Advocacy Wealth Management, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 6, 2025), Advocacy Wealth Management, LLC reported 55 stock positions worth $1.5 billion. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 17.6% of the portfolio, followed by PIMCO Multisector Bond Actv (PYLD, 5.4%) and Ishrs US E F R A ETF-Usd (DYNF, 5.4%). Compared with Q4 2024, it opened 8 new positions, sold out of 6, added to 26 and reduced 17. The biggest buy was PIMCO Multisector Bond Actv (PYLD, shares +2605%) and the biggest sale Ste STR SPDR PT S&P 500 ETF (SPYM, shares −8%).
- Most Recent 13F
- Q2 2026
- Location
- ATLANTA, GA
- CIK
- 0001569452
- Portfolio Value
- $1.5B (Q1 2025)
- SEC Filing
- 0001062993-25-008546 ↗ filed May 6, 2025
Holdings Value
Holdings 55 stocks · $1.5B
| SPYM Ste STR SPDR PT S&P 500 ETF | 17.61% | 3,932,092 | $258.6M | Reduce -8.4% |
| PYLD PIMCO Multisector Bond Actv | 5.40% | 3,011,220 | $79.3M | Add +2605.1% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 5.40% | 1,625,495 | $79.3M | Add +23.8% |
| SPDW Ste STR SPDR PT DW Eu ETF | 5.15% | 2,078,345 | $75.7M | Reduce -19.9% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 5.10% | 2,747,114 | $74.9M | Add +11.0% |
| IVW iShares S&P 500 Growth ETF | 5.09% | 805,022 | $74.7M | Add +11.9% |
| QUAL iShares MSCI USA Quality Fac | 4.82% | 413,856 | $70.7M | Add +12.7% |
| EMXC iShares MSCI Emr MRK Ex Chna | 4.11% | 1,094,409 | $60.3M | Add +2.5% |
| PMBS PIMCO MBS Active ETF | 4.05% | 1,213,019 | $59.5M | New |
| IVE iShares S&P 500 Value ETF | 3.69% | 284,328 | $54.2M | Add +62.4% |
| EFV iShares MSCI Eafe Value ETF | 2.84% | 707,027 | $41.7M | Reduce -11.3% |
| LONZ PIMCO Senior Loan Active ETF | 2.72% | 792,503 | $39.9M | Add +8.7% |
| CARY Angel Oak Income ETF | 2.71% | 1,918,050 | $39.8M | Add +6.3% |
| SCHM Schwab US Mid Cap ETF | 2.68% | 1,501,765 | $39.3M | Reduce -10.0% |
| LDUR PIMCO Enhanced Low Duration | 2.68% | 409,688 | $39.3M | Reduce -50.0% |
| EFG iShares MSCI Eafe Growth ETF | 2.06% | 302,482 | $30.2M | Reduce -34.0% |
| FSMD Fidelity Small-Mid Multifact | 1.92% | 719,447 | $28.2M | New |
| BINC iShares Flex I A ETF-Usd Inc. | 1.90% | 533,858 | $28.0M | Add +13.0% |
| IYW iShares Ustechnology ETF | 1.84% | 192,302 | $27.0M | Add +11.8% |
| CLOA iShares Aaa Clo Act ETF-Usdi | 1.72% | 488,693 | $25.3M | New |
| RSP Invesco S&P 500 Equal Weight | 1.45% | 123,017 | $21.3M | Add +571.1% |
| MBB iShares MBS ETF | 1.31% | 204,426 | $19.2M | Reduce -16.7% |
| IAU iShares Gold Trust | 1.22% | 303,689 | $17.9M | Add +139.2% |
| UFIV F/M US Treasury 5 Year Note | 1.19% | 359,016 | $17.5M | Reduce -0.8% |
| MTUM iShares MSCI USA Momentum Fa | 1.15% | 83,664 | $16.9M | Add +14.4% |
| HEFA Isha Curr Hedged MSCI Eafe | 1.13% | 456,158 | $16.6M | New |
| THRO iShares U.S. Thematic Rotati | 1.12% | 520,970 | $16.5M | New |
| XLG Invesco S&P 500 Top 50 ETF | 1.09% | 348,638 | $16.0M | New |
