Strategic Advocates LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 17, 2024), Strategic Advocates LLC reported 119 stock positions worth $279.3 million. Its top holding was Vanguard Intermediate-Term B (BIV) at 8.9% of the portfolio, followed by SS SPDR S&P Kensho Ne Comp (KOMP, 8.8%) and Invesco QQQ Trust Series 1 (QQQ, 8.6%). Compared with Q2 2024, it opened 18 new positions, sold out of 18, added to 53 and reduced 35. The biggest buy was SS SPDR P Long Term C ETF (SPLB, shares +324%) and the biggest sale Vanguard Long-Term Corp. Bond (VCLT, shares −98%).
- Most Recent 13F
- Q2 2026
- Location
- SACRAMENTO, CA
- CIK
- 0001991340
- Portfolio Value
- $279.3M (Q3 2024)
- SEC Filing
- 0001765380-24-000390 ↗ filed Oct 17, 2024
Holdings Value
Holdings 119 stocks · $279.3M
| BIV Vanguard Intermediate-Term B | 8.85% | 315,492 | $24.7M | Add +6.2% |
| KOMP SS SPDR S&P Kensho Ne Comp | 8.76% | 496,033 | $24.5M | Add +4.7% |
| QQQ Invesco QQQ Trust Series 1 | 8.61% | 49,285 | $24.1M | Add +0.0% |
| RPV Invesco S&P 500 Pure Value E | 7.65% | 240,238 | $21.4M | Add +4.7% |
| SPLB SS SPDR P Long Term C ETF | 5.62% | 649,591 | $15.7M | Add +324.0% |
| IEMG iShares Core MSCI Emerging | 4.94% | 240,258 | $13.8M | Add +0.1% |
| VIOG Vanguard S&P SM Cap 600 GRW | 4.81% | 112,116 | $13.4M | Add +2.5% |
| NVDA Nvidia Corp. | 4.49% | 103,313 | $12.5M | Add +10.0% |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | 3.24% | 94,711 | $9.0M | Add +8.4% |
| IGSB iShares 1-5Y Inv Grade Corp. | 3.09% | 163,926 | $8.6M | Add +61.5% |
| AAPL Apple Inc. | 2.95% | 35,351 | $8.2M | Add +11.6% |
| AMZN Amazon.com Inc. | 1.98% | 29,667 | $5.5M | Reduce -14.5% |
| ISRG Intuitive Surgical Inc. | 1.61% | 9,130 | $4.5M | Reduce -8.8% |
| META Meta Platforms Inc. Class A | 1.51% | 7,349 | $4.2M | Add +70.5% |
| GOOGL Alphabet Inc. Class A | 1.36% | 22,850 | $3.8M | Reduce -6.0% |
| PLTR Palantir Technologies Inc. Class A | 1.20% | 90,326 | $3.4M | Add +316.9% |
| NOW ServiceNow Inc. | 1.09% | 3,393 | $3.0M | Add +216.8% |
| TSLA Tesla Inc. | 1.06% | 11,292 | $3.0M | Add +70.5% |
| SCHG Schwab US Large-Cap Growth | 1.04% | 27,815 | $2.9M | Reduce -10.4% |
| GE General Electric filed as GE AEROSPACE | 1.03% | 15,196 | $2.9M | New |
| NFLX Netflix Inc. | 0.91% | 3,573 | $2.5M | Add +141.4% |
| IWP iShares Russell Mid-Cap Grow | 0.82% | 19,606 | $2.3M | Reduce -12.0% |
| SNPS Synopsys Inc. | 0.80% | 4,392 | $2.2M | Reduce -19.7% |
| CMG Chipotle Mexican Grill Inc. | 0.78% | 37,917 | $2.2M | New |
| MSFT Microsoft Corp. | 0.77% | 4,966 | $2.1M | Add +16.2% |
| AOA iShares Core 80/20 Aggressiv | 0.72% | 25,475 | $2.0M | Add +6.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.66% | 4,833 | $1.9M | Reduce -3.8% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.59% | 17,821 | $1.7M | Reduce -30.2% |
