Advocacy Wealth Management, LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Advocacy Wealth Management, LLC reported 142 stock positions worth $2.3 billion. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 10.6% of the portfolio, followed by iShares MSCI USA Quality Fac (QUAL, 5.3%) and Ishrs US E F R A ETF-Usd (DYNF, 4.9%). Compared with Q2 2025, it opened 83 new positions, sold out of 4, added to 34 and reduced 19. The biggest buy was a new position in Alphabet Class A (GOOGL) and the biggest sale iShares Ustechnology ETF (IYW, shares −99%).

Most Recent 13F
Q2 2026
Location
ATLANTA, GA
CIK
0001569452
Portfolio Value
$2.3B (Q3 2025)
SEC Filing
0001062993-25-016801 ↗ filed Nov 14, 2025

Holdings Value

0$1.0B$2.0B$3.0B Q1 2024: $1.2B Q1 2024 Q2 2024: $1.2B Q2 2024 Q3 2024: $1.3B Q3 2024 Q4 2024: $1.3B Q4 2024 Q1 2025: $1.5B Q1 2025 Q2 2025: $1.6B Q2 2025 Q3 2025: $2.3B $2.3B Q3 2025 Q4 2025: $2.4B Q4 2025 Q1 2026: $2.3B Q1 2026 Q2 2026: $2.8B Q2 2026

