Advocacy Wealth Management, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), Advocacy Wealth Management, LLC reported 63 stock positions worth $1.6 billion. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 13.9% of the portfolio, followed by SS SPDR PF LNG TRM TSY E-Usd (SPTL, 5.9%) and Ishrs US E F R A ETF-Usd (DYNF, 5.5%). Compared with Q1 2025, it opened 9 new positions, sold out of 1, added to 27 and reduced 18. The biggest buy was a new position in State Street SP PTF Em ETF (SPEM) and the biggest sale Ste STR SPDR PT S&P 500 ETF (SPYM, shares −21%).
- Most Recent 13F
- Q2 2026
- Location
- ATLANTA, GA
- CIK
- 0001569452
- Portfolio Value
- $1.6B (Q2 2025)
- SEC Filing
- 0001062993-25-014266 ↗ filed Aug 13, 2025
Holdings Value
Holdings 63 stocks · $1.6B
| SPYM Ste STR SPDR PT S&P 500 ETF | 13.86% | 3,107,897 | $225.9M | Reduce -21.0% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 5.95% | 3,647,181 | $96.9M | Add +32.8% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 5.50% | 1,644,822 | $89.6M | Add +1.2% |
| PYLD PIMCO Multisector Bond Actv | 5.25% | 3,225,583 | $85.6M | Add +7.1% |
| IVW iShares S&P 500 Growth ETF | 5.06% | 748,838 | $82.4M | Reduce -7.0% |
| SPDW Ste STR SPDR PT DW Eu ETF | 5.02% | 2,021,931 | $81.9M | Reduce -2.7% |
| QUAL iShares MSCI USA Quality Fac | 4.89% | 435,845 | $79.7M | Add +5.3% |
| EFV iShares MSCI Eafe Value ETF | 4.36% | 1,119,888 | $71.1M | Add +58.4% |
| IVE iShares S&P 500 Value ETF | 4.14% | 345,509 | $67.5M | Add +21.5% |
| PMBS PIMCO MBS Active ETF | 3.94% | 1,308,065 | $64.2M | Add +7.8% |
| CARY Angel Oak Income ETF | 2.63% | 2,058,325 | $42.8M | Add +7.3% |
| LONZ PIMCO Senior Loan Active ETF | 2.63% | 839,505 | $42.8M | Add +5.9% |
| LDUR PIMCO Enhanced Low Duration | 2.59% | 439,985 | $42.2M | Add +7.4% |
| SCHM Schwab US Mid Cap ETF | 2.56% | 1,489,605 | $41.8M | Reduce -0.8% |
| XLG Invesco S&P 500 Top 50 ETF | 2.24% | 699,173 | $36.4M | Add +100.5% |
| THRO iShares U.S. Thematic Rotati | 2.21% | 1,013,087 | $36.0M | Add +94.5% |
| EMXC iShares MSCI Emr MRK Ex Chna | 2.13% | 548,817 | $34.7M | Reduce -49.9% |
| EFG iShares MSCI Eafe Growth ETF | 2.05% | 298,161 | $33.4M | Reduce -1.4% |
| IYW iShares Ustechnology ETF | 2.04% | 191,964 | $33.3M | Reduce -0.2% |
| BINC iShares Flex I A ETF-Usd Inc. | 1.81% | 558,069 | $29.5M | Add +4.5% |
| SPEM State Street SP PTF Em ETF | 1.79% | 681,809 | $29.1M | New |
| FSMD Fidelity Small-Mid Multifact | 1.75% | 686,805 | $28.5M | Reduce -4.5% |
| CLOA iShares Aaa Clo Act ETF-Usdi | 1.68% | 526,185 | $27.3M | Add +7.7% |
| IAU iShares Gold Trust | 1.36% | 355,397 | $22.2M | Add +17.0% |
| MTUM iShares MSCI USA Momentum Fa | 1.30% | 88,416 | $21.2M | Add +5.7% |
| BAI Ishrs AI in and Tech Act ETF | 1.24% | 697,617 | $20.1M | New |
| RSP Invesco S&P 500 Equal Weight | 1.20% | 107,848 | $19.6M | Reduce -12.3% |
| MBB iShares MBS ETF | 1.15% | 200,348 | $18.8M | Reduce -2.0% |
| UFIV F/M US Treasury 5 Year Note | 1.15% | 382,068 | $18.8M | Add +6.4% |
