Advocacy Wealth Management Services, LLC Top Holdings and 13F Report (2026)

About Advocacy Wealth Management Services, LLC

Investment Activity

Advocacy Wealth Management Services, LLC has $2.75 billion in total holdings as of June 30, 2026.
Advocacy Wealth Management Services, LLC owns shares of 151 different stocks, but just 29 companies or ETFs make up 80% of its holdings.
Approximately 20.69% of the portfolio was purchased this quarter.
About 12.26% of the portfolio was sold this quarter.
This quarter, Advocacy Wealth Management Services, LLC has purchased 143 new stocks and bought additional shares in 70 stocks.
Advocacy Wealth Management Services, LLC sold shares of 59 stocks and completely divested from 9 stocks this quarter.

Largest Holdings

SPDR Portfolio S&P 500 ETF: $507,564,785
iShares MSCI Emerging Markets ex China ETF: $122,634,918
SPDR Portfolio Developed World ex-US ETF: $114,303,114
iShares S&P 500 Growth ETF: $111,046,411
PIMCO Multi Sector Bond Active ETF: $107,128,136

Largest New Holdings this Quarter

09290C764 - BLACKROCK ETF TRUST: $69,148,234 Holding
31609A404 - FIDELITY COVINGTON TRUST: $68,971,886 Holding
09290C665 - BLACKROCK ETF TRUST: $59,360,904 Holding
G29183103 - Eaton: $10,361,108 Holding
G93A5A101 - VIKING HOLDINGS LTD: $4,686,913 Holding

Largest Purchases this Quarter

SPDR Portfolio S&P 500 ETF: 1,792,918 shares (about $157.56M)
iShares MSCI Emerging Markets ex China ETF: 682,206 shares (about $69.79M)
BLACKROCK ETF TRUST: 1,889,296 shares (about $69.15M)
FIDELITY COVINGTON TRUST: 1,718,711 shares (about $68.97M)
BLACKROCK ETF TRUST: 2,116,253 shares (about $59.36M)

Largest Sales this Quarter

iShares MSCI USA Quality Factor ETF: 396,000 shares (about $86.90M)
SPDR Portfolio Long Term Treasury ETF: 2,363,992 shares (about $62.01M)
SPDR Portfolio Emerging Markets ETF: 1,025,921 shares (about $53.13M)
BlackRock Future U.S. Themes ETF: 471,104 shares (about $20.31M)
iShares S&P 500 Value ETF: 86,063 shares (about $19.54M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SPLG SPDR Portfolio S&P 500 ETF	$507,564,785	$157,561,621 â–²	45.0%	5,775,658	18.4%	ETF
EMXC iShares MSCI Emerging Markets ex China ETF	$122,634,918	$69,789,691 â–²	132.1%	1,198,777	4.5%	ETF
SPDW SPDR Portfolio Developed World ex-US ETF	$114,303,114	$9,674,830 â–²	9.2%	2,268,369	4.2%	ETF
IVW iShares S&P 500 Growth ETF	$111,046,411	$2,930,902 â–¼	-2.6%	807,434	4.0%	ETF
PYLD PIMCO Multi Sector Bond Active ETF	$107,128,136	$3,082,606 â–²	3.0%	4,039,522	3.9%	ETF
LDUR PIMCO Low Duration Exchange-Traded Fund	$106,637,184	$3,301,127 â–²	3.2%	1,115,335	3.9%	ETF
DYNF iShares U.S. Equity Factor Rotation Active ETF	$100,528,519	$1,471,193 â–¼	-1.4%	1,478,143	3.7%	ETF
IVE iShares S&P 500 Value ETF	$96,393,802	$19,541,469 â–¼	-16.9%	424,530	3.5%	ETF
BLACKROCK ETF TRUST	$72,981,319	$13,872,376 â–¼	-16.0%	1,384,319	2.7%	ISHA I IN TE ETF
BLACKROCK ETF TRUST	$69,148,234	$69,148,234 â–²	New Holding	1,889,296	2.5%	ISHA IN CTRY ETF
FIDELITY COVINGTON TRUST	$68,971,886	$68,971,886 â–²	New Holding	1,718,711	2.5%	ENHANCED INTL
SCHM Schwab U.S. Mid-Cap ETF	$63,246,503	$4,947,438 â–²	8.5%	1,715,392	2.3%	ETF
BLACKROCK ETF TRUST	$59,360,904	$59,360,904 â–²	New Holding	2,116,253	2.2%	ISHA SYST AL ETF
CLOA iShares AAA CLO Active ETF	$57,097,061	$2,394,972 â–²	4.4%	1,099,924	2.1%	ETF
PIMCO ETF TR	$53,811,439	$1,531,076 â–²	2.9%	1,089,742	2.0%	MTG BKD SECS ACT
DMBS DoubleLine Mortgage ETF	$53,217,019	$1,792,110 â–²	3.5%	1,084,082	1.9%	ETF
PIMCO ETF TR	$52,471,824	$2,151,075 â–²	4.3%	569,047	1.9%	ACTIVE BD ETF
MTUM iShares MSCI USA Momentum Factor ETF	$51,659,681	$17,400,337 â–¼	-25.2%	150,686	1.9%	ETF
IUSB iShares Core Total USD Bond Market ETF	$50,255,366	$31,523,681 â–²	168.3%	1,088,957	1.8%	ETF
SPTL SPDR Portfolio Long Term Treasury ETF	$42,357,069	$62,007,509 â–¼	-59.4%	1,614,833	1.5%	ETF
GLOBAL X FDS	$35,079,153	$7,038,497 â–²	25.1%	587,492	1.3%	DEFENSE TECH ETF
FSMD Fidelity Small-Mid Multifactor ETF	$32,589,318	$2,520,311 â–²	8.4%	616,638	1.2%	ETF
BTHM BlackRock Future U.S. Themes ETF	$32,233,476	$20,309,293 â–¼	-38.7%	747,703	1.2%	ETF
GOOGL Alphabet	$28,955,547	$147,951 â–¼	-0.5%	81,024	1.1%	Communication Services
RSP Invesco S&P 500 Equal Weight ETF	$27,310,093	$1,068,318 â–²	4.1%	128,355	1.0%	ETF
LLY Eli Lilly and Company	$26,230,335	$231,490 â–¼	-0.9%	21,869	1.0%	Healthcare
BINC iShares Flexible Income Active ETF	$24,386,357	$23,504,114 â–²	2,664.1%	465,922	0.9%	ETF
NVDA NVIDIA	$24,082,639	$408,384 â–²	1.7%	120,359	0.9%	Technology
BNDX Vanguard Total International Bond ETF	$23,812,934	$2,137,603 â–²	9.9%	491,698	0.9%	ETF
AMZN Amazon.com	$23,379,009	$93,191 â–¼	-0.4%	98,091	0.8%	Consumer Discretionary
MBB iShares MBS ETF	$22,529,220	$891,702 â–²	4.1%	238,354	0.8%	ETF
MSFT Microsoft	$19,147,489	$123,843 â–²	0.7%	51,331	0.7%	Technology
VRT Vertiv	$18,741,884	$174,106 â–¼	-0.9%	55,976	0.7%	Industrials
V Visa	$18,277,777	$141,353 â–¼	-0.8%	53,274	0.7%	Finance
ARISTA NETWORKS INC	$17,962,262	$242,079 â–¼	-1.3%	105,735	0.7%	COM SHS
AAPL Apple	$17,216,052	$280,100 â–²	1.7%	59,497	0.6%	Technology
UBER Uber Technologies	$16,830,237	$3,315,319 â–²	24.5%	233,235	0.6%	Industrials
EW Edwards Lifesciences	$15,827,063	$289,382 â–¼	-1.8%	174,962	0.6%	Healthcare
KO CocaCola	$15,435,855	$129,544 â–²	0.8%	189,933	0.6%	Consumer Staples
SYK Stryker	$15,315,392	$3,007,037 â–²	24.4%	48,645	0.6%	Healthcare
IAU iShares Gold Trust	$14,926,515	$929,528 â–²	6.6%	197,676	0.5%	ETF
TTWO Take-Two Interactive Software	$14,335,603	$239,481 â–¼	-1.6%	57,347	0.5%	Communication Services
SPGI S&P Global	$13,949,877	$292,820 â–¼	-2.1%	34,253	0.5%	Finance
SCHW Charles Schwab	$13,603,919	$440,220 â–¼	-3.1%	147,436	0.5%	Finance
APH Amphenol	$12,700,330	$414,705 â–¼	-3.2%	72,030	0.5%	Technology
ASML ASML	$11,530,794	$5,602,263 â–¼	-32.7%	5,796	0.4%	Technology
NFLX Netflix	$11,180,026	$203,419 â–¼	-1.8%	156,583	0.4%	Communication Services
PANW Palo Alto Networks	$11,139,418	$16,819,788 â–¼	-60.2%	32,665	0.4%	Technology
ABT Abbott Laboratories	$10,521,031	$731,727 â–¼	-6.5%	115,947	0.4%	Healthcare
NOW ServiceNow	$10,484,663	$1,701,758 â–¼	-14.0%	105,607	0.4%	Technology
ETN Eaton	$10,361,108	$10,361,108 â–²	New Holding	24,315	0.4%	Industrials
WTAI WisdomTree Artificial Intelligence and Innovation Fund	$9,424,172	$1,355,269 â–¼	-12.6%	198,529	0.3%	ETF
IEFA iShares Core MSCI EAFE ETF	$9,413,459	$421,282 â–²	4.7%	97,468	0.3%	ETF
ICE Intercontinental Exchange	$9,290,742	$180,725 â–¼	-1.9%	75,467	0.3%	Finance
VTV Vanguard Value ETF	$8,385,946	$2,305,481 â–²	37.9%	38,480	0.3%	ETF
ALC Alcon	$8,303,089	$4,126,114 â–²	98.8%	123,742	0.3%	Healthcare
INTU Intuit	$8,225,154	$1,036,692 â–¼	-11.2%	31,514	0.3%	Technology
LOW Lowe's Companies	$7,419,709	$3,392,459 â–¼	-31.4%	33,651	0.3%	Consumer Discretionary
CHD Church & Dwight	$5,806,503	$123,716 â–²	2.2%	59,935	0.2%	Consumer Staples
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF	$5,674,738		0.0%	62,504	0.2%	ETF
ISHARES TR	$5,645,483	$1,129,860 â–²	25.0%	179,079	0.2%	MSC GLO FAC ETF
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF	$5,417,708	$1,125,563 â–²	26.2%	94,221	0.2%	ETF
GSY Invesco Ultra Short Duration ETF	$5,112,291	$344,631 â–¼	-6.3%	101,940	0.2%	ETF
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund	$5,087,457	$370,475 â–¼	-6.8%	50,466	0.2%	ETF
JPST JPMorgan Ultra-Short Income ETF	$5,085,343	$361,527 â–¼	-6.6%	100,560	0.2%	ETF
FLOT iShares Floating Rate Bond ETF	$5,033,396	$760,444 â–¼	-13.1%	98,597	0.2%	ETF
VIKING HOLDINGS LTD	$4,686,913	$4,686,913 â–²	New Holding	44,778	0.2%	ORD SHS
ICSH iShares Ultra Short-Term Bond Active ETF	$4,659,909	$331,048 â–¼	-6.6%	92,129	0.2%	ETF
