2026 Q1 Portfolio Activity
In 2026 Q1, Strategic Advocates LLC maintained a portfolio of 658 distinct positions. The most significant new addition was STATE STREET SPDR PORTFOLIO HI, now representing 0.61% of the total fund value. They heavily accumulated shares in VANGUARD CONSUMER STAPLES ETF, increasing the position by 10.0%. The fund also reduced its exposure to INVESCO QQQ TRUST SERIES I by 95.8%.
Position History
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Total Positions
658
Quarter
2026 Q1
Top Holding
QQQ (6.3%)
Top 10 Concentration
44.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 658
Strategic Advocates 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
QQQ
INVESCO QQQ TRU...
|
ETF | 6.30% | 9.26% |
#1
Prev: #1
|
4.5 |
—
|
-55,963 | -95.8% |
P
S
|
2,466 | $1,423,351 |
$455.58
+62.6%
|
2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
KOMP
STATE STREET SP...
|
ETF | 6.17% | 9.03% |
#2
Prev: #2
|
4.0 |
—
|
-563,274 | -95.9% |
P
S
|
23,848 | $1,394,576 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
RPV
INVESCO S&P 500...
|
ETF | 5.77% | 7.67% |
#3
Prev: #3
|
3.3 |
—
|
-276,008 | -95.8% |
P
S
|
12,152 | $1,305,003 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BIV
VANGUARD INTERM...
|
ETF | 5.04% | 7.26% |
#4
Prev: #4
|
2.5 |
—
|
-348,615 | -95.9% |
P
S
|
14,767 | $1,139,717 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GLD
SPDR GOLD SHARE...
|
ETF | 4.11% | 0.25% |
#5
49
Prev: #54
|
2.6 |
—
|
-243 | -10.1% |
P
S
|
2,158 | $928,566 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IEMG
ISHARES CORE MS...
|
ETF | 4.01% | 5.49% |
#6
1
Prev: #5
|
1.6 |
—
|
-305,232 | -95.9% |
P
S
|
12,999 | $906,680 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SPLB
STATE STREET SP...
|
ETF | 3.78% | 4.75% |
#7
Prev: #7
|
1.5 |
—
|
-779,932 | -95.3% |
P
S
|
38,453 | $854,426 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VIOG
VANGUARD S&P SM...
|
ETF | 3.59% | 4.90% |
#8
2
Prev: #6
|
1.4 |
—
|
-149,141 | -95.8% |
P
S
|
6,515 | $810,857 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IGSB
ISHARES 1-5 YEA...
|
ETF | 3.25% | 4.57% |
#9
1
Prev: #8
|
1.3 |
—
|
-323,268 | -95.9% |
P
S
|
13,986 | $735,104 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
FDLO
FIDELITY LOW VO...
|
ETF | 2.07% | 0.14% |
#10
58
Prev: #68
|
1.3 |
—
|
-689 | -8.7% |
P
S
|
7,228 | $466,857 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.93% | 4.46% |
#11
2
Prev: #9
|
0.8 |
—
|
-90,481 | -97.3% |
P
S
|
2,504 | $436,698 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VWOB
VANGUARD EMERGI...
|
ETF | 1.93% | 0.66% |
#12
13
Prev: #25
|
0.8 |
—
|
-31,604 | -82.7% |
P
S
|
6,633 | $435,722 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VDC
VANGUARD CONSUM...
|
ETF | 1.93% | 0.10% |
#13
73
Prev: #86
|
2.8 |
—
|
176 | 10.0% |
P
S
|
1,939 | $435,480 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VDE
VANGUARD ENERGY...
|
ETF | 1.84% | 0.09% |
#14
79
Prev: #93
|
1.2 |
—
|
-248 | -9.4% |
P
S
|
2,398 | $414,950 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IYH
ISHARES U.S. HE...
