Advocacy Wealth Management, LLC 13F Holdings · Q2 2026
Advocacy Wealth Management, LLC reported 151 securities worth $2.75B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SPYM (18.44%), EMXC (4.46%), SPDW (4.15%). Among its top 25 positions this quarter: 3 new, 14 added, 8 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | $507.6M | 18.44% | 5.8M | Added |
| 2 | EMXC | ISHARES INC | $122.6M | 4.46% | 1.2M | Added |
| 3 | SPDW | SPDR INDEX SHS FDS | $114.3M | 4.15% | 2.3M | Added |
| 4 | IVW | ISHARES TR | $111.0M | 4.03% | 807,434 | Trimmed |
| 5 | PYLD | PIMCO ETF TR | $107.1M | 3.89% | 4.0M | Added |
| 6 | LDUR | PIMCO ETF TR | $106.6M | 3.87% | 1.1M | Added |
| 7 | DYNF | BLACKROCK ETF TRUST | $100.5M | 3.65% | 1.5M | Trimmed |
| 8 | IVE | ISHARES TR | $96.4M | 3.50% | 424,530 | Trimmed |
| 9 | BAI | BLACKROCK ETF TRUST | $73.0M | 2.65% | 1.4M | Trimmed |
| 10 | CORO | BLACKROCK ETF TRUST | $69.1M | 2.51% | 1.9M | New |
| 11 | FENI | FIDELITY COVINGTON TRUST | $69.0M | 2.51% | 1.7M | New |
| 12 | SCHM | SCHWAB STRATEGIC TR | $63.2M | 2.30% | 1.7M | Added |
| 13 | IALT | BLACKROCK ETF TRUST | $59.4M | 2.16% | 2.1M | New |
| 14 | CLOA | BLACKROCK ETF TRUST II | $57.1M | 2.07% | 1.1M | Added |
| 15 | PMBS | PIMCO ETF TR | $53.8M | 1.96% | 1.1M | Added |
| 16 | DMBS | DOUBLELINE ETF TRUST | $53.2M | 1.93% | 1.1M | Added |
| 17 | BOND | PIMCO ETF TR | $52.5M | 1.91% | 569,047 | Added |
| 18 | MTUM | ISHARES TR | $51.7M | 1.88% | 150,686 | Trimmed |
| 19 | IUSB | ISHARES TR | $50.3M | 1.83% | 1.1M | Added |
| 20 | SPTL | SPDR SERIES TRUST | $42.4M | 1.54% | 1.6M | Trimmed |
| 21 | SHLD | GLOBAL X FDS | $35.1M | 1.27% | 587,492 | Added |
| 22 | FSMD | FIDELITY COVINGTON TRUST | $32.6M | 1.18% | 616,638 | Added |
| 23 | THRO | BLACKROCK ETF TRUST | $32.2M | 1.17% | 747,703 | Trimmed |
| 24 | GOOGL | ALPHABET INC | $29.0M | 1.05% | 81,024 | Trimmed |
| 25 | RSP | INVESCO EXCHANGE TRADED FD T | $27.3M | 0.99% | 128,355 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR