2026 Q2 Portfolio Activity
In 2026 Q2, Advocacy Wealth Management, LLC maintained a portfolio of 160 distinct positions. The most significant new addition was BLACKROCK ETF TRUST, now representing 2.51% of the total fund value. They heavily accumulated shares in SPDR SERIES TRUST, increasing the position by 45.0%. The fund also reduced its exposure to ISHARES TR by 98.5%.
Position History
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Total Positions
160
Quarter
2026 Q2
Top Holding
SPLG (18.4%)
Top 10 Concentration
51.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 160
Advocacy Wealth Management, LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SPLG
SPDR SERIES TRU...
|
ETF | 18.44% | 13.48% |
#1
Prev: #1
|
8.5 |
—
|
1,792,918 | 45.0% |
P
S
|
5,775,658 | $507,564,785 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
EMXC
ISHARES INC
|
ETF | 4.46% | 1.80% |
#2
17
Prev: #19
|
6.3 |
—
|
682,206 | 132.1% |
P
S
|
1,198,777 | $122,634,918 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
SPDW
SPDR INDEX SHS ...
|
ETF | 4.15% | 4.19% |
#3
3
Prev: #6
|
4.7 |
—
|
191,999 | 9.2% |
P
S
|
2,268,369 | $114,303,114 | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
IVW
ISHARES TR
|
Warrant | 4.03% | 4.15% |
#4
3
Prev: #7
|
2.6 |
—
|
-21,311 | -2.6% |
P
S
|
807,434 | $111,046,411 | 2019 Q2 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
PYLD
PIMCO ETF TR
|
ETF | 3.89% | 4.55% |
#5
Prev: #5
|
2.6 |
—
|
116,237 | 3.0% |
P
S
|
4,039,522 | $107,128,136 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
LDUR
PIMCO ETF TR
|
ETF | 3.87% | 4.58% |
#6
2
Prev: #4
|
2.0 |
—
|
34,527 | 3.2% |
P
S
|
1,115,335 | $106,637,184 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
DYNF
BLACKROCK ETF T...
|
ETF | 3.65% | 3.86% |
#7
1
Prev: #8
|
2.0 |
—
|
-21,632 | -1.4% |
P
S
|
1,478,143 | $100,528,519 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
IVE
ISHARES TR
|
ETF | 3.50% | 4.77% |
#8
6
Prev: #2
|
1.9 |
—
|
-86,063 | -16.9% |
P
S
|
424,530 | $96,393,802 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
BAI
BLACKROCK ETF T...
|
ETF | 2.65% | 2.40% |
#9
2
Prev: #11
|
1.6 |
—
|
-263,133 | -16.0% |
P
S
|
1,384,319 | $72,981,319 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
CORO
BLACKROCK ETF T...
|
ETF | 2.51% | — |
#10
Prev: #—
|
4.5 |
—
|
1,889,296 | — |
NEW
|
1,889,296 | $69,148,234 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
FENI
FIDELITY COVING...
|
Bond/Debt | 2.51% | — |
#11
Prev: #—
|
4.5 |
—
|
1,718,711 | — |
NEW
|
1,718,711 | $68,971,886 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
SCHM
SCHWAB STRATEGI...
|
ETF | 2.30% | 2.16% |
#12
3
Prev: #15
|
2.9 |
—
|
134,186 | 8.5% |
P
S
|
1,715,392 | $63,246,503 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
IALT
BLACKROCK ETF T...
|
ETF | 2.16% | — |
#13
Prev: #—
|
4.4 |
—
|
2,116,253 | — |
NEW
|
2,116,253 | $59,360,904 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
CLOA
BLACKROCK ETF T...
|
ETF | 2.07% | 2.42% |
#14
4
Prev: #10
|
1.3 |
—
|
46,137 | 4.4% |
P
S
|
1,099,924 | $57,097,061 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
PMBS
PIMCO ETF TR
|
ETF | 1.96% | 2.32% |
#15
3
Prev: #12
|
1.3 |
—
|
31,006 | 2.9% |
P
S
|
1,089,742 | $53,811,439 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
DMBS
DOUBLELINE ETF ...
