Strategic Advocates LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 3, 2024), Strategic Advocates LLC reported 126 stock positions worth $259.7 million. Its top holding was Vanguard Intermediate-Term B (BIV) at 8.3% of the portfolio, followed by SS SPDR S&P Kensho Ne Comp (KOMP, 7.8%) and Invesco QQQ Trust Series 1 (QQQ, 7.7%). Compared with Q4 2023, it opened 32 new positions, sold out of 56, added to 41 and reduced 47. The biggest buy was SS SPDR S&P Kensho Ne Comp (KOMP, shares +3300%) and the biggest sale Schwab US Large-Cap Growth (SCHG, shares −82%).
- Most Recent 13F
- Q2 2026
- Location
- SACRAMENTO, CA
- CIK
- 0001991340
- Portfolio Value
- $259.7M (Q1 2024)
- SEC Filing
- 0001765380-24-000163 ↗ filed Apr 3, 2024
Holdings Value
Holdings 126 stocks · $259.7M
| BIV Vanguard Intermediate-Term B | 8.28% | 285,136 | $21.5M | Add +118.9% |
| KOMP SS SPDR S&P Kensho Ne Comp | 7.80% | 421,348 | $20.3M | Add +3300.4% |
| QQQ Invesco QQQ Trust Series 1 | 7.66% | 44,829 | $19.9M | Add +2034.7% |
| RPV Invesco S&P 500 Pure Value E | 7.07% | 207,612 | $18.4M | Add +1546.3% |
| VCLT Vanguard Long-Term Corp. Bond | 6.63% | 220,000 | $17.2M | Add +2266.3% |
| IEMG iShares Core MSCI Emerging | 4.59% | 230,824 | $11.9M | Add +100.2% |
| VIOG Vanguard S&P SM Cap 600 GRW | 4.26% | 98,301 | $11.1M | Add +1465.8% |
| NVDA Nvidia Corp. | 3.40% | 9,768 | $8.8M | Add +16.6% |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | 2.99% | 83,046 | $7.8M | Add +1081.5% |
| AAPL Apple Inc. | 2.72% | 41,203 | $7.1M | Reduce -29.6% |
| AMZN Amazon.com Inc. | 2.41% | 34,645 | $6.2M | Add +12.6% |
| IGSB iShares 1-5Y Inv Grade Corp. | 1.56% | 78,824 | $4.0M | New |
| ISRG Intuitive Surgical Inc. | 1.51% | 9,829 | $3.9M | Add +26.1% |
| SCHG Schwab US Large-Cap Growth | 1.39% | 38,961 | $3.6M | Reduce -82.3% |
| GOOGL Alphabet Inc. Class A | 1.31% | 22,603 | $3.4M | Add +60.4% |
| MCO Moody's Corp. | 1.26% | 8,359 | $3.3M | Add +342.3% |
| SLYG SS SPDR S&P 600 SC GR ETF | 1.21% | 36,124 | $3.2M | Reduce -71.5% |
| CRM Salesforce Inc. | 1.17% | 10,080 | $3.0M | Add +51.9% |
| FTNT Fortinet Inc. | 1.14% | 43,465 | $3.0M | Add +283.7% |
| SCHF Schwab Intl Equity ETF | 1.10% | 73,089 | $2.9M | Reduce -64.2% |
| ADBE Adobe Inc. | 1.04% | 5,358 | $2.7M | Add +253.0% |
| IWP iShares Russell Mid-Cap Grow | 1.04% | 23,638 | $2.7M | Add +3.7% |
| SNPS Synopsys Inc. | 1.03% | 4,682 | $2.7M | New |
| SCHD Schwab US DVD Equity ETF | 0.95% | 30,493 | $2.5M | Reduce -83.5% |
| SCHO Schwab Short-Term US Treas | 0.90% | 48,380 | $2.3M | Reduce -67.4% |
| VRTX Vertex Pharmaceuticals Inc. | 0.89% | 5,558 | $2.3M | New |
| MSFT Microsoft Corp. | 0.85% | 5,219 | $2.2M | Reduce -58.8% |
| AGG iShares Core U.S. Aggregate | 0.75% | 19,759 | $1.9M | Add +63.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.70% | 5,313 | $1.8M | Add +261.7% |
| AOA iShares Core 80/20 Aggressiv | 0.70% | 24,836 | $1.8M | Add +3.8% |
| IBND SS SPDR BB Intl Corp. BD ETF | 0.70% | 62,352 | $1.8M | Add +14.6% |
| LULU Lululemon Athletica Inc. | 0.66% | 4,392 | $1.7M | New |
| IFLN Invesco Bloomberg Enhanced F | 0.61% | 87,506 | $1.6M | Add +21.6% |
| META Meta Platforms Inc. Class A | 0.60% | 3,201 | $1.6M | Reduce -59.6% |
| TSLA Tesla Inc. | 0.59% | 8,662 | $1.5M | Reduce -41.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.57% | 39,323 | $1.5M | Reduce -5.6% |
| SPEM State Street SP PTF Em ETF | 0.56% | 39,848 | $1.4M | Add +2.3% |
| IJH iShares Core S&P Midcap ETF | 0.52% | 22,195 | $1.3M | Reduce -91.0% |
| VYM Vanguard High DVD Yield ETF | 0.50% | 10,808 | $1.3M | Add +218.0% |
| AXP American Express Co. | 0.48% | 5,500 | $1.3M | Reduce -20.2% |
| PICK iShares MSCI Global Metals & | 0.48% | 29,811 | $1.2M | Add +12.2% |
| XLB SS Materials Select Sector | 0.47% | 13,149 | $1.2M | Add +50.8% |
| AMAT Applied Materials Inc. | 0.44% | 5,579 | $1.2M | Add +20.4% |
| IGLB iShares 10+ Year Inv GR Corp. | 0.43% | 21,702 | $1.1M | Reduce -85.0% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.40% | 11,827 | $1.0M | Reduce -5.8% |
| KO The Coca-Cola Co. | 0.38% | 16,139 | $987K | Reduce -5.7% |
| CVX Chevron Corp. | 0.37% | 6,035 | $952K | Reduce -7.7% |
| USHY iShares Broad Usd High Yield | 0.36% | 25,226 | $923K | Add +4.1% |
| QAI Nylim HDG MLT-STR TRC ETF-Ui | 0.35% | 29,193 | $902K | Add +61.2% |
| BKLN Invesco Senior Loan ETF | 0.34% | 42,201 | $893K | Add +5.5% |
| BND Vanguard Total Bond Market | 0.34% | 12,227 | $888K | Add +55.0% |
| SLQD iShares 0-5 YR Inv GRD Corp. | 0.34% | 17,937 | $883K | Add +4.5% |
| SJNK SS SPDR BB St Hi Yield ETF | 0.32% | 33,295 | $840K | Reduce -79.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.32% | 1,976 | $831K | No change |
| VDE Vanguard Energy ETF | 0.31% | 6,140 | $809K | Add +54.6% |
| WTMF Wisdomtree MGD Futures Strat | 0.29% | 19,849 | $744K | Reduce -4.3% |
| IGHG Proshares Ig Hedged | 0.28% | 9,385 | $718K | Reduce -28.1% |
| MDB Mongodb Inc. | 0.27% | 1,987 | $713K | Add +17.4% |
| DVA Davita Inc. | 0.27% | 5,014 | $692K | Reduce -6.3% |
| IAGG iShares Intl Aggregate Bond | 0.27% | 13,803 | $689K | Reduce -89.2% |
| PG The Procter & Gamble Co. | 0.25% | 4,047 | $657K | Add +111.7% |
| OXY Occidental Petroleum Corp. | 0.25% | 9,976 | $648K | Reduce -3.7% |
| FITB Fifth Third Bancorp | 0.24% | 16,768 | $624K | New |
| HPQ HP Inc. | 0.23% | 19,855 | $600K | Reduce -4.2% |
| COIN Coinbase Global Inc. Class A | 0.23% | 2,237 | $593K | New |
| IT Gartner Inc. | 0.23% | 1,243 | $593K | Reduce -15.0% |
| DBX Dropbox Inc. Class A | 0.22% | 24,023 | $584K | Add +18.4% |
| LNG Cheniere Energy Inc. | 0.22% | 3,531 | $569K | New |
| BSY Bentley Systems Inc. Class B | 0.22% | 10,724 | $560K | New |
