What does Advocacy Wealth Management, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · 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.

#HoldingValueSharesWeight

SPYM

SPDR SERIES TRUST

$305M4.0M13.5%

IVE

ISHARES TR

$108M511K4.8%

SPTL

SPDR SERIES TRUST

$105M4.0M4.6%

LDUR

PIMCO ETF TR

$104M1.1M4.6%

PYLD

PIMCO ETF TR

$103M3.9M4.5%

SPDW

SPDR INDEX SHS FDS

$95M2.1M4.2%

IVW

ISHARES TR

$94M829K4.1%

DYNF

BLACKROCK ETF TRUST

$87M1.5M3.9%

QUAL

ISHARES TR

$77M402K3.4%

CLOA

BLACKROCK ETF TRUST II

$55M1.1M2.4%

Filing history

Filing history loading…