|
ETF | 1.93% | 2.29% |
#16
3
Prev: #13
|
1.3 |
—
|
36,507 | 3.5% |
P
S
|
1,084,082 | $53,217,019 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
BOND
PIMCO ETF TR
|
ETF | 1.91% | 2.23% |
#17
3
Prev: #14
|
1.3 |
—
|
23,328 | 4.3% |
P
S
|
569,047 | $52,471,824 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
MTUM
ISHARES TR
|
Bond/Debt | 1.88% | 2.14% |
#18
1
Prev: #17
|
0.8 |
—
|
-50,755 | -25.2% |
P
S
|
150,686 | $51,659,681 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
IUSB
ISHARES TR
|
ETF | 1.83% | 0.83% |
#19
11
Prev: #30
|
3.7 |
—
|
683,070 | 168.3% |
P
S
|
1,088,957 | $50,255,366 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
SPTL
SPDR SERIES TRU...
|
ETF | 1.54% | 4.63% |
#20
17
Prev: #3
|
0.6 |
—
|
-2,363,992 | -59.4% |
P
S
|
1,614,833 | $42,357,069 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
SHLD
GLOBAL X FDS
|
ETF | 1.27% | 1.47% |
#21
1
Prev: #20
|
3.0 |
—
|
117,878 | 25.1% |
P
S
|
587,492 | $35,079,153 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
FSMD
FIDELITY COVING...
|
ETF | 1.18% | 1.13% |
#22
1
Prev: #21
|
2.5 |
—
|
47,688 | 8.4% |
P
S
|
616,638 | $32,589,318 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
THRO
BLACKROCK ETF T...
|
ETF | 1.17% | 1.95% |
#23
5
Prev: #18
|
0.5 |
—
|
-471,104 | -38.7% |
P
S
|
747,703 | $32,233,476 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.05% | 1.04% |
#24
1
Prev: #23
|
0.9 |
—
|
-414 | -0.5% |
P
S
|
81,024 | $28,955,547 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
RSP
INVESCO EXCHANG...
|
Unknown | 0.99% | 1.05% |
#25
3
Prev: #22
|
0.9 |
—
|
5,021 | 4.1% |
P
S
|
128,355 | $27,310,093 | 2016 Q3 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.95% | 0.90% |
#26
2
Prev: #28
|
0.9 |
—
|
-193 | -0.9% |
P
S
|
21,869 | $26,230,335 | 2013 Q1 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
BINC
BLACKROCK ETF T...
|
ETF | 0.89% | 0.04% |
#27
77
Prev: #104
|
3.4 |
—
|
449,066 | 2664.1% |
P
S
|
465,922 | $24,386,357 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.88% | 0.91% |
#28
2
Prev: #26
|
0.9 |
—
|
2,041 | 1.7% |
P
S
|
120,359 | $24,082,639 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
BNDX
VANGUARD CHARLO...
|
Bond/Debt | 0.87% | 0.95% |
#29
4
Prev: #25
|
2.3 |
—
|
44,138 | 9.9% |
P
S
|
491,698 | $23,812,934 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.85% | 0.91% |
#30
3
Prev: #27
|
0.8 |
—
|
-391 | -0.4% |
P
S
|
98,091 | $23,379,009 | 2013 Q2 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
MBB
ISHARES TR
|
ETF | 0.82% | 0.96% |
#31
7
Prev: #24
|
0.8 |
—
|
9,434 | 4.1% |
P
S
|
238,354 | $22,529,220 | 2013 Q2 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.70% | 0.83% |
#32
3
Prev: #29
|
0.8 |
—
|
332 | 0.7% |
P
S
|
51,331 | $19,147,489 | 2013 Q1 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
VRT
VERTIV HOLDINGS...