| NTAP Netapp Inc. | 0.21% | 5,247 | $551K | New |
| SOFI Sofi Technologies Inc. | 0.20% | 72,430 | $529K | Add +10.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.20% | 4,279 | $524K | Add +48.9% |
| APP AppLovin Corp. Class A | 0.20% | 7,459 | $516K | New |
| KHC The Kraft Heinz Co. | 0.19% | 13,192 | $487K | Reduce -40.3% |
| SPG Simon Property Group Inc. | 0.18% | 3,059 | $479K | Add +5.0% |
| DDOG Datadog Inc. Class A | 0.17% | 3,536 | $437K | New |
| CSCO Cisco Systems Inc. | 0.17% | 8,684 | $433K | New |
| RUN Sunrun Inc. | 0.16% | 30,874 | $407K | Reduce -2.5% |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.15% | 225 | $384K | New |
| AOR iShares Core 60/40 Balanced | 0.15% | 6,774 | $377K | Reduce -2.7% |
| ILMN Illumina Inc. | 0.14% | 2,653 | $364K | Reduce -79.4% |
| BNL Broadstone Net Lease Inc. | 0.14% | 23,163 | $363K | New |
| EPR Epr Properties filed as EPR PPTYS | 0.14% | 8,526 | $362K | New |
| SCCO Southern Copper Corp. | 0.14% | 3,382 | $360K | New |
| GTY Getty Realty Corp. | 0.14% | 13,151 | $360K | New |
| GSY Invesco Ultra Short Duration | 0.14% | 7,190 | $359K | Reduce -31.2% |
| FCX Freeport-McMoran Inc. | 0.13% | 7,427 | $349K | New |
| COST Costco Wholesale Corp. | 0.13% | 471 | $345K | Reduce -2.5% |
| MA Mastercard Inc. Class A | 0.13% | 691 | $333K | Reduce -82.7% |
| AM Antero Midstream Corp. | 0.13% | 23,556 | $331K | New |
| OKE Oneok Inc. | 0.13% | 4,120 | $330K | New |
| NNN NNN REIT Inc. | 0.13% | 7,688 | $329K | New |
| AMD Advanced Micro Devices | 0.13% | 1,815 | $328K | Reduce -88.2% |
| GOOG Alphabet Inc. Class C | 0.12% | 2,117 | $322K | Reduce -83.4% |
| HWM Howmet Aerospace Inc. | 0.12% | 4,673 | $320K | New |
| IWV iShares Russell 3000 ETF | 0.12% | 1,035 | $311K | Reduce -19.8% |
| CELH Celsius Holdings Inc. | 0.12% | 3,735 | $310K | New |
| BCSF Bain Capital Specialty Finan | 0.12% | 19,703 | $309K | New |
| FDX FedEx Corp. | 0.11% | 1,011 | $293K | New |
| BA The Boeing Co. | 0.11% | 1,501 | $290K | Add +13.2% |
Portfolio Sells Q4 2023 → Q1 2024
| SCHG Schwab US Large-Cap Growth | Reduce -82.3% | 1.39% | −6.35 |
| IJH iShares Core S&P Midcap ETF | Reduce -91.0% | 0.52% | −5.29 |
| SCHD Schwab US DVD Equity ETF | Reduce -83.5% | 0.95% | −5.01 |
| SLYG SS SPDR S&P 600 SC GR ETF | Reduce -71.5% | 1.21% | −3.30 |
| IGLB iShares 10+ Year Inv GR Corp. | Reduce -85.0% | 0.43% | −2.81 |
| IAGG iShares Intl Aggregate Bond | Reduce -89.2% | 0.27% | −2.45 |
| SCHO Schwab Short-Term US Treas | Reduce -67.4% | 0.90% | −2.15 |
| SCHF Schwab Intl Equity ETF | Reduce -64.2% | 1.10% | −2.11 |
| AAPL Apple Inc. | Reduce -29.6% | 2.72% | −2.07 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Sold out | 0.00% | −2.01 |
| SPAB SS SPDR P Agg Bond ETF | Sold out | 0.00% | −1.87 |
| SJNK SS SPDR BB St Hi Yield ETF | Reduce -79.2% | 0.32% | −1.39 |
