DOSSIER · 13F-HR · Q1 2026
Advocacy Wealth Management, LLC
$2.3B in tracked AUM across 143 positions as of Q1 2026.
AW
CIK 0001569452 · last filed Mar 31, 2026
AI Analysis · Q1 2026
Comprehensive Analysis of SEC 13F Filing: Advocacy Wealth Management, LLC
1. Portfolio Overview
Advocacy Wealth Management, LLC manages a portfolio with a total value of approximately $1.58 billion as of the report date September 30, 2025. The portfolio experienced a slight contraction of 3.3% (decreasing from $1.63B in the previous quarter), likely reflecting market volatility in Q3 2025 combined with active portfolio rebalancing.
The portfolio consists of 70 total holdings. The manager...
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.
Filing history
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