Strategic Advocates LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 8, 2025), Strategic Advocates LLC reported 113 stock positions worth $287.8 million. Its top holding was Vanguard Intermediate-Term B (BIV) at 9.2% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 8.7%) and SS SPDR S&P Kensho Ne Comp (KOMP, 8.7%). Compared with Q4 2024, it opened 22 new positions, sold out of 19, added to 44 and reduced 41. The biggest buy was iShares 1-5Y Inv Grade (IGSB, shares +68%) and the biggest sale PIMCO 0-5 Year H/Y Corp. Bond (HYS, shares −52%).
- Most Recent 13F
- Q2 2026
- Location
- SACRAMENTO, CA
- CIK
- 0001991340
- Portfolio Value
- $287.8M (Q1 2025)
- SEC Filing
- 0001765380-25-000202 ↗ filed May 8, 2025
Holdings Value
Holdings 113 stocks · $287.8M
| BIV Vanguard Intermediate-Term B | 9.19% | 345,535 | $26.5M | Add +2.3% |
| QQQ Invesco QQQ Trust Series 1 | 8.71% | 53,451 | $25.1M | Add +6.5% |
| KOMP SS SPDR S&P Kensho Ne Comp | 8.67% | 536,501 | $24.9M | Add +4.1% |
| RPV Invesco S&P 500 Pure Value E | 8.32% | 259,330 | $23.9M | Add +2.5% |
| SPLB SS SPDR P Long Term C ETF | 6.51% | 829,478 | $18.7M | Add +9.7% |
| IEMG iShares Core MSCI Emerging | 5.57% | 296,723 | $16.0M | Add +6.3% |
| IGSB iShares 1-5Y Inv Grade Corp. | 5.56% | 305,260 | $16.0M | Add +68.5% |
| VIOG Vanguard S&P SM Cap 600 GRW | 5.21% | 140,245 | $15.0M | Add +9.6% |
| NVDA Nvidia Corp. | 3.25% | 86,217 | $9.3M | Reduce -17.6% |
| AAPL Apple Inc. | 2.68% | 34,655 | $7.7M | Reduce -10.4% |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | 1.62% | 49,889 | $4.7M | Reduce -51.5% |
| AMZN Amazon.com Inc. | 1.44% | 21,740 | $4.1M | Reduce -19.8% |
| META Meta Platforms Inc. Class A | 1.38% | 6,881 | $4.0M | Reduce -16.5% |
| MSFT Microsoft Corp. | 1.28% | 9,778 | $3.7M | Add +54.8% |
| TSLA Tesla Inc. | 1.27% | 14,071 | $3.6M | Add +15.5% |
| PLTR Palantir Technologies Inc. Class A | 1.24% | 42,202 | $3.6M | Reduce -42.6% |
| ISRG Intuitive Surgical Inc. | 1.19% | 6,888 | $3.4M | Reduce -11.6% |
| GOOGL Alphabet Inc. Class A | 0.93% | 17,256 | $2.7M | Reduce -26.6% |
| NFLX Netflix Inc. | 0.89% | 2,760 | $2.6M | Reduce -32.4% |
| GE General Electric filed as GE AEROSPACE | 0.84% | 12,034 | $2.4M | Reduce -22.0% |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.79% | 7,853 | $2.3M | Add +5.4% |
| CMG Chipotle Mexican Grill Inc. | 0.79% | 45,059 | $2.3M | Add +1.3% |
| NOW ServiceNow Inc. | 0.78% | 2,811 | $2.2M | Reduce -11.6% |
| PGR Progressive Corp. | 0.75% | 7,640 | $2.2M | New |
| PANW Palo Alto Networks Inc. | 0.74% | 12,548 | $2.1M | Add +14.0% |
| BSX Boston Scientific Corp. | 0.70% | 19,893 | $2.0M | New |
| ANET Arista Networks Inc. | 0.68% | 25,129 | $1.9M | Add +975.7% |
| SCHG Schwab US Large-Cap Growth | 0.66% | 76,199 | $1.9M | Reduce -1.9% |