Holdings 142 stocks · $2.3B
SPYM Ste STR SPDR PT S&P 500 ETF 10.59% 3,113,972 $243.9M Add +0.2%
QUAL iShares MSCI USA Quality Fac 5.27% 624,740 $121.5M Add +43.3%
DYNF Ishrs US E F R A ETF-Usd Inc. 4.90% 1,907,589 $112.9M Add +16.0%
SPTL SS SPDR PF LNG TRM TSY E-Usd 4.60% 3,931,385 $106.0M Add +7.8%
IVW iShares S&P 500 Growth ETF 3.96% 754,939 $91.1M Add +0.8%
PYLD PIMCO Multisector Bond Actv 3.85% 3,300,390 $88.6M Add +2.3%
LDUR PIMCO Enhanced Low Duration 3.72% 891,551 $85.7M Add +102.6%
SPDW Ste STR SPDR PT DW Eu ETF 3.71% 1,997,901 $85.5M Reduce -1.2%
EFV iShares MSCI Eafe Value ETF 3.35% 1,137,400 $77.1M Add +1.6%
IVE iShares S&P 500 Value ETF 3.31% 369,492 $76.3M Add +6.9%
PMBS PIMCO MBS Active ETF 2.88% 1,338,372 $66.5M Add +2.3%
XLG Invesco S&P 500 Top 50 ETF 2.73% 1,094,754 $63.0M Add +56.6%
BAI Ishrs AI in and Tech Act ETF 2.10% 1,419,581 $48.5M Add +103.5%
LONZ PIMCO Senior Loan Active ETF 1.93% 872,099 $44.5M Add +3.9%
CARY Angel Oak Income ETF 1.93% 2,125,626 $44.4M Add +3.3%
SCHM Schwab US Mid Cap ETF 1.90% 1,472,938 $43.7M Reduce -1.1%
THRO iShares U.S. Thematic Rotati 1.79% 1,089,876 $41.3M Add +7.6%
EMXC iShares MSCI Emr MRK Ex Chna 1.59% 542,951 $36.7M Reduce -1.1%
SPEM State Street SP PTF Em ETF 1.51% 744,245 $34.8M Add +9.2%
CLOA iShares Aaa Clo Act ETF-Usdi 1.51% 667,995 $34.7M Add +26.9%
IAU iShares Gold Trust 1.21% 384,136 $28.0M Add +8.1%
GOOGL Alphabet Inc. Class A 1.15% 108,918 $26.5M New
KO The Coca-Cola Co. 1.11% 385,578 $25.6M New
SHLD Global X Defense Tech ETF 1.09% 356,223 $25.0M New
MTUM iShares MSCI USA Momentum Fa 1.04% 93,325 $23.9M Add +5.5%
RSP Invesco S&P 500 Equal Weight 0.98% 118,973 $22.6M Add +10.3%
FSMD Fidelity Small-Mid Multifact 0.97% 510,396 $22.5M Reduce -25.7%
AMZN Amazon.com Inc. 0.94% 99,142 $21.8M New
MSFT Microsoft Corp. 0.93% 41,230 $21.4M Add +9883.0%
NVDA Nvidia Corp. 0.89% 111,197 $20.5M Add +8440.5%
MBB iShares MBS ETF 0.87% 211,115 $20.1M Add +5.4%
V Visa Inc. Class A 0.85% 57,171 $19.5M New
ASML ASML Holding NV-NY Reg SHS 0.82% 19,454 $18.8M New
LLY Eli Lilly & Co. 0.81% 24,405 $18.6M New
MNST Monster Beverage Corp. 0.76% 260,433 $17.5M New
INTU Intuit Inc. 0.75% 25,238 $17.2M New
ABT Abbott Laboratories 0.74% 127,846 $17.1M New
PANW Palo Alto Networks Inc. 0.73% 80,915 $16.7M New
AAPL Apple Inc. 0.66% 59,911 $15.3M Add +5970.0%
SYK Stryker Corp. 0.66% 41,035 $15.2M New
UBER Uber Technologies Inc. 0.65% 152,584 $14.9M New
SCHW Schwab (charles) Corp. 0.64% 155,135 $14.8M New
BINC iShares Flex I A ETF-Usd Inc. 0.63% 272,354 $14.5M Reduce -51.2%
ICE Intercontinental Exchange Inc. 0.59% 80,422 $13.5M New
NFLX Netflix Inc. 0.56% 10,817 $13.0M New
LOW Lowe's Cos Inc. 0.56% 51,444 $12.9M New
SPGI S&P Global Inc. 0.53% 24,896 $12.1M New
NOW ServiceNow Inc. 0.52% 13,122 $12.1M New
ANET Arista Networks Inc. 0.52% 82,582 $12.0M New
TTWO Take-Two Interactive Softwre 0.50% 44,881 $11.6M New
ZTS Zoetis Inc. 0.49% 76,618 $11.2M New
EW Edwards Lifesciences Corp. 0.46% 135,590 $10.5M New
CMG Chipotle Mexican Grill Inc. 0.46% 267,632 $10.5M New
SIVR Abrdn Physical Silver Shares 0.41% 213,207 $9.5M New
ADBE Adobe Inc. 0.39% 25,317 $8.9M New
EMB iShares JP Morgan Usd Emergi 0.36% 88,254 $8.4M Add +6.0%
IEFA iShares Core MSCI Eafe ETF 0.35% 92,825 $8.1M Add +27.4%
JBHT Hunt (jb) Transprt SVCS Inc. 0.34% 58,787 $7.9M New
ACN Accenture PLC Class A 0.31% 29,234 $7.2M New
WDAY Workday Inc. Class A 0.30% 28,537 $6.9M New
VUG Vanguard Mrngstar GR ETF-Sui 0.29% 13,771 $6.6M Add +18.7%
WTAI Wisdomtree AI and Innovation 0.25% 198,435 $5.7M New
FLOT iShares Floating Rate Bond E 0.24% 109,374 $5.6M Reduce -19.7%
GSY Invesco Ultra Short Duration 0.23% 107,752 $5.4M Reduce -10.8%
MINT PIMCO Enhanced Short Maturit 0.23% 53,647 $5.4M Reduce -10.8%
JPST JPMorgan Ultra-Short Income 0.23% 105,726 $5.4M Reduce -10.9%
SPTM SS SPDR P S&P 1500 Comp ETF 0.22% 62,525 $5.0M No change
ICSH iShares Ultra Short Duration 0.21% 97,361 $4.9M Reduce -11.5%
AQLT iShares MSCI GL Qua Fact ETF 0.17% 140,218 $3.8M No change
FLIN Franklin Ftse India ETF 0.14% 85,458 $3.2M Add +29.6%
GVI iShares Intermediate Governm 0.14% 29,115 $3.1M New
OMFL Invesco Russell 1000 DYN M/F 0.13% 48,825 $2.9M Add +4.3%
KBWB Invesco KBW Bank ETF 0.12% 35,981 $2.8M Reduce -6.7%
IWD iShares Russell 1000 Value E 0.10% 11,180 $2.3M New
VOO Vanguard S&P 500 ETF 0.10% 3,661 $2.2M No change
AGG iShares Core U.S. Aggregate 0.10% 21,974 $2.2M No change
GLW Corning Inc. 0.08% 23,228 $1.9M New
RJF Raymond James Financial Inc. 0.07% 10,017 $1.7M New
EWG iShares MSCI Germany ETF 0.07% 40,750 $1.7M Add +9.4%
VEEV Veeva Systems Inc. Class A 0.07% 5,323 $1.6M New
TEL Te Connectivity PLC 0.07% 7,093 $1.6M New
DASH DoorDash Inc. Class A 0.06% 5,500 $1.5M New
META Meta Platforms Inc. Class A 0.06% 1,956 $1.4M New
PINS Pinterest Inc. Class A 0.06% 42,990 $1.4M New
IEMG iShares Core MSCI Emerging 0.06% 20,811 $1.4M New
MRVL Marvell Technology Inc. 0.06% 16,236 $1.4M New
COST Costco Wholesale Corp. 0.06% 1,469 $1.4M New
HD Home Depot Inc. 0.06% 3,317 $1.3M New
SCHG Schwab US Large-Cap Growth 0.06% 40,187 $1.3M New
EFG iShares MSCI Eafe Growth ETF 0.05% 11,030 $1.3M Reduce -96.3%
SCHV Schwab US Large-Cap Value 0.05% 42,483 $1.2M New
IVV iShares Core S&P 500 ETF 0.05% 1,801 $1.2M Reduce -0.1%
LH Labcorp Holdings Inc. 0.05% 4,166 $1.2M New
APTV Aptiv PLC 0.05% 13,419 $1.2M New
EFA iShares MSCI Eafe ETF 0.05% 12,345 $1.2M New
BR Broadridge Financial Solutio 0.05% 4,766 $1.1M New
TRU Transunion 0.05% 13,437 $1.1M New
AME Ametek Inc. 0.05% 5,800 $1.1M New
CPAY Corpay Inc. 0.05% 3,681 $1.1M New
ALC Alcon Inc. filed as ALCON AG 0.05% 13,996 $1.0M New

Show all 142 holdings

Portfolio Sells Q2 2025 → Q3 2025
IYW iShares Ustechnology ETF Reduce -99.1% 0.01% −2.03
EFG iShares MSCI Eafe Growth ETF Reduce -96.3% 0.05% −1.99
SPDW Ste STR SPDR PT DW Eu ETF Reduce -1.2% 3.71% −1.31
BINC iShares Flex I A ETF-Usd Inc. Reduce -51.2% 0.63% −1.18
UFIV F/M US Treasury 5 Year Note Sold out 0.00% −1.15
SPIB SS SPDR P Int C Corp. ETF Sold out 0.00% −0.92
FSMD Fidelity Small-Mid Multifact Reduce -25.7% 0.97% −0.77
SCHM Schwab US Mid Cap ETF Reduce -1.1% 1.90% −0.67
EMXC iShares MSCI Emr MRK Ex Chna Reduce -1.1% 1.59% −0.54
MTBA Simplify MBS ETF Reduce -94.9% 0.02% −0.51
FLOT iShares Floating Rate Bond E Reduce -19.7% 0.24% −0.18
FDIS Fidelity MSCI Cons Discr Ind Sold out 0.00% −0.16
GSY Invesco Ultra Short Duration Reduce -10.8% 0.23% −0.14
MINT PIMCO Enhanced Short Maturit Reduce -10.8% 0.23% −0.14
JPST JPMorgan Ultra-Short Income Reduce -10.9% 0.23% −0.14
ICSH iShares Ultra Short Duration Reduce -11.5% 0.21% −0.13
VV Vngrd Mrgstr LRG-Cap ETF-Usd Reduce -79.2% 0.01% −0.08
VTV Vanguard Mrngstr Val ETF-Aui Reduce -66.1% 0.02% −0.05
KBWB Invesco KBW Bank ETF Reduce -6.7% 0.12% −0.05
IVV iShares Core S&P 500 ETF Reduce -0.1% 0.05% −0.02
TFLO iShares Treasury Floating Ra Reduce -14.8% 0.02% −0.02
JPIB JPMorgan Intl BND ETF Sold out 0.00% −0.01
XOM Exxon Mobil Corp. Reduce -6.8% 0.02% −0.01

Portfolio Buys Q2 2025 → Q3 2025
GOOGL Alphabet Inc. Class A New 1.15% +1.15
LDUR PIMCO Enhanced Low Duration Add +102.6% 3.72% +1.13
KO The Coca-Cola Co. New 1.11% +1.11
SHLD Global X Defense Tech ETF New 1.09% +1.09
AMZN Amazon.com Inc. New 0.94% +0.94
MSFT Microsoft Corp. Add +9883.0% 0.93% +0.91
NVDA Nvidia Corp. Add +8440.5% 0.89% +0.88
BAI Ishrs AI in and Tech Act ETF Add +103.5% 2.10% +0.87
V Visa Inc. Class A New 0.85% +0.85
ASML ASML Holding NV-NY Reg SHS New 0.82% +0.82
LLY Eli Lilly & Co. New 0.81% +0.81
MNST Monster Beverage Corp. New 0.76% +0.76
INTU Intuit Inc. New 0.75% +0.75
ABT Abbott Laboratories New 0.74% +0.74
PANW Palo Alto Networks Inc. New 0.73% +0.73
SYK Stryker Corp. New 0.66% +0.66
AAPL Apple Inc. Add +5970.0% 0.66% +0.65
UBER Uber Technologies Inc. New 0.65% +0.65
SCHW Schwab (charles) Corp. New 0.64% +0.64
ICE Intercontinental Exchange Inc. New 0.59% +0.59
NFLX Netflix Inc. New 0.56% +0.56
LOW Lowe's Cos Inc. New 0.56% +0.56
SPGI S&P Global Inc. New 0.53% +0.53
NOW ServiceNow Inc. New 0.52% +0.52
ANET Arista Networks Inc. New 0.52% +0.52
TTWO Take-Two Interactive Softwre New 0.50% +0.50
XLG Invesco S&P 500 Top 50 ETF Add +56.6% 2.73% +0.50
ZTS Zoetis Inc. New 0.49% +0.49
EW Edwards Lifesciences Corp. New 0.46% +0.46
CMG Chipotle Mexican Grill Inc. New 0.46% +0.46
SIVR Abrdn Physical Silver Shares New 0.41% +0.41
ADBE Adobe Inc. New 0.39% +0.39
QUAL iShares MSCI USA Quality Fac Add +43.3% 5.27% +0.38
JBHT Hunt (jb) Transprt SVCS Inc. New 0.34% +0.34
ACN Accenture PLC Class A New 0.31% +0.31
WDAY Workday Inc. Class A New 0.30% +0.30
WTAI Wisdomtree AI and Innovation New 0.25% +0.25
GVI iShares Intermediate Governm New 0.14% +0.14
IWD iShares Russell 1000 Value E New 0.10% +0.10
GLW Corning Inc. New 0.08% +0.08
RJF Raymond James Financial Inc. New 0.07% +0.07
VEEV Veeva Systems Inc. Class A New 0.07% +0.07
TEL Te Connectivity PLC New 0.07% +0.07
DASH DoorDash Inc. Class A New 0.06% +0.06
META Meta Platforms Inc. Class A New 0.06% +0.06
PINS Pinterest Inc. Class A New 0.06% +0.06
IEMG iShares Core MSCI Emerging New 0.06% +0.06
MRVL Marvell Technology Inc. New 0.06% +0.06
COST Costco Wholesale Corp. New 0.06% +0.06
HD Home Depot Inc. New 0.06% +0.06

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 151$2.8BSPYM, EMXC, SPDW, IVW, PYLD
Q1 2026 143$2.3BSPYM, IVE, SPTL, LDUR, PYLD
Q4 2025 142$2.4BSPYM, DYNF, IVE, SPTL, IVW
Q3 2025 142$2.3BSPYM, QUAL, DYNF, SPTL, IVW
Q2 2025 63$1.6BSPYM, SPTL, DYNF, PYLD, IVW
Q1 2025 55$1.5BSPYM, PYLD, DYNF, SPDW, SPTL
Q4 2024 53$1.3BSPYM, SPDW, LDUR, IVW, DYNF
Q3 2024 50$1.3BSPYM, SPDW, LDUR, SPTL, IVW
Q2 2024 51$1.2BSPYM, SPDW, LDUR, IVW, SPTL
Q1 2024 54$1.2BSPYM, SPDW, QUAL, EMXC, SPTL