| SPIB SS SPDR P Int C Corp. ETF | 0.95% | 418,336 | $13.9M | Add +1.4% |
| MTBA Simplify MBS ETF | 0.54% | 157,976 | $7.9M | Add +2.0% |
| EMB iShares JP Morgan Usd Emergi | 0.50% | 81,312 | $7.4M | Add +6.8% |
| VOO Vanguard S&P 500 ETF | 0.42% | 11,898 | $6.1M | Reduce -0.4% |
| FLOT iShares Floating Rate Bond E | 0.42% | 119,770 | $6.1M | Add +19.6% |
| IEFA iShares Core MSCI Eafe ETF | 0.40% | 77,908 | $5.9M | Add +388.1% |
| ICSH iShares Ultra Short Duration | 0.35% | 102,055 | $5.2M | Add +11.6% |
| JPST JPMorgan Ultra-Short Income | 0.35% | 101,898 | $5.2M | Add +12.1% |
| MINT PIMCO Enhanced Short Maturit | 0.35% | 51,093 | $5.1M | Add +11.6% |
| GSY Invesco Ultra Short Duration | 0.35% | 102,536 | $5.1M | Add +11.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.29% | 11,604 | $4.3M | Reduce -19.1% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.29% | 62,525 | $4.3M | Reduce -0.6% |
| AQLT iShares MSCI GL Qua Fact ETF | 0.21% | 130,684 | $3.1M | No change |
| KBWB Invesco KBW Bank ETF | 0.20% | 46,531 | $2.9M | Add +630.0% |
| FLIN Franklin Ftse India ETF | 0.20% | 79,135 | $2.9M | Add +648.6% |
| FDIS Fidelity MSCI Cons Discr Ind | 0.20% | 34,164 | $2.9M | Add +728.4% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.18% | 10,454 | $2.7M | Reduce -0.6% |
| OMFL Invesco Russell 1000 DYN M/F | 0.17% | 46,803 | $2.5M | No change |
| AGG iShares Core U.S. Aggregate | 0.15% | 21,974 | $2.2M | Reduce -10.7% |
| IVV iShares Core S&P 500 ETF | 0.07% | 1,862 | $1.0M | Reduce -1.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.07% | 6,020 | $1.0M | New |
| MUB iShares National Muni Bond E | 0.05% | 7,397 | $780K | No change |
| AMLP Alerian MLP ETF | 0.04% | 11,009 | $572K | New |
| TFLO iShares Treasury Floating Ra | 0.04% | 10,613 | $538K | Reduce -98.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.03% | 852 | $477K | No change |
| USMV iShares MSCI USA Min Vol Fac | 0.02% | 2,472 | $232K | Reduce -21.7% |
| VONV Vanguard Russell 1000 Value | 0.02% | 2,683 | $221K | Reduce -21.2% |
Portfolio Sells Q4 2024 → Q1 2025
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -8.4% | 17.61% | −4.90 |
| TFLO iShares Treasury Floating Ra | Reduce -98.8% | 0.04% | −3.29 |
| LDUR PIMCO Enhanced Low Duration | Reduce -50.0% | 2.68% | −3.23 |
| VB Vanguard Most SM-Cap ETF-Usd | Sold out | 0.00% | −1.81 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -19.9% | 5.15% | −1.58 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -34.0% | 2.06% | −1.32 |
| SCHM Schwab US Mid Cap ETF | Reduce -10.0% | 2.68% | −0.84 |
| IFRA iShares US Infrastructure | Sold out | 0.00% | −0.77 |
| MBB iShares MBS ETF | Reduce -16.7% | 1.31% | −0.40 |
| EFV iShares MSCI Eafe Value ETF | Reduce -11.3% | 2.84% | −0.34 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -19.1% | 0.29% | −0.15 |
| UFIV F/M US Treasury 5 Year Note | Reduce -0.8% | 1.19% | −0.12 |