| MSFT Microsoft Corp. | Reduce -58.8% | 0.85% | −1.18 |
| EELV Invesco S&P Emerging Markets | Sold out | 0.00% | −1.12 |
| TSLA Tesla Inc. | Reduce -41.5% | 0.59% | −0.98 |
| AMD Advanced Micro Devices | Reduce -88.2% | 0.13% | −0.83 |
| MBLY Mobileye Global Inc. Class A | Sold out | 0.00% | −0.77 |
| ADSK Autodesk Inc. | Sold out | 0.00% | −0.70 |
| WSO Watsco Inc. | Sold out | 0.00% | −0.68 |
| SNOW Snowflake Inc. | Sold out | 0.00% | −0.66 |
| SBAC SBA Communications Corp. | Sold out | 0.00% | −0.65 |
| GOOG Alphabet Inc. Class C | Reduce -83.4% | 0.12% | −0.64 |
| AXON Axon Enterprise Inc. | Sold out | 0.00% | −0.63 |
| ILMN Illumina Inc. | Reduce -79.4% | 0.14% | −0.62 |
| WCN Waste Connections Inc. | Sold out | 0.00% | −0.61 |
| MA Mastercard Inc. Class A | Reduce -82.7% | 0.13% | −0.60 |
| META Meta Platforms Inc. Class A | Reduce -59.6% | 0.60% | −0.59 |
| HSY The Hershey Co. | Sold out | 0.00% | −0.41 |
| U Unity Software Inc. | Sold out | 0.00% | −0.39 |
| DOCU Docusign Inc. | Sold out | 0.00% | −0.37 |
| PAYC Paycom Software Inc. | Sold out | 0.00% | −0.36 |
| ALGM Allegro Microsystems Inc. | Sold out | 0.00% | −0.28 |
| VWOB Vanguard Emerg MKTS Gov BND | Sold out | 0.00% | −0.28 |
| INTC Intel Corp. | Sold out | 0.00% | −0.24 |
| HOLX Hologic Inc. | Sold out | 0.00% | −0.23 |
| EA Electronic Arts Inc. | Sold out | 0.00% | −0.18 |
| XME SS SPDR S&P Metals Mining | Sold out | 0.00% | −0.17 |
| SPYG SS SPDR P S&P 500 Growth ETF | Sold out | 0.00% | −0.17 |
| KHC The Kraft Heinz Co. | Reduce -40.3% | 0.19% | −0.16 |
| XLRE SS Real Estate Select Sector | Sold out | 0.00% | −0.16 |
| VGSH Vanguard Short-Term Treasury | Sold out | 0.00% | −0.16 |
| XMLV Invesco S&P Midcap Low Volat | Sold out | 0.00% | −0.15 |
| IGHG Proshares Ig Hedged | Reduce -28.1% | 0.28% | −0.14 |
| SPIP SS SPDR P Tips ETF | Sold out | 0.00% | −0.14 |
| SPTI SS SPDR P Int Term TSY ETF | Sold out | 0.00% | −0.14 |
| PFFD Global X US Preferred ETF | Sold out | 0.00% | −0.13 |
| C Citigroup Inc. | Sold out | 0.00% | −0.13 |
| SCHZ Schwab US Aggregate Bond ETF | Sold out | 0.00% | −0.13 |
| REM iShares Mortgage Real Estate | Sold out | 0.00% | −0.12 |
| FAST Fastenal Co. | Sold out | 0.00% | −0.12 |
Portfolio Buys Q4 2023 → Q1 2024
| KOMP SS SPDR S&P Kensho Ne Comp | Add +3300.4% | 7.80% | +7.55 |
| QQQ Invesco QQQ Trust Series 1 | Add +2034.7% | 7.66% | +7.30 |
| RPV Invesco S&P 500 Pure Value E | Add +1546.3% | 7.07% | +6.63 |
| VCLT Vanguard Long-Term Corp. Bond | Add +2266.3% | 6.63% | +6.31 |
| BIV Vanguard Intermediate-Term B | Add +118.9% | 8.28% | +4.05 |
| VIOG Vanguard S&P SM Cap 600 GRW | Add +1465.8% | 4.26% | +3.97 |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | Add +1081.5% | 2.99% | +2.71 |
| IEMG iShares Core MSCI Emerging | Add +100.2% | 4.59% | +2.11 |
| NVDA Nvidia Corp. | Add +16.6% | 3.40% | +1.64 |