| AOA iShares Core 80/20 Aggressiv | 0.64% | 23,961 | $1.8M | Reduce -0.6% |
| AVGO Broadcom Inc. | 0.62% | 10,648 | $1.8M | New |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.60% | 4,672 | $1.7M | Reduce -1.4% |
| IWP iShares Russell Mid-Cap Grow | 0.56% | 13,745 | $1.6M | Reduce -3.1% |
| IDRV iShares Self-Driving Ev&tech | 0.45% | 44,606 | $1.3M | Add +32.0% |
| ARKQ ARK Autonomous Tech & Robot | 0.42% | 18,431 | $1.2M | Add +18.5% |
| THNQ Robo Global Artificial Intel filed as EXCHANGE TRADED CONCEPTS TRU | 0.42% | 27,254 | $1.2M | Add +18.9% |
| BOTZ Global X Robotics & Artifici | 0.41% | 41,494 | $1.2M | Add +41.9% |
| ARTY iShares Future AI & Tech ETF | 0.40% | 36,953 | $1.2M | Add +32.5% |
| LNG Cheniere Energy Inc. | 0.39% | 4,809 | $1.1M | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.38% | 2,072 | $1.1M | No change |
| HWM Howmet Aerospace Inc. | 0.38% | 8,457 | $1.1M | New |
| DBX Dropbox Inc. Class A | 0.37% | 40,363 | $1.1M | Reduce -9.6% |
| IONQ Ionq Inc. | 0.37% | 48,775 | $1.1M | Add +136.1% |
| NTAP Netapp Inc. | 0.37% | 12,151 | $1.1M | Reduce -25.1% |
| VYM Vanguard High DVD Yield ETF | 0.35% | 7,915 | $1.0M | Reduce -4.6% |
| DDOG Datadog Inc. Class A | 0.35% | 10,208 | $1.0M | Add +3.6% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.35% | 1,018 | $1.0M | New |
| AXON Axon Enterprise Inc. | 0.35% | 1,892 | $995K | New |
| KIO KKR Income Opportunities | 0.33% | 77,035 | $947K | New |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.33% | 17,194 | $941K | Add +41.3% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.32% | 11,176 | $928K | Reduce -4.0% |
| TYG Tortoise Energy Infrastruct | 0.32% | 21,229 | $914K | New |
| VVR Invesco Senior Income Trust | 0.30% | 232,393 | $871K | New |
| XLGIX Lazard GLBL TTL RTRN & Inc. | 0.30% | 56,242 | $867K | New |
| AIO Virtus Artific Intel & Tech | 0.30% | 42,000 | $866K | New |
| SOFI Sofi Technologies Inc. | 0.29% | 72,482 | $843K | Add +0.3% |
| FLC Flaherty & Crumrine TTL RTRN | 0.29% | 49,778 | $835K | New |
| DFP Flaherty & Crumrine DYN Pref | 0.29% | 40,566 | $821K | New |
| AXP American Express Co. | 0.28% | 3,020 | $813K | Add +67.1% |
| ETG Eaton Vance T/A GL DVD Incm | 0.28% | 44,254 | $806K | New |
| APP AppLovin Corp. Class A | 0.24% | 2,615 | $693K | Reduce -38.0% |
| EME Emcor Group Inc. | 0.23% | 1,823 | $674K | Reduce -6.5% |
| PATH Uipath Inc. Class A | 0.22% | 60,191 | $620K | Reduce -43.7% |
| ETHE Grayscale Ethereum Staking E | 0.21% | 40,328 | $614K | Add +1.0% |
| FCX Freeport-McMoran Inc. | 0.20% | 15,192 | $575K | Add +33.9% |
| JPM JPMorgan Chase & Co. | 0.19% | 2,277 | $559K | Reduce -13.4% |
| AMD Advanced Micro Devices | 0.18% | 5,154 | $530K | Add +175.9% |