| APP AppLovin Corp. Class A | 0.58% | 12,382 | $1.6M | Add +29.3% |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.53% | 8,751 | $1.5M | Add +123.8% |
| PICK iShares MSCI Global Metals & | 0.50% | 32,198 | $1.4M | Reduce -4.6% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.49% | 12,474 | $1.4M | Reduce -3.0% |
| XLB SS Materials Select Sector | 0.45% | 12,908 | $1.2M | Reduce -16.7% |
| IBND SS SPDR BB Intl Corp. BD ETF | 0.44% | 40,315 | $1.2M | Add +39.3% |
| MDB Mongodb Inc. | 0.41% | 4,275 | $1.2M | Add +90.3% |
| VYM Vanguard High DVD Yield ETF | 0.39% | 8,533 | $1.1M | Add +217.0% |
| AMAT Applied Materials Inc. | 0.38% | 5,279 | $1.1M | Add +36.7% |
| DBX Dropbox Inc. Class A | 0.37% | 40,670 | $1.0M | Add +46.5% |
| NTAP Netapp Inc. | 0.36% | 8,254 | $1.0M | Add +31.5% |
| PATH Uipath Inc. Class A | 0.36% | 79,221 | $1.0M | Add +585.1% |
| DDOG Datadog Inc. Class A | 0.36% | 8,684 | $999K | Add +87.6% |
| QAI Nylim HDG MLT-STR TRC ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET | 0.35% | 30,870 | $990K | Reduce -9.7% |
| EME Emcor Group Inc. | 0.35% | 2,284 | $983K | New |
| WTMF Wisdomtree MGD Futures Strat | 0.35% | 27,507 | $977K | Add +12.3% |
| IFLN Invesco Bloomberg Enhanced F | 0.34% | 50,834 | $942K | Add +53.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.33% | 1,976 | $909K | No change |
| IGHG Proshares Ig Hedged | 0.32% | 11,620 | $895K | Add +27.9% |
| ETHE Grayscale Ethereum Staking E | 0.32% | 40,716 | $891K | New |
| SCHD Schwab US DVD Equity ETF | 0.30% | 10,014 | $846K | Reduce -42.8% |
| THNQ Robo Global Artificial Intel filed as EXCHANGE TRADED CONCEPTS TRU | 0.30% | 17,829 | $825K | Add +82.2% |
| USHY iShares Broad Usd High Yield | 0.29% | 21,832 | $822K | Reduce -14.7% |
| ARKQ ARK Autonomous Tech & Robot | 0.28% | 13,048 | $795K | Add +57.5% |
| ARTY iShares Future AI & Tech ETF | 0.28% | 23,017 | $788K | Add +50.1% |
| CDNS Cadence Design SYS Inc. | 0.28% | 2,887 | $782K | Add +12.3% |
| SLQD iShares 0-5 YR Inv GRD Corp. | 0.28% | 15,327 | $773K | Reduce -16.5% |
| BND Vanguard Total Bond Market | 0.28% | 10,240 | $769K | Reduce -17.4% |
| IDRV iShares Self-Driving Ev&tech | 0.28% | 24,197 | $768K | Add +83.3% |
| BKLN Invesco Senior Loan ETF | 0.28% | 36,556 | $768K | Reduce -15.6% |
| SMCI Super Micro Computer Inc. | 0.26% | 1,719 | $716K | New |
| BOTZ Global X Robotics & Artifici | 0.26% | 22,247 | $715K | Add +87.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.25% | 17,580 | $698K | Reduce -24.6% |
| SCHO Schwab Short-Term US Treas | 0.24% | 13,765 | $674K | Reduce -35.3% |
| CSCO Cisco Systems Inc. | 0.24% | 12,342 | $657K | Add +41.8% |
| AXP American Express Co. | 0.23% | 2,379 | $645K | Reduce -27.9% |
| CVX Chevron Corp. | 0.23% | 4,368 | $643K | Add +24.2% |
| SCHF Schwab Intl Equity ETF | 0.22% | 14,711 | $605K | Reduce -34.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.21% | 2,670 | $590K | Add +105.7% |
| SOFI Sofi Technologies Inc. | 0.20% | 72,298 | $568K | No change |
| KO The Coca-Cola Co. | 0.20% | 7,891 | $567K | Reduce -11.3% |
| SPG Simon Property Group Inc. | 0.20% | 3,227 | $545K | Add +15.4% |
| IGLB iShares 10+ Year Inv GR Corp. | 0.19% | 10,044 | $538K | Add +60.5% |
| BCSF Bain Capital Specialty Finan | 0.19% | 31,219 | $518K | Add +54.6% |
| JPM JPMorgan Chase & Co. | 0.19% | 2,457 | $518K | New |
| AHR American Healthcare REIT Inc. | 0.18% | 19,318 | $504K | New |
| OKE Oneok Inc. | 0.18% | 5,375 | $490K | Add +16.6% |
| FCX Freeport-McMoran Inc. | 0.17% | 9,792 | $489K | Add +25.7% |
| PG The Procter & Gamble Co. | 0.17% | 2,712 | $470K | Add +11.6% |
| CI The Cigna Group | 0.16% | 1,270 | $440K | New |
| AGG iShares Core U.S. Aggregate | 0.16% | 4,308 | $436K | Reduce -6.4% |
| AOR iShares Core 60/40 Balanced | 0.16% | 7,357 | $436K | Add +4.8% |
| CRM Salesforce Inc. | 0.16% | 1,584 | $434K | Reduce -85.5% |
| SCCO Southern Copper Corp. | 0.15% | 3,740 | $433K | Add +12.0% |
| HPQ HP Inc. | 0.15% | 12,045 | $432K | Add +9.8% |
| CME Cme Group Inc. | 0.14% | 1,826 | $403K | Add +29.4% |
| QCOM Qualcomm Inc. | 0.12% | 2,048 | $348K | New |
| GSY Invesco Ultra Short Duration | 0.12% | 6,883 | $345K | New |
| MA Mastercard Inc. Class A | 0.12% | 692 | $342K | Add +0.1% |
| CLH Clean Harbors Inc. | 0.12% | 1,380 | $334K | No change |
| GOOG Alphabet Inc. Class C | 0.12% | 1,991 | $333K | Reduce -5.8% |
| ADBE Adobe Inc. | 0.12% | 636 | $329K | Reduce -86.1% |
| DVA Davita Inc. | 0.12% | 1,976 | $324K | Reduce -27.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.12% | 561 | $322K | Reduce -1.6% |
| SPEM State Street SP PTF Em ETF | 0.11% | 7,717 | $319K | Reduce -29.5% |
| DUOL Duolingo | 0.11% | 1,097 | $309K | Reduce -4.5% |
| DXCM Dexcom Inc. | 0.11% | 4,472 | $300K | Reduce -28.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.10% | 2,921 | $281K | Add +7.0% |
| ILCG iShares Morningstar Growth E | 0.10% | 3,265 | $274K | No change |
| AMD Advanced Micro Devices | 0.09% | 1,589 | $261K | Reduce -0.8% |
| MUC BlackRock Munihold Ca QLTY | 0.09% | 22,621 | $261K | No change |
| IWV iShares Russell 3000 ETF | 0.09% | 785 | $256K | No change |
Portfolio Sells Q2 2024 → Q3 2024
| VCLT Vanguard Long-Term Corp. Bond | Reduce -98.3% | 0.09% | −5.24 |
| FTNT Fortinet Inc. | Sold out | 0.00% | −1.14 |
| CRM Salesforce Inc. | Reduce -85.5% | 0.16% | −0.96 |
| ADBE Adobe Inc. | Reduce -86.1% | 0.12% | −0.89 |
| AMZN Amazon.com Inc. | Reduce -14.5% | 1.98% | −0.68 |
| SNPS Synopsys Inc. | Reduce -19.7% | 0.80% | −0.49 |
| GOOGL Alphabet Inc. Class A | Reduce -6.0% | 1.36% | −0.40 |
| IJH iShares Core S&P Midcap ETF | Sold out | 0.00% | −0.29 |
