Advocacy Wealth Management

ATLANTA, GAfiles as Advocacy Wealth Management, LLC

$2.8bn in 151 US stocks at the end of 30 June 2026. The top 10 are 51.2% of the money. It changed about 18.6% of the portfolio this quarter.

Value

$2.8bn

Stocks

151

Top 10 share

51.2%

Turnover

18.6%

What changed this quarter

New

Bought for the first time this quarter.

Blackrock ETF TrustCORO
2.5% of the fund
Fidelity Covington TrustFENI
2.5% of the fund
Blackrock ETF TrustIALT
2.2% of the fund
EatonETN
0.4% of the fund
Viking HoldingsVIK
0.2% of the fund
Ishares TRIGV
<0.1% of the fund
SnowflakeSNOW
<0.1% of the fund
Advanced Micro DevicesAMD
<0.1% of the fund
Celsius HoldingsCELH
<0.1% of the fund
BroadcomAVGO
<0.1% of the fund
RBB FDUTWY
<0.1% of the fund
Chipotle Mexican GrillCMG
<0.1% of the fund
Micron TechnologyMU
<0.1% of the fund
TeslaTSLA
<0.1% of the fund
MastercardMA
<0.1% of the fund
Berkshire HathawayBRK-B
<0.1% of the fund
MerckMRK
<0.1% of the fund

Added

Bought more of a stock they already held.

Spdr Series TrustSPYM
18.4% of the fund
+45%
IsharesEMXC
4.5% of the fund
+132%
Spdr Index SHS FDSSPDW
4.2% of the fund
+9%
Pimco ETF TRPYLD
3.9% of the fund
+3%
Pimco ETF TRLDUR
3.9% of the fund
+3%
Schwab Strategic TRSCHM
2.3% of the fund
+8%
Blackrock ETF Trust IICLOA
2.1% of the fund
+4%
Pimco ETF TRPMBS
2.0% of the fund
+3%
Doubleline ETF TrustDMBS
1.9% of the fund
+3%
Pimco ETF TRBOND
1.9% of the fund
+4%
Ishares TRIUSB
1.8% of the fund
+168%
Global X FDSSHLD
1.3% of the fund
+25%
Fidelity Covington TrustFSMD
1.2% of the fund
+8%
Invesco Exchange Traded FD TRSP
1.0% of the fund
+4%
Blackrock ETF Trust IIBINC
0.9% of the fund
+2664%
Vanguard Charlotte FDSBNDX
0.9% of the fund
+10%
Ishares TRMBB
0.8% of the fund
+4%
Uber TechnologiesUBER
0.6% of the fund
+25%
StrykerSYK
0.6% of the fund
+24%
Ishares Gold TRIAU
0.5% of the fund
+7%
Ishares TRIEFA
0.3% of the fund
+5%
Vanguard Index FDSVTV
0.3% of the fund
+38%
AlconALC
0.3% of the fund
+99%
Church & DwightCHD
0.2% of the fund
+2%
Ishares TRAQLT
0.2% of the fund
+25%

Cut

Sold some of their stake.

Ishares TRIVW
4.0% of the fund
-3%
Ishares TRIVE
3.5% of the fund
-17%
Blackrock ETF TrustBAI
2.7% of the fund
-16%
Ishares TRMTUM
1.9% of the fund
-25%
Spdr Series TrustSPTL
1.5% of the fund
-59%
Blackrock ETF TrustTHRO
1.2% of the fund
-39%
S&P GlobalSPGI
0.5% of the fund
-2%
Charles SchwabSCHW
0.5% of the fund
-3%
AmphenolAPH
0.5% of the fund
-3%
ASML Holding NVASML
0.4% of the fund
-33%
Palo Alto NetworksPANW
0.4% of the fund
-60%
Abbott LaboratoriesABT
0.4% of the fund
-7%
ServiceNowNOW
0.4% of the fund
-14%
Wisdomtree TRWTAI
0.3% of the fund
-13%
IntuitINTU
0.3% of the fund
-11%
Lowe's CompaniesLOW
0.3% of the fund
-31%
Invesco Actively Managed EXCGSY
0.2% of the fund
-6%
Pimco ETF TRMINT
0.2% of the fund
-7%
J P Morgan Exchange Traded FJPST
0.2% of the fund
-7%
Ishares TRFLOT
0.2% of the fund
-13%
Ishares TRICSH
0.2% of the fund
-7%
Vanguard Index FDSVOO
<0.1% of the fund
-6%
Ishares TRQUAL
<0.1% of the fund
-98%
CorningGLW
<0.1% of the fund
-36%
Ishares TREFG
<0.1% of the fund
-8%

Sold out

Sold their entire stake.

