Holders — by stockHoldings — by fund
Advocacy Wealth Management, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001569452
$2.75B
disclosed book value
151
positions
18.4%
largest position share
Positions, as of 2026-06-30
top 100 of 151 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | SPYMSPDR SERIES TRUST | 5.8M | $507.6M | 18.4% |
| 2 | EMXCISHARES INC | 1.2M | $122.6M | 4.5% |
| 3 | SPDWSPDR INDEX SHS FDS | 2.3M | $114.3M | 4.2% |
| 4 | IVWISHARES TR | 807,434 | $111.0M | 4% |
| 5 | PYLDPIMCO ETF TR | 4.0M | $107.1M | 3.9% |
| 6 | LDURPIMCO ETF TR | 1.1M | $106.6M | 3.9% |
| 7 | DYNFBLACKROCK ETF TRUST | 1.5M | $100.5M | 3.7% |
| 8 | IVEISHARES TR | 424,530 | $96.4M | 3.5% |
| 9 | BAIBLACKROCK ETF TRUST | 1.4M | $73.0M | 2.7% |
| 10 | COROBLACKROCK ETF TRUST | 1.9M | $69.1M | 2.5% |
| 11 | FENIFIDELITY COVINGTON TRUST | 1.7M | $69.0M | 2.5% |
| 12 | SCHMSCHWAB STRATEGIC TR | 1.7M | $63.2M | 2.3% |
| 13 | IALTBLACKROCK ETF TRUST | 2.1M | $59.4M | 2.2% |
| 14 | CLOABLACKROCK ETF TRUST II | 1.1M | $57.1M | 2.1% |
| 15 | PMBSPIMCO ETF TR | 1.1M | $53.8M | 2% |
| 16 | DMBSDOUBLELINE ETF TRUST | 1.1M | $53.2M | 1.9% |
| 17 | BONDPIMCO ETF TR | 569,047 | $52.5M | 1.9% |
| 18 | MTUMISHARES TR | 150,686 | $51.7M | 1.9% |
| 19 | IUSBISHARES TR | 1.1M | $50.3M | 1.8% |
| 20 | SPTLSPDR SERIES TRUST | 1.6M | $42.4M | 1.5% |
| 21 | SHLDGLOBAL X FDS | 587,492 | $35.1M | 1.3% |
| 22 | FSMDFIDELITY COVINGTON TRUST | 616,638 | $32.6M | 1.2% |
| 23 | THROBLACKROCK ETF TRUST | 747,703 | $32.2M | 1.2% |
| 24 | GOOGLALPHABET INC | 81,024 | $29.0M | 1.1% |
| 25 | RSPINVESCO EXCHANGE TRADED FD T | 128,355 | $27.3M | 1% |
| 26 | LLYELI LILLY & CO | 21,869 | $26.2M | 1% |
| 27 | BINCBLACKROCK ETF TRUST II | 465,922 | $24.4M | 0.9% |
| 28 | NVDANVIDIA CORPORATION | 120,359 | $24.1M | 0.9% |
| 29 | BNDXVANGUARD CHARLOTTE FDS | 491,698 | $23.8M | 0.9% |
| 30 | AMZNAMAZON COM INC | 98,091 | $23.4M | 0.8% |
| 31 | MBBISHARES TR | 238,354 | $22.5M | 0.8% |
| 32 | MSFTMICROSOFT CORP | 51,331 | $19.1M | 0.7% |
| 33 | VRTVERTIV HOLDINGS CO | 55,976 | $18.7M | 0.7% |
| 34 | VVISA INC | 53,274 | $18.3M | 0.7% |
| 35 | ANETARISTA NETWORKS INC | 105,735 | $18.0M | 0.7% |
| 36 | AAPLAPPLE INC | 59,497 | $17.2M | 0.6% |
| 37 | UBERUBER TECHNOLOGIES INC | 233,235 | $16.8M | 0.6% |
| 38 | EWEDWARDS LIFESCIENCES CORP | 174,962 | $15.8M | 0.6% |
| 39 | KOCOCA COLA CO | 189,933 | $15.4M | 0.6% |
| 40 | SYKSTRYKER CORPORATION | 48,645 | $15.3M | 0.6% |
| 41 | IAUISHARES GOLD TR | 197,676 | $14.9M | 0.5% |
| 42 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 57,347 | $14.3M | 0.5% |
| 43 | SPGIS&P GLOBAL INC | 34,253 | $13.9M | 0.5% |
| 44 | SCHWSCHWAB CHARLES CORP | 147,436 | $13.6M | 0.5% |
| 45 | APHAMPHENOL CORP | 72,030 | $12.7M | 0.5% |
| 46 | ASML HLDG NV | 5,796 | $11.5M | 0.4% |
