Advocacy Wealth Management, LLC
Q3 2025 13F Holdings
- Locationatlanta, GA
- Num holdings
142
- Value ($000)
$2,303,835
- Date Filed 11/14/2025
- Form type13F-HR
- CIK 0001569452
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
K SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | $243.95M | 11 % | 3,113,972 | ||
Q ISHARES TR | MSCI USA QLT FCT | 46432F339 | $121.51M | 5 % | 624,740 | ||
D BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $112.93M | 5 % | 1,907,589 | ||
K SPDR SERIES TRUST | PORTFOLIO LN TSR | 78464A664 | $105.95M | 5 % | 3,931,385 | ||
I ISHARES TR | S&P 500 GRWT ETF | 464287309 | $91.14M | 4 % | 754,939 | ||
P PIMCO ETF TR | MULTISECTOR BD | 72201R585 | $88.58M | 4 % | 3,300,390 | ||
L PIMCO ETF TR | ENHNCD LW DUR AC | 72201R718 | $85.72M | 4 % | 891,551 | ||
S SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $85.49M | 4 % | 1,997,901 | ||
E ISHARES TR | EAFE VALUE ETF | 464288877 | $77.15M | 3 % | 1,137,400 | ||
I ISHARES TR | S&P 500 VAL ETF | 464287408 | $76.30M | 3 % | 369,492 |
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