Advocacy Wealth Management, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 12, 2026), Advocacy Wealth Management, LLC reported 143 stock positions worth $2.3 billion. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 13.5% of the portfolio, followed by iShares S&P 500 Value ETF (IVE, 4.8%) and SS SPDR PF LNG TRM TSY E-Usd (SPTL, 4.6%). Compared with Q4 2025, it opened 7 new positions, sold out of 6, added to 71 and reduced 53. The biggest buy was Ste STR SPDR PT S&P 500 ETF (SPYM, shares +23%) and the biggest sale iShares MSCI Eafe Value ETF (EFV, shares −98%).
- Most Recent 13F
- Q2 2026
- Location
- ATLANTA, GA
- CIK
- 0001569452
- Portfolio Value
- $2.3B (Q1 2026)
- SEC Filing
- 0001569452-26-000002 ↗ filed May 12, 2026
Holdings Value
Holdings 143 stocks · $2.3B
| SPYM Ste STR SPDR PT S&P 500 ETF | 13.48% | 3,982,740 | $304.8M | Add +22.6% |
| IVE iShares S&P 500 Value ETF | 4.77% | 510,593 | $107.8M | Reduce -2.8% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 4.63% | 3,978,825 | $104.6M | Add +4.0% |
| LDUR PIMCO Enhanced Low Duration | 4.58% | 1,080,808 | $103.6M | Add +18.5% |
| PYLD PIMCO Multisector Bond Actv | 4.55% | 3,923,285 | $102.8M | Add +9.3% |
| SPDW Ste STR SPDR PT DW Eu ETF | 4.19% | 2,076,370 | $94.8M | Reduce -1.1% |
| IVW iShares S&P 500 Growth ETF | 4.15% | 828,745 | $93.7M | Add +5.6% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 3.86% | 1,499,775 | $87.3M | Reduce -24.4% |
| QUAL iShares MSCI USA Quality Fac | 3.41% | 402,172 | $77.1M | Reduce -11.1% |
| CLOA iShares Aaa Clo Act ETF-Usdi | 2.42% | 1,053,787 | $54.6M | Add +42.1% |
| BAI Ishrs AI in and Tech Act ETF | 2.40% | 1,647,452 | $54.3M | Add +6.4% |
| PMBS PIMCO MBS Active ETF | 2.32% | 1,058,736 | $52.5M | Reduce -17.2% |
| DMBS Doubleline Mortgage ETF | 2.29% | 1,047,575 | $51.7M | Add +7.3% |
| BOND PIMCO Active Bond Exchange-T | 2.23% | 545,719 | $50.4M | Add +32.9% |
| SCHM Schwab US Mid Cap ETF | 2.16% | 1,581,206 | $49.0M | Add +1.4% |
| SPEM State Street SP PTF Em ETF | 2.14% | 1,033,603 | $48.5M | Add +6.5% |
| MTUM iShares MSCI USA Momentum Fa | 2.14% | 201,441 | $48.3M | Add +6.7% |
| THRO iShares U.S. Thematic Rotati | 1.95% | 1,218,807 | $44.1M | Add +6.7% |
| EMXC iShares MSCI Emr MRK Ex Chna | 1.80% | 516,571 | $40.6M | Reduce -8.0% |
| SHLD Global X Defense Tech ETF | 1.47% | 469,614 | $33.3M | Add +25.3% |
| FSMD Fidelity Small-Mid Multifact | 1.13% | 568,950 | $25.4M | Add +4.3% |
| RSP Invesco S&P 500 Equal Weight | 1.05% | 123,334 | $23.7M | Add +6.7% |
| GOOGL Alphabet Inc. Class A | 1.04% | 81,438 | $23.4M | Reduce -22.8% |
| MBB iShares MBS ETF | 0.96% | 228,920 | $21.7M | Add +4.9% |
| BNDX Vanguard Total Intl Bond ETF | 0.95% | 447,560 | $21.5M | Add +6311.1% |
| NVDA Nvidia Corp. | 0.91% | 118,318 | $20.6M | Reduce -1.1% |
| AMZN Amazon.com Inc. | 0.91% | 98,482 | $20.5M | Add +0.0% |
