Strategic Advocates
SACRAMENTO, CAfiles as Strategic Advocates LLC
$26m in 259 US stocks at the end of 30 June 2026. The top 10 are 42.5% of the money. It changed about 13.0% of the portfolio this quarter.
Value
$26m
Stocks
259
Top 10 share
42.5%
Turnover
13.0%
What changed this quarter
New
Bought for the first time this quarter.
- Lam ResearchLRCX0.4% of the fund
- StellantisSTLA0.1% of the fund
- Rocket LabRKLB0.1% of the fund
- Planet Labs PBCPL0.1% of the fund
- DOWDOW0.1% of the fund
- BlackSky TechnologyBKSY0.1% of the fund
- Space Exploration TechnologiesSPCX<0.1% of the fund
- Eos Energy EnterprisesEOSE<0.1% of the fund
- YUM BrandsYUM<0.1% of the fund
- Ishares TRDGRO<0.1% of the fund
- Seanergy Maritime HoldingsSHIP<0.1% of the fund
- Honeywell InternationalHON<0.1% of the fund
- Honeywell AerospaceHONA<0.1% of the fund
- abrdn Income Credit Strategies FundACP<0.1% of the fund
- Yum China HoldingsYUMC<0.1% of the fund
- MerckMRK<0.1% of the fund
- Johnson & JohnsonJNJ<0.1% of the fund
- DBX ETF TRHYLB<0.1% of the fund
- Vanguard BD Index FDSBSV<0.1% of the fund
- Monster BeverageMNST<0.1% of the fund
Added
Bought more of a stock they already held.
- Invesco Exchange Traded FD TRPV5.5% of the fund+2%
- Vanguard World FDVDC2.1% of the fund+27%
- NvidiaNVDA2.1% of the fund+9%
- Vanguard Whitehall FDSVYM1.9% of the fund+90%
- Vanguard Whitehall FDSVWOB1.8% of the fund+3%
- TeslaTSLA1.5% of the fund+10%
- Arista NetworksANET1.1% of the fund+15%
- Schwab Strategic TRSCHR1.1% of the fund+84%
- Schwab Strategic TRSCHF1.0% of the fund+80%
- AmphenolAPH0.9% of the fund+92%
- Vertiv HoldingsVRT0.7% of the fund+9%
- Advanced Micro DevicesAMD0.6% of the fund+101%
- American ExpressAXP0.6% of the fund+7%
- Freeport-McMoRanFCX0.6% of the fund+10%
- Quanta ServicesPWR0.6% of the fund+13%
- Spdr Series TrustSPHY0.6% of the fund+5%
- Comfort Systems USAFIX0.6% of the fund+3%
- AlphabetGOOGL0.6% of the fund+6%
- Interactive Brokers GroupIBKR0.5% of the fund+31%
- AppLovinAPP0.4% of the fund+6%
- Vanguard Index FDSVOT0.3% of the fund+24%
- CloudflareNET0.3% of the fund+14%
- LAS Vegas SandsLVS0.3% of the fund+88%
- Monolithic Power SystemsMPWR0.2% of the fund+24%
- Astera LabsALAB0.2% of the fund+991%
Cut
Sold some of their stake.
- Vanguard BD Index FDSBIV4.3% of the fund-2%
- Spdr Series TrustSPLB3.2% of the fund-3%
- Spdr Gold TRGLD3.0% of the fund-3%
- IonQIONQ1.4% of the fund-4%
- Pimco ETF TRHYS1.4% of the fund-3%
- Fidelity Covington TrustFDLO1.4% of the fund-29%
- Vanguard World FDVDE1.2% of the fund-12%
- DatadogDDOG1.2% of the fund-5%
- Ishares TRIYH1.0% of the fund-41%
- General ElectricGE1.0% of the fund-21%
- D-Wave QuantumQBTS0.9% of the fund-6%
- Select Sector Spdr TRXLU0.8% of the fund-21%
- Schwab Strategic TRSCHQ0.7% of the fund-24%
- Palantir TechnologiesPLTR0.7% of the fund-13%
- EMCOR GroupEME0.6% of the fund-4%
- Palo Alto NetworksPANW0.6% of the fund-24%
- Meta PlatformsMETA0.5% of the fund-6%
- Intuitive SurgicalISRG0.5% of the fund-6%
- Rigetti ComputingRGTI0.5% of the fund-4%
- Howmet AerospaceHWM0.5% of the fund-11%
- NetAppNTAP0.5% of the fund-19%
- ArganAGX0.4% of the fund-17%
- MicrosoftMSFT0.4% of the fund-25%
- International Business MachinesIBM0.4% of the fund-8%
- NetflixNFLX0.3% of the fund-21%
Sold out
Sold their entire stake.