| BTEK BlackRock Future Tech ETF | Sold out | 0.00% | −0.28 |
| SLYG SS SPDR S&P 600 SC GR ETF | Reduce -30.2% | 0.59% | −0.28 |
| COIN Coinbase Global Inc. Class A | Sold out | 0.00% | −0.26 |
| VDE Vanguard Energy ETF | Sold out | 0.00% | −0.24 |
| SCHD Schwab US DVD Equity ETF | Reduce -42.8% | 0.30% | −0.24 |
| LNG Cheniere Energy Inc. | Sold out | 0.00% | −0.21 |
| IT Gartner Inc. | Sold out | 0.00% | −0.21 |
| SCHG Schwab US Large-Cap Growth | Reduce -10.4% | 1.04% | −0.20 |
| DXCM Dexcom Inc. | Reduce -28.8% | 0.11% | −0.18 |
| SJNK SS SPDR BB St Hi Yield ETF | Sold out | 0.00% | −0.17 |
| SCHO Schwab Short-Term US Treas | Reduce -35.3% | 0.24% | −0.16 |
| ISRG Intuitive Surgical Inc. | Reduce -8.8% | 1.61% | −0.16 |
| GTY Getty Realty Corp. | Sold out | 0.00% | −0.15 |
| BNL Broadstone Net Lease Inc. | Sold out | 0.00% | −0.15 |
| IWP iShares Russell Mid-Cap Grow | Reduce -12.0% | 0.82% | −0.15 |
| RUN Sunrun Inc. | Sold out | 0.00% | −0.15 |
| EPR Epr Properties | Sold out | 0.00% | −0.14 |
| FDX FedEx Corp. | Sold out | 0.00% | −0.13 |
| SCHF Schwab Intl Equity ETF | Reduce -34.6% | 0.22% | −0.13 |
| BAC Bank of America Corp. | Reduce -24.6% | 0.25% | −0.12 |
| XLB SS Materials Select Sector | Reduce -16.7% | 0.45% | −0.10 |
| COST Costco Wholesale Corp. | Sold out | 0.00% | −0.09 |
| CPRX Catalyst Pharmaceuticals Inc. | Sold out | 0.00% | −0.09 |
| BKLN Invesco Senior Loan ETF | Reduce -15.6% | 0.28% | −0.09 |
| CELH Celsius Holdings Inc. | Sold out | 0.00% | −0.09 |
| SLQD iShares 0-5 YR Inv GRD Corp. | Reduce -16.5% | 0.28% | −0.08 |
| NNN NNN REIT Inc. | Sold out | 0.00% | −0.08 |
| SMCI Super Micro Computer Inc. | Sold out | 0.00% | −0.08 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -3.8% | 0.66% | −0.08 |
| BND Vanguard Total Bond Market | Reduce -17.4% | 0.28% | −0.08 |
| USHY iShares Broad Usd High Yield | Reduce -14.7% | 0.29% | −0.07 |
| AXP American Express Co. | Reduce -27.9% | 0.23% | −0.07 |
| QAI Nylim HDG MLT-STR TRC ETF-Ui | Reduce -9.7% | 0.35% | −0.07 |
| SPEM State Street SP PTF Em ETF | Reduce -29.5% | 0.11% | −0.05 |
| PICK iShares MSCI Global Metals & | Reduce -4.6% | 0.50% | −0.05 |
| GOOG Alphabet Inc. Class C | Reduce -5.8% | 0.12% | −0.03 |
| DVA Davita Inc. | Reduce -27.2% | 0.12% | −0.03 |
| OXY Occidental Petroleum Corp. | Reduce -2.7% | 0.08% | −0.03 |
| KO The Coca-Cola Co. | Reduce -11.3% | 0.20% | −0.02 |
| AGG iShares Core U.S. Aggregate | Reduce -6.4% | 0.16% | −0.02 |
| AMD Advanced Micro Devices | Reduce -0.8% | 0.09% | −0.01 |
| TTD Trade Desk Inc./the Class A | Reduce -3.0% | 0.49% | −0.01 |
Portfolio Buys Q2 2024 → Q3 2024
| SPLB SS SPDR P Long Term C ETF | Add +324.0% | 5.62% | +4.25 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +61.5% | 3.09% | +1.03 |
