Advocacy Wealth Management, LLC holds a focused book of 143 stocks worth $2.3B as of Q1 2026 (disclosed May 12, 2026, a ~45-day 13F lag). This quarter they opened Ishr CR Unvrse Usd BD ETF-Ui and trimmed Ishares S&P 500 Value ETF. Their largest long position is Ste STR SPDR PT S&P 500 ETF at 13% of the equity book.
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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.
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.
20% 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
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 STATE STREET SPD | $304.8M | 3.98M | 13.5% | ▲+23% Added · +733K sh | |
| 2 | Ishares TR S&P 500 VAL ETF | $107.8M | 510.6K | 4.8% | ▼−2.8% Reduced · −15K sh | |
| 3 | SPDR Series Trust STATE STREET SPD | $104.6M | 3.98M | 4.6% | ▲+3.9% Added · +151K sh | |
| 4 | Pimco ETF TR ENHNCD LW DUR AC | $103.6M | 1.08M | 4.6% | ▲+19% Added · +169K sh | |
| 5 | Pimco ETF TR MULTISECTOR BD | $102.8M | 3.92M | 4.5% | ▲+9.3% Added · +333K sh | |
| 6 | SPDR Index SHS FDS STATE STREET SPD | $94.8M | 2.08M | 4.2% | ▼−1.1% Reduced · −23K sh | |
| 7 | Ishares TR S&P 500 GRWT ETF | $93.7M | 828.7K | 4.1% | ▲+5.6% Added · +44K sh | |
| 8 | BlackRock ETF Trust ISHARES US EQUIT | $87.3M | 1.50M | 3.9% | ▼−24% Reduced · −485K sh | |
| 9 | Ishares TR MSCI USA QLT FCT | $77.1M | 402.2K | 3.4% | ▼−11% Reduced · −50K sh | |
| 10 | BlackRock ETF Trust II ISHARES AAA CLO | $54.6M | 1.05M | 2.4% | ▲+42% Added · +312K sh | |
| 11 | BlackRock ETF Trust ISHARES A I INNO | $54.3M | 1.65M | 2.4% | ▲+6.4% Added · +99K sh | |
| 12 | Pimco ETF TR MTG BKD SECS ACT | $52.5M | 1.06M | 2.3% | ▼−17% Reduced · −221K sh | |
| 13 | Doubleline ETF Trust MORTGAGE ETF | $51.7M | 1.05M | 2.3% | ▲+7.3% Added · +71K sh | |
| 14 | Pimco ETF TR ACTIVE BD ETF | $50.4M | 545.7K | 2.2% | ▲+33% Added · +135K sh | |
| 15 | Schwab Strategic TR US MID-CAP ETF | $49.0M | 1.58M | 2.2% | ▲+1.4% Added · +22K sh | |
| 16 | SPDR Index SHS FDS STATE STREET SPD | $48.5M | 1.03M | 2.1% | ▲+6.5% Added · +63K sh | |
| 17 | Ishares TR MSCI USA MMENTM | $48.3M | 201.4K | 2.1% | ▲+6.7% Added · +13K sh | |
| 18 | BlackRock ETF Trust ISHARES US THEMA | $44.1M | 1.22M | 2.0% | ▲+6.7% Added · +77K sh | |
| 19 | Ishares Inc MSCI EMRG CHN | $40.6M | 516.6K | 1.8% | ▼−8.0% Reduced · −45K sh | |
| 20 | Global X FDS DEFENSE TECH ETF | $33.3M | 469.6K | 1.5% | ▲+25% Added · +95K sh | |
| 21 | Fidelity Covington Trust SML MID MLTFCT | $25.4M | 569.0K | 1.1% | ▲+4.3% Added · +23K sh | |
| 22 | Invesco Exchange Traded FD T S&P500 EQL WGT | $23.7M | 123.3K | 1.0% | ▲+6.7% Added · +8K sh | |
