Advocacy Wealth Management, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 29, 2026), Advocacy Wealth Management, LLC reported 151 stock positions worth $2.8 billion. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 18.4% of the portfolio, followed by iShares MSCI Emr MRK Ex Chna (EMXC, 4.5%) and Ste STR SPDR PT DW Eu ETF (SPDW, 4.2%). Compared with Q1 2026, it opened 17 new positions, sold out of 9, added to 69 and reduced 60. The biggest buy was Ste STR SPDR PT S&P 500 ETF (SPYM, shares +45%) and the biggest sale iShares MSCI USA Quality Fac (QUAL, shares −98%).
- Most Recent 13F
- Q2 2026
- Location
- ATLANTA, GA
- CIK
- 0001569452
- Portfolio Value
- $2.8B (Q2 2026)
- SEC Filing
- 0001569452-26-000003 ↗ filed Jul 29, 2026
Holdings Value
Holdings 151 stocks · $2.8B
| SPYM Ste STR SPDR PT S&P 500 ETF | 18.44% | 5,775,658 | $507.6M | Add +45.0% |
| EMXC iShares MSCI Emr MRK Ex Chna | 4.46% | 1,198,777 | $122.6M | Add +132.1% |
| SPDW Ste STR SPDR PT DW Eu ETF | 4.15% | 2,268,369 | $114.3M | Add +9.3% |
| IVW iShares S&P 500 Growth ETF | 4.04% | 807,434 | $111.0M | Reduce -2.6% |
| PYLD PIMCO Multisector Bond Actv | 3.89% | 4,039,522 | $107.1M | Add +3.0% |
| LDUR PIMCO Enhanced Low Duration | 3.87% | 1,115,335 | $106.6M | Add +3.2% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 3.65% | 1,478,143 | $100.5M | Reduce -1.4% |
| IVE iShares S&P 500 Value ETF | 3.50% | 424,530 | $96.4M | Reduce -16.9% |
| BAI Ishrs AI in and Tech Act ETF | 2.65% | 1,384,319 | $73.0M | Reduce -16.0% |
| CORO Ish Intl CTRY Rot Act ETF | 2.51% | 1,889,296 | $69.1M | New |
| FENI Fidelity Enhanced Intl ETF | 2.51% | 1,718,711 | $69.0M | New |
| SCHM Schwab US Mid Cap ETF | 2.30% | 1,715,392 | $63.2M | Add +8.5% |
| IALT Ishrs SYS Alt Act ETF | 2.16% | 2,116,253 | $59.4M | New |
| CLOA iShares Aaa Clo Act ETF-Usdi | 2.07% | 1,099,924 | $57.1M | Add +4.4% |
| PMBS PIMCO MBS Active ETF | 1.96% | 1,089,742 | $53.8M | Add +2.9% |
| DMBS Doubleline Mortgage ETF | 1.93% | 1,084,082 | $53.2M | Add +3.5% |
| BOND PIMCO Active Bond Exchange-T | 1.91% | 569,047 | $52.5M | Add +4.3% |
| MTUM iShares MSCI USA Momentum Fa | 1.88% | 150,686 | $51.7M | Reduce -25.2% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.83% | 1,088,957 | $50.3M | Add +168.3% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 1.54% | 1,614,833 | $42.4M | Reduce -59.4% |
| SHLD Global X Defense Tech ETF | 1.27% | 587,492 | $35.1M | Add +25.1% |
| FSMD Fidelity Small-Mid Multifact | 1.18% | 616,638 | $32.6M | Add +8.4% |
| THRO iShares U.S. Thematic Rotati | 1.17% | 747,703 | $32.2M | Reduce -38.6% |
| GOOGL Alphabet Inc. Class A | 1.05% | 81,024 | $29.0M | Reduce -0.5% |
| RSP Invesco S&P 500 Equal Weight | 0.99% | 128,355 | $27.3M | Add +4.1% |
| LLY Eli Lilly & Co. | 0.95% | 21,869 | $26.2M | Reduce -0.9% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.89% | 465,922 | $24.4M | Add +2664.1% |
| NVDA Nvidia Corp. | 0.88% | 120,359 | $24.1M | Add +1.7% |
| BNDX Vanguard Total Intl Bond ETF | 0.87% | 491,698 | $23.8M | Add +9.9% |
| AMZN Amazon.com Inc. | 0.85% | 98,091 | $23.4M | Reduce -0.4% |
| MBB iShares MBS ETF | 0.82% | 238,354 | $22.5M | Add +4.1% |
| MSFT Microsoft Corp. | 0.70% | 51,331 | $19.1M | Add +0.7% |
| VRT Vertiv Holdings Co. Class A | 0.68% | 55,976 | $18.7M | Reduce -0.9% |
| V Visa Inc. Class A | 0.66% | 53,274 | $18.3M | Reduce -0.8% |
| ANET Arista Networks Inc. | 0.65% | 105,735 | $18.0M | Reduce -1.3% |
| AAPL Apple Inc. | 0.63% | 59,497 | $17.2M | Add +1.6% |
| UBER Uber Technologies Inc. | 0.61% | 233,235 | $16.8M | Add +24.5% |
| EW Edwards Lifesciences Corp. | 0.58% | 174,962 | $15.8M | Reduce -1.8% |
| KO The Coca-Cola Co. | 0.56% | 189,933 | $15.4M | Add +0.8% |
| SYK Stryker Corp. | 0.56% | 48,645 | $15.3M | Add +24.4% |
| IAU iShares Gold Trust | 0.54% | 197,676 | $14.9M | Add +6.6% |
| TTWO Take-Two Interactive Softwre | 0.52% | 57,347 | $14.3M | Reduce -1.6% |
| SPGI S&P Global Inc. | 0.51% | 34,253 | $13.9M | Reduce -2.1% |
| SCHW Schwab (charles) Corp. | 0.49% | 147,436 | $13.6M | Reduce -3.1% |
| APH Amphenol Corp. Class A | 0.46% | 72,030 | $12.7M | Reduce -3.2% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.42% | 5,796 | $11.5M | Reduce -32.7% |
| NFLX Netflix Inc. | 0.41% | 156,583 | $11.2M | Reduce -1.8% |
| PANW Palo Alto Networks Inc. | 0.40% | 32,665 | $11.1M | Reduce -60.2% |
| ABT Abbott Laboratories | 0.38% | 115,947 | $10.5M | Reduce -6.5% |
| NOW ServiceNow Inc. | 0.38% | 105,607 | $10.5M | Reduce -14.0% |
| ETN Eaton Corp. PLC | 0.38% | 24,315 | $10.4M | New |
| WTAI Wisdomtree AI and Innovation | 0.34% | 198,529 | $9.4M | Reduce -12.6% |
| IEFA iShares Core MSCI Eafe ETF | 0.34% | 97,468 | $9.4M | Add +4.7% |
| ICE Intercontinental Exchange Inc. | 0.34% | 75,467 | $9.3M | Reduce -1.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.30% | 38,480 | $8.4M | Add +37.9% |
| ALC Alcon Inc. filed as ALCON AG | 0.30% | 123,742 | $8.3M | Add +98.8% |
| INTU Intuit Inc. | 0.30% | 31,514 | $8.2M | Reduce -11.2% |
| LOW Lowe's Cos Inc. | 0.27% | 33,651 | $7.4M | Reduce -31.4% |
| CHD Church & Dwight Co. Inc. | 0.21% | 59,935 | $5.8M | Add +2.2% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.21% | 62,504 | $5.7M | No change |
| AQLT iShares MSCI GL Qua Fact ETF | 0.21% | 179,079 | $5.6M | Add +25.0% |
| SPUS SP Funds S&P Sharia Indu Exc | 0.20% | 94,221 | $5.4M | Add +26.2% |
| GSY Invesco Ultra Short Duration | 0.19% | 101,940 | $5.1M | Reduce -6.3% |
| MINT PIMCO Enhanced Short Maturit | 0.18% | 50,466 | $5.1M | Reduce -6.8% |
| JPST JPMorgan Ultra-Short Income | 0.18% | 100,560 | $5.1M | Reduce -6.6% |
| FLOT iShares Floating Rate Bond E | 0.18% | 98,597 | $5.0M | Reduce -13.1% |
| VIK Viking Holdings Ltd. | 0.17% | 44,778 | $4.7M | New |
| ICSH iShares Ultra Short Duration | 0.17% | 92,129 | $4.7M | Reduce -6.6% |
| KBWB Invesco KBW Bank ETF | 0.14% | 42,923 | $4.0M | Add +10.4% |
| OMFL Invesco Russell 1000 DYN M/F | 0.14% | 55,036 | $3.8M | Add +11.6% |
| SPSK SP Funds Dow Jones Global Su | 0.13% | 201,545 | $3.6M | Add +69.5% |
| SPWO SP Funds S&P World Ex-US ETF | 0.12% | 94,504 | $3.3M | Add +23.0% |
| GVI iShares Intermediate Governm | 0.10% | 26,542 | $2.8M | Reduce -0.1% |
| IWD iShares Russell 1000 Value E | 0.10% | 11,180 | $2.7M | No change |
| IGV iShares Expanded Tech-Softwa | 0.10% | 29,123 | $2.6M | New |
| VOO Vanguard S&P 500 ETF | 0.09% | 3,433 | $2.4M | Reduce -6.2% |
| EWG iShares MSCI Germany ETF | 0.07% | 47,108 | $1.9M | Add +2.9% |
| IEMG iShares Core MSCI Emerging | 0.07% | 23,495 | $1.9M | Add +12.9% |
| META Meta Platforms Inc. Class A | 0.07% | 3,396 | $1.9M | Add +7.8% |
| AGG iShares Core U.S. Aggregate | 0.06% | 17,815 | $1.8M | Add +50.4% |
| MNST Monster Beverage Corp. | 0.06% | 17,643 | $1.7M | Add +0.8% |
| SNOW Snowflake Inc. | 0.06% | 6,625 | $1.7M | New |
| COST Costco Wholesale Corp. | 0.05% | 1,562 | $1.5M | Add +5.3% |
| IVV iShares Core S&P 500 ETF | 0.05% | 1,938 | $1.5M | Add +6.4% |
| RJF Raymond James Financial Inc. | 0.05% | 9,256 | $1.4M | Reduce -0.1% |
| GOOG Alphabet Inc. Class C | 0.05% | 3,905 | $1.4M | Add +1.3% |
| SCHV Schwab US Large-Cap Value | 0.05% | 38,949 | $1.4M | Reduce -0.1% |
| QUAL iShares MSCI USA Quality Fac | 0.05% | 6,172 | $1.4M | Reduce -98.5% |
| AME Ametek Inc. | 0.05% | 5,422 | $1.3M | Add +1.0% |
| EFA iShares MSCI Eafe ETF | 0.05% | 12,345 | $1.3M | No change |
| MSCI MSCI Inc. | 0.05% | 2,256 | $1.3M | Add +33.6% |
| BIRK Birkenstock Holding PLC | 0.04% | 28,609 | $1.2M | Reduce -0.1% |
| HD Home Depot Inc. | 0.04% | 3,480 | $1.2M | Add +8.3% |
| GLW Corning Inc. | 0.04% | 4,675 | $1.2M | Reduce -36.3% |
| DASH DoorDash Inc. Class A | 0.04% | 6,455 | $1.2M | Add +47.3% |
| TEL Te Connectivity PLC | 0.04% | 5,747 | $1.2M | Add +1.0% |
| CPAY Corpay Inc. | 0.04% | 3,439 | $1.1M | Add +0.5% |
| STE Steris PLC | 0.04% | 5,415 | $1.1M | Add +48.1% |
| GMED Globus Medical Inc. Class A | 0.04% | 13,781 | $1.1M | Reduce -0.2% |
| TEAM Atlassian Corp. Class A | 0.04% | 13,982 | $1.1M | Add +0.0% |
Portfolio Sells Q1 2026 → Q2 2026
| QUAL iShares MSCI USA Quality Fac | Reduce -98.5% | 0.05% | −3.36 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Reduce -59.4% | 1.54% | −3.09 |
| SPEM State Street SP PTF Em ETF | Reduce -99.3% | 0.01% | −2.13 |
| IVE iShares S&P 500 Value ETF | Reduce -16.9% | 3.50% | −1.27 |
| THRO iShares U.S. Thematic Rotati | Reduce -38.6% | 1.17% | −0.78 |
| INTU Intuit Inc. | Reduce -11.2% | 0.30% | −0.38 |
| NFLX Netflix Inc. | Reduce -1.8% | 0.41% | −0.27 |
| MTUM iShares MSCI USA Momentum Fa | Reduce -25.2% | 1.88% | −0.26 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.24 |
| LOW Lowe's Cos Inc. | Reduce -31.4% | 0.27% | −0.24 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.23 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Reduce -1.4% | 3.65% | −0.21 |
