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Strategic Advocates LLC Top Holdings and 13F Report (2026)

About Strategic Advocates LLC

Investment Activity

  • Strategic Advocates LLC has $390.86 million in total holdings as of December 31, 2025.
  • Strategic Advocates LLC owns shares of 637 different stocks, but just 29 companies or ETFs make up 80% of its holdings.
  • Approximately 4.99% of the portfolio was purchased this quarter.
  • About NaN of the portfolio was sold this quarter.
  • This quarter, Strategic Advocates LLC has purchased 611 new stocks and bought additional shares in 167 stocks.
  • Strategic Advocates LLC sold shares of 143 stocks and completely divested from 17 stocks this quarter.

Largest New Holdings this Quarter

091749101 - BITWISE 10 CRYPTO INDEX ETF
$200,439 Holding
09631P102 - BLUEROCK PVT REAL ESTATE FD COM
$173,655 Holding
355233107 - FRANKLIN XRP ETF
$60,990 Holding
464286772 - iShares MSCI South Korea ETF
$38,067 Holding
83192D402 - SMARTSTOP SELF STORAG REIT INC COMMON STOCK
$32,918 Holding

Largest Purchases this Quarter

Netflix
28,255 shares (about $2.65M)
ServiceNow
12,998 shares (about $2.00M)
Invesco S&P 500 Pure Value ETF
12,037 shares (about $1.25M)