- ChevronCVX-100%
- Equinor ASAEQNR-100%
- Hess Midstream LPHESM-100%
- Knife RiverKNF-100%
- CienaCIEN-100%
- Redwood TrustRWT-100%
- Kinder MorganKMI-100%
- AppfolioAPPF-100%
- ParsonsPSN-100%
- MARA HoldingsMARA-100%
- FabrinetFN-100%
- VertexVERX-100%
- DuolingoDUOL-100%
- Ryerson HoldingRYZ-100%
- ZscalerZS-100%
- AbbVieABBV-100%
- KLAKLAC-100%
- Best BUYBBY-100%
- Honeywell InternationalHON-100%
- Select Sector Spdr TRXLV-100%
- ElasticESTC-100%
- Colgate-PalmoliveCL-100%
- SynopsysSNPS-100%
- Procter & GamblePG-100%
- Main Street CapitalMAIN-100%
Holdings
- Invesco QQQ TRQQQ
- Share
- 7.1%
- Value
- $2m
- Shares
- 2,476
Held
- Spdr Series TrustKOMP
- Share
- 6.5%
- Value
- $2m
- Shares
- 23,585
Held
- Invesco Exchange Traded FD TRPV
- Share
- 5.5%
- Value
- $1m
- Shares
- 12,445
+2%
- Vanguard BD Index FDSBIV
- Share
- 4.3%
- Value
- $1m
- Shares
- 14,419
-2%
- IsharesIEMG
- Share
- 4.1%
- Value
- $1m
- Shares
- 12,873
Held
- Vanguard Admiral FDSVIOG
- Share
- 3.9%
- Value
- $994,622
- Shares
- 6,483
Held
- Spdr Series TrustSPLB
- Share
- 3.2%
- Value
- $831,846
- Shares
- 37,136
-3%
- Spdr Gold TRGLD
- Share
- 3.0%
- Value
- $771,756
- Shares
- 2,095
-3%
- Ishares TRIGSB
- Share
- 2.8%
- Value
- $728,237
- Shares
- 13,895
Held
- Vanguard World FDVDC
- Share
- 2.1%
- Value
- $555,156
- Shares
- 2,462
+27%
- Vanguard Whitehall FDSVYM
- Share
- 1.9%
- Value
- $493,844
- Shares
- 3,125
+90%
- Vanguard Whitehall FDSVWOB
- Share
- 1.8%
- Value
- $460,460
- Shares
- 6,848
+3%
- Pimco ETF TRHYS
- Share
- 1.4%
- Value
- $356,218
- Shares
- 3,809
-3%
- Fidelity Covington TrustFDLO
- Share
- 1.4%
- Value
- $349,055
- Shares
- 5,108
-29%
- Vanguard World FDVDE
- Share
- 1.2%
- Value
- $316,624
- Shares
- 2,109
-12%
- Schwab Strategic TRSCHR
- Share
- 1.1%
- Value
- $272,074
- Shares
- 11,033
+84%
- Schwab Strategic TRSCHF
- Share
- 1.0%
- Value
- $260,712
- Shares
- 9,412
+80%
- Ishares TRIYH
- Share
- 1.0%
- Value
- $259,061
- Shares
- 3,866
-41%
- Blackrock Muniholdings California Quality FundMUC
- Share
- 1.0%
- Value
- $248,605
- Shares
- 22,621
Held
- Select Sector Spdr TRXLU
- Share
- 0.8%
- Value
- $218,403
- Shares
- 4,817
-21%
- Schwab Strategic TRSCHQ
- Share
- 0.7%
- Value
- $180,194
- Shares
- 5,757
-24%
- Spdr Series TrustSPHY
- Share
- 0.6%
- Value
- $145,867
- Shares
- 6,223
+5%
- Nuveen California Quality Municipal Income FundNAC
- Share
- 0.5%
- Value
- $126,048
