Advocacy Wealth Management, LLC holds a focused book of 151 stocks worth $2.8B as of Q2 2026 (disclosed Jul 29, 2026, a ~29-day 13F lag). This quarter they opened Ish Intl Ctry Rot Act ETF and trimmed Ishares S&P 500 Growth ETF. Their largest long position is Ste STR SPDR PT S&P 500 ETF at 18% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
17% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Advocacy Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 78 / 80 | $434.4B |
| CWM, LLC | 78 / 80 | $10.7B |
| Farther Finance Advisors, LLC | 78 / 80 | $2.3B |
| ENVESTNET ASSET MANAGEMENT INC | 77 / 80 | $97.8B |
| COMMONWEALTH EQUITY SERVICES, LLC | 77 / 80 | $13.7B |
| NewEdge Advisors, LLC | 77 / 80 | $8.4B |
| IFP Advisors, Inc | 77 / 80 | $1.2B |
| UBS Group AG | 76 / 80 | $114.5B |
Ranked by how many of Advocacy Wealth Management, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | SPDR Series Trust ST STR P500ETF | $507.6M | 5.78M | 18.4% | ▲+45% Added · +1.8M sh | |
| 2 | Ishares Inc MSCI EMRG CHN | $122.6M | 1.20M | 4.5% | ▲+132% Added · +682K sh | |
| 3 | SPDR Index SHS FDS ST STR PO EX ETF | $114.3M | 2.27M | 4.2% | ▲+9.2% Added · +192K sh | |
| 4 | Ishares TR S&P 500 GRWT ETF | $111.0M | 807.4K | 4.0% | ▼−2.6% Reduced · −21K sh | |
| 5 | Pimco ETF TR MULTISECTOR BD | $107.1M | 4.04M | 3.9% | ▲+3.0% Added · +116K sh | |
| 6 | Pimco ETF TR ENHNCD LW DUR AC | $106.6M | 1.12M | 3.9% | ▲+3.2% Added · +35K sh | |
| 7 | BlackRock ETF Trust ISHARES US EQUIT | $100.5M | 1.48M | 3.7% | ▼−1.4% Reduced · −22K sh | |
| 8 | Ishares TR S&P 500 VAL ETF | $96.4M | 424.5K | 3.5% | ▼−17% Reduced · −86K sh | |
| 9 | BlackRock ETF Trust ISHA I IN TE ETF | $73.0M | 1.38M | 2.7% | ▼−16% Reduced · −263K sh | |
| 10 | BlackRock ETF Trust ISHA IN CTRY ETF | $69.1M | 1.89M | 2.5% | ▲New New position | |
| 11 | Fidelity Covington Trust ENHANCED INTL | $69.0M | 1.72M | 2.5% | ▲New New position | |
| 12 | Schwab Strategic TR US MID-CAP ETF | $63.2M | 1.72M | 2.3% | ▲+8.5% Added · +134K sh | |
| 13 | BlackRock ETF Trust ISHA SYST AL ETF | $59.4M | 2.12M | 2.2% | ▲New New position | |
| 14 | BlackRock ETF Trust II ISHARES AAA CLO | $57.1M | 1.10M | 2.1% | ▲+4.4% Added · +46K sh | |
| 15 | Pimco ETF TR MTG BKD SECS ACT | $53.8M | 1.09M | 2.0% | ▲+2.9% Added · +31K sh | |
| 16 | Doubleline ETF Trust MORTGAGE ETF | $53.2M | 1.08M | 1.9% | ▲+3.5% Added · +37K sh | |
| 17 | Pimco ETF TR ACTIVE BD ETF | $52.5M | 569.0K | 1.9% | ▲+4.3% Added · +23K sh | |
| 18 | Ishares TR MSCI USA MMENTM | $51.7M | 150.7K | 1.9% | ▼−25% Reduced · −51K sh | |
| 19 | Ishares TR CORE UNIVRSL USD | $50.3M | 1.09M | 1.8% | ▲+168% Added · +683K sh | |
| 20 | SPDR Series Trust ST LON TREAS ETF | $42.4M | 1.61M | 1.5% | ▼−59% Reduced · −2.4M sh | |
| 21 | Global X FDS DEFENSE TECH ETF | $35.1M | 587.5K | 1.3% | ▲+25% Added · +118K sh | |
| 22 | Fidelity Covington Trust SML MID MLTFCT | $32.6M | 616.6K | 1.2% | ▲+8.4% Added · +48K sh | |
| 23 | BlackRock ETF Trust ISHA US THEM ETF | $32.2M | 747.7K | 1.2% | ▼−39% Reduced · −471K sh | |
| 24 | Alphabet Inc CAP STK CL A | $29.0M | 81.0K | 1.1% | ▼−0.5% Reduced · −414 sh | |
| 25 | Invesco Exchange Traded FD T S&P500 EQL WGT | $27.3M | 128.4K | 1.0% | ▲+4.1% Added · +5K sh | |
| 26 | Eli Lilly & Co COM | $26.2M | 21.9K | 1.0% | ▼−0.9% Reduced · −193 sh | |
| 27 | BlackRock ETF Trust II ISHA FLEX IN ETF | $24.4M | 465.9K | 0.9% | ▲28× Added · +449K sh | |
| 28 | Nvidia Corporation COM | $24.1M | 120.4K | 0.9% | ▲+1.7% Added · +2K sh | |
| 29 | Vanguard Charlotte FDS TOTAL INT BD ETF | $23.8M | 491.7K | 0.9% | ▲+9.9% Added · +44K sh | |
| 30 | Amazon Com Inc COM | $23.4M | 98.1K | 0.8% | ▼−0.4% Reduced · −391 sh | |