| IGSB iShares 1-5Y Inv Grade Corp. | New | 1.56% | +1.56 |
| SNPS Synopsys Inc. | New | 1.03% | +1.03 |
| MCO Moody's Corp. | Add +342.3% | 1.26% | +0.95 |
| VRTX Vertex Pharmaceuticals Inc. | New | 0.89% | +0.89 |
| FTNT Fortinet Inc. | Add +283.7% | 1.14% | +0.86 |
| LULU Lululemon Athletica Inc. | New | 0.66% | +0.66 |
| ADBE Adobe Inc. | Add +253.0% | 1.04% | +0.66 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +261.7% | 0.70% | +0.51 |
| GOOGL Alphabet Inc. Class A | Add +60.4% | 1.31% | +0.48 |
| CRM Salesforce Inc. | Add +51.9% | 1.17% | +0.43 |
| AMZN Amazon.com Inc. | Add +12.6% | 2.41% | +0.42 |
| ISRG Intuitive Surgical Inc. | Add +26.1% | 1.51% | +0.39 |
| VYM Vanguard High DVD Yield ETF | Add +218.0% | 0.50% | +0.34 |
| FITB Fifth Third Bancorp | New | 0.24% | +0.24 |
| AGG iShares Core U.S. Aggregate | Add +63.4% | 0.75% | +0.24 |
| COIN Coinbase Global Inc. Class A | New | 0.23% | +0.23 |
| LNG Cheniere Energy Inc. | New | 0.22% | +0.22 |
| BSY Bentley Systems Inc. Class B | New | 0.22% | +0.22 |
| NTAP Netapp Inc. | New | 0.21% | +0.21 |
| APP AppLovin Corp. Class A | New | 0.20% | +0.20 |
| DDOG Datadog Inc. Class A | New | 0.17% | +0.17 |
| CSCO Cisco Systems Inc. | New | 0.17% | +0.17 |
| XLB SS Materials Select Sector | Add +50.8% | 0.47% | +0.15 |
| MSTR Strategy Inc. | New | 0.15% | +0.15 |
| BNL Broadstone Net Lease Inc. | New | 0.14% | +0.14 |
| EPR Epr Properties | New | 0.14% | +0.14 |
| SCCO Southern Copper Corp. | New | 0.14% | +0.14 |
| GTY Getty Realty Corp. | New | 0.14% | +0.14 |
| FCX Freeport-McMoran Inc. | New | 0.13% | +0.13 |
| PG The Procter & Gamble Co. | Add +111.7% | 0.25% | +0.13 |
| AM Antero Midstream Corp. | New | 0.13% | +0.13 |
| OKE Oneok Inc. | New | 0.13% | +0.13 |
| NNN NNN REIT Inc. | New | 0.13% | +0.13 |
| AMAT Applied Materials Inc. | Add +20.4% | 0.44% | +0.12 |
| HWM Howmet Aerospace Inc. | New | 0.12% | +0.12 |
| CELH Celsius Holdings Inc. | New | 0.12% | +0.12 |
| BCSF Bain Capital Specialty Finan | New | 0.12% | +0.12 |
| QAI Nylim HDG MLT-STR TRC ETF-Ui | Add +61.2% | 0.35% | +0.12 |
| VDE Vanguard Energy ETF | Add +54.6% | 0.31% | +0.11 |
| FDX FedEx Corp. | New | 0.11% | +0.11 |
| BX Blackstone Inc. | New | 0.11% | +0.11 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 256 | $25.8M | QQQ, KOMP, RPV, BIV, IEMG |
| Q1 2026 | 264 | $22.6M | QQQ, KOMP, RPV, BIV, GLD |
| Q4 2025 | 631 | $390.9M | QQQ, KOMP, RPV, BIV, IEMG |
| Q3 2025 | 608 | $384.0M | KOMP, QQQ, BIV, RPV, IEMG |
| Q2 2025 | 126 | $336.8M | QQQ, KOMP, BIV, RPV, SPLB |
| Q1 2025 | 113 | $287.8M | BIV, QQQ, KOMP, RPV, SPLB |
| Q4 2024 | 110 | $296.2M | KOMP, QQQ, BIV, RPV, SPLB |
| Q3 2024 | 119 | $279.3M | BIV, KOMP, QQQ, RPV, SPLB |
| Q2 2024 | 119 | $252.1M | QQQ, BIV, KOMP, RPV, VCLT |
| Q1 2024 | 126 | $259.7M | BIV, KOMP, QQQ, RPV, VCLT |