DOSSIER · 13F-HR · Q2 2026
Advocacy Wealth Management, LLC
$2.8B in tracked AUM across 151 positions as of Q2 2026.
AW
CIK 0001569452 · last filed Jun 30, 2026
AI Analysis · Q2 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...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
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.
Filing history
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