| 47 | NFLXNETFLIX INC. | 156,583 | $11.2M | 0.4% |
| 48 | PANWPALO ALTO NETWORKS INC | 32,665 | $11.1M | 0.4% |
| 49 | ABTABBOTT LABORATORIES | 115,947 | $10.5M | 0.4% |
| 50 | NOWSERVICENOW INC | 105,607 | $10.5M | 0.4% |
| 51 | EATON CORP PLC | 24,315 | $10.4M | 0.4% |
| 52 | WTAIWISDOMTREE TR | 198,529 | $9.4M | 0.3% |
| 53 | IEFAISHARES TR | 97,468 | $9.4M | 0.3% |
| 54 | ICEINTERCONTINENTAL EXCHANGE IN | 75,467 | $9.3M | 0.3% |
| 55 | VTVVANGUARD INDEX FDS | 38,480 | $8.4M | 0.3% |
| 56 | ALCON AG | 123,742 | $8.3M | 0.3% |
| 57 | INTUINTUIT | 31,514 | $8.2M | 0.3% |
| 58 | LOWLOWES COS INC | 33,651 | $7.4M | 0.3% |
| 59 | CHDCHURCH & DWIGHT CO INC | 59,935 | $5.8M | 0.2% |
| 60 | SPTMSPDR SERIES TRUST | 62,504 | $5.7M | 0.2% |
| 61 | AQLTISHARES TR | 179,079 | $5.6M | 0.2% |
| 62 | SPUSTIDAL TRUST I | 94,221 | $5.4M | 0.2% |
| 63 | GSYINVESCO ACTIVELY MANAGED EXC | 101,940 | $5.1M | 0.2% |
| 64 | MINTPIMCO ETF TR | 50,466 | $5.1M | 0.2% |
| 65 | JPSTJ P MORGAN EXCHANGE TRADED F | 100,560 | $5.1M | 0.2% |
| 66 | FLOTISHARES TR | 98,597 | $5.0M | 0.2% |
| 67 | VIKING HOLDINGS LTD | 44,778 | $4.7M | 0.2% |
| 68 | ICSHISHARES TR | 92,129 | $4.7M | 0.2% |
| 69 | KBWBINVESCO EXCH TRADED FD TR II | 42,923 | $4.0M | 0.1% |
| 70 | OMFLINVESCO EXCH TRD SLF IDX FD | 55,036 | $3.8M | 0.1% |
| 71 | SPSKTIDAL TRUST I | 201,545 | $3.6M | 0.1% |
| 72 | SPWOSP FUNDS TRUST | 94,504 | $3.3M | 0.1% |
| 73 | GVIISHARES TR | 26,542 | $2.8M | 0.1% |
| 74 | IWDISHARES TR | 11,180 | $2.7M | 0.1% |
| 75 | IGVISHARES TR | 29,123 | $2.6M | 0.1% |
| 76 | VOOVANGUARD INDEX FDS | 3,433 | $2.4M | 0.1% |
| 77 | EWGISHARES INC | 47,108 | $1.9M | 0.1% |
| 78 | IEMGISHARES INC | 23,495 | $1.9M | 0.1% |
| 79 | METAMETA PLATFORMS INC | 3,396 | $1.9M | 0.1% |
| 80 | AGGISHARES TR | 17,815 | $1.8M | 0.1% |
| 81 | MNSTMONSTER BEVERAGE CORP NEW | 17,643 | $1.7M | 0.1% |
| 82 | SNOWSNOWFLAKE INC | 6,625 | $1.7M | 0.1% |
| 83 | COSTCOSTCO WHOLESALE CORPORATION | 1,562 | $1.5M | 0.1% |
| 84 | IVVISHARES TR | 1,938 | $1.5M | 0.1% |
| 85 | RJFRAYMOND JAMES FINL INC | 9,256 | $1.4M | 0.1% |
| 86 | GOOGALPHABET INC | 3,905 | $1.4M | 0.1% |
| 87 | SCHVSCHWAB STRATEGIC TR | 38,949 | $1.4M | 0% |
| 88 | QUALISHARES TR | 6,172 | $1.4M | 0% |
| 89 | AMEAMETEK INC | 5,422 | $1.3M | 0% |
| 90 | EFAISHARES TR | 12,345 | $1.3M | 0% |
| 91 | MSCIMSCI INC | 2,256 | $1.3M | 0% |
| 92 | BIRKENSTOCK HOLDING PLC | 28,609 | $1.2M | 0% |
| 93 | HDHOME DEPOT INC | 3,480 | $1.2M | 0% |
| 94 | GLWCORNING INC | 4,675 | $1.2M | 0% |
| 95 | DASHDOORDASH INC | 6,455 | $1.2M | 0% |
| 96 | TE CONNECTIVITY PLC | 5,747 | $1.2M | 0% |
| 97 | CPAYCORPAY INC | 3,439 | $1.1M | 0% |
| 98 | STERIS PLC | 5,415 | $1.1M | 0% |
| 99 | GMEDGLOBUS MED INC | 13,781 | $1.1M | 0% |
| 100 | TEAMATLASSIAN CORPORATION | 13,982 | $1.1M | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.