| VOO Vanguard S&P 500 ETF | Reduce -0.4% | 0.42% | −0.07 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -0.6% | 0.29% | −0.05 |
| AGG iShares Core U.S. Aggregate | Reduce -10.7% | 0.15% | −0.03 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -0.6% | 0.18% | −0.03 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.03 |
| HYDB iShares High Yield Systemati | Sold out | 0.00% | −0.03 |
| DMBS Doubleline Mortgage ETF | Sold out | 0.00% | −0.02 |
| JPIB JPMorgan Intl BND ETF | Sold out | 0.00% | −0.02 |
| IVV iShares Core S&P 500 ETF | Reduce -1.4% | 0.07% | −0.01 |
| VONV Vanguard Russell 1000 Value | Reduce -21.2% | 0.02% | −0.01 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -21.7% | 0.02% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| PYLD PIMCO Multisector Bond Actv | Add +2605.1% | 5.40% | +5.18 |
| PMBS PIMCO MBS Active ETF | New | 4.05% | +4.05 |
| FSMD Fidelity Small-Mid Multifact | New | 1.92% | +1.92 |
| CLOA iShares Aaa Clo Act ETF-Usdi | New | 1.72% | +1.72 |
| RSP Invesco S&P 500 Equal Weight | Add +571.1% | 1.45% | +1.21 |
| IVE iShares S&P 500 Value ETF | Add +62.4% | 3.69% | +1.15 |
| HEFA Isha Curr Hedged MSCI Eafe | New | 1.13% | +1.13 |
| THRO iShares U.S. Thematic Rotati | New | 1.12% | +1.12 |
| XLG Invesco S&P 500 Top 50 ETF | New | 1.09% | +1.09 |
| IAU iShares Gold Trust | Add +139.2% | 1.22% | +0.74 |
| IEFA iShares Core MSCI Eafe ETF | Add +388.1% | 0.40% | +0.32 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +23.8% | 5.40% | +0.28 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Add +11.0% | 5.10% | +0.17 |
| FLIN Franklin Ftse India ETF | Add +648.6% | 0.20% | +0.17 |
| KBWB Invesco KBW Bank ETF | Add +630.0% | 0.20% | +0.17 |
| FDIS Fidelity MSCI Cons Discr Ind | Add +728.4% | 0.20% | +0.17 |
| VTV Vanguard Mrngstr Val ETF-Aui | New | 0.07% | +0.07 |
| AMLP Alerian MLP ETF | New | 0.04% | +0.04 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +13.0% | 1.90% | +0.04 |
| FLOT iShares Floating Rate Bond E | Add +19.6% | 0.42% | +0.03 |
| JPST JPMorgan Ultra-Short Income | Add +12.1% | 0.35% | +0.00 |
| ICSH iShares Ultra Short Duration | Add +11.6% | 0.35% | +0.00 |
| MTUM iShares MSCI USA Momentum Fa | Add +14.4% | 1.15% | +0.00 |
| MINT PIMCO Enhanced Short Maturit | Add +11.6% | 0.35% | +0.00 |
| GSY Invesco Ultra Short Duration | Add +11.6% | 0.35% | −0.00 |
| EMB iShares JP Morgan Usd Emergi | Add +6.8% | 0.50% | −0.01 |
| MTBA Simplify MBS ETF | Add +2.0% | 0.54% | −0.05 |
| SPIB SS SPDR P Int C Corp. ETF | Add +1.4% | 0.95% | −0.08 |
| CARY Angel Oak Income ETF | Add +6.3% | 2.71% | −0.11 |
| LONZ PIMCO Senior Loan Active ETF | Add +8.7% | 2.72% | −0.11 |
| QUAL iShares MSCI USA Quality Fac | Add +12.7% | 4.82% | −0.16 |
| IYW iShares Ustechnology ETF | Add +11.8% | 1.84% | −0.25 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +2.5% | 4.11% | −0.40 |
| IVW iShares S&P 500 Growth ETF | Add +11.9% | 5.09% | −0.46 |
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 |