| LLY Eli Lilly & Co. | 0.90% | 22,062 | $20.3M | Reduce -6.6% |
| MSFT Microsoft Corp. | 0.83% | 50,999 | $18.9M | Add +11.9% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.83% | 405,887 | $18.7M | New |
| IAU iShares Gold Trust | 0.72% | 185,366 | $16.3M | Reduce -51.0% |
| V Visa Inc. Class A | 0.72% | 53,686 | $16.2M | Reduce -4.1% |
| INTU Intuit Inc. | 0.68% | 35,486 | $15.3M | Add +43.3% |
| NFLX Netflix Inc. | 0.68% | 159,432 | $15.3M | Add +48.6% |
| SPGI S&P Global Inc. | 0.66% | 34,972 | $14.9M | Add +19.5% |
| AAPL Apple Inc. | 0.66% | 58,529 | $14.9M | Reduce -0.7% |
| KO The Coca-Cola Co. | 0.63% | 188,339 | $14.3M | Add +0.3% |
| SCHW Schwab (charles) Corp. | 0.63% | 152,207 | $14.3M | Add +0.3% |
| EW Edwards Lifesciences Corp. | 0.63% | 178,161 | $14.3M | Add +33.5% |
| VRT Vertiv Holdings Co. Class A | 0.63% | 56,496 | $14.2M | Add +497.8% |
| UBER Uber Technologies Inc. | 0.60% | 187,291 | $13.5M | Add +23.6% |
| ANET Arista Networks Inc. | 0.58% | 107,160 | $13.2M | Add +7.2% |
| PANW Palo Alto Networks Inc. | 0.58% | 81,987 | $13.1M | Add +1.8% |
| SYK Stryker Corp. | 0.57% | 39,094 | $12.8M | Add +1.3% |
| NOW ServiceNow Inc. | 0.57% | 122,748 | $12.8M | Add +60.0% |
| ABT Abbott Laboratories | 0.56% | 124,011 | $12.7M | Reduce -2.3% |
| ICE Intercontinental Exchange Inc. | 0.54% | 76,935 | $12.1M | Reduce -2.0% |
| LOW Lowe's Cos Inc. | 0.51% | 49,037 | $11.6M | Reduce -0.9% |
| TTWO Take-Two Interactive Softwre | 0.51% | 58,305 | $11.5M | Add +35.6% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.50% | 8,612 | $11.4M | Reduce -47.8% |
| APH Amphenol Corp. Class A | 0.42% | 74,382 | $9.4M | Add +48.5% |
| IEFA iShares Core MSCI Eafe ETF | 0.37% | 93,106 | $8.4M | Add +0.9% |
| WTAI Wisdomtree AI and Innovation | 0.28% | 227,079 | $6.4M | Add +18.6% |
| FLOT iShares Floating Rate Bond E | 0.26% | 113,493 | $5.8M | Add +12.2% |
| ACN Accenture PLC Class A | 0.24% | 27,729 | $5.5M | Add +0.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.24% | 27,901 | $5.5M | Add +1266.4% |
| CHD Church & Dwight Co. Inc. | 0.24% | 58,658 | $5.5M | Add +0.1% |
| GSY Invesco Ultra Short Duration | 0.24% | 108,812 | $5.5M | Add +5.4% |
| JPST JPMorgan Ultra-Short Income | 0.24% | 107,709 | $5.5M | Add +5.8% |
| MINT PIMCO Enhanced Short Maturit | 0.24% | 54,141 | $5.4M | Add +5.2% |
| ADBE Adobe Inc. | 0.23% | 21,512 | $5.2M | Reduce -5.3% |
| ICSH iShares Ultra Short Duration | 0.22% | 98,674 | $5.0M | Add +5.7% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.22% | 62,504 | $4.9M | Reduce -0.0% |
| ALC Alcon Inc. filed as ALCON AG | 0.21% | 62,250 | $4.7M | Reduce -0.0% |
| AQLT iShares MSCI GL Qua Fact ETF | 0.18% | 143,239 | $4.0M | No change |
| SPUS SP Funds S&P Sharia Indu Exc | 0.16% | 74,646 | $3.6M | New |
| FLIN Franklin Ftse India ETF | 0.15% | 99,179 | $3.3M | Add +20.1% |
| KBWB Invesco KBW Bank ETF | 0.14% | 38,863 | $3.1M | Add +2.4% |
| OMFL Invesco Russell 1000 DYN M/F | 0.13% | 49,298 | $3.0M | No change |
| GVI iShares Intermediate Governm | 0.13% | 26,556 | $2.8M | Reduce -7.9% |
| IWD iShares Russell 1000 Value E | 0.11% | 11,180 | $2.4M | No change |
| VOO Vanguard S&P 500 ETF | 0.10% | 3,660 | $2.2M | Reduce -5.9% |
| SPWO SP Funds S&P World Ex-US ETF | 0.10% | 76,806 | $2.2M | New |
| SPSK SP Funds Dow Jones Global Su | 0.09% | 118,917 | $2.1M | New |
| EWG iShares MSCI Germany ETF | 0.08% | 45,782 | $1.8M | Add +14.4% |
| META Meta Platforms Inc. Class A | 0.08% | 3,150 | $1.8M | Add +58.2% |
| JBHT Hunt (jb) Transprt SVCS Inc. | 0.07% | 7,511 | $1.6M | Reduce -86.3% |
| MRVL Marvell Technology Inc. | 0.07% | 15,135 | $1.5M | Add +0.0% |
| COST Costco Wholesale Corp. | 0.07% | 1,483 | $1.5M | Add +0.4% |
| IEMG iShares Core MSCI Emerging | 0.06% | 20,804 | $1.5M | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.06% | 3,176 | $1.4M | Reduce -77.6% |
| RJF Raymond James Financial Inc. | 0.06% | 9,262 | $1.3M | Reduce -0.1% |
| MNST Monster Beverage Corp. | 0.06% | 17,508 | $1.3M | Reduce -88.5% |
| EFA iShares MSCI Eafe ETF | 0.05% | 12,345 | $1.2M | No change |
| EFV iShares MSCI Eafe Value ETF | 0.05% | 16,085 | $1.2M | Reduce -98.4% |
| IVV iShares Core S&P 500 ETF | 0.05% | 1,822 | $1.2M | Add +1.2% |
| TEL Te Connectivity PLC | 0.05% | 5,691 | $1.2M | Reduce -0.0% |
| GMED Globus Medical Inc. Class A | 0.05% | 13,805 | $1.2M | No change |
| SCHV Schwab US Large-Cap Value | 0.05% | 38,973 | $1.2M | Reduce -7.6% |
| AGG iShares Core U.S. Aggregate | 0.05% | 11,842 | $1.2M | No change |
| AME Ametek Inc. | 0.05% | 5,370 | $1.2M | Add +0.2% |
| GOOG Alphabet Inc. Class C | 0.05% | 3,855 | $1.1M | Reduce -7.5% |
| HD Home Depot Inc. | 0.05% | 3,212 | $1.1M | Reduce -3.0% |
| BIRK Birkenstock Holding PLC | 0.05% | 28,653 | $1.0M | Add +24.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.05% | 6,389 | $1.0M | Reduce -0.1% |
| LH Labcorp Holdings Inc. | 0.04% | 3,808 | $1.0M | Reduce -1.7% |
| GLW Corning Inc. | 0.04% | 7,335 | $997K | Reduce -44.4% |
| CPAY Corpay Inc. | 0.04% | 3,423 | $996K | Reduce -0.1% |
| DXCM Dexcom Inc. | 0.04% | 15,700 | $986K | Add +30.0% |
| EFG iShares MSCI Eafe Growth ETF | 0.04% | 8,601 | $958K | Reduce -12.3% |
Portfolio Sells Q4 2025 → Q1 2026
| EFV iShares MSCI Eafe Value ETF | Reduce -98.4% | 0.05% | −3.01 |
| XLG Invesco S&P 500 Top 50 ETF | Reduce -98.7% | 0.04% | −2.82 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Reduce -24.4% | 3.86% | −1.19 |
| SIVR Abrdn Physical Silver Shares | Sold out | 0.00% | −0.69 |
| BINC iShares Flex I A ETF-Usd Inc. | Reduce -93.9% | 0.04% | −0.57 |
| IAU iShares Gold Trust | Reduce -51.0% | 0.72% | −0.56 |
| MNST Monster Beverage Corp. | Reduce -88.5% | 0.06% | −0.43 |
| JBHT Hunt (jb) Transprt SVCS Inc. | Reduce -86.3% | 0.07% | −0.38 |
