Advocacy Wealth Management, LLC

CIK

1569452

Location

ATLANTA, GA

Portfolio Value

Small $444,346,330

Diversification

Diversified

Filing Date

Global Rank

#2,780 / 8,603 ▼ 183 · as of Mar 2026

Top Industry

Software - Application 11.2%

3Y Alpha vs SPY

+7.8%

Period ended 3 months ago

Filed May 12, 2026 · 58d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+114.0%

SPY

+76.5%

Annualised alpha

+8.0%

Max drawdown

−13.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

74 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

5.3%

−1.1 pts

Top 5

23.3%

−2.4 pts

Top 10

40.9%

−2.5 pts

HHI

314

Diversified−3

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	36.7%	$163,226,134	23
Healthcare	15.9%	$70,837,330	12
Financial Services	13.7%	$60,745,605	9
Communication Services	11.8%	$52,457,592	5
Consumer Cyclical	8.4%	$37,217,630	8
Consumer Defensive	5.5%	$24,484,222	9
Industrials	4.1%	$18,168,792	5
Unclassified	3.8%	$16,896,606	2
Energy	0.1%	$312,419	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NFLX	Netflix Inc	+52,150	159,432	$15,329,386
VRT	Vertiv Holdings Co	+47,045	56,496	$14,156,767
NOW	ServiceNow, Inc.	+46,023	122,748	$12,833,303
EW	Edwards Lifesciences Corp	+44,755	178,161	$14,267,132
UBER	Uber Technologies, Inc	+35,821	187,291	$13,471,841
APH	Amphenol Corp /De/	+24,292	74,382	$9,398,165
TTWO	Take Two Interactive Software Inc	+15,299	58,305	$11,515,237
INTU	Intuit Inc.	+10,721	35,486	$15,343,436
TEAM	Atlassian Corp	+9,063	13,978	$953,998
ANET	Arista Networks, Inc.	+7,204	107,160	$13,157,104
SPGI	S&P Global Inc.	+5,709	34,972	$14,072,837
BIRK	Birkenstock Holding plc	+5,703	28,653	$1,026,636
MSFT	Microsoft Corp	+5,441	50,999	$18,878,299
DXCM	Dexcom Inc	+3,623	15,700	$985,960
GPN	Global Payments Inc	+2,416	7,374	$496,270
EEFT	Euronet Worldwide, Inc.	+2,093	9,177	$609,077
PANW	Palo Alto Networks Inc	+1,444	81,987	$13,144,155
BR	Broadridge Financial Solutions, Inc.	+1,353	5,732	$931,335
DASH	DoorDash, Inc.	+1,331	4,383	$658,107
STE	STERIS plc	+1,187	3,656	$808,451
META	Meta Platforms, Inc.	+1,159	3,150	$1,802,209
KO	Coca Cola Co	+664	188,339	$14,323,180
WMT	Walmart Inc.	+621	4,013	$498,735
SYK	Stryker Corp	+508	39,094	$12,845,897
CSCO	Cisco Systems, Inc.	+498	7,143	$554,225
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	−193,172	185,366	$16,341,866
MNST	Monster Beverage Corp	−134,064	17,508	$1,268,629
JBHT	Hunt J B Transport Services Inc	−47,486	7,511	$1,591,580
GOOGL	Alphabet Inc.	−23,993	81,438	$23,418,311
ASML	Asml Holding NV	−7,884	8,612	$11,374,987
GLW	Corning Inc /Ny	−5,858	7,335	$997,339
SPY	Spdr S&P 500 ETF Trust	−4,816	853	$554,740
ABT	Abbott Laboratories	−2,912	124,011	$12,732,209
V	Visa Inc.	−2,299	53,686	$16,226,056
TER	Teradyne, Inc	−2,001	2,884	$854,990
LLY	ELI LILLY & Co	−1,558	22,062	$20,291,965
ICE	Intercontinental Exchange, Inc.	−1,536	76,935	$12,100,336
NVDA	Nvidia Corp	−1,367	118,318	$20,634,659
ADBE	Adobe Inc.	−1,212	21,512	$5,229,136
LOW	Lowes Companies Inc	−461	49,037	$11,586,462
AAPL	Apple Inc.	−390	58,529	$14,854,074
TFC	Truist Financial Corp	−185	14,737	$677,459
MDLZ	Mondelez International, Inc.	−160	3,987	$229,810
PEP	Pepsico Inc	−112	3,057	$474,721
HD	Home Depot, Inc.	−100	3,212	$1,056,394
LH	Labcorp Holdings Inc.	−65	3,808	$1,016,012
ABBV	AbbVie Inc.	−56	3,671	$798,405
CL	Colgate Palmolive Co	−18	2,601	$221,683
RJF	Raymond James Financial Inc	−12	9,262	$1,341,044
ALC	Alcon Inc	−7	62,250	$4,690,537
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
MSCI	MSCI Inc.	1,688	$909,848
CVX	Chevron Corp	1,510	$312,419
JPM	Jpmorgan Chase & Co	847	$249,153
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
SIVR	abrdn Silver ETF Trust	242,213	$16,383,287
WDAY	Workday, Inc.	23,463	$5,039,383
PINS	Pinterest, Inc.	37,650	$974,758
MDY	Spdr S&P Midcap 400 ETF Trust	1,104	$666,021
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

