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

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 Q3 2024 Q4 2024: $296.2M Q4 2024 Q1 2025: $287.8M $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 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%
SCHO Schwab Short-Term US Treas 0.08% 9,038 $220K Reduce -8.3%
PSN Parsons Corp. 0.08% 3,703 $219K New
KHC The Kraft Heinz Co. 0.08% 7,168 $218K New
APPF Appfolio Inc. Class A 0.08% 990 $218K New
HPQ HP Inc. 0.07% 7,748 $215K Add +16.6%
KNF Knife River Corp. 0.07% 2,354 $212K Reduce -13.3%
QBTS D-Wave Quantum Inc. 0.07% 27,825 $211K Add +58.5%
VERX Vertex Inc. Class A 0.07% 5,899 $207K New
CAT Caterpillar Inc. 0.07% 611 $201K No change
IFLN Invesco Bloomberg Enhanced F 0.06% 10,276 $186K Reduce -13.0%
MARA Mara Holdings Inc. 0.06% 14,862 $171K Add +1.1%
RGTI Rigetti Computing Inc. 0.05% 19,379 $153K Add +10.9%
NAC Nuveen Ca QLTY Muni Inc. 0.04% 10,400 $117K No change

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

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