Largest Sales this Quarter

SPDR Portfolio Long Term Corporate Bond ETF
44,355 shares (about $1.01M)
Schwab US Dividend Equity ETF
13,179 shares (about $364.16K)
CHENIERE ENERGY INC COM NEW
1,679 shares (about $324.80K)
Apple
1,040 shares (about $284.00K)
Progressive
1,220 shares (about $280.57K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofStrategic Advocates LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Invesco QQQ stock logo
QQQ
Invesco QQQ
$36,192,801$1,100,111 3.1%58,4299.3%Finance
SPDR S&P Kensho New Economies Composite ETF stock logo
KOMP
SPDR S&P Kensho New Economies Composite ETF
$35,297,763$1,015,426 3.0%587,1229.0%ETF
Invesco S&P 500 Pure Value ETF stock logo
RPV
Invesco S&P 500 Pure Value ETF
$29,962,894$1,251,608 4.4%288,1607.7%ETF
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$28,380,129$37,566 -0.1%363,3827.3%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$21,445,613$696,140 3.4%318,2315.5%ETF
Vanguard S&P Small-Cap 600 Growth ETF stock logo
VIOG
Vanguard S&P Small-Cap 600 Growth ETF
$19,168,888$771,775 4.2%155,6564.9%ETF
SPDR Portfolio Long Term Corporate Bond ETF stock logo
SPLB
SPDR Portfolio Long Term Corporate Bond ETF
$18,585,521$1,007,302 -5.1%818,3854.8%ETF
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$17,850,828$20,907 0.1%337,2544.6%Manufacturing
NVIDIA Corporation stock logo
NVDA
NVIDIA
$17,438,358$117,962 0.7%92,9854.5%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$9,536,504$284,003 -2.9%34,9222.4%Computer and Technology
PALANTIR TECHNOLOGIES INC CL A
$7,602,875$84,271 -1.1%42,0421.9%Stock
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund stock logo
HYS
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
$7,268,338$1,748,699 31.7%76,1001.9%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$6,281,877$283,557 4.7%13,8241.6%Auto/Tires/Trucks
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$5,866,973$285,315 5.1%25,2311.5%Retail/Wholesale
Microsoft Corporation stock logo
MSFT
Microsoft
$5,348,955$442,131 9.0%10,9731.4%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$5,170,925$128,991 -2.4%16,4761.3%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$5,105,309$356,293 7.5%7,6661.3%Computer and Technology
GE Aerospace stock logo
GE
GE Aerospace
$4,581,613$344,517 8.1%14,6951.2%Aerospace
Broadcom Inc. stock logo
AVGO
Broadcom
$4,373,959$149,391 3.5%12,5021.1%Computer and Technology
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$4,074,835$314,946 8.4%7,1161.0%Medical
ARISTA NETWORKS INC COM SHS
$3,994,920$243,822 6.5%30,1641.0%Stock
Netflix, Inc. stock logo
NFLX
Netflix
$2,917,308$2,649,754 990.4%31,1080.7%Consumer Discretionary
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$2,863,476$237,299 9.0%15,3250.7%Computer and Technology
Boston Scientific Corporation stock logo
BSX
Boston Scientific
$2,636,915$322,402 13.9%27,4650.7%Medical
Vanguard Emerging Markets Government Bond ETF stock logo
VWOB
Vanguard Emerging Markets Government Bond ETF
$2,583,292$1,561,379 152.8%38,2370.7%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$2,468,803$33 0.0%75,0850.6%ETF
ServiceNow, Inc. stock logo
NOW
ServiceNow
$2,446,705$2,004,682 453.5%15,8640.6%Computer and Technology
American Express Company stock logo
AXP
American Express
$2,333,314$325,969 16.2%6,2490.6%Finance
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$2,312,008$14,751 0.6%4,7020.6%ETF
ARK Autonomous Technology & Robotics ETF stock logo
ARKQ
ARK Autonomous Technology & Robotics ETF
$2,303,905$44,584 2.0%19,9470.6%ETF
IonQ, Inc. stock logo
IONQ
IonQ
$2,244,068$10,693 -0.5%49,5270.6%Computer and Technology
iShares Core 80/20 Aggressive Allocation ETF stock logo
AOA
iShares Core 80/20 Aggressive Allocation ETF
$2,207,194$62,952 -2.8%24,5080.6%ETF
iShares Robotics and Artificial Intelligence Multisector ETF stock logo
IRBO
iShares Robotics and Artificial Intelligence Multisector ETF
$2,037,862$56,895 2.9%41,8710.5%Manufacturing
ROBO Global Artificial Intelligence ETF stock logo
THNQ
ROBO Global Artificial Intelligence ETF
$2,001,278$80,207 4.2%31,3140.5%ETF
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$1,860,740$30,472 -1.6%13,4340.5%ETF
Howmet Aerospace Inc. stock logo
HWM
Howmet Aerospace
$1,779,590$48,833 -2.7%8,5640.5%Aerospace
SoFi Technologies, Inc. stock logo
SOFI
SoFi Technologies
$1,742,1240.0%65,5920.4%Finance
APPLOVIN CORP COM CL A
$1,642,705$144,292 -8.1%2,3680.4%Stock
The Progressive Corporation stock logo
PGR
Progressive
$1,535,290$280,565 -15.5%6,6760.4%Finance
Motley Fool 100 Index ETF stock logo
TMFC
Motley Fool 100 Index ETF
$1,531,730$499,084 48.3%21,1920.4%ETF
iShares Self-Driving EV and Tech ETF stock logo
IDRV
iShares Self-Driving EV and Tech ETF
$1,476,226$69,622 -4.5%38,4420.4%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,431,544$5,037 -0.4%2,8420.4%Finance
Global X Robotics & Artificial Intelligence ETF stock logo
BOTZ
Global X Robotics & Artificial Intelligence ETF
$1,349,387$36,945 -2.7%36,8890.3%Manufacturing
Datadog, Inc. stock logo
DDOG
Datadog
$1,315,821$22,959 -1.7%9,5710.3%Computer and Technology
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$1,284,156$35,992 -2.7%8,8840.3%ETF
NetApp, Inc. stock logo
NTAP
NetApp
$1,252,646$113,295 -8.3%11,5540.3%Computer and Technology
Strategy Inc stock logo
MSTR
Strategy
$1,215,625$18,984 1.6%7,8120.3%Computer and Technology
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$1,163,267$18,304 1.6%5,4020.3%Computer and Technology
Axon Enterprise, Inc stock logo
AXON
Axon Enterprise
$1,089,297$27,461 2.6%1,9040.3%Aerospace
W.W. Grainger, Inc. stock logo
GWW
W.W. Grainger
$1,031,547$20,427 2.0%1,0100.3%Industrials
EMCOR Group, Inc. stock logo
EME
EMCOR Group
$1,008,750$33,337 -3.2%1,6340.3%Construction
Dropbox, Inc. stock logo
DBX
Dropbox
$995,151$51,365 -4.9%35,9780.3%Computer and Technology
UiPath, Inc. stock logo
PATH
UiPath
$962,793$12,119 -1.2%57,7560.2%Computer and Technology
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$957,735$17,950 1.9%2,4010.2%Finance
Freeport-McMoRan Inc. stock logo
FCX
Freeport-McMoRan
$929,652$5,192 -0.6%18,0830.2%Basic Materials
D-Wave Quantum Inc. stock logo
QBTS
D-Wave Quantum
$889,928$4,909 0.6%33,9020.2%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$829,572$70,182 -7.8%2,5650.2%Finance
Southern Copper Corporation stock logo
SCCO
Southern Copper
$695,976$103,291 -12.9%4,7840.2%Basic Materials
International Business Machines Corporation stock logo
IBM
International Business Machines
$646,085$38,964 -5.7%2,1390.2%Computer and Technology
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$582,590$42,808 -6.8%7,5260.1%Computer and Technology
CHENIERE ENERGY INC COM NEW
$579,182$324,798 -35.9%2,9940.1%Stock
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$570,8200.0%2,1960.1%Computer and Technology
The Trade Desk stock logo
TTD
Trade Desk
$566,539$81,882 -12.6%14,8620.1%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$565,234$17,300 -3.0%1,7970.1%Computer and Technology
GRAYSCALE ETHEREUM STAKING ETF
$545,947$270,426 -33.1%22,5040.1%ETF
Rigetti Computing, Inc. stock logo
RGTI
Rigetti Computing
$538,512$2,443 0.5%24,0300.1%Computer and Technology
Micron Technology, Inc. stock logo
MU
Micron Technology
$534,489$293 0.1%1,8270.1%Computer and Technology
Fidelity Low Volatility Factor ETF stock logo
FDLO
Fidelity Low Volatility Factor ETF
$532,339$6,724 1.3%7,9170.1%ETF
ETG
Eaton Vance Tax-Advantaged Global Dividend Income Fund
$526,014$111,695 -17.5%22,9300.1%Financial Services
Qualcomm Incorporated stock logo
QCOM
Qualcomm
$521,461$54,525 -9.5%3,0030.1%Computer and Technology
SPDR S&P 600 Small Cap Growth ETF stock logo
SLYG
SPDR S&P 600 Small Cap Growth ETF
$513,467$957 0.2%5,3650.1%ETF
Simon Property Group, Inc. stock logo
SPG
Simon Property Group
$509,684$40,917 -7.4%2,7280.1%Finance
Dell Technologies Inc. stock logo
DELL
Dell Technologies
$507,203$68,821 -11.9%3,9650.1%Computer and Technology
iShares Core 60/40 Balanced Allocation ETF stock logo
AOR
iShares Core 60/40 Balanced Allocation ETF
$494,537$43,960 -8.2%7,5710.1%ETF
Lazard Global Total Return and Income Fund, Inc. stock logo
LGI
Lazard Global Total Return and Income Fund
$491,874$85,634 -14.8%28,0590.1%Financial Services
CME Group Inc. stock logo
CME
CME Group
$489,874$42,478 -8.0%1,7760.1%Finance
Virtus Artificial Intelligence & Technology Opportunities Fund stock logo
AIO
Virtus Artificial Intelligence & Technology Opportunities Fund
$482,133$93,525 -16.2%21,9350.1%Miscellaneous
Intel Corporation stock logo
INTC
Intel
$481,095$140,584 -22.6%12,8980.1%Computer and Technology
Flaherty & Crumrine Total Return Fund Inc. stock logo
FLC
Flaherty & Crumrine Total Return Fund
$480,604$75,759 -13.6%27,5260.1%Financial Services
Flaherty & Crumrine Dynamic Preferred and Income Fund Inc. stock logo
DFP
Flaherty & Crumrine Dynamic Preferred and Income Fund
$457,199$74,018 -13.9%21,9280.1%Financial Services
Tortoise Energy Infrastructure Corporation stock logo
TYG
Tortoise Energy Infrastructure
$455,647$77,189 -14.5%11,1980.1%Finance
iShares U.S. Healthcare ETF stock logo
IYH
iShares U.S. Healthcare ETF
$455,029$5,699 1.3%6,9470.1%ETF
KKR Income Opportunities Fund stock logo
KIO
KKR Income Opportunities Fund
$450,625$85,782 -16.0%38,8470.1%Financial Services
Argan, Inc. stock logo
AGX
Argan
$405,656$20,188 -4.7%1,2860.1%Construction
IBND
SPDR Bloomberg International Corporate Bond ETF
$385,9020.0%12,0200.1%ETF
Vanguard Consumer Staples ETF stock logo
VDC
Vanguard Consumer Staples ETF
$374,373$208,315 -35.8%1,7630.1%ETF
Invesco Senior Income Trust stock logo
VVR
Invesco Senior Income Trust
$369,727$95,249 -20.5%113,0660.1%Financial Services
US Treasury 3 Month Bill ETF stock logo
TBIL
US Treasury 3 Month Bill ETF
$360,283$71,578 24.8%7,2230.1%ETF
GRAYSCALE ETHEREUM STAKING MINI ETF
$354,107$3,069 -0.9%12,6920.1%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$352,795$57,741 19.6%6110.1%Industrials
ONEOK, Inc. stock logo
OKE
ONEOK
$346,068$12,106 -3.4%4,6880.1%Energy
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$342,8150.0%3,9510.1%Computer and Technology
Vanguard Energy ETF stock logo
VDE
Vanguard Energy ETF
$335,037$2,532 0.8%2,6460.1%ETF
Clean Harbors, Inc. stock logo
CLH
Clean Harbors
$328,3740.0%1,3810.1%Business Services
Mastercard Incorporated stock logo
MA
Mastercard
$327,397$35,800 -9.9%5670.1%Business Services
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$304,810$134,111 -30.6%2,1160.1%Consumer Staples
The Home Depot, Inc. stock logo
HD
Home Depot
$291,973$16,971 6.2%8430.1%Retail/Wholesale
Energy Transfer LP stock logo
ET
Energy Transfer
$290,853$35,743 14.0%17,5850.1%Energy
The Boeing Company stock logo
BA
Boeing
$289,731$34,742 -10.7%1,3260.1%Aerospace
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$272,409$137,128 101.4%6,3410.1%ETF

Showing largest 100 holdings. View all holdings.
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