AccentureACN
-100%
AdobeADBE
-100%
Franklin Templeton ETF TRFLIN
-100%
Ishares TREFV
-100%
Invesco Exchange Traded FD TXLG
-100%
Ishares TRMUB
-100%
Vanguard Index FDSVV
-100%
Pimco ETF TRLONZ
-100%
Angel OAK Funds TrustCARY
-100%

Holdings

Spdr Series TrustSPYM
Share
18.4%
Value
$508m
Shares
5,775,658
+45%
IsharesEMXC
Share
4.5%
Value
$123m
Shares
1,198,777
+132%
Spdr Index SHS FDSSPDW
Share
4.2%
Value
$114m
Shares
2,268,369
+9%
Ishares TRIVW
Share
4.0%
Value
$111m
Shares
807,434
-3%
Pimco ETF TRPYLD
Share
3.9%
Value
$107m
Shares
4,039,522
+3%
Pimco ETF TRLDUR
Share
3.9%
Value
$107m
Shares
1,115,335
+3%
Blackrock ETF TrustDYNF
Share
3.7%
Value
$101m
Shares
1,478,143
Held
Ishares TRIVE
Share
3.5%
Value
$96m
Shares
424,530
-17%
Blackrock ETF TrustBAI
Share
2.7%
Value
$73m
Shares
1,384,319
-16%
Blackrock ETF TrustCORO
Share
2.5%
Value
$69m
Shares
1,889,296
New
Fidelity Covington TrustFENI
Share
2.5%
Value
$69m
Shares
1,718,711
New
Schwab Strategic TRSCHM
Share
2.3%
Value
$63m
Shares
1,715,392
+8%
Blackrock ETF TrustIALT
Share
2.2%
Value
$59m
Shares
2,116,253
New
Blackrock ETF Trust IICLOA
Share
2.1%
Value
$57m
Shares
1,099,924
+4%
Pimco ETF TRPMBS
Share
2.0%
Value
$54m
Shares
1,089,742
+3%
Doubleline ETF TrustDMBS
Share
1.9%
Value
$53m
Shares
1,084,082
+3%
Pimco ETF TRBOND
Share
1.9%
Value
$52m
Shares
569,047
+4%
Ishares TRMTUM
Share
1.9%
Value
$52m
Shares
150,686
-25%
Ishares TRIUSB
Share
1.8%
Value
$50m
Shares
1,088,957
+168%
Spdr Series TrustSPTL
Share
1.5%
Value
$42m
Shares
1,614,833
-59%
Global X FDSSHLD
Share
1.3%
Value
$35m
Shares
587,492
+25%
Fidelity Covington TrustFSMD
Share
1.2%
Value
$33m
Shares
616,638
+8%
Blackrock ETF TrustTHRO
Share
1.2%
Value
$32m
Shares
747,703
-39%
AlphabetGOOGL
Share
1.1%
Value
$29m
Shares
81,024
Held
Invesco Exchange Traded FD TRSP
Share
1.0%
Value
$27m
Shares
128,355
+4%
Eli LillyLLY
Share
1.0%
Value
$26m
Shares
21,869
Held
Blackrock ETF Trust IIBINC
Share
0.9%
Value
$24m
Shares
465,922
+2664%
NvidiaNVDA
Share
0.9%
Value
$24m
Shares
120,359
Held
Vanguard Charlotte FDSBNDX
Share
0.9%
Value
$24m
Shares
491,698
+10%
Amazon.comAMZN
Share
0.8%
Value
$23m
Shares
98,091
Held
Ishares TRMBB
Share
0.8%
Value
$23m
Shares
238,354
+4%
MicrosoftMSFT
Share
0.7%
Value
$19m
Shares
51,331
Held
Vertiv HoldingsVRT
Share
0.7%
Value
$19m
Shares
55,976
Held
VisaV
Share
0.7%
Value
$18m
Shares
53,274
Held
Arista NetworksANET
Share
0.7%
Value
$18m
Shares
105,735
Held
AppleAAPL
Share
0.6%
Value
$17m
Shares
59,497
Held
Uber TechnologiesUBER
Share
0.6%
Value
$17m
Shares
233,235
+25%
Edwards LifesciencesEW
Share
0.6%
Value
$16m
Shares
174,962
Held
Coca-ColaKO
Share
0.6%
Value
$15m
Shares
189,933
Held
StrykerSYK
Share
0.6%
Value
$15m
Shares
48,645
+24%
Ishares Gold TRIAU
Share
0.5%
Value
$15m
Shares
197,676
+7%
Take TWO Interactive SoftwareTTWO
Share
0.5%
Value
$14m
Shares
57,347
Held
S&P GlobalSPGI
Share
0.5%
Value
$14m
Shares
34,253
-2%
Charles SchwabSCHW
Share
0.5%
Value
$14m
Shares
147,436
-3%
AmphenolAPH
Share
0.5%
Value
$13m
Shares
72,030
-3%
ASML Holding NVASML
Share
0.4%
Value
$12m
Shares
5,796
-33%
NetflixNFLX
Share
0.4%