|
ETF | 1.79% | 0.12% |
#15
67
Prev: #82
|
1.2 |
—
|
-378 | -5.4% |
P
S
|
6,569 | $404,913 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
HYS
PIMCO 0-5 YEAR ...
|
ETF | 1.62% | 1.86% |
#16
4
Prev: #12
|
0.6 |
—
|
-72,169 | -94.8% |
P
S
|
3,931 | $366,644 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TSLA
TESLA INC COM
|
Consumer Cyclical | 1.37% | 1.61% |
#17
4
Prev: #13
|
0.5 |
—
|
-12,990 | -94.0% |
P
S
|
834 | $310,040 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
XLU
STATE STREET UT...
|
ETF | 1.24% | 0.07% |
#18
82
Prev: #100
|
1.0 |
—
|
-220 | -3.5% |
P
S
|
6,121 | $280,893 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AAPL
APPLE INC COM
|
Technology | 1.24% | 2.44% |
#19
9
Prev: #10
|
0.5 |
—
|
-33,817 | -96.8% |
P
S
|
1,105 | $280,438 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AVGO
BROADCOM INC CO...
|
Technology | 1.14% | 1.12% |
#20
1
Prev: #19
|
0.5 |
—
|
-11,673 | -93.4% |
P
S
|
829 | $256,584 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 1.08% | 1.95% |
#21
10
Prev: #11
|
0.4 |
—
|
-40,375 | -96.0% |
P
S
|
1,667 | $243,849 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VYM
VANGUARD HIGH D...
|
ETF | 1.08% | 0.33% |
#22
23
Prev: #45
|
0.4 |
—
|
-7,242 | -81.5% |
P
S
|
1,642 | $243,180 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GE
GE AEROSPACE CO...
|
Industrials | 1.07% | 1.17% |
#23
5
Prev: #18
|
0.4 |
—
|
-13,840 | -94.2% |
P
S
|
855 | $242,623 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SCHQ
SCHWAB LONG-TER...
|
ETF | 1.06% | 0.06% |
#24
83
Prev: #107
|
2.4 |
—
|
550 | 7.8% |
P
S
|
7,608 | $239,119 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MUC
BLACKROCK MUNIH...
|
Financial Services | 1.04% | 0.06% |
#25
80
Prev: #105
|
1.4 |
—
|
no change | no change |
P
S
|
22,621 | $235,258 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IONQ
IONQ INC COM
|
Technology | 0.93% | 0.57% |
#26
5
Prev: #31
|
0.4 |
—
|
-42,239 | -85.3% |
P
S
|
7,288 | $210,113 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AMZN
AMAZON COM INC ...
|
Consumer Cyclical | 0.77% | 1.50% |
#27
13
Prev: #14
|
0.3 |
—
|
-24,391 | -96.7% |
P
S
|
840 | $174,947 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ANET
ARISTA NETWORKS...
|
Technology | 0.77% | 1.02% |
#28
7
Prev: #21
|
0.3 |
—
|
-28,744 | -95.3% |
P
S
|
1,420 | $174,348 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ISRG
INTUITIVE SURGI...
|
Healthcare | 0.76% | 1.04% |
#29
9
Prev: #20
|
0.3 |
—
|
-6,742 | -94.7% |
P
S
|
374 | $172,410 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
INTC
INTEL CORP COM
|
Technology | 0.76% | 0.12% |
#30
48
Prev: #78
|
0.3 |
—
|
-8,998 | -69.8% |
P
S
|
3,900 | $172,107 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.67% | 1.31% |
#31
14
Prev: #17
|
0.3 |
—
|
-7,401 | -96.5% |
P
S
|
265 | $151,614 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
QBTS
D-WAVE QUANTUM ...
|
Technology | 0.66% | 0.23% |
#32
24
Prev: #56
|
0.3 |
—
|
-23,504 | -69.3% |
P
S
|
10,398 | $150,043 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DDOG
DATADOG INC CL ...
