2026 Q1 Portfolio Activity
In 2026 Q1, Advocacy Wealth Management, LLC maintained a portfolio of 149 distinct positions. The most significant new addition was ISHARES TR, now representing 0.83% of the total fund value. They heavily accumulated shares in SPDR SERIES TRUST, increasing the position by 22.6%. The fund also reduced its exposure to ISHARES TR by 98.4%.
Position History
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Total Positions
149
Quarter
2026 Q1
Top Holding
SPLG (13.5%)
Top 10 Concentration
50.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 149
Advocacy Wealth Management, LLC Full Holdings List — 2026 Q1
| 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 | 13.48% | 10.91% |
#1
Prev: #1
|
8.5 |
—
|
733,087 | 22.6% |
P
S
|
3,982,740 | $304,838,884 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
IVE
ISHARES TR
|
ETF | 4.77% | 4.66% |
#2
1
Prev: #3
|
3.9 |
—
|
-14,689 | -2.8% |
P
S
|
510,593 | $107,811,730 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
SPTL
SPDR SERIES TRU...
|
ETF | 4.63% | 4.24% |
#3
1
Prev: #4
|
3.4 |
—
|
151,156 | 3.9% |
P
S
|
3,978,825 | $104,643,097 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
LDUR
PIMCO ETF TR
|
ETF | 4.58% | 3.66% |
#4
5
Prev: #9
|
4.3 |
—
|
168,909 | 18.5% |
P
S
|
1,080,808 | $103,563,027 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
PYLD
PIMCO ETF TR
|
ETF | 4.55% | 4.01% |
#5
1
Prev: #6
|
4.3 |
—
|
333,378 | 9.3% |
P
S
|
3,923,285 | $102,790,079 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
SPDW
SPDR INDEX SHS ...
|
ETF | 4.19% | 3.90% |
#6
1
Prev: #7
|
2.2 |
—
|
-23,062 | -1.1% |
P
S
|
2,076,370 | $94,786,291 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
IVW
ISHARES TR
|
Warrant | 4.15% | 4.05% |
#7
2
Prev: #5
|
3.7 |
—
|
44,231 | 5.6% |
P
S
|
828,745 | $93,739,357 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
DYNF
BLACKROCK ETF T...
|
ETF | 3.86% | 5.05% |
#8
6
Prev: #2
|
1.5 |
—
|
-484,667 | -24.4% |
P
S
|
1,499,775 | $87,256,921 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
QUAL
ISHARES TR
|
ETF | 3.41% | 3.76% |
#9
1
Prev: #8
|
1.9 |
—
|
-50,433 | -11.1% |
P
S
|
402,172 | $77,140,628 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
CLOA
BLACKROCK ETF T...
|
ETF | 2.42% | 1.61% |
#10
10
Prev: #20
|
3.5 |
—
|
312,308 | 42.1% |
P
S
|
1,053,787 | $54,623,033 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
BAI
BLACKROCK ETF T...
|
ETF | 2.40% | 2.16% |
#11
2
Prev: #13
|
3.0 |
—
|
99,112 | 6.4% |
P
S
|
1,647,452 | $54,283,557 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
PMBS
PIMCO ETF TR
|
ETF | 2.32% | 2.66% |
#12
Prev: #12
|
1.4 |
—
|
-220,579 | -17.2% |
P
S
|
1,058,736 | $52,513,284 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
DMBS
DOUBLELINE ETF ...
|
ETF | 2.29% | 2.03% |
#13
1
Prev: #14
|
2.9 |
—
|
71,079 | 7.3% |
P
S
|
1,047,575 | $51,729,229 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
BOND
PIMCO ETF TR
|
ETF | 2.23% | 1.60% |
#14
7
Prev: #21
|
3.4 |
—
|
135,041 | 32.9% |
P
S
|
545,719 | $50,358,949 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
SCHM
SCHWAB STRATEGI...
