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 $2.26 billion in total holdings as of March 31, 2026.
Advocacy Wealth Management Services, LLC owns shares of 143 different stocks, but just 30 companies or ETFs make up 80% of its holdings.
Approximately 11.08% of the portfolio was purchased this quarter.
About 13.60% of the portfolio was sold this quarter.
This quarter, Advocacy Wealth Management Services, LLC has purchased 142 new stocks and bought additional shares in 71 stocks.
Advocacy Wealth Management Services, LLC sold shares of 53 stocks and completely divested from 6 stocks this quarter.

Largest Holdings

SPDR Portfolio S&P 500 ETF: $304,838,884
iShares S&P 500 Value ETF: $107,811,730
SPDR Portfolio Long Term Treasury ETF: $104,643,097
PIMCO Low Duration Exchange-Traded Fund: $103,563,027
PIMCO Multi Sector Bond Active ETF: $102,790,079

Largest New Holdings this Quarter

46434V613 - iShares Core Total USD Bond Market ETF: $18,747,921 Holding
886364801 - SP Funds S&P 500 Sharia Industry Exclusions ETF: $3,594,951 Holding
84612A200 - SP FUNDS TRUST: $2,165,929 Holding
886364702 - SP Funds Dow Jones Global Sukuk ETF: $2,128,614 Holding
55354G100 - MSCI: $909,849 Holding

Largest Purchases this Quarter

SPDR Portfolio S&P 500 ETF: 733,087 shares (about $56.11M)
Vanguard Total International Bond ETF: 440,579 shares (about $21.17M)
iShares Core Total USD Bond Market ETF: 405,887 shares (about $18.75M)
iShares AAA CLO Active ETF: 312,308 shares (about $16.19M)
PIMCO Low Duration Exchange-Traded Fund: 168,909 shares (about $16.18M)

Largest Sales this Quarter

iShares MSCI EAFE Value ETF: 1,008,638 shares (about $74.99M)
Invesco S&P 500 Top 50 ETF: 1,137,510 shares (about $62.05M)
iShares U.S. Equity Factor Rotation Active ETF: 484,667 shares (about $28.20M)
iShares Gold Trust: 193,172 shares (about $17.03M)
iShares Flexible Income Active ETF: 259,061 shares (about $13.45M)