| GE General Electric | New | 1.03% | +1.03 |
| PLTR Palantir Technologies Inc. Class A | Add +316.9% | 1.20% | +0.99 |
| CMG Chipotle Mexican Grill Inc. | New | 0.78% | +0.78 |
| NOW ServiceNow Inc. | Add +216.8% | 1.09% | +0.75 |
| META Meta Platforms Inc. Class A | Add +70.5% | 1.51% | +0.64 |
| TSLA Tesla Inc. | Add +70.5% | 1.06% | +0.54 |
| NFLX Netflix Inc. | Add +141.4% | 0.91% | +0.51 |
| EME Emcor Group Inc. | New | 0.35% | +0.35 |
| ETHE Grayscale Ethereum Staking E | New | 0.32% | +0.32 |
| MSTR Strategy Inc. | Add +123.8% | 0.53% | +0.31 |
| PATH Uipath Inc. Class A | Add +585.1% | 0.36% | +0.30 |
| AAPL Apple Inc. | Add +11.6% | 2.95% | +0.30 |
| VYM Vanguard High DVD Yield ETF | Add +217.0% | 0.39% | +0.27 |
| APP AppLovin Corp. Class A | Add +29.3% | 0.58% | +0.26 |
| SMCI Super Micro Computer Inc. | New | 0.26% | +0.26 |
| MDB Mongodb Inc. | Add +90.3% | 0.41% | +0.19 |
| JPM JPMorgan Chase & Co. | New | 0.19% | +0.19 |
| AHR American Healthcare REIT Inc. | New | 0.18% | +0.18 |
| CI The Cigna Group | New | 0.16% | +0.16 |
| IDRV iShares Self-Driving Ev&tech | Add +83.3% | 0.28% | +0.13 |
| QCOM Qualcomm Inc. | New | 0.12% | +0.12 |
| GSY Invesco Ultra Short Duration | New | 0.12% | +0.12 |
| DBX Dropbox Inc. Class A | Add +46.5% | 0.37% | +0.12 |
| IBM Intl Business Machines Corp. | Add +105.7% | 0.21% | +0.12 |
| THNQ Robo Global Artificial Intel | Add +82.2% | 0.30% | +0.12 |
| DDOG Datadog Inc. Class A | Add +87.6% | 0.36% | +0.12 |
| IBND SS SPDR BB Intl Corp. BD ETF | Add +39.3% | 0.44% | +0.11 |
| BOTZ Global X Robotics & Artifici | Add +87.7% | 0.26% | +0.11 |
| KOMP SS SPDR S&P Kensho Ne Comp | Add +4.7% | 8.76% | +0.10 |
| ARKQ ARK Autonomous Tech & Robot | Add +57.5% | 0.28% | +0.10 |
| IFLN Invesco Bloomberg Enhanced F | Add +53.6% | 0.34% | +0.10 |
| KNF Knife River Corp. | New | 0.09% | +0.09 |
| TBIL F/M US Treasury 3 Month Bill | New | 0.08% | +0.08 |
| KHC The Kraft Heinz Co. | New | 0.08% | +0.08 |
| ARTY iShares Future AI & Tech ETF | Add +50.1% | 0.28% | +0.08 |
| SUM Summit Materials Inc. Class A | New | 0.08% | +0.08 |
| GLD SPDR Gold Shares | New | 0.07% | +0.07 |
| CSCO Cisco Systems Inc. | Add +41.8% | 0.24% | +0.07 |
| IGLB iShares 10+ Year Inv GR Corp. | Add +60.5% | 0.19% | +0.07 |
| MARA Mara Holdings Inc. | New | 0.06% | +0.06 |
| RIOT Riot Platforms Inc. | New | 0.06% | +0.06 |
| BCSF Bain Capital Specialty Finan | Add +54.6% | 0.19% | +0.05 |
| RPV Invesco S&P 500 Pure Value E | Add +4.7% | 7.65% | +0.05 |
| IGHG Proshares Ig Hedged | Add +27.9% | 0.32% | +0.05 |
| NTAP Netapp Inc. | Add +31.5% | 0.36% | +0.04 |
| CME Cme Group Inc. | Add +29.4% | 0.14% | +0.03 |
| GRAYSCALE ETHEREUM MINI TR E | New | 0.03% | +0.03 |
| SPG Simon Property Group Inc. | Add +15.4% | 0.20% | +0.03 |
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 |