Advocacy Wealth Management, LLC
CIK 1569452
13F filing for Q2 2026・No. 1,355
- Holdings
- US$2.75B
- Quarter change
- +US$490.8M
- Entries
- 151
- Net bought (estimate)
- +US$253.9M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 17
- Sold out 9
- Cut 59
- Added 70
- Corporate actions 0
- Unchanged 5
Largest holdings
151 stocks worth US$2.75B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SPDR SERIES TRUSTST STR P500ETF | Added | 5,775,658 | US$507.56M | 18.44% |
| EMXCISHARES INCMSCI EMRG CHN | Added | 1,198,777 | US$122.63M | 4.46% |
| SPDR INDEX SHS FDSST STR PO EX ETF | Added | 2,268,369 | US$114.3M | 4.15% |
| ISHARES TRS&P 500 GRWT ETF | Cut | 807,434 | US$111.05M | 4.03% |
| PIMCO ETF TRMULTISECTOR BD | Added | 4,039,522 | US$107.13M | 3.89% |
| PIMCO ETF TRENHNCD LW DUR AC | Added | 1,115,335 | US$106.64M | 3.87% |
| BLACKROCK ETF TRUSTISHARES US EQUIT | Cut | 1,478,143 | US$100.53M | 3.65% |
| ISHARES TRS&P 500 VAL ETF | Cut | 424,530 | US$96.39M | 3.50% |
| BLACKROCK ETF TRUSTISHA I IN TE ETF | Cut | 1,384,319 | US$72.98M | 2.65% |
| BLACKROCK ETF TRUSTISHA IN CTRY ETF | New | 1,889,296 | US$69.15M | 2.51% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 29, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.