- Shares
- 10,400
Held
- Valkyrie ETF Trust IIWGMI
- Share
- 0.4%
- Value
- $113,526
- Shares
- 1,800
Held
- Energy Transfer L PET
- Share
- 0.4%
- Value
- $95,600
- Shares
- 5,000
Held
- Fidelity Wise Origin BitcoinFBTC
- Share
- 0.3%
- Value
- $81,221
- Shares
- 1,591
Held
- Vanguard Index FDSVOT
- Share
- 0.3%
- Value
- $75,350
- Shares
- 246
+24%
- Ishares TRIWP
- Share
- 0.3%
- Value
- $73,498
- Shares
- 502
Held
- Global X FDSQYLD
- Share
- 0.2%
- Value
- $55,474
- Shares
- 3,010
Held
- Vanguard Scottsdale FDSVGSH
- Share
- 0.2%
- Value
- $50,343
- Shares
- 865
Held
- Ishares TRARTY
- Share
- 0.2%
- Value
- $46,762
- Shares
- 614
-6%
- Spdr Series TrustSLYG
- Share
- 0.2%
- Value
- $45,150
- Shares
- 379
Held
- Vanguard Index FDSVUG
- Share
- 0.2%
- Value
- $43,931
- Shares
- 510
Held
- Sprott Asset Management LPPHYS
- Share
- 0.2%
- Value
- $43,565
- Shares
- 1,444
-17%
- Exchange Traded Concepts TRUTHNQ
- Share
- 0.2%
- Value
- $41,865
- Shares
- 459
+2%
- Spdr Series TrustSPYM
- Share
- 0.2%
- Value
- $40,688
- Shares
- 463
-29%
- Vanguard Index FDSVOO
- Share
- 0.2%
- Value
- $39,488
- Shares
- 57
Held
- Vanguard World FDVGT
- Share
- 0.1%
- Value
- $38,393
- Shares
- 321
Held
- ARK ETF TRARKQ
- Share
- 0.1%
- Value
- $38,344
- Shares
- 290
-4%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Invesco QQQ TRQQQ | 7.1% | $2m | 2,476 | Held |
| Spdr Series TrustKOMP | 6.5% | $2m | 23,585 | Held |
| Invesco Exchange Traded FD TRPV | 5.5% | $1m | 12,445 | +2% |
| Vanguard BD Index FDSBIV | 4.3% | $1m | 14,419 | -2% |
| IsharesIEMG | 4.1% | $1m | 12,873 | Held |
| Vanguard Admiral FDSVIOG | 3.9% | $994,622 | 6,483 | Held |
| Spdr Series TrustSPLB | 3.2% | $831,846 | 37,136 | -3% |
| Spdr Gold TRGLD | 3.0% | $771,756 | 2,095 | -3% |
| Ishares TRIGSB | 2.8% | $728,237 | 13,895 | Held |
| Vanguard World FDVDC | 2.1% | $555,156 | 2,462 | +27% |
| IntelINTC | 2.1% | $544,557 | 3,900 | Held |
| NvidiaNVDA | 2.1% | $543,645 | 2,717 | +9% |
| Vanguard Whitehall FDSVYM | 1.9% | $493,844 | 3,125 | +90% |
| Vanguard Whitehall FDSVWOB | 1.8% | $460,460 | 6,848 | +3% |
| TeslaTSLA | 1.5% | $387,373 | 921 | +10% |
| IonQIONQ | 1.4% | $373,459 | 7,012 | -4% |
| Pimco ETF TRHYS | 1.4% | $356,218 | 3,809 | -3% |
| Fidelity Covington TrustFDLO | 1.4% | $349,055 | 5,108 | -29% |
| AppleAAPL | 1.2% | $322,058 | 1,113 | Held |
| Vanguard World FDVDE | 1.2% | $316,624 | 2,109 | -12% |
