What does Advisory Advocates, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · 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.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

FIRST TR EXCH TRADED FD III

$3M150K3.3%

VANGUARD INDEX FDS

$2M4K2.3%

NUVEEN S&P 500 DYNAMIC OVERW

$2M136K2.2%

FIRST TR EXCHANGE-TRADED FD

$2M79K2.1%

COHEN & STEERS INFRASTRUCTUR

$2M78K2.1%

COLUMBIA SELIGM PREM TECH GR

$2M47K1.8%

APPLE INC

$2M7K1.7%

ADAMS DIVERSIFIED EQUITY FD

$2M77K1.7%

J P MORGAN EXCHANGE TRADED F

$2M29K1.7%

EATON VANCE TAX-MANAGED BUY-

$2M113K1.6%

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