Value
$11m
Shares
156,583
Held
Palo Alto NetworksPANW
Share
0.4%
Value
$11m
Shares
32,665
-60%
Abbott LaboratoriesABT
Share
0.4%
Value
$11m
Shares
115,947
-7%
ServiceNowNOW
Share
0.4%
Value
$10m
Shares
105,607
-14%
EatonETN
Share
0.4%
Value
$10m
Shares
24,315
New
Wisdomtree TRWTAI
Share
0.3%
Value
$9m
Shares
198,529
-13%
Ishares TRIEFA
Share
0.3%
Value
$9m
Shares
97,468
+5%
Intercontinental ExchangeICE
Share
0.3%
Value
$9m
Shares
75,467
Held
Vanguard Index FDSVTV
Share
0.3%
Value
$8m
Shares
38,480
+38%
AlconALC
Share
0.3%
Value
$8m
Shares
123,742
+99%
IntuitINTU
Share
0.3%
Value
$8m
Shares
31,514
-11%
Lowe's CompaniesLOW
Share
0.3%
Value
$7m
Shares
33,651
-31%
Church & DwightCHD
Share
0.2%
Value
$6m
Shares
59,935
+2%
Spdr Series TrustSPTM
Share
0.2%
Value
$6m
Shares
62,504
Held
Ishares TRAQLT
Share
0.2%
Value
$6m
Shares
179,079
+25%
Tidal Trust ISPUS
Share
0.2%
Value
$5m
Shares
94,221
+26%
Invesco Actively Managed EXCGSY
Share
0.2%
Value
$5m
Shares
101,940
-6%
Pimco ETF TRMINT
Share
0.2%
Value
$5m
Shares
50,466
-7%
J P Morgan Exchange Traded FJPST
Share
0.2%
Value
$5m
Shares
100,560
-7%
Ishares TRFLOT
Share
0.2%
Value
$5m
Shares
98,597
-13%
Viking HoldingsVIK
Share
0.2%
Value
$5m
Shares
44,778
New
Ishares TRICSH
Share
0.2%
Value
$5m
Shares
92,129
-7%
Invesco Exch Traded FD TR IIKBWB
Share
0.1%
Value
$4m
Shares
42,923
+10%
Invesco Exch TRD SLF IDX FDOMFL
Share
0.1%
Value
$4m
Shares
55,036
+12%
Tidal Trust ISPSK
Share
0.1%
Value
$4m
Shares
201,545
+69%
SP Funds TrustSPWO
Share
0.1%
Value
$3m
Shares
94,504
+23%
Ishares TRGVI
Share
0.1%
Value
$3m
Shares
26,542
Held
Ishares TRIWD
Share
<0.1%
Value
$3m
Shares
11,180
Held
Ishares TRIGV
Share
<0.1%
Value
$3m
Shares
29,123
New
Vanguard Index FDSVOO
Share
<0.1%
Value
$2m
Shares
3,433
-6%
IsharesEWG
Share
<0.1%
Value
$2m
Shares
47,108
+3%
IsharesIEMG
Share
<0.1%
Value
$2m
Shares
23,495
+13%
Meta PlatformsMETA
Share
<0.1%
Value
$2m
Shares
3,396
+8%
Ishares TRAGG
Share
<0.1%
Value
$2m
Shares
17,815
+50%
Monster BeverageMNST
Share
<0.1%
Value
$2m
Shares
17,643
Held
SnowflakeSNOW
Share
<0.1%
Value
$2m
Shares
6,625
New
Costco WholesaleCOST
Share
<0.1%
Value
$1m
Shares
1,562
+5%
Ishares TRIVV
Share
<0.1%
Value
$1m
Shares
1,938
+6%
Raymond James FinancialRJF
Share
<0.1%
Value
$1m
Shares
9,256
Held
AlphabetGOOG
Share
<0.1%
Value
$1m
Shares
3,905
Held
Schwab Strategic TRSCHV
Share
<0.1%
Value
$1m
Shares
38,949
Held
Ishares TRQUAL
Share
<0.1%
Value
$1m
Shares
6,172
-98%
AmetekAME
Share
<0.1%
Value
$1m
Shares
5,422
Held
Ishares TREFA
Share
<0.1%
Value
$1m
Shares
12,345
Held
MsciMSCI
Share
<0.1%
Value
$1m
Shares
2,256
+34%
Birkenstock HoldingBIRK
Share
<0.1%
Value
$1m
Shares
28,609
Held
Home DepotHD
Share
<0.1%
Value
$1m
Shares
3,480
+8%
CorningGLW
Share
<0.1%
Value
$1m
Shares
4,675
-36%
DoorDashDASH
Share
<0.1%
Value
$1m
Shares
6,455
+47%
TE ConnectivityTEL
Share
<0.1%
Value
$1m
Shares
5,747
Held
CorpayCPAY
Share
<0.1%
Value
$1m
Shares
3,439
Held
SterisSTE
Share
<0.1%
Value
$1m
Shares
5,415
+48%
Globus MedicalGMED
Share
<0.1%
Value
$1m
Shares
13,781
Held
AtlassianTEAM
Share
<0.1%
Value
$1m
Shares
13,982
Held