KBWB Invesco KBW Bank ETF	$3,990,981	$377,499 â–²	10.4%	42,923	0.1%	ETF
OMFL Invesco Russell 1000 Dynamic Multifactor ETF	$3,772,167	$393,282 â–²	11.6%	55,036	0.1%	ETF
SPSK SP Funds Dow Jones Global Sukuk ETF	$3,629,825	$1,488,130 â–²	69.5%	201,545	0.1%	ETF
SP FUNDS TRUST	$3,267,948	$611,997 â–²	23.0%	94,504	0.1%	S&P WORLD EX US
GVI iShares Intermediate Government/Credit Bond ETF	$2,815,974	$1,485 â–¼	-0.1%	26,542	0.1%	ETF
IWD iShares Russell 1000 Value ETF	$2,710,367		0.0%	11,180	0.1%	ETF
IGV iShares Expanded Tech-Software Sector ETF	$2,638,544	$2,638,544 â–²	New Holding	29,123	0.1%	ETF
VOO Vanguard S&P 500 ETF	$2,357,862	$155,909 â–¼	-6.2%	3,433	0.1%	ETF
EWG iShares MSCI Germany ETF	$1,948,858	$54,857 â–²	2.9%	47,108	0.1%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$1,946,326	$222,922 â–²	12.9%	23,495	0.1%	ETF
META Meta Platforms	$1,912,933	$138,569 â–²	7.8%	3,396	0.1%	Communication Services
AGG iShares Core U.S. Aggregate Bond ETF	$1,763,329	$591,208 â–²	50.4%	17,815	0.1%	ETF
MNST Monster Beverage	$1,695,845	$12,976 â–²	0.8%	17,643	0.1%	Consumer Staples
SNOW Snowflake	$1,686,063	$1,686,063 â–²	New Holding	6,625	0.1%	Technology
COST Costco Wholesale	$1,461,204	$73,902 â–²	5.3%	1,562	0.1%	Consumer Staples
IVV iShares Core S&P 500 ETF	$1,451,349	$86,871 â–²	6.4%	1,938	0.1%	ETF
RJF Raymond James Financial	$1,407,190	$912 â–¼	-0.1%	9,256	0.1%	Finance
GOOG Alphabet	$1,379,754	$17,667 â–²	1.3%	3,905	0.1%	Communication Services
SCHV Schwab U.S. Large-Cap Value ETF	$1,355,815	$835 â–¼	-0.1%	38,949	0.0%	ETF
QUAL iShares MSCI USA Quality Factor ETF	$1,354,341	$86,895,502 â–¼	-98.5%	6,172	0.0%	ETF
AME AMETEK	$1,311,799	$12,581 â–²	1.0%	5,422	0.0%	Technology
EFA iShares MSCI EAFE ETF	$1,282,399		0.0%	12,345	0.0%	ETF
MSCI MSCI	$1,263,450	$318,103 â–²	33.6%	2,256	0.0%	Finance
BIRKENSTOCK HOLDING PLC	$1,231,045	$1,893 â–¼	-0.2%	28,609	0.0%	COM SHS
HD Home Depot	$1,227,326	$94,518 â–²	8.3%	3,480	0.0%	Consumer Discretionary
GLW Corning	$1,194,135	$679,444 â–¼	-36.3%	4,675	0.0%	Technology
DOORDASH INC	$1,191,141	$382,346 â–²	47.3%	6,455	0.0%	CL A
TE CONNECTIVITY PLC	$1,158,653	$11,290 â–²	1.0%	5,747	0.0%	ORD SHS
CORPAY INC	$1,146,116	$5,332 â–²	0.5%	3,439	0.0%	COM SHS
STE STERIS	$1,140,237	$370,393 â–²	48.1%	5,415	0.0%	Healthcare
GMED Globus Medical	$1,088,837	$1,896 â–¼	-0.2%	13,781	0.0%	Healthcare
TEAM Atlassian	$1,087,660	$311 â–²	0.0%	13,982	0.0%	Technology

Showing largest 100 holdings. View all holdings.

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Advocacy Wealth Management Services, LLC Top Holdings and 13F Report (2026)

About Advocacy Wealth Management Services, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Advocacy Wealth Management Services, LLC Top Holdings and 13F Report (2026)

About Advocacy Wealth Management Services, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofAdvocacy Wealth Management Services, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools