	$586,266
TFC	Truist Financial Corp	+345	15,082	$751,385
MSFT	Microsoft Corp	+332	51,331	$19,147,489
ORCL	Oracle Corp	+318	3,684	$539,890
JNJ	Johnson & Johnson	+289	3,178	$807,116
MDLZ	Mondelez International, Inc.	+284	4,271	$247,034
HD	Home Depot, Inc.	+268	3,480	$1,227,326
META	Meta Platforms, Inc.	+246	3,396	$1,912,932
WMT	Walmart Inc.	+222	4,235	$479,656
CSCO	Cisco Systems, Inc.	+205	7,348	$863,096
CL	Colgate Palmolive Co	+201	2,802	$256,887
PEP	Pepsico Inc	+195	3,252	$440,320
QCOM	Qualcomm Inc/De	+176	2,721	$502,813
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
PANW	Palo Alto Networks Inc	−49,322	32,665	$11,139,418
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
ABT	Abbott Laboratories	−8,064	115,947	$10,521,030
SCHW	Schwab Charles Corp	−4,771	147,436	$13,603,919
JBHT	Hunt J B Transport Services Inc	−4,750	2,761	$799,116
GOOGL	Alphabet Inc.	−4,269	81,024	$28,955,546
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	$12,700,329
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
VRT	Vertiv Holdings Co	−520	55,976	$18,741,884
V	Visa Inc.	−412	53,274	$18,277,776
AMZN	Amazon Com Inc	−391	98,091	$23,379,008
TJX	Tjx Companies Inc /De/	−273	6,116	$926,574
LLY	ELI LILLY & Co	−193	21,869	$26,230,336
BR	Broadridge Financial Solutions, Inc.	−134	5,598	$766,646
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 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
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
BAI	iShares A.I. Innovation and Tech Active ETF	1,647,452	$54,283,543
BNDX	Vanguard Total International Bond ETF	447,560	$21,505,258
ACN	Accenture plc	27,729	$5,498,383
ADBE	Adobe Inc.	21,512	$5,229,136
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

85 tracked positions · $479,764,302 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 85 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Reduced	81,024	-4,269	$28,955,546	+18.1%	6.04%
LLY	ELI LILLY & Co Healthcare	Reduced	21,869	-193	$26,230,336	+29.3%	5.47%
NVDA	Nvidia Corp Technology	Added	120,359	+2,041	$24,082,632	+16.7%	5.02%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	98,091	-391	$23,379,008	+14.0%	4.87%
MSFT	Microsoft Corp Technology	Added	51,331	+332	$19,147,489	+1.4%	3.99%
VRT	Vertiv Holdings Co Industrials	Reduced	55,976	-520	$18,741,884	+32.4%	3.91%
V	Visa Inc. Financial Services	Reduced	53,274	-412	$18,277,776	+12.6%	3.81%
ANET	Arista Networks, Inc. Technology	Reduced	105,735	-1,425	$17,962,261	+36.5%	3.74%
AAPL	Apple Inc. Technology	Added	59,497	+968	$17,216,051	+15.9%	3.59%
UBER	Uber Technologies, Inc Technology	Added	233,235	+45,944	$16,830,237	+24.9%	3.51%
EW	Edwards Lifesciences Corp Healthcare	Reduced	174,962	-3,199	$15,827,062	+10.9%	3.30%
KO	Coca Cola Co Consumer Defensive	Added	189,933	+1,594	$15,435,854	+7.8%	3.22%
SYK	Stryker Corp Healthcare	Added	48,645	+9,551	$15,315,391	+19.2%	3.19%
IAU	Ishares Gold Trust	Added	197,676	+12,310	$14,926,514	−8.7%	3.11%