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	$304,838,884	$56,110,472 â–²	22.6%	3,982,740	13.5%	ETF
IVE iShares S&P 500 Value ETF	$107,811,730	$3,101,583 â–¼	-2.8%	510,593	4.8%	ETF
SPTL SPDR Portfolio Long Term Treasury ETF	$104,643,097	$3,975,403 â–²	3.9%	3,978,825	4.6%	ETF
LDUR PIMCO Low Duration Exchange-Traded Fund	$103,563,027	$16,184,861 â–²	18.5%	1,080,808	4.6%	ETF
PYLD PIMCO Multi Sector Bond Active ETF	$102,790,079	$8,734,505 â–²	9.3%	3,923,285	4.5%	ETF
SPDW SPDR Portfolio Developed World ex-US ETF	$94,786,291	$1,052,780 â–¼	-1.1%	2,076,370	4.2%	ETF
IVW iShares S&P 500 Growth ETF	$93,739,357	$5,002,969 â–²	5.6%	828,745	4.1%	ETF
DYNF iShares U.S. Equity Factor Rotation Active ETF	$87,256,921	$28,197,930 â–¼	-24.4%	1,499,775	3.9%	ETF
QUAL iShares MSCI USA Quality Factor ETF	$77,140,628	$9,673,556 â–¼	-11.1%	402,172	3.4%	ETF
CLOA iShares AAA CLO Active ETF	$54,623,033	$16,188,480 â–²	42.1%	1,053,787	2.4%	ETF
BLACKROCK ETF TRUST	$54,283,557	$3,265,741 â–²	6.4%	1,647,452	2.4%	ISHARES A I INNO
PIMCO ETF TR	$52,513,284	$10,940,714 â–¼	-17.2%	1,058,736	2.3%	MTG BKD SECS ACT
DMBS DoubleLine Mortgage ETF	$51,729,229	$3,509,879 â–²	7.3%	1,047,575	2.3%	ETF
PIMCO ETF TR	$50,358,949	$12,461,583 â–²	32.9%	545,719	2.2%	ACTIVE BD ETF
SCHM Schwab U.S. Mid-Cap ETF	$48,954,138	$674,340 â–²	1.4%	1,581,206	2.2%	ETF
SPEM SPDR Portfolio Emerging Markets ETF	$48,486,337	$2,943,041 â–²	6.5%	1,033,603	2.1%	ETF
MTUM iShares MSCI USA Momentum Factor ETF	$48,343,826	$3,017,154 â–²	6.7%	201,441	2.1%	ETF
BTHM BlackRock Future U.S. Themes ETF	$44,145,190	$2,780,428 â–²	6.7%	1,218,807	2.0%	ETF
EMXC iShares MSCI Emerging Markets ex China ETF	$40,633,475	$3,548,117 â–¼	-8.0%	516,571	1.8%	Manufacturing
GLOBAL X FDS	$33,267,463	$6,718,396 â–²	25.3%	469,614	1.5%	DEFENSE TECH ETF
FSMD Fidelity Small-Mid Multifactor ETF	$25,443,444	$1,050,875 â–²	4.3%	568,950	1.1%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$23,670,261	$1,488,915 â–²	6.7%	123,334	1.0%	ETF
GOOGL Alphabet	$23,418,311	$6,899,427 â–¼	-22.8%	81,438	1.0%	Computer and Technology
MBB iShares MBS ETF	$21,735,954	$1,020,618 â–²	4.9%	228,920	1.0%	ETF
BNDX Vanguard Total International Bond ETF	$21,505,258	$21,169,821 â–²	6,311.1%	447,560	1.0%	ETF
NVDA NVIDIA	$20,634,665	$238,405 â–¼	-1.1%	118,318	0.9%	Computer and Technology
AMZN Amazon.com	$20,510,845	$2,499 â–²	0.0%	98,482	0.9%	Retail/Wholesale
LLY Eli Lilly and Company	$20,291,965	$1,433,002 â–¼	-6.6%	22,062	0.9%	Medical
MSFT Microsoft	$18,878,299	$2,014,095 â–²	11.9%	50,999	0.8%	Computer and Technology
IUSB iShares Core Total USD Bond Market ETF	$18,747,921	$18,747,921 â–²	New Holding	405,887	0.8%	Manufacturing
IAU iShares Gold Trust	$16,341,867	$17,030,044 â–¼	-51.0%	185,366	0.7%	Finance
V Visa	$16,226,056	$694,850 â–¼	-4.1%	53,686	0.7%	Business Services
INTU Intuit	$15,343,436	$4,635,546 â–²	43.3%	35,486	0.7%	Computer and Technology
NFLX Netflix	$15,329,386	$5,014,222 â–²	48.6%	159,432	0.7%	Consumer Discretionary
SPGI S&P Global	$14,874,990	$2,428,266 â–²	19.5%	34,972	0.7%	Finance
AAPL Apple	$14,854,075	$98,978 â–¼	-0.7%	58,529	0.7%	Computer and Technology
KO CocaCola	$14,323,181	$50,497 â–²	0.4%	188,339	0.6%	Consumer Staples
SCHW Charles Schwab	$14,304,413	$41,821 â–²	0.3%	152,207	0.6%	Finance
EW Edwards Lifesciences	$14,267,132	$3,583,980 â–²	33.5%	178,161	0.6%	Medical
VRT Vertiv	$14,156,767	$11,788,536 â–²	497.8%	56,496	0.6%	Computer and Technology
UBER Uber Technologies	$13,471,842	$2,576,605 â–²	23.6%	187,291	0.6%	Computer and Technology
ARISTA NETWORKS INC	$13,157,104	$884,507 â–²	7.2%	107,160	0.6%	COM SHS
PANW Palo Alto Networks	$13,144,156	$231,502 â–²	1.8%	81,987	0.6%	Computer and Technology
SYK Stryker	$12,845,897	$166,924 â–²	1.3%	39,094	0.6%	Medical
NOW ServiceNow	$12,833,303	$4,811,705 â–²	60.0%	122,748	0.6%	Computer and Technology
ABT Abbott Laboratories	$12,732,208	$298,975 â–¼	-2.3%	124,011	0.6%	Medical
ICE Intercontinental Exchange	$12,100,336	$241,582 â–¼	-2.0%	76,935	0.5%	Finance
LOW Lowe's Companies	$11,586,461	$108,925 â–¼	-0.9%	49,037	0.5%	Retail/Wholesale
TTWO Take-Two Interactive Software	$11,515,238	$3,021,553 â–²	35.6%	58,305	0.5%	Consumer Discretionary
ASML ASML	$11,374,988	$10,413,424 â–¼	-47.8%	8,612	0.5%	Computer and Technology