Company	Share of fund	Value	Shares	Change
Spdr Series TrustSPYM	18.4%	$508m	5,775,658	+45%
IsharesEMXC	4.5%	$123m	1,198,777	+132%
Spdr Index SHS FDSSPDW	4.2%	$114m	2,268,369	+9%
Ishares TRIVW	4.0%	$111m	807,434	-3%
Pimco ETF TRPYLD	3.9%	$107m	4,039,522	+3%
Pimco ETF TRLDUR	3.9%	$107m	1,115,335	+3%
Blackrock ETF TrustDYNF	3.7%	$101m	1,478,143	Held
Ishares TRIVE	3.5%	$96m	424,530	-17%
Blackrock ETF TrustBAI	2.7%	$73m	1,384,319	-16%
Blackrock ETF TrustCORO	2.5%	$69m	1,889,296	New
Fidelity Covington TrustFENI	2.5%	$69m	1,718,711	New
Schwab Strategic TRSCHM	2.3%	$63m	1,715,392	+8%
Blackrock ETF TrustIALT	2.2%	$59m	2,116,253	New
Blackrock ETF Trust IICLOA	2.1%	$57m	1,099,924	+4%
Pimco ETF TRPMBS	2.0%	$54m	1,089,742	+3%
Doubleline ETF TrustDMBS	1.9%	$53m	1,084,082	+3%
Pimco ETF TRBOND	1.9%	$52m	569,047	+4%
Ishares TRMTUM	1.9%	$52m	150,686	-25%
Ishares TRIUSB	1.8%	$50m	1,088,957	+168%
Spdr Series TrustSPTL	1.5%	$42m	1,614,833	-59%
Global X FDSSHLD	1.3%	$35m	587,492	+25%
Fidelity Covington TrustFSMD	1.2%	$33m	616,638	+8%
Blackrock ETF TrustTHRO	1.2%	$32m	747,703	-39%
AlphabetGOOGL	1.1%	$29m	81,024	Held
Invesco Exchange Traded FD TRSP	1.0%	$27m	128,355	+4%
Eli LillyLLY	1.0%	$26m	21,869	Held
Blackrock ETF Trust IIBINC	0.9%	$24m	465,922	+2664%
NvidiaNVDA	0.9%	$24m	120,359	Held
Vanguard Charlotte FDSBNDX	0.9%	$24m	491,698	+10%
Amazon.comAMZN	0.8%	$23m	98,091	Held
Ishares TRMBB	0.8%	$23m	238,354	+4%
MicrosoftMSFT	0.7%	$19m	51,331	Held
Vertiv HoldingsVRT	0.7%	$19m	55,976	Held
VisaV	0.7%	$18m	53,274	Held
Arista NetworksANET	0.7%	$18m	105,735	Held
AppleAAPL	0.6%	$17m	59,497	Held
Uber TechnologiesUBER	0.6%	$17m	233,235	+25%
Edwards LifesciencesEW	0.6%	$16m	174,962	Held
Coca-ColaKO	0.6%	$15m	189,933	Held
StrykerSYK	0.6%	$15m	48,645	+24%
Ishares Gold TRIAU	0.5%	$15m	197,676	+7%
Take TWO Interactive SoftwareTTWO	0.5%	$14m	57,347	Held
S&P GlobalSPGI	0.5%	$14m	34,253	-2%
Charles SchwabSCHW	0.5%	$14m	147,436	-3%
AmphenolAPH	0.5%	$13m	72,030	-3%
ASML Holding NVASML	0.4%	$12m	5,796	-33%
NetflixNFLX	0.4%	$11m	156,583	Held
Palo Alto NetworksPANW	0.4%	$11m	32,665	-60%
Abbott LaboratoriesABT	0.4%	$11m	115,947	-7%
ServiceNowNOW	0.4%	$10m	105,607	-14%
EatonETN	0.4%	$10m	24,315	New
Wisdomtree TRWTAI	0.3%	$9m	198,529	-13%
Ishares TRIEFA	0.3%	$9m	97,468	+5%
Intercontinental ExchangeICE	0.3%	$9m	75,467	Held
Vanguard Index FDSVTV	0.3%	$8m	38,480	+38%
AlconALC	0.3%	$8m	123,742	+99%
IntuitINTU	0.3%	$8m	31,514	-11%
Lowe's CompaniesLOW	0.3%	$7m	33,651	-31%
Church & DwightCHD	0.2%	$6m	59,935	+2%
Spdr Series TrustSPTM	0.2%	$6m	62,504	Held
Ishares TRAQLT	0.2%	$6m	179,079	+25%
Tidal Trust ISPUS	0.2%	$5m	94,221	+26%
Invesco Actively Managed EXCGSY	0.2%	$5m	101,940	-6%
Pimco ETF TRMINT	0.2%	$5m	50,466	-7%
J P Morgan Exchange Traded FJPST	0.2%	$5m	100,560	-7%
Ishares TRFLOT	0.2%	$5m	98,597	-13%
Viking HoldingsVIK	0.2%	$5m	44,778	New
Ishares TRICSH	0.2%	$5m	92,129	-7%
Invesco Exch Traded FD TR IIKBWB	0.1%	$4m	42,923	+10%
Invesco Exch TRD SLF IDX FDOMFL	0.1%	$4m	55,036	+12%
Tidal Trust ISPSK	0.1%	$4m	201,545	+69%
SP Funds TrustSPWO	0.1%	$3m	94,504	+23%
Ishares TRGVI	0.1%	$3m	26,542	Held
Ishares TRIWD	<0.1%	$3m	11,180	Held
Ishares TRIGV	<0.1%	$3m	29,123	New
Vanguard Index FDSVOO	<0.1%	$2m	3,433	-6%
IsharesEWG	<0.1%	$2m	47,108	+3%
IsharesIEMG	<0.1%	$2m	23,495	+13%
Meta PlatformsMETA	<0.1%	$2m	3,396	+8%
Ishares TRAGG	<0.1%	$2m	17,815	+50%
Monster BeverageMNST	<0.1%	$2m	17,643	Held
SnowflakeSNOW	<0.1%	$2m	6,625	New
Costco WholesaleCOST	<0.1%	$1m	1,562	+5%
Ishares TRIVV	<0.1%	$1m	1,938	+6%
Raymond James FinancialRJF	<0.1%	$1m	9,256	Held
AlphabetGOOG	<0.1%	$1m	3,905	Held
Schwab Strategic TRSCHV	<0.1%	$1m	38,949	Held
Ishares TRQUAL	<0.1%	$1m	6,172	-98%
AmetekAME	<0.1%	$1m	5,422	Held
Ishares TREFA	<0.1%	$1m	12,345	Held
MsciMSCI	<0.1%	$1m	2,256	+34%
Birkenstock HoldingBIRK	<0.1%	$1m	28,609	Held
Home DepotHD	<0.1%	$1m	3,480	+8%
CorningGLW	<0.1%	$1m	4,675	-36%
DoorDashDASH	<0.1%	$1m	6,455	+47%
TE ConnectivityTEL	<0.1%	$1m	5,747	Held
CorpayCPAY	<0.1%	$1m	3,439	Held
SterisSTE	<0.1%	$1m	5,415	+48%
Globus MedicalGMED	<0.1%	$1m	13,781	Held
AtlassianTEAM	<0.1%	$1m	13,982	Held

Showing the largest 100 of 151.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 68.9% since 30 June 2025.

Where the money is

Technology4.8%

Health care3.0%

Industrials2.4%

Financial services2.2%

Media & telecom2.1%

Retail & consumer1.4%

Everyday goods1.0%

Energy0.0%

Other83.1%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.