| DatadogDDOG | 1.2% | $311,911 | 1,198 | -5% |
| BroadcomAVGO | 1.2% | $311,644 | 825 | Held |
| Arista NetworksANET | 1.1% | $278,094 | 1,637 | +15% |
| Schwab Strategic TRSCHR | 1.1% | $272,074 | 11,033 | +84% |
| Schwab Strategic TRSCHF | 1.0% | $260,712 | 9,412 | +80% |
| Ishares TRIYH | 1.0% | $259,061 | 3,866 | -41% |
| General ElectricGE | 1.0% | $251,147 | 672 | -21% |
| Blackrock Muniholdings California Quality FundMUC | 1.0% | $248,605 | 22,621 | Held |
| D-Wave QuantumQBTS | 0.9% | $234,670 | 9,782 | -6% |
| AmphenolAPH | 0.9% | $231,332 | 1,312 | +92% |
| Select Sector Spdr TRXLU | 0.8% | $218,403 | 4,817 | -21% |
| Amazon.comAMZN | 0.8% | $201,397 | 845 | Held |
| Twist BioscienceTWST | 0.7% | $182,406 | 1,773 | Held |
| Schwab Strategic TRSCHQ | 0.7% | $180,194 | 5,757 | -24% |
| Vertiv HoldingsVRT | 0.7% | $169,084 | 505 | +9% |
| Palantir TechnologiesPLTR | 0.7% | $168,821 | 1,447 | -13% |
| Advanced Micro DevicesAMD | 0.6% | $167,302 | 288 | +101% |
| EMCOR GroupEME | 0.6% | $157,677 | 190 | -4% |
| American ExpressAXP | 0.6% | $157,286 | 465 | +7% |
| Freeport-McMoRanFCX | 0.6% | $156,533 | 2,489 | +10% |
| Quanta ServicesPWR | 0.6% | $156,249 | 217 | +13% |
| Palo Alto NetworksPANW | 0.6% | $147,662 | 433 | -24% |
| Spdr Series TrustSPHY | 0.6% | $145,867 | 6,223 | +5% |
| Comfort Systems USAFIX | 0.6% | $144,682 | 73 | +3% |
| AlphabetGOOGL | 0.6% | $144,020 | 403 | +6% |
| Meta PlatformsMETA | 0.5% | $140,823 | 250 | -6% |
| Intuitive SurgicalISRG | 0.5% | $139,188 | 350 | -6% |
| Rigetti ComputingRGTI | 0.5% | $139,123 | 7,201 | -4% |
| Interactive Brokers GroupIBKR | 0.5% | $137,610 | 1,581 | +31% |
| Howmet AerospaceHWM | 0.5% | $131,741 | 490 | -11% |
| NetAppNTAP | 0.5% | $129,070 | 834 | -19% |
| Nuveen California Quality Municipal Income FundNAC | 0.5% | $126,048 | 10,400 | Held |
| Valkyrie ETF Trust IIWGMI | 0.4% | $113,526 | 1,800 | Held |
| Lam ResearchLRCX | 0.4% | $108,333 | 250 | New |
| ArganAGX | 0.4% | $107,804 | 135 | -17% |
| AppLovinAPP | 0.4% | $103,561 | 201 | +6% |
| MicrosoftMSFT | 0.4% | $103,327 | 277 | -25% |
| International Business MachinesIBM | 0.4% | $101,517 | 361 | -8% |
| Energy Transfer L PET | 0.4% | $95,600 | 5,000 | Held |
| SentinelOneS | 0.3% | $84,850 | 5,000 | Held |
| GlobalfoundriesGFS | 0.3% | $82,410 | 1,000 | Held |
| Fidelity Wise Origin BitcoinFBTC | 0.3% | $81,221 | 1,591 | Held |
