Advocacy Wealth Management, LLC

Q1 2026 13F Holdings

  • Location
    atlanta, GA
  • Num holdings

    143

  • Value ($000)

    $2,261,317

  • Date Filed
    05/12/2026
  • Form type
    13F-HR
  • CIK
    0001569452
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
KRE

SPDR SERIES TRUST

STATE STREET SPD
$304.84M
14 %

3,982,740

IVE

ISHARES TR

S&P 500 VAL ETF
$107.81M
5 %

510,593

KRE

SPDR SERIES TRUST

STATE STREET SPD
$104.64M
5 %

3,978,825

LDUR

PIMCO ETF TR

ENHNCD LW DUR AC
$103.56M
5 %

1,080,808

PYLD

PIMCO ETF TR

MULTISECTOR BD
$102.79M
5 %

3,923,285

SPDW

SPDR INDEX SHS FDS

STATE STREET SPD
$94.79M
4 %

2,076,370

IVW

ISHARES TR

S&P 500 GRWT ETF
$93.74M
4 %

828,745

DYNF

BLACKROCK ETF TRUST

ISHARES US EQUIT
$87.26M
4 %

1,499,775

QUAL

ISHARES TR

MSCI USA QLT FCT
$77.14M
3 %

402,172

CLOA

BLACKROCK ETF TRUST II

ISHARES AAA CLO
$54.62M
2 %

1,053,787

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