DOSSIER · 13F-HR · Q2 2026

Advisory Advocates, LLC

$117M in tracked AUM across 188 positions as of Q2 2026.

AA
CIK 0002111697 · last filed Jun 30, 2026
Total AUM
$117M
as of Q2 2026
Holdings
188
positions
Whale Score
48
48
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Advisory Advocates, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$4M6K3.5%
02
SDVD
FIRST TR EXCHANGE-TRADED FD
$4M156K3.1%
03
STK
COLUMBIA SELIGM PREM TECH GR
$3M54K2.5%
04
RDVI
FIRST TR EXCHANGE-TRADED FD
$3M85K2.2%
05
XSSPX
NUVEEN S&P 500 DYNAMIC OVERW
$3M135K2.2%
06
ADX
ADAMS DIVERSIFIED EQUITY FD
$2M86K1.9%
07
UTF
COHEN & STEERS INFRASTRUCTUR
$2M78K1.9%
08
VGT
VANGUARD WORLD FD
$2M17K1.7%
09
ETV
EATON VANCE TAX-MANAGED BUY-
$2M123K1.6%
10
AAPL
APPLE INC
$2M6K1.6%

Filing history

2026Q2Jun 30
$117M 19.1%
188 positionsView →
2026Q1Mar 31
$98M 2.6%
160 positionsView →
2025Q4Dec 31
$101M
168 positionsView →