| EnproNPO | 0.3% | $75,386 | 200 | Held |
| Vanguard Index FDSVOT | 0.3% | $75,350 | 246 | +24% |
| CloudflareNET | 0.3% | $75,301 | 307 | +14% |
| Ishares TRIWP | 0.3% | $73,498 | 502 | Held |
| NetflixNFLX | 0.3% | $69,044 | 967 | -21% |
| BWX TechnologiesBWXT | 0.3% | $68,711 | 353 | -21% |
| Bloom EnergyBE | 0.3% | $67,502 | 223 | Held |
| LAS Vegas SandsLVS | 0.3% | $67,253 | 1,456 | +88% |
| Ginkgo Bioworks HoldingsDNA | 0.3% | $66,764 | 6,737 | -7% |
| Home DepotHD | 0.3% | $65,951 | 187 | -3% |
| StrategyMSTR | 0.3% | $65,545 | 754 | -17% |
| Monolithic Power SystemsMPWR | 0.2% | $63,589 | 46 | +24% |
| Coca-ColaKO | 0.2% | $62,876 | 774 | Held |
| CRISPR Therapeutics AGCRSP | 0.2% | $62,557 | 1,147 | -14% |
| Walt DisneyDIS | 0.2% | $61,311 | 637 | Held |
| Astera LabsALAB | 0.2% | $57,962 | 120 | +991% |
| Global X FDSQYLD | 0.2% | $55,474 | 3,010 | Held |
| Idexx LaboratoriesIDXX | 0.2% | $54,750 | 104 | +51% |
| RambusRMBS | 0.2% | $53,494 | 403 | +40% |
| Vanguard Scottsdale FDSVGSH | 0.2% | $50,343 | 865 | Held |
| Verizon CommunicationsVZ | 0.2% | $48,503 | 1,146 | Held |
| MongoDBMDB | 0.2% | $48,370 | 144 | +25% |
| Rio TintoRIO | 0.2% | $47,465 | 500 | Held |
| Cleveland-CliffsCLF | 0.2% | $46,950 | 5,000 | +25% |
| Ishares TRARTY | 0.2% | $46,762 | 614 | -6% |
| Dycom IndustriesDY | 0.2% | $46,514 | 92 | +1433% |
| Spdr Series TrustSLYG | 0.2% | $45,150 | 379 | Held |
| Vanguard Index FDSVUG | 0.2% | $43,931 | 510 | Held |
| Sprott Asset Management LPPHYS | 0.2% | $43,565 | 1,444 | -17% |
| Halozyme TherapeuticsHALO | 0.2% | $43,440 | 555 | +450% |
| Exchange Traded Concepts TRUTHNQ | 0.2% | $41,865 | 459 | +2% |
| Spdr Series TrustSPYM | 0.2% | $40,688 | 463 | -29% |
| Berkshire HathawayBRK-B | 0.2% | $40,532 | 81 | Held |
| AlbemarleALB | 0.2% | $40,509 | 300 | Held |
| Vanguard Index FDSVOO | 0.2% | $39,488 | 57 | Held |
| Vanguard World FDVGT | 0.1% | $38,393 | 321 | Held |
| ARK ETF TRARKQ | 0.1% | $38,344 | 290 | -4% |
| CBL & Associates PropertiesCBL | 0.1% | $38,012 | 716 | Held |
Showing the largest 100 of 259.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 92.3% since 30 June 2025.
Where the money is
Technology19.1%
Industrials6.2%
Retail & consumer3.2%
Health care2.6%
Media & telecom2.2%
Materials1.9%
Financial services1.9%
Everyday goods0.3%
Real estate0.2%
Utilities0.2%
Energy0.1%
Other62.1%
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.