Advocacy Wealth Management, LLC

CIK 0001569452 · ATLANTA, GA · Quarter end: 2026-06-30 · Filed on: 2026-07-29 · Open the SEC source

Advocacy Wealth Management, LLC reported 151 positions worth $2.75B as of June 30, 2026 (13F filed July 29, 2026). Largest holding: SPYM (18.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$2.75B
2026 Q2
Positions
151
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
51.2%
Est. Net Flow (Q)
2026 Q2
10 / 151 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1SPYMSPDR SERIES TRUSTSH$507.6M18.44%5,775,658
2EMXCISHARES INCSH$122.6M4.46%1,198,777
3SPDWSPDR INDEX SHS FDSSH$114.3M4.15%2,268,369
4IVWISHARES TRSH$111.0M4.03%807,434
5PYLDPIMCO ETF TRSH$107.1M3.89%4,039,522
6LDURPIMCO ETF TRSH$106.6M3.87%1,115,335
7DYNFBLACKROCK ETF TRUSTSH$100.5M3.65%1,478,143
8IVEISHARES TRSH$96.4M3.50%424,530
9BAIBLACKROCK ETF TRUSTSH$73.0M2.65%1,384,319
10COROBLACKROCK ETF TRUSTSH$69.1M2.51%1,889,296

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Advocacy Wealth Management, LLC hold as of Q2 2026?

Advocacy Wealth Management, LLC reported 151 positions worth $2.75B in its Q2 2026 13F filing. Largest positions: SPYM (18.4%), EMXC (4.5%), SPDW (4.2%), IVW (4.0%) and PYLD (3.9%).

What did Advocacy Wealth Management, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Advocacy Wealth Management, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.