DOSSIER · 13F-HR · Q1 2026

Advocate Investing Services LLC

$118M in tracked AUM across 448 positions as of Q1 2026.

AI
CIK 0002110509 · last filed Mar 31, 2026
Total AUM
$118M
as of Q1 2026
Holdings
448
positions
Whale Score
49
49
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Advocate Investing Services 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.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
GSY
INVESCO ACTIVELY MANAGED EXC
$14M270K11.5%
02
TCAF
T ROWE PRICE ETF INC
$10M284K8.6%
03
XLP
SELECT SECTOR SPDR TR
$5M56K3.9%
04
SPHD
INVESCO EXCH TRADED FD TR II
$4M88K3.7%
05
IXC
ISHARES TR
$4M63K3.1%
06
VIG
VANGUARD SPECIALIZED FUNDS
$3M16K2.9%
07
XME
SPDR SERIES TRUST
$3M31K2.9%
08
XLK
SELECT SECTOR SPDR TR
$2M16K1.8%
09
XLE
SELECT SECTOR SPDR TR
$2M34K1.8%
10
AAPL
APPLE INC
$2M8K1.7%

Filing history

2026Q1Mar 31
$118M 5.7%
448 positionsView →
2025Q4Dec 31
$112M
450 positionsView →