| SCCO Southern Copper Corp. | 0.17% | 5,327 | $498K | Add +12.7% |
| CME Cme Group Inc. | 0.17% | 1,850 | $491K | Reduce -16.2% |
| AMAT Applied Materials Inc. | 0.17% | 3,318 | $482K | Reduce -15.2% |
| AOR iShares Core 60/40 Balanced | 0.16% | 8,065 | $464K | Reduce -1.5% |
| QCOM Qualcomm Inc. | 0.16% | 2,995 | $460K | Add +16.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.16% | 1,849 | $460K | Reduce -13.0% |
| SPG Simon Property Group Inc. | 0.16% | 2,711 | $450K | Reduce -1.2% |
| CVX Chevron Corp. | 0.16% | 2,688 | $450K | Add +12.7% |
| OKE Oneok Inc. | 0.16% | 4,527 | $449K | Reduce -4.4% |
| PG The Procter & Gamble Co. | 0.15% | 2,548 | $434K | Add +11.9% |
| CSCO Cisco Systems Inc. | 0.15% | 6,913 | $427K | Reduce -27.8% |
| GLD SPDR Gold Shares | 0.15% | 1,460 | $421K | Add +70.0% |
| INTC Intel Corp. | 0.14% | 18,338 | $416K | New |
| SCHD Schwab US DVD Equity ETF | 0.14% | 14,615 | $409K | Reduce -4.9% |
| KO The Coca-Cola Co. | 0.14% | 5,543 | $397K | Reduce -8.5% |
| DELL Dell Technologies -C | 0.14% | 4,262 | $388K | Add +31.9% |
| SUN Sunoco LP | 0.13% | 6,636 | $385K | Reduce -10.4% |
| MA Mastercard Inc. Class A | 0.13% | 689 | $378K | Add +3.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.13% | 8,723 | $364K | Reduce -7.9% |
| IBND SS SPDR BB Intl Corp. BD ETF | 0.12% | 12,113 | $357K | Reduce -5.1% |
| TMFC Motley Fool 100 Index ETF | 0.12% | 5,987 | $333K | Reduce -28.6% |
| GOOG Alphabet Inc. Class C | 0.10% | 1,852 | $289K | Add +3.2% |
| CLH Clean Harbors Inc. | 0.09% | 1,381 | $272K | Add +0.1% |
| ETH Grayscale Ethereum Staking M | 0.09% | 15,297 | $263K | New |
| BA The Boeing Co. | 0.09% | 1,483 | $253K | Reduce -0.8% |
| UNP Union Pacific Corp. | 0.08% | 1,026 | $242K | No change |
| MUC BlackRock Munihold Ca QLTY | 0.08% | 22,621 | $242K | No change |
| ET Energy Transfer LP | 0.08% | 12,835 | $239K | Add +18.8% |
| OXY Occidental Petroleum Corp. | 0.08% | 4,732 | $234K | Add +10.7% |
| FSCO FS Credit Opportunities Corp. | 0.08% | 33,117 | $233K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.08% | 405 | $226K | Add +8.9% |
| ADBE Adobe Inc. | 0.08% | 586 | $225K | New |
| DUOL Duolingo | 0.08% | 717 | $223K | Reduce -19.6% |
| DVA Davita Inc. | 0.08% | 1,445 | $221K | Add +0.6% |
Portfolio Sells Q4 2024 → Q1 2025
| HYS PIMCO 0-5 Year H/Y Corp. Bond | Reduce -51.5% | 1.62% | −1.63 |
| NVDA Nvidia Corp. | Reduce -17.6% | 3.25% | −1.50 |
| SNPS Synopsys Inc. | Sold out | 0.00% | −0.67 |
| PLTR Palantir Technologies Inc. Class A | Reduce -42.6% | 1.24% | −0.64 |
| AAPL Apple Inc. | Reduce -10.4% | 2.68% | −0.60 |
| KLAC KLA Corp. | Sold out | 0.00% | −0.58 |
| GOOGL Alphabet Inc. Class A | Reduce -26.6% | 0.93% | −0.57 |
| AMZN Amazon.com Inc. | Reduce -19.8% | 1.44% | −0.57 |