| SPIB SS SPDR P Int C Corp. ETF | 0.92% | 445,213 | $15.0M | Add +6.4% |
| MTBA Simplify MBS ETF | 0.52% | 170,642 | $8.5M | Add +8.0% |
| EMB iShares JP Morgan Usd Emergi | 0.47% | 83,256 | $7.7M | Add +2.4% |
| FLOT iShares Floating Rate Bond E | 0.43% | 136,197 | $6.9M | Add +13.7% |
| IEFA iShares Core MSCI Eafe ETF | 0.37% | 72,880 | $6.1M | Reduce -6.5% |
| GSY Invesco Ultra Short Duration | 0.37% | 120,833 | $6.1M | Add +17.8% |
| MINT PIMCO Enhanced Short Maturit | 0.37% | 60,128 | $6.0M | Add +17.7% |
| JPST JPMorgan Ultra-Short Income | 0.37% | 118,612 | $6.0M | Add +16.4% |
| ICSH iShares Ultra Short Duration | 0.34% | 110,032 | $5.6M | Add +7.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.31% | 11,604 | $5.1M | No change |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.29% | 62,525 | $4.7M | No change |
| AQLT iShares MSCI GL Qua Fact ETF | 0.22% | 140,218 | $3.6M | Add +7.3% |
| KBWB Invesco KBW Bank ETF | 0.17% | 38,543 | $2.8M | Reduce -17.2% |
| OMFL Invesco Russell 1000 DYN M/F | 0.17% | 46,803 | $2.7M | No change |
| FDIS Fidelity MSCI Cons Discr Ind | 0.16% | 27,955 | $2.6M | Reduce -18.2% |
| FLIN Franklin Ftse India ETF | 0.16% | 65,965 | $2.6M | Reduce -16.6% |
| AGG iShares Core U.S. Aggregate | 0.13% | 21,974 | $2.2M | No change |
| VOO Vanguard S&P 500 ETF | 0.13% | 3,661 | $2.1M | Reduce -69.2% |
| EWG iShares MSCI Germany ETF | 0.10% | 37,254 | $1.6M | New |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.09% | 5,265 | $1.5M | Reduce -49.6% |
| IVV iShares Core S&P 500 ETF | 0.07% | 1,802 | $1.1M | Reduce -3.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.07% | 6,020 | $1.1M | No change |
| MUB iShares National Muni Bond E | 0.05% | 7,397 | $773K | No change |
| TFLO iShares Treasury Floating Ra | 0.04% | 12,967 | $657K | Add +22.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.03% | 852 | $526K | No change |
| AMLP Alerian MLP ETF | 0.03% | 10,682 | $522K | Reduce -3.0% |
| XOM Exxon Mobil Corp. | 0.03% | 4,277 | $461K | New |
| BNDX Vanguard Total Intl Bond ETF | 0.02% | 7,051 | $349K | New |
| USMV iShares MSCI USA Min Vol Fac | 0.01% | 2,472 | $232K | No change |
| VONV Vanguard Russell 1000 Value | 0.01% | 2,683 | $229K | No change |
| JPIB JPMorgan Intl BND ETF | 0.01% | 4,548 | $221K | New |
| NVDA Nvidia Corp. | 0.01% | 1,302 | $206K | New |
| MSFT Microsoft Corp. | 0.01% | 413 | $205K | New |
| AAPL Apple Inc. | 0.01% | 987 | $203K | New |
Portfolio Sells Q1 2025 → Q2 2025
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -21.0% | 13.86% | −3.74 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -49.9% | 2.13% | −1.98 |
| HEFA Isha Curr Hedged MSCI Eafe | Sold out | 0.00% | −1.13 |
| VOO Vanguard S&P 500 ETF | Reduce -69.2% | 0.13% | −0.29 |
| RSP Invesco S&P 500 Equal Weight | Reduce -12.3% | 1.20% | −0.25 |
| FSMD Fidelity Small-Mid Multifact | Reduce -4.5% | 1.75% | −0.17 |
| MBB iShares MBS ETF | Reduce -2.0% | 1.15% | −0.15 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -2.7% | 5.02% | −0.13 |
