Advocacy Wealth Management, LLC
CIK 1569452 · Holdings on Jun 30, 2026 · First reported Jul 29, 2026
Top ten holdings
Q2 2026- SPYM18.44%
- EMXC4.46%
- SPDW4.15%
- IVW4.03%
- PYLD3.89%
- LDUR3.87%
- DYNF3.65%
- IVE3.50%
- BAI2.65%
- CORO2.51%
Share classes counted separately51.15%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SPYMWeight increased · +4.96 pp13.48% → 18.44%Shares +1.79M (+45.02%)
- SPTLWeight decreased · -3.09 pp4.63% → 1.54%Shares -2.36M (-59.41%)
- EMXCWeight increased · +2.66 pp1.80% → 4.46%Shares +682.21K (+132.06%)
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 ETFST STR P500ETF View history and evidence | $507.56M | 18.44% | 5.78M shares | 13.48% → 18.44%+4.96 pp +1.79M (+45.02%) | Added | ↗▾ |
| 02 | EMXCISHARES MSCI EMR MRK EX CHNAMSCI EMRG CHN View history and evidence | $122.63M | 4.46% | 1.20M shares | 1.80% → 4.46%+2.66 pp +682.21K (+132.06%) | Added | ↗▾ |
| 03 | SPDWSTE STR SPDR PT DW EU ETFST STR PO EX ETF View history and evidence | $114.30M | 4.15% | 2.27M shares | 4.19% → 4.15%-0.04 pp +192.00K (+9.25%) | Added | ↗▾ |
| 04 | IVWISHARES S&P 500 GROWTH ETFS&P 500 GRWT ETF View history and evidence | $111.05M | 4.03% | 807.43K shares | 4.15% → 4.03%-0.12 pp -21.31K (-2.57%) | Reduced | ↗▾ |
| 05 | PYLDPIMCO MULTISECTOR BOND ACTVMULTISECTOR BD View history and evidence | $107.13M | 3.89% | 4.04M shares | 4.55% → 3.89%-0.66 pp +116.24K (+2.96%) | Added | ↗▾ |
| 06 | LDURPIMCO ENHANCED LOW DURATIONENHNCD LW DUR AC View history and evidence | $106.64M | 3.87% | 1.12M shares | 4.58% → 3.87%-0.71 pp +34.53K (+3.19%) | Added | ↗▾ |
| 07 | DYNFISHRS US E F R A ETF-USD INCISHARES US EQUIT View history and evidence | $100.53M | 3.65% | 1.48M shares | 3.86% → 3.65%-0.21 pp -21.63K (-1.44%) | Reduced | ↗▾ |
| 08 | IVEISHARES S&P 500 VALUE ETFS&P 500 VAL ETF View history and evidence | $96.39M | 3.50% | 424.53K shares | 4.77% → 3.50%-1.27 pp -86.06K (-16.86%) | Reduced | ↗▾ |
| 09 | BAIISHRS AI IN AND TECH ACT ETFISHA I IN TE ETF View history and evidence | $72.98M | 2.65% | 1.38M shares | 2.40% → 2.65%+0.25 pp -263.13K (-15.97%) | Reduced | ↗▾ |
| 10 | COROISH INTL CTRY ROT ACT ETFISHA IN CTRY ETF View history and evidence | $69.15M | 2.51% | 1.89M shares | Prior unavailable +1.89M | New | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 9
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| ACN ACCENTURE PLC-CL A | Non-derivative | -27,729 | -$5.50M | SEC filing ↗ | SEC filing ↗ |
| ADBE ADOBE INC | Non-derivative | -21,512 | -$5.23M | SEC filing ↗ | SEC filing ↗ |
| FLIN FRANKLIN FTSE INDIA ETF | Non-derivative | -99,179 | -$3.29M | SEC filing ↗ | SEC filing ↗ |
3 / 9 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 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-29
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 2752113630
}Research all 151 reported holdings.
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