| PICK iShares MSCI Global Metals & | Sold out | 0.00% | −0.45 |
| WTMF Wisdomtree MGD Futures Strat | Sold out | 0.00% | −0.38 |
| NOW ServiceNow Inc. | Reduce -11.6% | 0.78% | −0.36 |
| NFLX Netflix Inc. | Reduce -32.4% | 0.89% | −0.33 |
| XLB SS Materials Select Sector | Sold out | 0.00% | −0.32 |
| QAI Nylim HDG MLT-STR TRC ETF-Ui | Sold out | 0.00% | −0.31 |
| SLQD iShares 0-5 YR Inv GRD Corp. | Sold out | 0.00% | −0.30 |
| BND Vanguard Total Bond Market | Sold out | 0.00% | −0.30 |
| IGHG Proshares Ig Hedged | Sold out | 0.00% | −0.27 |
| NTAP Netapp Inc. | Reduce -25.1% | 0.37% | −0.26 |
| META Meta Platforms Inc. Class A | Reduce -16.5% | 1.38% | −0.25 |
| PATH Uipath Inc. Class A | Reduce -43.7% | 0.22% | −0.24 |
| USHY iShares Broad Usd High Yield | Sold out | 0.00% | −0.24 |
| BKLN Invesco Senior Loan ETF | Sold out | 0.00% | −0.23 |
| APP AppLovin Corp. Class A | Reduce -38.0% | 0.24% | −0.22 |
| CDNS Cadence Design SYS Inc. | Sold out | 0.00% | −0.19 |
| ISRG Intuitive Surgical Inc. | Reduce -11.6% | 1.19% | −0.19 |
| CI The Cigna Group | Sold out | 0.00% | −0.09 |
| SUM Summit Materials Inc. Class A | Sold out | 0.00% | −0.09 |
| TBIL F/M US Treasury 3 Month Bill | Sold out | 0.00% | −0.09 |
| DBX Dropbox Inc. Class A | Reduce -9.6% | 0.37% | −0.08 |
| IWV iShares Russell 3000 ETF | Sold out | 0.00% | −0.07 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.07 |
| IBIT iShares Bitcoin Trust ETF | Sold out | 0.00% | −0.07 |
| GBTC Grayscale Bitcoin Trust ETF | Sold out | 0.00% | −0.07 |
| SCHG Schwab US Large-Cap Growth | Reduce -1.9% | 0.66% | −0.07 |
| EME Emcor Group Inc. | Reduce -6.5% | 0.23% | −0.06 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -1.4% | 0.60% | −0.05 |
| TMFC Motley Fool 100 Index ETF | Reduce -28.6% | 0.12% | −0.05 |
| AMAT Applied Materials Inc. | Reduce -15.2% | 0.17% | −0.05 |
| IWP iShares Russell Mid-Cap Grow | Reduce -3.1% | 0.56% | −0.05 |
| CSCO Cisco Systems Inc. | Reduce -27.8% | 0.15% | −0.04 |
| SLYG SS SPDR S&P 600 SC GR ETF | Reduce -4.0% | 0.32% | −0.03 |
| GE General Electric | Reduce -22.0% | 0.84% | −0.03 |
| DUOL Duolingo | Reduce -19.6% | 0.08% | −0.02 |
| KNF Knife River Corp. | Reduce -13.3% | 0.07% | −0.02 |
| JPM JPMorgan Chase & Co. | Reduce -13.4% | 0.19% | −0.02 |
| BAC Bank of America Corp. | Reduce -7.9% | 0.13% | −0.01 |
| IFLN Invesco Bloomberg Enhanced F | Reduce -13.0% | 0.06% | −0.01 |
| OKE Oneok Inc. | Reduce -4.4% | 0.16% | −0.00 |
| SCHO Schwab Short-Term US Treas | Reduce -8.3% | 0.08% | −0.00 |
| SPG Simon Property Group Inc. | Reduce -1.2% | 0.16% | −0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| IGSB iShares 1-5Y Inv Grade Corp. | Add +68.5% | 5.56% | +2.39 |
| SPLB SS SPDR P Long Term C ETF | Add +9.7% | 6.51% | +0.83 |