| SCHM Schwab US Mid Cap ETF | Reduce -0.8% | 2.56% | −0.12 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -49.6% | 0.09% | −0.09 |
| FLIN Franklin Ftse India ETF | Reduce -16.6% | 0.16% | −0.04 |
| FDIS Fidelity MSCI Cons Discr Ind | Reduce -18.2% | 0.16% | −0.04 |
| KBWB Invesco KBW Bank ETF | Reduce -17.2% | 0.17% | −0.03 |
| IVW iShares S&P 500 Growth ETF | Reduce -7.0% | 5.06% | −0.03 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -6.5% | 0.37% | −0.03 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -1.4% | 2.05% | −0.01 |
| AMLP Alerian MLP ETF | Reduce -3.0% | 0.03% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -3.2% | 0.07% | −0.00 |
| IYW iShares Ustechnology ETF | Reduce -0.2% | 2.04% | +0.20 |
Portfolio Buys Q1 2025 → Q2 2025
| SPEM State Street SP PTF Em ETF | New | 1.79% | +1.79 |
| EFV iShares MSCI Eafe Value ETF | Add +58.4% | 4.36% | +1.53 |
| BAI Ishrs AI in and Tech Act ETF | New | 1.24% | +1.24 |
| XLG Invesco S&P 500 Top 50 ETF | Add +100.5% | 2.24% | +1.14 |
| THRO iShares U.S. Thematic Rotati | Add +94.5% | 2.21% | +1.09 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Add +32.8% | 5.95% | +0.85 |
| IVE iShares S&P 500 Value ETF | Add +21.5% | 4.14% | +0.45 |
| MTUM iShares MSCI USA Momentum Fa | Add +5.7% | 1.30% | +0.15 |
| IAU iShares Gold Trust | Add +17.0% | 1.36% | +0.14 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +1.2% | 5.50% | +0.10 |
| EWG iShares MSCI Germany ETF | New | 0.10% | +0.10 |
| QUAL iShares MSCI USA Quality Fac | Add +5.3% | 4.89% | +0.07 |
| XOM Exxon Mobil Corp. | New | 0.03% | +0.03 |
| GSY Invesco Ultra Short Duration | Add +17.8% | 0.37% | +0.02 |
| BNDX Vanguard Total Intl Bond ETF | New | 0.02% | +0.02 |
| MINT PIMCO Enhanced Short Maturit | Add +17.7% | 0.37% | +0.02 |
| JPST JPMorgan Ultra-Short Income | Add +16.4% | 0.37% | +0.02 |
| JPIB JPMorgan Intl BND ETF | New | 0.01% | +0.01 |
| MSFT Microsoft Corp. | New | 0.01% | +0.01 |
| NVDA Nvidia Corp. | New | 0.01% | +0.01 |
| AAPL Apple Inc. | New | 0.01% | +0.01 |
| AQLT iShares MSCI GL Qua Fact ETF | Add +7.3% | 0.22% | +0.01 |
| FLOT iShares Floating Rate Bond E | Add +13.7% | 0.43% | +0.01 |
| TFLO iShares Treasury Floating Ra | Add +22.2% | 0.04% | +0.00 |
| ICSH iShares Ultra Short Duration | Add +7.8% | 0.34% | −0.01 |
| MTBA Simplify MBS ETF | Add +8.0% | 0.52% | −0.01 |
| EMB iShares JP Morgan Usd Emergi | Add +2.4% | 0.47% | −0.03 |
| SPIB SS SPDR P Int C Corp. ETF | Add +6.4% | 0.92% | −0.03 |
| UFIV F/M US Treasury 5 Year Note | Add +6.4% | 1.15% | −0.04 |
| CLOA iShares Aaa Clo Act ETF-Usdi | Add +7.7% | 1.68% | −0.05 |
| CARY Angel Oak Income ETF | Add +7.3% | 2.63% | −0.08 |
| LDUR PIMCO Enhanced Low Duration | Add +7.4% | 2.59% | −0.09 |
| LONZ PIMCO Senior Loan Active ETF | Add +5.9% | 2.63% | −0.09 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +4.5% | 1.81% | −0.09 |
| PMBS PIMCO MBS Active ETF | Add +7.8% | 3.94% | −0.12 |
| PYLD PIMCO Multisector Bond Actv | Add +7.1% | 5.25% | −0.15 |
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 |