| ICE Intercontinental Exchange Inc. | Reduce -1.9% | 0.34% | −0.20 |
| NOW ServiceNow Inc. | Reduce -14.0% | 0.38% | −0.19 |
| ABT Abbott Laboratories | Reduce -6.5% | 0.38% | −0.18 |
| PANW Palo Alto Networks Inc. | Reduce -60.2% | 0.40% | −0.18 |
| SPGI S&P Global Inc. | Reduce -2.1% | 0.51% | −0.15 |
| FLIN Franklin Ftse India ETF | Sold out | 0.00% | −0.15 |
| SCHW Schwab (charles) Corp. | Reduce -3.1% | 0.49% | −0.14 |
| IVW iShares S&P 500 Growth ETF | Reduce -2.6% | 4.04% | −0.11 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -32.7% | 0.42% | −0.08 |
| FLOT iShares Floating Rate Bond E | Reduce -13.1% | 0.18% | −0.07 |
| AMZN Amazon.com Inc. | Reduce -0.4% | 0.85% | −0.06 |
| JPST JPMorgan Ultra-Short Income | Reduce -6.6% | 0.18% | −0.06 |
| MINT PIMCO Enhanced Short Maturit | Reduce -6.8% | 0.18% | −0.06 |
| EW Edwards Lifesciences Corp. | Reduce -1.8% | 0.58% | −0.06 |
| GSY Invesco Ultra Short Duration | Reduce -6.3% | 0.19% | −0.06 |
| V Visa Inc. Class A | Reduce -0.8% | 0.66% | −0.05 |
| EFV iShares MSCI Eafe Value ETF | Sold out | 0.00% | −0.05 |
| ICSH iShares Ultra Short Duration | Reduce -6.6% | 0.17% | −0.05 |
| JBHT Hunt (jb) Transprt SVCS Inc. | Reduce -63.2% | 0.03% | −0.04 |
| MRVL Marvell Technology Inc. | Reduce -83.8% | 0.03% | −0.04 |
| XLG Invesco S&P 500 Top 50 ETF | Sold out | 0.00% | −0.04 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -53.9% | 0.03% | −0.03 |
| MUB iShares National Muni Bond E | Sold out | 0.00% | −0.03 |
| GVI iShares Intermediate Governm | Reduce -0.1% | 0.10% | −0.02 |
| BR Broadridge Financial Solutio | Reduce -2.3% | 0.03% | −0.01 |
| GMED Globus Medical Inc. Class A | Reduce -0.2% | 0.04% | −0.01 |
| TJX TJX Companies Inc. | Reduce -4.3% | 0.03% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -6.2% | 0.09% | −0.01 |
| CPRT Copart Inc. | Reduce -0.1% | 0.02% | −0.01 |
| LONZ PIMCO Senior Loan Active ETF | Sold out | 0.00% | −0.01 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Sold out | 0.00% | −0.01 |
| CARY Angel Oak Income ETF | Sold out | 0.00% | −0.01 |
| RJF Raymond James Financial Inc. | Reduce -0.1% | 0.05% | −0.01 |
| MCD McDonald's Corp. | Reduce -6.0% | 0.01% | −0.01 |
| LH Labcorp Holdings Inc. | Reduce -1.4% | 0.04% | −0.01 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -8.1% | 0.04% | −0.01 |
| TRU Transunion | Reduce -0.1% | 0.03% | −0.01 |
| DXCM Dexcom Inc. | Reduce -0.1% | 0.04% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +45.0% | 18.44% | +4.96 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +132.1% | 4.46% | +2.66 |
| CORO Ish Intl CTRY Rot Act ETF | New | 2.51% | +2.51 |
| FENI Fidelity Enhanced Intl ETF | New | 2.51% | +2.51 |
| IALT Ishrs SYS Alt Act ETF | New | 2.16% | +2.16 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +168.3% | 1.83% | +1.00 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +2664.1% | 0.89% | +0.85 |
| ETN Eaton Corp. PLC | New | 0.38% | +0.38 |
| VIK Viking Holdings Ltd. | New | 0.17% | +0.17 |