APH Amphenol	$9,398,165	$3,069,294 â–²	48.5%	74,382	0.4%	Computer and Technology
IEFA iShares Core MSCI EAFE ETF	$8,428,886	$73,148 â–²	0.9%	93,106	0.4%	ETF
WTAI WisdomTree Artificial Intelligence and Innovation Fund	$6,410,440	$1,003,661 â–²	18.6%	227,079	0.3%	Finance
FLOT iShares Floating Rate Bond ETF	$5,782,487	$628,165 â–²	12.2%	113,493	0.3%	ETF
ACN Accenture	$5,498,390	$7,932 â–²	0.1%	27,729	0.2%	Computer and Technology
VTV Vanguard Value ETF	$5,474,176	$5,073,536 â–²	1,266.4%	27,901	0.2%	ETF
CHD Church & Dwight	$5,473,964	$3,360 â–²	0.1%	58,658	0.2%	Consumer Staples
GSY Invesco Ultra Short Duration ETF	$5,453,657	$278,316 â–²	5.4%	108,812	0.2%	ETF
JPST JPMorgan Ultra-Short Income ETF	$5,451,177	$301,384 â–²	5.9%	107,709	0.2%	ETF
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund	$5,444,940	$268,722 â–²	5.2%	54,141	0.2%	ETF
ADBE Adobe	$5,229,136	$294,613 â–¼	-5.3%	21,512	0.2%	Computer and Technology
ICSH iShares Ultra Short-Term Bond Active ETF	$4,994,902	$270,110 â–²	5.7%	98,674	0.2%	ETF
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF	$4,941,566	$1,660 â–¼	0.0%	62,504	0.2%	ETF
ALC Alcon	$4,690,537	$527 â–¼	0.0%	62,250	0.2%	Medical
ISHARES TR	$3,959,054		0.0%	143,239	0.2%	MSCI GLOBAL QUAL
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF	$3,594,951	$3,594,951 â–²	New Holding	74,646	0.2%	Manufacturing
FLIN Franklin FTSE India ETF	$3,294,726	$552,150 â–²	20.1%	99,179	0.1%	ETF
KBWB Invesco KBW Bank ETF	$3,074,841	$70,496 â–²	2.3%	38,863	0.1%	Manufacturing
OMFL Invesco Russell 1000 Dynamic Multifactor ETF	$2,963,796		0.0%	49,298	0.1%	ETF
GVI iShares Intermediate Government/Credit Bond ETF	$2,832,994	$244,084 â–¼	-7.9%	26,556	0.1%	ETF
IWD iShares Russell 1000 Value ETF	$2,388,831		0.0%	11,180	0.1%	ETF
VOO Vanguard S&P 500 ETF	$2,186,986	$136,238 â–¼	-5.9%	3,660	0.1%	ETF
SP FUNDS TRUST	$2,165,929	$2,165,929 â–²	New Holding	76,806	0.1%	S&P WORLD EX US
SPSK SP Funds Dow Jones Global Sukuk ETF	$2,128,614	$2,128,614 â–²	New Holding	118,917	0.1%	ETF
EWG iShares MSCI Germany ETF	$1,816,172	$228,936 â–²	14.4%	45,782	0.1%	ETF
META Meta Platforms	$1,802,210	$663,099 â–²	58.2%	3,150	0.1%	Computer and Technology
JBHT J.B. Hunt Transport Services	$1,591,581	$10,062,284 â–¼	-86.3%	7,511	0.1%	Transportation
MRVL Marvell Technology	$1,499,122	$495 â–²	0.0%	15,135	0.1%	Computer and Technology
COST Costco Wholesale	$1,477,706	$5,979 â–²	0.4%	1,483	0.1%	Retail/Wholesale
IEMG iShares Core MSCI Emerging Markets ETF	$1,451,079		0.0%	20,804	0.1%	ETF
VUG Vanguard Growth ETF	$1,387,245	$4,807,747 â–¼	-77.6%	3,176	0.1%	ETF
RJF Raymond James Financial	$1,341,045	$1,737 â–¼	-0.1%	9,262	0.1%	Finance
MNST Monster Beverage	$1,268,630	$9,714,280 â–¼	-88.4%	17,508	0.1%	Consumer Staples
EFA iShares MSCI EAFE ETF	$1,199,070		0.0%	12,345	0.1%	Finance
EFV iShares MSCI EAFE Value ETF	$1,195,920	$74,992,251 â–¼	-98.4%	16,085	0.1%	ETF
IVV iShares Core S&P 500 ETF	$1,190,149	$13,717 â–²	1.2%	1,822	0.1%	ETF
TE CONNECTIVITY PLC	$1,189,533	$418 â–¼	0.0%	5,691	0.1%	ORD SHS
GMED Globus Medical	$1,189,439		0.0%	13,805	0.1%	Medical
SCHV Schwab U.S. Large-Cap Value ETF	$1,188,677	$97,997 â–¼	-7.6%	38,973	0.1%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$1,175,555		0.0%	11,842	0.1%	Finance
AME AMETEK	$1,151,113	$2,144 â–²	0.2%	5,370	0.1%	Computer and Technology
GOOG Alphabet	$1,105,845	$89,787 â–¼	-7.5%	3,855	0.0%	Computer and Technology
HD Home Depot	$1,056,395	$32,889 â–¼	-3.0%	3,212	0.0%	Retail/Wholesale
BIRKENSTOCK HOLDING PLC	$1,026,637	$204,338 â–²	24.8%	28,653	0.0%	COM SHS
TJX TJX Companies	$1,020,323	$798 â–¼	-0.1%	6,389	0.0%	Retail/Wholesale
LABCORP HOLDINGS INC	$1,016,012	$17,343 â–¼	-1.7%	3,808	0.0%	COM SHS
GLW Corning	$997,340	$796,512 â–¼	-44.4%	7,335	0.0%	Computer and Technology
CORPAY INC	$996,059	$1,164 â–¼	-0.1%	3,423	0.0%	COM SHS
DXCM DexCom	$985,960	$227,524 â–²	30.0%	15,700	0.0%	Medical
EFG iShares MSCI EAFE Growth ETF	$957,893	$134,312 â–¼	-12.3%	8,601	0.0%	ETF

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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Advanced Stock Screeners and Research Tools

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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