|
ETF | 2.16% | 1.96% |
#15
1
Prev: #16
|
1.4 |
—
|
21,781 | 1.4% |
P
S
|
1,581,206 | $48,954,138 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
SPEM
SPDR INDEX SHS ...
|
ETF | 2.14% | 1.90% |
#16
1
Prev: #17
|
2.9 |
—
|
62,738 | 6.5% |
P
S
|
1,033,603 | $48,486,337 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
MTUM
ISHARES TR
|
Bond/Debt | 2.14% | 1.98% |
#17
2
Prev: #15
|
2.9 |
—
|
12,572 | 6.7% |
P
S
|
201,441 | $48,343,826 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
THRO
BLACKROCK ETF T...
|
ETF | 1.95% | 1.84% |
#18
Prev: #18
|
2.8 |
—
|
76,765 | 6.7% |
P
S
|
1,218,807 | $44,145,190 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
EMXC
ISHARES INC
|
ETF | 1.80% | 1.71% |
#19
Prev: #19
|
1.2 |
—
|
-45,107 | -8.0% |
P
S
|
516,571 | $40,633,475 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
SHLD
GLOBAL X FDS
|
ETF | 1.47% | 1.02% |
#20
5
Prev: #25
|
3.1 |
—
|
94,839 | 25.3% |
P
S
|
469,614 | $33,267,463 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
FSMD
FIDELITY COVING...
|
ETF | 1.13% | 1.01% |
#21
5
Prev: #26
|
1.0 |
—
|
23,499 | 4.3% |
P
S
|
568,950 | $25,443,444 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
RSP
INVESCO EXCHANG...
|
Unknown | 1.05% | 0.93% |
#22
7
Prev: #29
|
2.4 |
—
|
7,758 | 6.7% |
P
S
|
123,334 | $23,670,261 | 2016 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.04% | 1.38% |
#23
1
Prev: #22
|
0.4 |
—
|
-23,993 | -22.8% |
P
S
|
81,438 | $23,418,311 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
MBB
ISHARES TR
|
ETF | 0.96% | 0.87% |
#24
7
Prev: #31
|
0.9 |
—
|
10,749 | 4.9% |
P
S
|
228,920 | $21,735,954 | 2013 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
BNDX
VANGUARD CHARLO...
|
Bond/Debt | 0.95% | 0.01% |
#25
109
Prev: #134
|
3.4 |
—
|
440,579 | 6311.1% |
P
S
|
447,560 | $21,505,258 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.91% | 0.93% |
#26
2
Prev: #28
|
0.9 |
—
|
-1,367 | -1.1% |
P
S
|
118,318 | $20,634,665 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.91% | 0.95% |
#27
Prev: #27
|
0.9 |
—
|
12 | 0.0% |
P
S
|
98,482 | $20,510,845 | 2013 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.90% | 1.06% |
#28
4
Prev: #24
|
0.9 |
—
|
-1,558 | -6.6% |
P
S
|
22,062 | $20,291,965 | 2013 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.83% | 0.92% |
#29
1
Prev: #30
|
2.3 |
—
|
5,441 | 11.9% |
P
S
|
50,999 | $18,878,299 | 2013 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
IUSB
ISHARES TR
|
ETF | 0.83% | — |
#30
Prev: #—
|
3.8 |
—
|
405,887 | — |
NEW
|
405,887 | $18,747,921 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
IAU
ISHARES GOLD TR
|
ETF | 0.72% | 1.29% |
#31
8
Prev: #23
|
0.3 |
—
|
-193,172 | -51.0% |
P
S
|
185,366 | $16,341,867 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
V
VISA INC
|
Financial Services | 0.72% | 0.82% |
#32
Prev: #32
|
0.8 |
—
|
-2,299 | -4.1% |
P
S
|
53,686 | $16,226,056 | 2013 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
INTU
INTUIT
|
Technology | 0.68% | 0.69% |
#33
1
Prev: #34
|
2.8 |
—
|
10,721 | 43.3% |
P
S
|
35,486 | $15,343,436 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
NFLX
NETFLIX INC.
