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Advisory Advocates, LLC

Q1 2026 13F Holdings

  • Location
    grand rapids, MI
  • Num holdings

    160

  • Value ($000)

    $97,927

  • Date Filed
    05/05/2026
  • Form type
    13F-HR
  • CIK
    0002111697
  • 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
S
SDVD

FIRST TR EXCH TRADED FD III

FT VEST SMID
33738D820
$3.26M
3 %

150,316

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$2.23M
2 %

3,735

X
XSSPX

NUVEEN S&P 500 DYNAMIC OVERW

COM
6706EW100
$2.19M
2 %

136,490

R
RDVI

FIRST TR EXCHANGE-TRADED FD

FT VEST RIS
33738D879
$2.02M
2 %

79,023

U
UTF

COHEN & STEERS INFRASTRUCTUR

COM
19248A109
$2.02M
2 %

77,897

S
STK

COLUMBIA SELIGM PREM TECH GR

COM
19842X109
$1.79M
2 %

47,309

A
AAPL

APPLE INC

COM
037833100
$1.71M
2 %

6,745

A
ADX

ADAMS DIVERSIFIED EQUITY FD

COM
006212104
$1.69M
2 %

77,018

J
JEPQ

J P MORGAN EXCHANGE TRADED F

NASDAQ EQT PREM
46654Q203
$1.64M
2 %

29,478

E
ETV

EATON VANCE TAX-MANAGED BUY-

COM
27828Y108
$1.55M
2 %

113,138

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