|
Industrials | 0.68% | 0.63% |
#33
7
Prev: #40
|
0.8 |
—
|
-520 | -0.9% |
P
S
|
55,976 | $18,741,884 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
V
VISA INC
|
Financial Services | 0.66% | 0.72% |
#34
2
Prev: #32
|
0.8 |
—
|
-412 | -0.8% |
P
S
|
53,274 | $18,277,777 | 2013 Q1 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
ANET
ARISTA NETWORKS...
|
Technology | 0.65% | 0.58% |
#35
7
Prev: #42
|
0.8 |
—
|
-1,425 | -1.3% |
P
S
|
105,735 | $17,962,262 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
AAPL
APPLE INC
|
Technology | 0.63% | 0.66% |
#36
Prev: #36
|
0.8 |
—
|
968 | 1.7% |
P
S
|
59,497 | $17,216,052 | 2013 Q1 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
UBER
UBER TECHNOLOGI...
|
Technology | 0.61% | 0.60% |
#37
4
Prev: #41
|
2.7 |
—
|
45,944 | 24.5% |
P
S
|
233,235 | $16,830,237 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
EW
EDWARDS LIFESCI...
|
Healthcare | 0.58% | 0.63% |
#38
1
Prev: #39
|
0.7 |
—
|
-3,199 | -1.8% |
P
S
|
174,962 | $15,827,063 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
KO
COCA COLA CO
|
Consumer Defensive | 0.56% | 0.63% |
#39
2
Prev: #37
|
0.7 |
—
|
1,594 | 0.8% |
P
S
|
189,933 | $15,435,855 | 2013 Q1 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
SYK
STRYKER CORPORA...
|
Healthcare | 0.56% | 0.57% |
#40
4
Prev: #44
|
2.7 |
—
|
9,551 | 24.4% |
P
S
|
48,645 | $15,315,392 | 2016 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
IAU
ISHARES GOLD TR
|
ETF | 0.54% | 0.72% |
#41
10
Prev: #31
|
2.2 |
—
|
12,310 | 6.6% |
P
S
|
197,676 | $14,926,515 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
TTWO
TAKE-TWO INTERA...
|
Communication Services | 0.52% | 0.51% |
#42
7
Prev: #49
|
0.7 |
—
|
-958 | -1.6% |
P
S
|
57,347 | $14,335,603 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
SPGI
S&P GLOBAL INC
|
Financial Services | 0.51% | 0.66% |
#43
8
Prev: #35
|
0.7 |
—
|
-719 | -2.1% |
P
S
|
34,253 | $13,949,877 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
SCHW
SCHWAB CHARLES ...
|
Financial Services | 0.49% | 0.63% |
#44
6
Prev: #38
|
0.7 |
—
|
-4,771 | -3.1% |
P
S
|
147,436 | $13,603,919 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
APH
AMPHENOL CORP
|
Technology | 0.46% | 0.42% |
#45
6
Prev: #51
|
0.7 |
—
|
-2,352 | -3.2% |
P
S
|
72,030 | $12,700,330 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
ASML
ASML HLDG NV
|
Technology | 0.42% | 0.50% |
#46
4
Prev: #50
|
0.2 |
—
|
-2,816 | -32.7% |
P
S
|
5,796 | $11,530,794 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
NFLX
NETFLIX INC.
|
Communication Services | 0.41% | 0.68% |
#47
13
Prev: #34
|
0.7 |
—
|
-2,849 | -1.8% |
P
S
|
156,583 | $11,180,026 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 0.40% | 0.58% |
#48
5
Prev: #43
|
0.2 |
—
|
-49,322 | -60.2% |
P
S
|
32,665 | $11,139,418 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
ABT
ABBOTT LABORATO...
|
Healthcare | 0.38% | 0.56% |
#49
3
Prev: #46
|
0.7 |
—
|
-8,064 | -6.5% |
P
S
|
115,947 | $10,521,031 | 2013 Q1 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
NOW
SERVICENOW INC
|
Technology | 0.38% | 0.57% |
#50
5
Prev: #45
|
0.7 |
—
|
-17,141 | -14.0% |
P
S
|
105,607 | $10,484,663 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-29 |
Showing 1-50 of 160 holdings