| 31 | Ishares TR MBS ETF | $22.5M | 238.4K | 0.8% | ▲+4.1% Added · +9K sh | |
| 32 | Microsoft Corp COM | $19.1M | 51.3K | 0.7% | ▲+0.7% Added · +332 sh | |
| 33 | Vertiv Holdings Co COM CL A | $18.7M | 56.0K | 0.7% | ▼−0.9% Reduced · −520 sh | |
| 34 | Visa Inc COM CL A | $18.3M | 53.3K | 0.7% | ▼−0.8% Reduced · −412 sh | |
| 35 | Arista Networks Inc COM SHS | $18.0M | 105.7K | 0.7% | ▼−1.3% Reduced · −1K sh | |
| 36 | Apple Inc COM | $17.2M | 59.5K | 0.6% | ▲+1.6% Added · +968 sh | |
| 37 | Uber Technologies Inc COM | $16.8M | 233.2K | 0.6% | ▲+25% Added · +46K sh | |
| 38 | Edwards Lifesciences Corp COM | $15.8M | 175.0K | 0.6% | ▼−1.8% Reduced · −3K sh | |
| 39 | Coca Cola Co COM | $15.4M | 189.9K | 0.6% | ▲+0.8% Added · +2K sh | |
| 40 | Stryker Corporation COM | $15.3M | 48.6K | 0.6% | ▲+24% Added · +10K sh | |
| 41 | Ishares Gold TR ISHARES NEW | $14.9M | 197.7K | 0.5% | ▲+6.6% Added · +12K sh | |
| 42 | Take-Two Interactive Softwar COM | $14.3M | 57.3K | 0.5% | ▼−1.6% Reduced · −958 sh | |
| 43 | S&P Global Inc COM | $13.9M | 34.3K | 0.5% | ▼−2.0% Reduced · −719 sh | |
| 44 | Schwab Charles Corp COM | $13.6M | 147.4K | 0.5% | ▼−3.1% Reduced · −5K sh | |
| 45 | Amphenol Corp CL A | $12.7M | 72.0K | 0.5% | ▼−3.2% Reduced · −2K sh | |
| 46 | ASML Hldg NV N Y REGISTRY SHS | $11.5M | 5.8K | 0.4% | ▼−33% Reduced · −3K sh | |
| 47 | Netflix Inc. COM | $11.2M | 156.6K | 0.4% | ▼−1.8% Reduced · −3K sh | |
| 48 | Palo Alto Networks Inc COM | $11.1M | 32.7K | 0.4% | ▼−60% Reduced · −49K sh | |
| 49 | Abbott Laboratories COM | $10.5M | 115.9K | 0.4% | ▼−6.5% Reduced · −8K sh | |
| 50 | Servicenow Inc COM | $10.5M | 105.6K | 0.4% | ▼−14% Reduced · −17K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1569452/holdings"
Use Arkolith to show Advocacy Wealth Management, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 29, 2026 | 151 | $2.8B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 12, 2026 | 143 | $2.3B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 11, 2026 | 142 | $2.4B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 142 | $2.3B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 63 | $1.6B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 6, 2025 | 55 | $1.5B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 53 | $1.3B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 31, 2024 | 50 | $1.3B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 10, 2024 | 51 | $1.2B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 15, 2024 | 54 | $1.2B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 23, 2024 | 51 | $1.1B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 26, 2023 | 37 | $898.8M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 20, 2023 | 37 | $875.2M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Apr 14, 2023 | 36 | $823.4M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Jan 27, 2023 | 39 | $757.1M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Oct 6, 2022 | 141 | $685.1M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Jul 6, 2022 | 143 | $621.6M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | Apr 4, 2022 | 205 | $574.9M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Jan 5, 2022 | 198 | $598.0M | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Oct 5, 2021 | 190 | $554.4M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Jul 2, 2021 | 206 | $540.4M | 13F-HR |
| Q1 2021 | Mar 31, 2021 | Apr 5, 2021 | 141 | $500.4M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Jan 6, 2021 | 144 | $668.5M | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Oct 2, 2020 | 135 | $621.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.