Advocacy Wealth Management, LLC
CIK 1569452 · Holdings on Jun 30, 2025 · First reported Aug 13, 2025
Top ten holdings
Q2 2025- SPYM13.86%
- SPTL5.95%
- DYNF5.50%
- PYLD5.25%
- IVW5.06%
- SPDW5.02%
- QUAL4.89%
- EFV4.36%
- IVE4.14%
- PMBS3.94%
Share classes counted separately57.97%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SPYMWeight decreased · -3.75 pp17.61% → 13.86%Shares -824.20K (-20.96%)
- EMXCWeight decreased · -1.98 pp4.11% → 2.13%Shares -545.59K (-49.85%)
- EFVWeight increased · +1.52 pp2.84% → 4.36%Shares +412.86K (+58.39%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SPYMSTE STR SPDR PT S&P 500 ETFPORTFOLIO S&P500 View history and evidence | $225.91M | 13.86% | 3.11M shares | 17.61% → 13.86%-3.75 pp -824.20K (-20.96%) | Reduced | ↗▾ |
| 02 | SPTLSS SPDR PF LNG TRM TSY E-USDPORTFOLIO LN TSR View history and evidence | $96.94M | 5.95% | 3.65M shares | 5.10% → 5.95%+0.85 pp +900.07K (+32.76%) | Added | ↗▾ |
| 03 | DYNFISHRS US E F R A ETF-USD INCISHARES US EQUIT View history and evidence | $89.58M | 5.50% | 1.64M shares | 5.40% → 5.50%+0.10 pp +19.33K (+1.19%) | Added | ↗▾ |
| 04 | PYLDPIMCO MULTISECTOR BOND ACTVMULTISECTOR BD View history and evidence | $85.61M | 5.25% | 3.23M shares | 5.40% → 5.25%-0.15 pp +214.36K (+7.12%) | Added | ↗▾ |
| 05 | IVWISHARES S&P 500 GROWTH ETFS&P 500 GRWT ETF View history and evidence | $82.45M | 5.06% | 748.84K shares | 5.09% → 5.06%-0.03 pp -56.18K (-6.98%) | Reduced | ↗▾ |
| 06 | SPDWSTE STR SPDR PT DW EU ETFPORTFOLIO DEVLPD View history and evidence | $81.87M | 5.02% | 2.02M shares | 5.15% → 5.02%-0.13 pp -56.41K (-2.71%) | Reduced | ↗▾ |
| 07 | QUALISHARES MSCI USA QUALITY FACMSCI USA QLT FCT View history and evidence | $79.68M | 4.89% | 435.85K shares | 4.82% → 4.89%+0.07 pp +21.99K (+5.31%) | Added | ↗▾ |
| 08 | EFVISHARES MSCI EAFE VALUE ETFEAFE VALUE ETF View history and evidence | $71.09M | 4.36% | 1.12M shares | 2.84% → 4.36%+1.52 pp +412.86K (+58.39%) | Added | ↗▾ |
| 09 | IVEISHARES S&P 500 VALUE ETFS&P 500 VAL ETF View history and evidence | $67.52M | 4.14% | 345.51K shares | 3.69% → 4.14%+0.45 pp +61.18K (+21.52%) | Added | ↗▾ |
| 10 | PMBSPIMCO MBS ACTIVE ETFMTG BKD SECS ACT View history and evidence | $64.16M | 3.94% | 1.31M shares | 4.05% → 3.94%-0.11 pp +95.05K (+7.84%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| HEFA ISHA CURR HEDGED MSCI EAFE | Non-derivative | -456,158 | -$16.55M | SEC filing ↗ | SEC filing ↗ |
1 / 1 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1569452 · Period 2025-06-30
Data loaded 2026-09-23 · First reported 2025-08-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1629448350
}Research all 63 reported holdings.
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