| SCHM Schwab US Mid Cap ETF | Add +8.5% | 2.30% | +0.13 |
| IGV iShares Expanded Tech-Softwa | New | 0.10% | +0.10 |
| ALC Alcon Inc. | Add +98.8% | 0.30% | +0.09 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +37.9% | 0.30% | +0.06 |
| SNOW Snowflake Inc. | New | 0.06% | +0.06 |
| FSMD Fidelity Small-Mid Multifact | Add +8.4% | 1.18% | +0.06 |
| SPUS SP Funds S&P Sharia Indu Exc | Add +26.2% | 0.20% | +0.04 |
| SPSK SP Funds Dow Jones Global Su | Add +69.5% | 0.13% | +0.04 |
| AQLT iShares MSCI GL Qua Fact ETF | Add +25.0% | 0.21% | +0.03 |
| SPWO SP Funds S&P World Ex-US ETF | Add +23.0% | 0.12% | +0.02 |
| AMD Advanced Micro Devices | New | 0.02% | +0.02 |
| CELH Celsius Holdings Inc. | New | 0.02% | +0.02 |
| AVGO Broadcom Inc. | New | 0.02% | +0.02 |
| UTWY F/M US Treasury 20 Year Bond | New | 0.02% | +0.02 |
| UBER Uber Technologies Inc. | Add +24.5% | 0.61% | +0.02 |
| DASH DoorDash Inc. Class A | Add +47.3% | 0.04% | +0.01 |
| CMG Chipotle Mexican Grill Inc. | New | 0.01% | +0.01 |
| MU Micron Technology Inc. | New | 0.01% | +0.01 |
| AGG iShares Core U.S. Aggregate | Add +50.4% | 0.06% | +0.01 |
| TSLA Tesla Inc. | New | 0.01% | +0.01 |
| KBWB Invesco KBW Bank ETF | Add +10.4% | 0.14% | +0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | New | 0.01% | +0.01 |
| MA Mastercard Inc. Class A | New | 0.01% | +0.01 |
| MRK Merck & Co. Inc. | New | 0.01% | +0.01 |
| CSCO Cisco Systems Inc. | Add +2.9% | 0.03% | +0.01 |
| IEMG iShares Core MSCI Emerging | Add +12.9% | 0.07% | +0.01 |
| OMFL Invesco Russell 1000 DYN M/F | Add +11.6% | 0.14% | +0.01 |
| MSCI MSCI Inc. | Add +33.6% | 0.05% | +0.01 |
| STE Steris PLC | Add +48.1% | 0.04% | +0.01 |
| MNST Monster Beverage Corp. | Add +0.8% | 0.06% | +0.01 |
| QCOM Qualcomm Inc. | Add +6.9% | 0.02% | +0.00 |
| GOOG Alphabet Inc. Class C | Add +1.3% | 0.05% | +0.00 |
| JPM JPMorgan Chase & Co. | Add +20.5% | 0.01% | +0.00 |
| IVV iShares Core S&P 500 ETF | Add +6.4% | 0.05% | +0.00 |
| ABBV Abbvie Inc. | Add +3.9% | 0.03% | −0.00 |
| CL Colgate-Palmolive Co. | Add +7.7% | 0.01% | −0.00 |
| MDLZ Mondelez International Inc. Class A | Add +7.1% | 0.01% | −0.00 |
| PG The Procter & Gamble Co. | Add +12.0% | 0.02% | −0.00 |
| JNJ Johnson & Johnson | Add +10.0% | 0.03% | −0.00 |
| HD Home Depot Inc. | Add +8.3% | 0.04% | −0.00 |
| ORCL Oracle Corp. | Add +9.4% | 0.02% | −0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 151 | $2.8B | SPYM, EMXC, SPDW, IVW, PYLD |
| Q1 2026 | 143 | $2.3B | SPYM, IVE, SPTL, LDUR, PYLD |
| Q4 2025 | 142 | $2.4B | SPYM, DYNF, IVE, SPTL, IVW |
| Q3 2025 | 142 | $2.3B | SPYM, QUAL, DYNF, SPTL, IVW |
| Q2 2025 | 63 | $1.6B | SPYM, SPTL, DYNF, PYLD, IVW |
| Q1 2025 | 55 | $1.5B | SPYM, PYLD, DYNF, SPDW, SPTL |
| Q4 2024 | 53 | $1.3B | SPYM, SPDW, LDUR, IVW, DYNF |
| Q3 2024 | 50 | $1.3B | SPYM, SPDW, LDUR, SPTL, IVW |
| Q2 2024 | 51 | $1.2B | SPYM, SPDW, LDUR, IVW, SPTL |
| Q1 2024 | 54 | $1.2B | SPYM, SPDW, QUAL, EMXC, SPTL |