DOSSIER · 13F-HR · Q3 2026

Advisory Advocates, LLC

$116M in tracked AUM across 186 positions as of Q3 2026.

AA
CIK 0002111697 · last filed Sep 30, 2026
Total AUM
$116M
as of Q3 2026
Holdings
186
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Advisory Advocates, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$5M7K4.0%
02
SDVD
FIRST TR EXCHANGE-TRADED FD
$3M158K2.9%
03
STK
COLUMBIA SELIGM PREM TECH GR
$3M56K2.6%
04
RDVI
FIRST TR EXCHANGE-TRADED FD
$2M89K2.1%
05
ADX
ADAMS DIVERSIFIED EQUITY FD
$2M90K2.0%
06
XSSPX
NUVEEN S&P 500 DYNAMIC OVERW
$2M122K1.9%
07
UTF
COHEN & STEERS INFRASTRUCTUR
$2M80K1.7%
08
ETV
EATON VANCE TAX-MANAGED BUY-
$2M126K1.6%
09
VGT
VANGUARD WORLD FD
$2M15K1.6%
10
MSFT
MICROSOFT CORP
$2M4K1.6%

Filing history

2026Q3Sep 30
$116M▼ 0.7%
186 positionsView →
2026Q2Jun 30
$117M▲ 19.1%
188 positionsView →
2026Q1Mar 31
$98M▼ 2.6%
160 positionsView →
2025Q4Dec 31
$101M—
168 positionsView →