13F Insight
DOSSIER · 13F-HR · Q3 2025

Financial Advocates Investment Management

$178M in tracked AUM across 104 positions as of Q3 2025.

FA
CIK 0001730293 · last filed Sep 30, 2025
Total AUM
$178M
as of Q3 2025
Holdings
104
—
positions
Whale Score
40
40
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2025

Financial Advocates Investment Management filed its latest 13F-HR for Q3 2025. See the latest holdings and position changes below.

Quarter at a glance — Q3 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2025.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$18M71K10.2%02
GLD
SPDR GOLD TR
$8M22K4.4%03
AOA
ISHARES TR
$6M72K3.5%04
MINT
PIMCO ETF TR
$6M60K3.4%05
IVV
ISHARES TR
$6M8K3.2%06
IUSB
ISHARES TR
$5M101K2.7%07
XLG
INVESCO EXCHANGE TRADED FD T
$5M80K2.6%08
PTLC
PACER FDS TR
$5M82K2.5%09
AOM
ISHARES TR
$4M93K2.5%10
ITA
ISHARES TR
$4M20K2.4%

Filing history

2025Q3Sep 30
$178M▼ 85.5%
104 positionsView →2025Q2Jun 30
$1.2B▲ 48.9%
627 positionsLocked2025Q1Mar 31
$824M▼ 53.1%
413 positionsLocked2024Q4Dec 31
$1.8B▼ 0.7%
752 positionsLocked2024Q3Sep 30
$1.8B▲ 9.7%
768 positionsLocked2024Q2Jun 30
$1.6B▼ 6.7%
741 positionsLocked2024Q1Mar 31
$1.7B▲ 12.9%
773 positionsLocked2023Q4Dec 31
$1.5B▲ 10.1%
732 positionsLocked2023Q3Sep 30
$1.4B▼ 0.9%
696 positionsLocked2023Q2Jun 30
$1.4B▲ 0.7%
694 positionsLocked2023Q1Mar 31
$1.4B▲ 3.7%
744 positionsLocked2022Q4Dec 31
$1.3B▲ 10.7%
753 positionsLocked
Showing 12 of 31