|
Technology | 0.66% | 0.34% |
#33
11
Prev: #44
|
0.3 |
—
|
-8,306 | -86.8% |
P
S
|
1,265 | $149,333 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SCHR
SCHWAB INTERMED...
|
ETF | 0.66% | 0.02% |
#34
132
Prev: #166
|
3.3 |
—
|
2,821 | 89.2% |
P
S
|
5,985 | $149,086 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
EME
EMCOR GROUP INC...
|
Industrials | 0.65% | 0.26% |
#35
16
Prev: #51
|
0.3 |
—
|
-1,436 | -87.9% |
P
S
|
198 | $146,185 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SPHY
STATE STREET SP...
|
ETF | 0.61% | — |
#36
Prev: #—
|
3.7 |
—
|
5,924 | — |
NEW
|
5,924 | $138,148 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MSFT
MICROSOFT CORP ...
|
Technology | 0.60% | 1.37% |
#37
22
Prev: #15
|
0.2 |
—
|
-10,606 | -96.7% |
P
S
|
367 | $135,852 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
FCX
FREEPORT MCMORA...
|
Basic Materials | 0.59% | 0.24% |
#38
17
Prev: #55
|
0.2 |
—
|
-15,823 | -87.5% |
P
S
|
2,260 | $132,843 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AXP
AMERICAN EXPRES...
|
Financial Services | 0.58% | 0.60% |
#39
11
Prev: #28
|
0.2 |
—
|
-5,816 | -93.1% |
P
S
|
433 | $130,974 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BSX
BOSTON SCIENTIF...
|
Healthcare | 0.58% | 0.67% |
#40
16
Prev: #24
|
0.2 |
—
|
-25,392 | -92.5% |
P
S
|
2,073 | $130,081 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SCHF
SCHWAB INTERNAT...
|
ETF | 0.57% | 0.00% |
#41
411
Prev: #452
|
3.2 |
—
|
5,096 | 3466.7% |
P
S
|
5,243 | $129,764 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
HWM
HOWMET AEROSPAC...
|
Industrials | 0.56% | 0.46% |
#42
6
Prev: #36
|
0.2 |
—
|
-8,013 | -93.6% |
P
S
|
551 | $126,983 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NAC
NUVEEN CA DIVI ...
|
Financial Services | 0.54% | 0.03% |
#43
106
Prev: #149
|
1.2 |
—
|
no change | no change |
P
S
|
10,400 | $121,160 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NFLX
NETFLIX INC. CO...
|
Communication Services | 0.52% | 0.75% |
#44
22
Prev: #22
|
0.2 |
—
|
-29,880 | -96.1% |
P
S
|
1,228 | $118,072 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VRT
VERTIV HOLDINGS...
|
Industrials | 0.51% | — |
#45
Prev: #—
|
3.7 |
—
|
462 | — |
NEW
|
462 | $115,768 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MSTR
STRATEGY INC CL...
|
Technology | 0.50% | 0.31% |
#46
1
Prev: #47
|
0.2 |
—
|
-6,906 | -88.4% |
P
S
|
906 | $113,069 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GOOGL
ALPHABET INC CA...
|
Communication Services | 0.48% | 1.32% |
#47
31
Prev: #16
|
0.2 |
—
|
-16,097 | -97.7% |
P
S
|
379 | $108,985 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PWR
QUANTA SVCS INC...
|
Industrials | 0.47% | — |
#48
Prev: #—
|
3.7 |
—
|
192 | — |
NEW
|
192 | $105,412 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
RGTI
RIGETTI COMPUTI...
|
Technology | 0.47% | 0.14% |
#49
17
Prev: #66
|
0.2 |
—
|
-16,525 | -68.8% |
P
S
|
7,505 | $105,370 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NTAP
NETAPP INC COM
|
Technology | 0.46% | 0.32% |
#50
4
Prev: #46
|
0.2 |
—
|
-10,530 | -91.1% |
P
S
|
1,024 | $104,847 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-50 of 658 holdings