74 positions · $444,346,330 total · as of Mar 31, 2026

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

Showing 1–50 of 74 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	81,438	-23,993	$23,418,311	−29.0%	5.27%
NVDA	Nvidia Corp Technology	Reduced	118,318	-1,367	$20,634,659	−7.6%	4.64%
AMZN	Amazon Com Inc Consumer Cyclical	Added	98,482	+12	$20,510,846	−9.8%	4.62%
LLY	ELI LILLY & Co Healthcare	Reduced	22,062	-1,558	$20,291,965	−20.1%	4.57%
MSFT	Microsoft Corp Technology	Added	50,999	+5,441	$18,878,299	−14.3%	4.25%
IAU	Ishares Gold Trust	Reduced	185,366	-193,172	$16,341,866	−46.8%	3.68%
V	Visa Inc. Financial Services	Reduced	53,686	-2,299	$16,226,056	−17.4%	3.65%
INTU	Intuit Inc. Technology	Added	35,486	+10,721	$15,343,436	−6.5%	3.45%
NFLX	Netflix Inc Communication Services	Added	159,432	+52,150	$15,329,386	+52.4%	3.45%
AAPL	Apple Inc. Technology	Reduced	58,529	-390	$14,854,074	−7.3%	3.34%
KO	Coca Cola Co Consumer Defensive	Added	188,339	+664	$14,323,180	+9.2%	3.22%
SCHW	Schwab Charles Corp Financial Services	Added	152,207	+445	$14,304,413	−5.7%	3.22%
EW	Edwards Lifesciences Corp Healthcare	Added	178,161	+44,755	$14,267,132	+25.4%	3.21%
VRT	Vertiv Holdings Co Industrials	Added	56,496	+47,045	$14,156,767	+824.6%	3.19%
SPGI	S&P Global Inc. Financial Services	Added	34,972	+5,709	$14,072,837	−2.7%	3.17%
UBER	Uber Technologies, Inc Technology	Added	187,291	+35,821	$13,471,841	+8.8%	3.03%
ANET	Arista Networks, Inc. Technology	Added	107,160	+7,204	$13,157,104	+0.5%	2.96%
PANW	Palo Alto Networks Inc Technology	Added	81,987	+1,444	$13,144,155	−11.4%	2.96%
SYK	Stryker Corp Healthcare	Added	39,094	+508	$12,845,897	−5.3%	2.89%
NOW	ServiceNow, Inc. Technology	Added	122,748	+46,023	$12,833,303	+9.2%	2.89%
ABT	Abbott Laboratories Healthcare	Reduced	124,011	-2,912	$12,732,209	−19.9%	2.87%
ICE	Intercontinental Exchange, Inc. Financial Services	Reduced	76,935	-1,536	$12,100,336	−4.8%	2.72%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	49,037	-461	$11,586,462	−2.9%	2.61%
TTWO	Take Two Interactive Software Inc Communication Services	Added	58,305	+15,299	$11,515,237	+4.6%	2.59%
ASML	Asml Holding NV Technology	Reduced	8,612	-7,884	$11,374,987	−35.5%	2.56%
APH	Amphenol Corp /De/ Technology	Added	74,382	+24,292	$9,398,165	+38.8%	2.12%
ACN	Accenture plc Technology	Added	27,729	+40	$5,498,383	−26.0%	1.24%
CHD	Church & Dwight Co Inc /De/ Consumer Defensive	Added	58,658	+36	$5,473,964	+11.4%	1.23%
ADBE	Adobe Inc. Technology	Reduced	21,512	-1,212	$5,229,136	−34.3%	1.18%
ALC	Alcon Inc Healthcare	Reduced	62,250	-7	$4,690,537	−4.4%	1.06%
META	Meta Platforms, Inc. Communication Services	Added	3,150	+1,159	$1,802,209	+37.1%	0.41%
JBHT	Hunt J B Transport Services Inc Industrials	Reduced	7,511	-47,486	$1,591,580	−85.1%	0.36%
MRVL	Marvell Technology, Inc. Technology	Added	15,135	+5	$1,499,121	+16.6%	0.34%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,483	+6	$1,477,705	+16.0%	0.33%
RJF	Raymond James Financial Inc Financial Services	Reduced	9,262	-12	$1,341,044	−10.0%	0.30%
MNST	Monster Beverage Corp Consumer Defensive	Reduced	17,508	-134,064	$1,268,629	−89.1%	0.29%
TEL	TE Connectivity plc Technology	Reduced	5,691	-2	$1,189,532	−8.2%	0.27%
GMED	Globus Medical Inc Healthcare	Held	13,805	0	$1,189,438	−1.3%	0.27%
AME	Ametek Inc/ Industrials	Added	5,370	+10	$1,151,113	+4.6%	0.26%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	3,212	-100	$1,056,394	−7.3%	0.24%
BIRK	Birkenstock Holding plc Consumer Cyclical	Added	28,653	+5,703	$1,026,636	+9.4%	0.23%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	6,389	-5	$1,020,323	+3.9%	0.23%
LH	Labcorp Holdings Inc. Healthcare	Reduced	3,808	-65	$1,016,012	+4.6%	0.23%
GLW	Corning Inc /Ny Technology	Reduced	7,335	-5,858	$997,339	−13.7%	0.22%
CPAY	Corpay, Inc. Technology	Reduced	3,423	-4	$996,058	−3.4%	0.22%
DXCM	Dexcom Inc Healthcare	Added	15,700	+3,623	$985,960	+23.0%	0.22%
TEAM	Atlassian Corp Technology	Added	13,978	+9,063	$953,998	+19.7%	0.21%
BR	Broadridge Financial Solutions, Inc. Technology	Added	5,732	+1,353	$931,335	−4.7%	0.21%
MSCI	MSCI Inc. Financial Services	NEW	1,688	NEW	$909,848	NEW	0.20%
APTV	Aptiv PLC Consumer Cyclical	Held	12,466	0	$865,639	−8.7%	0.19%