Financial Advocates Investment Management

Q3 2025 13F Holdings

  • Location
    olympia, WA
  • Num holdings

    104

  • Value ($000)

    $177,876

  • Date Filed
    11/06/2025
  • Form type
    13F-HR
  • CIK
    0001730293
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AAPL

APPLE INC

COM
037833100
$18.17M
10 %

71,372

G
GQ9

SPDR GOLD TR

GOLD SHS
78463V107
$7.76M
4 %

21,837

A
AOA

ISHARES TR

CORE 80/20 AGGRE
464289859
$6.31M
4 %

71,608

M
MINT

PIMCO ETF TR

ENHAN SHRT MA AC
72201R833
$6.03M
3 %

59,889

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$5.68M
3 %

8,485

I
IUSB

ISHARES TR

CORE TOTAL USD
46434V613
$4.74M
3 %

101,424

X
XLG

INVESCO EXCHANGE TRADED FD T

S&P 500 TOP 50
46137V233
$4.63M
3 %

80,409

P
PTLC

PACER FDS TR

TRENDP US LAR CP
69374H105
$4.51M
3 %

82,362

A
AOM

ISHARES TR

CORE 40/60 MODER
464289875
$4.44M
3 %

93,348

I
ITA

ISHARES TR

US AER DEF ETF
464288760
$4.18M
2 %

19,979

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