DOSSIER · 13F-HR · Q1 2026

Advisory Advocates, LLC

$98M in tracked AUM across 160 positions as of Q1 2026.

AA
CIK 0002111697 · last filed Mar 31, 2026
Total AUM
$98M
as of Q1 2026
Holdings
160
positions
Whale Score
41
41
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Advisory Advocates, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SDVD
FIRST TR EXCH TRADED FD III
$3M150K3.3%
02
VOO
VANGUARD INDEX FDS
$2M4K2.3%
03
XSSPX
NUVEEN S&P 500 DYNAMIC OVERW
$2M136K2.2%
04
RDVI
FIRST TR EXCHANGE-TRADED FD
$2M79K2.1%
05
UTF
COHEN & STEERS INFRASTRUCTUR
$2M78K2.1%
06
STK
COLUMBIA SELIGM PREM TECH GR
$2M47K1.8%
07
AAPL
APPLE INC
$2M7K1.7%
08
ADX
ADAMS DIVERSIFIED EQUITY FD
$2M77K1.7%
09
JEPQ
J P MORGAN EXCHANGE TRADED F
$2M29K1.7%
10
ETV
EATON VANCE TAX-MANAGED BUY-
$2M113K1.6%

Filing history

2026Q1Mar 31
$98M 2.6%
160 positionsView →
2025Q4Dec 31
$101M
168 positionsView →