|
Communication Services | 0.68% | 0.42% |
#34
19
Prev: #53
|
2.8 |
—
|
52,150 | 48.6% |
P
S
|
159,432 | $15,329,386 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
SPGI
S&P GLOBAL INC
|
Financial Services | 0.66% | 0.64% |
#35
3
Prev: #38
|
2.3 |
—
|
5,709 | 19.5% |
P
S
|
34,972 | $14,874,990 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
AAPL
APPLE INC
|
Technology | 0.66% | 0.67% |
#36
Prev: #36
|
0.8 |
—
|
-390 | -0.7% |
P
S
|
58,529 | $14,854,075 | 2013 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
KO
COCA COLA CO
|
Consumer Defensive | 0.63% | 0.55% |
#37
6
Prev: #43
|
0.8 |
—
|
664 | 0.4% |
P
S
|
188,339 | $14,323,181 | 2013 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
SCHW
SCHWAB CHARLES ...
|
Financial Services | 0.63% | 0.63% |
#38
1
Prev: #39
|
0.8 |
—
|
445 | 0.3% |
P
S
|
152,207 | $14,304,413 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
EW
EDWARDS LIFESCI...
|
Healthcare | 0.63% | 0.48% |
#39
11
Prev: #50
|
2.8 |
—
|
44,755 | 33.5% |
P
S
|
178,161 | $14,267,132 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VRT
VERTIV HOLDINGS...
|
Industrials | 0.63% | 0.06% |
#40
39
Prev: #79
|
3.3 |
—
|
47,045 | 497.8% |
P
S
|
56,496 | $14,156,767 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
UBER
UBER TECHNOLOGI...
|
Technology | 0.60% | 0.52% |
#41
5
Prev: #46
|
2.7 |
—
|
35,821 | 23.6% |
P
S
|
187,291 | $13,471,842 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
ANET
ARISTA NETWORKS...
|
Technology | 0.58% | 0.55% |
#42
2
Prev: #44
|
2.2 |
—
|
7,204 | 7.2% |
P
S
|
107,160 | $13,157,104 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 0.58% | 0.62% |
#43
3
Prev: #40
|
0.7 |
—
|
1,444 | 1.8% |
P
S
|
81,987 | $13,144,156 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
SYK
STRYKER CORPORA...
|
Healthcare | 0.57% | 0.57% |
#44
2
Prev: #42
|
0.7 |
—
|
508 | 1.3% |
P
S
|
39,094 | $12,845,897 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
NOW
SERVICENOW INC
|
Technology | 0.57% | 0.49% |
#45
3
Prev: #48
|
3.2 |
—
|
46,023 | 60.0% |
P
S
|
122,748 | $12,833,303 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
ABT
ABBOTT LABORATO...
|
Healthcare | 0.56% | 0.67% |
#46
9
Prev: #37
|
0.7 |
—
|
-2,912 | -2.3% |
P
S
|
124,011 | $12,732,208 | 2013 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
ICE
INTERCONTINENTA...
|
Financial Services | 0.54% | 0.53% |
#47
2
Prev: #45
|
0.7 |
—
|
-1,536 | -2.0% |
P
S
|
76,935 | $12,100,336 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
LOW
LOWES COS INC
|
Consumer Cyclical | 0.51% | 0.50% |
#48
1
Prev: #47
|
0.7 |
—
|
-461 | -0.9% |
P
S
|
49,037 | $11,586,461 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
TTWO
TAKE-TWO INTERA...
|
Communication Services | 0.51% | 0.46% |
#49
2
Prev: #51
|
2.7 |
—
|
15,299 | 35.6% |
P
S
|
58,305 | $11,515,238 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
ASML
ASML HLDG NV
|
Technology | 0.50% | 0.74% |
#50
17
Prev: #33
|
0.2 |
—
|
-7,884 | -47.8% |
P
S
|
8,612 | $11,374,988 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 |
Showing 1-50 of 149 holdings