| 23 | Alphabet Inc CAP STK CL A | $23.4M | 81.4K | 1.0% | ▼−23% Reduced · −24K sh | |
| 24 | Ishares TR MBS ETF | $21.7M | 228.9K | 1.0% | ▲+4.9% Added · +11K sh | |
| 25 | Vanguard Charlotte FDS TOTAL INT BD ETF | $21.5M | 447.6K | 1.0% | ▲64× Added · +441K sh | |
| 26 | Nvidia Corporation COM | $20.6M | 118.3K | 0.9% | ▼−1.1% Reduced · −1K sh | |
| 27 | Amazon Com Inc COM | $20.5M | 98.5K | 0.9% | ▲~0% Added · +12 sh | |
| 28 | Eli Lilly & Co COM | $20.3M | 22.1K | 0.9% | ▼−6.6% Reduced · −2K sh | |
| 29 | Microsoft Corp COM | $18.9M | 51.0K | 0.8% | ▲+12% Added · +5K sh | |
| 30 | Ishares TR CORE UNIVRSL USD | $18.7M | 405.9K | 0.8% | ▲New New position | |
| 31 | Ishares Gold TR ISHARES NEW | $16.3M | 185.4K | 0.7% | ▼−51% Reduced · −193K sh | |
| 32 | Visa Inc COM CL A | $16.2M | 53.7K | 0.7% | ▼−4.1% Reduced · −2K sh | |
| 33 | Intuit COM | $15.3M | 35.5K | 0.7% | ▲+43% Added · +11K sh | |
| 34 | Netflix Inc. COM | $15.3M | 159.4K | 0.7% | ▲+49% Added · +52K sh | |
| 35 | S&P Global Inc COM | $14.9M | 35.0K | 0.7% | ▲+20% Added · +6K sh | |
| 36 | Apple Inc COM | $14.9M | 58.5K | 0.7% | ▼−0.7% Reduced · −390 sh | |
| 37 | Coca Cola Co COM | $14.3M | 188.3K | 0.6% | ▲+0.3% Added · +664 sh | |
| 38 | Schwab Charles Corp COM | $14.3M | 152.2K | 0.6% | ▲+0.3% Added · +445 sh | |
| 39 | Edwards Lifesciences Corp COM | $14.3M | 178.2K | 0.6% | ▲+34% Added · +45K sh | |
| 40 | Vertiv Holdings Co COM CL A | $14.2M | 56.5K | 0.6% | ▲+498% Added · +47K sh | |
| 41 | Uber Technologies Inc COM | $13.5M | 187.3K | 0.6% | ▲+24% Added · +36K sh | |
| 42 | Arista Networks Inc COM SHS | $13.2M | 107.2K | 0.6% | ▲+7.2% Added · +7K sh | |
| 43 | Palo Alto Networks Inc COM | $13.1M | 82.0K | 0.6% | ▲+1.8% Added · +1K sh | |
| 44 | Stryker Corporation COM | $12.8M | 39.1K | 0.6% | ▲+1.3% Added · +508 sh | |
| 45 | Servicenow Inc COM | $12.8M | 122.7K | 0.6% | ▲+60% Added · +46K sh | |
| 46 | Abbott Laboratories COM | $12.7M | 124.0K | 0.6% | ▼−2.3% Reduced · −3K sh | |
| 47 | Intercontinental Exchange In COM | $12.1M | 76.9K | 0.5% | ▼−1.9% Reduced · −2K sh | |
| 48 | Lowes Cos Inc COM | $11.6M | 49.0K | 0.5% | ▼−0.9% Reduced · −461 sh | |
| 49 | Take-Two Interactive Softwar COM | $11.5M | 58.3K | 0.5% | ▲+36% Added · +15K sh | |
| 50 | ASML Hldg NV N Y REGISTRY SHS | $11.4M | 8.6K | 0.5% | ▼−48% Reduced · −8K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| 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 |
| Q2 2020 | Jun 30, 2020 | Jul 2, 2020 | 132 | $493.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.