TTWO	Take Two Interactive Software Inc Communication Services	Reduced	57,347	-958	$14,335,603	+24.5%	2.99%
SPGI	S&P Global Inc. Financial Services	Reduced	34,253	-719	$13,949,876	−6.2%	2.91%
SCHW	Schwab Charles Corp Financial Services	Reduced	147,436	-4,771	$13,603,919	−4.9%	2.84%
APH	Amphenol Corp /De/ Technology	Reduced	72,030	-2,352	$12,700,329	—	2.65%
ASML	Asml Holding NV Technology	Reduced	5,796	-2,816	$11,530,793	+1.4%	2.40%
NFLX	Netflix Inc Communication Services	Reduced	156,583	-2,849	$11,180,026	−27.1%	2.33%
PANW	Palo Alto Networks Inc Technology	Reduced	32,665	-49,322	$11,139,418	−15.3%	2.32%
ABT	Abbott Laboratories Healthcare	Reduced	115,947	-8,064	$10,521,030	−17.4%	2.19%
NOW	ServiceNow, Inc. Technology	Reduced	105,607	-17,141	$10,484,662	−18.3%	2.19%
ETN	Eaton Corp plc Industrials	NEW	24,315	NEW	$10,361,107	NEW	2.16%
ICE	Intercontinental Exchange, Inc. Financial Services	Reduced	75,467	-1,468	$9,290,742	−23.2%	1.94%
ALC	Alcon Inc Healthcare	Added	123,742	+61,492	$8,303,088	+77.0%	1.73%
INTU	Intuit Inc. Technology	Reduced	31,514	-3,972	$8,225,154	−46.4%	1.71%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	33,651	-15,386	$7,419,708	−36.0%	1.55%
CHD	Church & Dwight Co Inc /De/ Consumer Defensive	Added	59,935	+1,277	$5,806,502	+6.1%	1.21%
VIK	Viking Holdings Ltd Consumer Cyclical	NEW	44,778	NEW	$4,686,913	NEW	0.98%
META	Meta Platforms, Inc. Communication Services	Added	3,396	+246	$1,912,932	+6.1%	0.40%
MNST	Monster Beverage Corp Consumer Defensive	Added	17,643	+135	$1,695,845	+33.7%	0.35%
SNOW	Snowflake Inc. Technology	NEW	6,625	NEW	$1,686,062	NEW	0.35%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,562	+79	$1,461,204	−1.1%	0.30%
RJF	Raymond James Financial Inc Financial Services	Reduced	9,256	-6	$1,407,189	+4.9%	0.29%
AME	Ametek Inc/ Industrials	Added	5,422	+52	$1,311,798	+14.0%	0.27%
MSCI	MSCI Inc. Financial Services	Added	2,256	+568	$1,263,450	+38.9%	0.26%
BIRK	Birkenstock Holding plc Consumer Cyclical	Reduced	28,609	-44	$1,231,045	+19.9%	0.26%
HD	Home Depot, Inc. Consumer Cyclical	Added	3,480	+268	$1,227,326	+16.2%	0.26%
GLW	Corning Inc /Ny Technology	Reduced	4,675	-2,660	$1,194,135	+19.7%	0.25%
DASH	DoorDash, Inc. Consumer Cyclical	Added	6,455	+2,072	$1,191,141	+81.0%	0.25%
TEL	TE Connectivity plc Technology	Added	5,747	+56	$1,158,652	−2.6%	0.24%
CPAY	Corpay, Inc. Technology	Added	3,439	+16	$1,146,115	+15.1%	0.24%
STE	STERIS plc Healthcare	Added	5,415	+1,759	$1,140,236	+41.0%	0.24%
GMED	Globus Medical Inc Healthcare	Reduced	13,781	-24	$1,088,836	−8.5%	0.23%
TEAM	Atlassian Corp Technology	Added	13,982	+4	$1,087,659	+14.0%	0.23%
DXCM	Dexcom Inc Healthcare	Reduced	15,692	-8	$1,056,856	+7.2%	0.22%
LH	Labcorp Holdings Inc. Healthcare	Reduced	3,753	-55	$1,050,840	+3.4%	0.22%
ABBV	AbbVie Inc. Healthcare	Added	3,814	+143	$959,754	+20.2%	0.20%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	6,116	-273	$926,574	−9.2%	0.19%

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.