| EMB iShares JP Morgan Usd Emergi | Sold out | 0.00% | −0.36 |
| QUAL iShares MSCI USA Quality Fac | Reduce -11.1% | 3.41% | −0.35 |
| GOOGL Alphabet Inc. Class A | Reduce -22.8% | 1.04% | −0.35 |
| PMBS PIMCO MBS Active ETF | Reduce -17.2% | 2.32% | −0.34 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -47.8% | 0.50% | −0.24 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -77.6% | 0.06% | −0.23 |
| WDAY Workday Inc. Class A | Sold out | 0.00% | −0.21 |
| LLY Eli Lilly & Co. | Reduce -6.6% | 0.90% | −0.16 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -85.0% | 0.02% | −0.14 |
| V Visa Inc. Class A | Reduce -4.1% | 0.72% | −0.10 |
| ABT Abbott Laboratories | Reduce -2.3% | 0.56% | −0.10 |
| ADBE Adobe Inc. | Reduce -5.3% | 0.23% | −0.10 |
| PINS Pinterest Inc. Class A | Sold out | 0.00% | −0.04 |
| MDY State Street SPDR S&P Midcap | Sold out | 0.00% | −0.03 |
| NVDA Nvidia Corp. | Reduce -1.1% | 0.91% | −0.02 |
| SCHG Schwab US Large-Cap Growth | Reduce -31.9% | 0.04% | −0.02 |
| AAPL Apple Inc. | Reduce -0.7% | 0.66% | −0.01 |
| IYW iShares Ustechnology ETF | Sold out | 0.00% | −0.01 |
| GOOG Alphabet Inc. Class C | Reduce -7.5% | 0.05% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -5.9% | 0.10% | −0.01 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -12.3% | 0.04% | −0.00 |
| GVI iShares Intermediate Governm | Reduce -7.9% | 0.13% | −0.00 |
| GLW Corning Inc. | Reduce -44.4% | 0.04% | −0.00 |
| RJF Raymond James Financial Inc. | Reduce -0.1% | 0.06% | −0.00 |
| LONZ PIMCO Senior Loan Active ETF | Reduce -22.2% | 0.01% | −0.00 |
| CARY Angel Oak Income ETF | Reduce -22.0% | 0.01% | −0.00 |
| TER Teradyne Inc. | Reduce -41.0% | 0.04% | −0.00 |
| TEL Te Connectivity PLC | Reduce -0.0% | 0.05% | −0.00 |
| HD Home Depot Inc. | Reduce -3.0% | 0.05% | −0.00 |
| TFLO iShares Treasury Floating Ra | Reduce -9.8% | 0.02% | −0.00 |
| MTBA Simplify MBS ETF | Reduce -9.1% | 0.02% | −0.00 |
| TFC Truist Financial Corp. | Reduce -1.2% | 0.03% | −0.00 |
| DGRO iShares Core Dividend Growth | Reduce -7.8% | 0.03% | −0.00 |
| ABBV Abbvie Inc. | Reduce -1.5% | 0.04% | −0.00 |
| SCHV Schwab US Large-Cap Value | Reduce -7.6% | 0.05% | +0.00 |
| VONV Vanguard Russell 1000 Value | Reduce -4.3% | 0.01% | +0.00 |
| MDLZ Mondelez International Inc. Class A | Reduce -3.9% | 0.01% | +0.00 |
| CPAY Corpay Inc. | Reduce -0.1% | 0.04% | +0.00 |
| CL Colgate-Palmolive Co. | Reduce -0.7% | 0.01% | +0.00 |
| PEP Pepsico Inc. | Reduce -3.5% | 0.02% | +0.00 |
| ALC Alcon Inc. | Reduce -0.0% | 0.21% | +0.00 |
| XOM Exxon Mobil Corp. | Reduce -24.6% | 0.02% | +0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +22.6% | 13.48% | +2.57 |
| BNDX Vanguard Total Intl Bond ETF | Add +6311.1% | 0.95% | +0.94 |
| LDUR PIMCO Enhanced Low Duration | Add +18.5% | 4.58% | +0.92 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | New | 0.83% | +0.83 |
