Institutions / Advocacy Wealth Management, LLC
Advocacy Wealth Management, LLC
CIK 1569452 · Institution · as of Dec 31, 2025
Portfolio value
$2.39B
Positions
142
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 142 →
| Company | Value | % of portfolio |
|---|---|---|
| SPDR Series Trust | $260.69M | 10.9% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $120.67M | 5.0% |
| iShares Tr | $111.40M | 4.7% |
| SPDR Series Trust | $101.32M | 4.2% |
| iShares Tr | $96.70M | 4.0% |
| PIMCO ETF Tr | $95.78M | 4.0% |
| SPDR Index Shs Fds | $93.24M | 3.9% |
| iShares MSCI UAE ETF | $89.90M | 3.8% |
| PIMCO ETF Tr | $87.49M | 3.7% |
| iShares Tr | $73.18M | 3.1% |
| Invesco Exchange Traded Fd T | $68.31M | 2.9% |
| PIMCO ETF Tr | $63.58M | 2.7% |
| BlackRock ETF Trust | $51.56M | 2.2% |
| Doubleline ETF Trust | $48.49M | 2.0% |
| iShares MSCI UAE ETF | $47.28M | 2.0% |
| Schwab Strategic Tr | $46.89M | 2.0% |
| SPDR Index Shs Fds | $45.45M | 1.9% |
| BlackRock ETF Trust | $44.04M | 1.8% |
| iShares Inc | $40.82M | 1.7% |
| BlackRock ETF Trust II | $38.37M | 1.6% |
| PIMCO ETF Tr | $38.23M | 1.6% |
| Alphabet Inc. | $33.00M | 1.4% |
| iShares Gold Tr | $30.73M | 1.3% |
| ELI LILLY & Co | $25.38M | 1.1% |
| Global X Fds | $24.28M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.