| PGR Progressive Corp. | New | 0.75% | +0.75 |
| BSX Boston Scientific Corp. | New | 0.70% | +0.70 |
| BIV Vanguard Intermediate-Term B | Add +2.3% | 9.19% | +0.67 |
| IEMG iShares Core MSCI Emerging | Add +6.3% | 5.57% | +0.64 |
| RPV Invesco S&P 500 Pure Value E | Add +2.5% | 8.32% | +0.62 |
| AVGO Broadcom Inc. | New | 0.62% | +0.62 |
| ANET Arista Networks Inc. | Add +975.7% | 0.68% | +0.59 |
| LNG Cheniere Energy Inc. | New | 0.39% | +0.39 |
| HWM Howmet Aerospace Inc. | New | 0.38% | +0.38 |
| MSFT Microsoft Corp. | Add +54.8% | 1.28% | +0.38 |
| GWW WW Grainger Inc. | New | 0.35% | +0.35 |
| AXON Axon Enterprise Inc. | New | 0.35% | +0.35 |
| KIO KKR Income Opportunities | New | 0.33% | +0.33 |
| TYG Tortoise Energy Infrastruct | New | 0.32% | +0.32 |
| VVR Invesco Senior Income Trust | New | 0.30% | +0.30 |
| XLGIX Lazard GLBL TTL RTRN & Inc. | New | 0.30% | +0.30 |
| AIO Virtus Artific Intel & Tech | New | 0.30% | +0.30 |
| FLC Flaherty & Crumrine TTL RTRN | New | 0.29% | +0.29 |
| DFP Flaherty & Crumrine DYN Pref | New | 0.29% | +0.29 |
| ETG Eaton Vance T/A GL DVD Incm | New | 0.28% | +0.28 |
| VIOG Vanguard S&P SM Cap 600 GRW | Add +9.6% | 5.21% | +0.18 |
| INTC Intel Corp. | New | 0.14% | +0.14 |
| IDRV iShares Self-Driving Ev&tech | Add +32.0% | 0.45% | +0.12 |
| AMD Advanced Micro Devices | Add +175.9% | 0.18% | +0.11 |
| AXP American Express Co. | Add +67.1% | 0.28% | +0.10 |
| BOTZ Global X Robotics & Artifici | Add +41.9% | 0.41% | +0.10 |
| ETH Grayscale Ethereum Staking M | New | 0.09% | +0.09 |
| IONQ Ionq Inc. | Add +136.1% | 0.37% | +0.08 |
| ADBE Adobe Inc. | New | 0.08% | +0.08 |
| PSN Parsons Corp. | New | 0.08% | +0.08 |
| GLD SPDR Gold Shares | Add +70.0% | 0.15% | +0.08 |
| KHC The Kraft Heinz Co. | New | 0.08% | +0.08 |
| APPF Appfolio Inc. Class A | New | 0.08% | +0.08 |
| VERX Vertex Inc. Class A | New | 0.07% | +0.07 |
| PANW Palo Alto Networks Inc. | Add +14.0% | 0.74% | +0.07 |
| MSTR Strategy Inc. | Add +5.4% | 0.79% | +0.06 |
| ARTY iShares Future AI & Tech ETF | Add +32.5% | 0.40% | +0.05 |
| FCX Freeport-McMoran Inc. | Add +33.9% | 0.20% | +0.05 |
| QQQ Invesco QQQ Trust Series 1 | Add +6.5% | 8.71% | +0.04 |
| THNQ Robo Global Artificial Intel | Add +18.9% | 0.42% | +0.04 |
| CVX Chevron Corp. | Add +12.7% | 0.16% | +0.04 |
| SCCO Southern Copper Corp. | Add +12.7% | 0.17% | +0.03 |
| QCOM Qualcomm Inc. | Add +16.7% | 0.16% | +0.03 |
| QBTS D-Wave Quantum Inc. | Add +58.5% | 0.07% | +0.02 |
| PG The Procter & Gamble Co. | Add +11.9% | 0.15% | +0.02 |
| ARKQ ARK Autonomous Tech & Robot | Add +18.5% | 0.42% | +0.02 |
| MA Mastercard Inc. Class A | Add +3.0% | 0.13% | +0.01 |
| ET Energy Transfer LP | Add +18.8% | 0.08% | +0.01 |
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 |