| CLOA iShares Aaa Clo Act ETF-Usdi | Add +42.1% | 2.42% | +0.81 |
| BOND PIMCO Active Bond Exchange-T | Add +32.9% | 2.23% | +0.63 |
| VRT Vertiv Holdings Co. Class A | Add +497.8% | 0.63% | +0.56 |
| PYLD PIMCO Multisector Bond Actv | Add +9.3% | 4.55% | +0.54 |
| SHLD Global X Defense Tech ETF | Add +25.3% | 1.47% | +0.46 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Add +4.0% | 4.63% | +0.39 |
| DMBS Doubleline Mortgage ETF | Add +7.3% | 2.29% | +0.26 |
| NFLX Netflix Inc. | Add +48.6% | 0.68% | +0.26 |
| BAI Ishrs AI in and Tech Act ETF | Add +6.4% | 2.40% | +0.24 |
| SPEM State Street SP PTF Em ETF | Add +6.5% | 2.14% | +0.24 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +1266.4% | 0.24% | +0.23 |
| SCHM Schwab US Mid Cap ETF | Add +1.4% | 2.16% | +0.20 |
| MTUM iShares MSCI USA Momentum Fa | Add +6.7% | 2.14% | +0.16 |
| SPUS SP Funds S&P Sharia Indu Exc | New | 0.16% | +0.16 |
| EW Edwards Lifesciences Corp. | Add +33.5% | 0.63% | +0.15 |
| APH Amphenol Corp. Class A | Add +48.5% | 0.42% | +0.13 |
| RSP Invesco S&P 500 Equal Weight | Add +6.7% | 1.05% | +0.12 |
| FSMD Fidelity Small-Mid Multifact | Add +4.3% | 1.13% | +0.12 |
| THRO iShares U.S. Thematic Rotati | Add +6.7% | 1.95% | +0.11 |
| IVW iShares S&P 500 Growth ETF | Add +5.6% | 4.15% | +0.10 |
| SPWO SP Funds S&P World Ex-US ETF | New | 0.10% | +0.10 |
| SPSK SP Funds Dow Jones Global Su | New | 0.09% | +0.09 |
| MBB iShares MBS ETF | Add +4.9% | 0.96% | +0.09 |
| KO The Coca-Cola Co. | Add +0.3% | 0.63% | +0.08 |
| UBER Uber Technologies Inc. | Add +23.6% | 0.60% | +0.08 |
| NOW ServiceNow Inc. | Add +60.0% | 0.57% | +0.08 |
| WTAI Wisdomtree AI and Innovation | Add +18.6% | 0.28% | +0.05 |
| TTWO Take-Two Interactive Softwre | Add +35.6% | 0.51% | +0.05 |
| FLOT iShares Floating Rate Bond E | Add +12.2% | 0.26% | +0.04 |
| MSCI MSCI Inc. | New | 0.04% | +0.04 |
| CHD Church & Dwight Co. Inc. | Add +0.1% | 0.24% | +0.04 |
| ANET Arista Networks Inc. | Add +7.2% | 0.58% | +0.03 |
| IEFA iShares Core MSCI Eafe ETF | Add +0.9% | 0.37% | +0.03 |
| JPST JPMorgan Ultra-Short Income | Add +5.8% | 0.24% | +0.03 |
| META Meta Platforms Inc. Class A | Add +58.2% | 0.08% | +0.02 |
| MINT PIMCO Enhanced Short Maturit | Add +5.2% | 0.24% | +0.02 |
| GSY Invesco Ultra Short Duration | Add +5.4% | 0.24% | +0.02 |
| ICSH iShares Ultra Short Duration | Add +5.7% | 0.22% | +0.02 |
| SPGI S&P Global Inc. | Add +19.5% | 0.66% | +0.02 |
| CVX Chevron Corp. | New | 0.01% | +0.01 |
| MRVL Marvell Technology Inc. | Add +0.0% | 0.07% | +0.01 |
| FLIN Franklin Ftse India ETF | Add +20.1% | 0.15% | +0.01 |
| COST Costco Wholesale Corp. | Add +0.4% | 0.07% | +0.01 |
| JPM JPMorgan Chase & Co. | New | 0.01% | +0.01 |
| DXCM Dexcom Inc. | Add +30.0% | 0.04% | +0.01 |
| STE Steris PLC | Add +48.1% | 0.04% | +0.01 |
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 |