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

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $259.7M Q1 2024 Q2 2024: $252.1M Q2 2024 Q3 2024: $279.3M $279.3M Q3 2024 Q4 2024: $296.2M Q4 2024 Q1 2025: $287.8M Q1 2025 Q2 2025: $336.8M Q2 2025 Q3 2025: $384.0M Q3 2025 Q4 2025: $390.9M Q4 2025 Q1 2026: $22.6M Q1 2026 Q2 2026: $25.8M Q2 2026

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
KNF Knife River Corp. 0.09% 2,869 $256K New
UNP Union Pacific Corp. 0.09% 1,026 $253K No change
VCLT Vanguard Long-Term Corp. Bond 0.09% 3,005 $244K Reduce -98.3%
ZION Zions Bancorp NA 0.09% 5,057 $239K Reduce -1.8%
IMCG iShares Morningstar Mid-Cap 0.08% 3,237 $236K No change
OXY Occidental Petroleum Corp. 0.08% 4,543 $234K Reduce -2.7%
BA The Boeing Co. 0.08% 1,500 $228K No change
TBIL F/M US Treasury 3 Month Bill 0.08% 4,550 $228K New
KHC The Kraft Heinz Co. 0.08% 6,389 $224K New
ANET Arista Networks Inc. 0.08% 578 $222K No change
SUM Summit Materials Inc. Class A 0.08% 5,508 $215K New
IHI iShares U.S. Medical Devices 0.08% 3,580 $212K No change
FSCO FS Credit Opportunities Corp. 0.08% 33,117 $210K No change
GLD SPDR Gold Shares 0.07% 852 $207K New
MARA Mara Holdings Inc. 0.06% 10,941 $177K New
ET Energy Transfer LP 0.06% 10,762 $173K Add +0.6%
RIOT Riot Platforms Inc. 0.06% 21,784 $162K New
NAC Nuveen Ca QLTY Muni Inc. 0.04% 10,400 $124K No change
GRAYSCALE ETHEREUM MINI TR E 0.03% 37,593 $92K New

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 256$25.8MQQQ, KOMP, RPV, BIV, IEMG
Q1 2026 264$22.6MQQQ, KOMP, RPV, BIV, GLD
Q4 2025 631$390.9MQQQ, KOMP, RPV, BIV, IEMG
Q3 2025 608$384.0MKOMP, QQQ, BIV, RPV, IEMG
Q2 2025 126$336.8MQQQ, KOMP, BIV, RPV, SPLB
Q1 2025 113$287.8MBIV, QQQ, KOMP, RPV, SPLB
Q4 2024 110$296.2MKOMP, QQQ, BIV, RPV, SPLB
Q3 2024 119$279.3MBIV, KOMP, QQQ, RPV, SPLB
Q2 2024 119$252.1MQQQ, BIV, KOMP, RPV, VCLT
Q1 2024 126$259.7MBIV, KOMP, QQQ, RPV, VCLT