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

About Strategic Advocates LLC

Investment Activity

  • Strategic Advocates LLC has $25.93 million in total holdings as of September 30, 2026.
  • Strategic Advocates LLC owns shares of 254 different stocks, but just 45 companies or ETFs make up 80% of its holdings.
  • Approximately 7.18% of the portfolio was purchased this quarter.
  • About 4.30% of the portfolio was sold this quarter.
  • This quarter, Strategic Advocates LLC has purchased 259 new stocks and bought additional shares in 63 stocks.
  • Strategic Advocates LLC sold shares of 70 stocks and completely divested from 16 stocks this quarter.

Largest New Holdings this Quarter

746729722 - PUTNAM FOCUSED U.S. RESEARCH ETF
$52,679 Holding
144285103 - Carpenter Technology
$17,497 Holding
56035L104 - Main Street Capital
$12,882 Holding
194162103 - Colgate-Palmolive
$12,798 Holding
742718109 - Procter & Gamble
$12,639 Holding

Largest Purchases this Quarter

SPDR S&P Kensho New Economies Composite ETF
3,083 shares (about $204.87K)
Amphenol
2,184 shares (about $184.11K)
Vanguard Intermediate-Term Bond ETF
1,925 shares (about $140.25K)
Invesco QQQ
138 shares (about $102.09K)

Largest Sales this Quarter

Palo Alto Networks
311 shares (about $123.56K)
IonQ
2,168 shares (about $95.09K)
Microsoft
114 shares (about $58.47K)
ARISTA NETWORKS INC COM SHS
280 shares (about $57.01K)
Vanguard Mid-Cap Growth ETF
179 shares (about $52.29K)

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
$1,933,801$102,090 ▲5.6%2,6147.5%ETF
SPDR S&P Kensho New Economies Composite ETF stock logo
KOMP
SPDR S&P Kensho New Economies Composite ETF
$1,772,089$204,865 ▲13.1%26,6686.8%ETF
Invesco S&P 500 Pure Value ETF stock logo
RPV
Invesco S&P 500 Pure Value ETF
$1,473,592$45,777 ▲3.2%12,8445.7%ETF
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$1,190,788$140,251 ▲13.4%16,3444.6%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$1,060,599$15,826 ▲1.5%13,0684.1%ETF
Vanguard S&P Small-Cap 600 Growth ETF stock logo
VIOG
Vanguard S&P Small-Cap 600 Growth ETF
$929,093$34,763 ▲3.9%6,7353.6%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$808,904$11,044 ▲1.4%2,1243.1%ETF
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$796,393$84,532 ▲11.9%15,5453.1%ETF
SPDR Portfolio Long Term Corporate Bond ETF stock logo
SPLB
SPDR Portfolio Long Term Corporate Bond ETF
$736,920$19,911 ▼-2.6%36,1592.8%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$596,985$23,523 ▼-3.8%2,6142.3%Technology
Vanguard Consumer Staples ETF stock logo
VDC
Vanguard Consumer Staples ETF
$544,216$6,983 ▲1.3%2,4942.1%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$491,518$6,518 ▲1.3%3,1671.9%ETF
Vanguard Emerging Markets Government Bond ETF stock logo
VWOB
Vanguard Emerging Markets Government Bond ETF
$485,154$52,840 ▲12.2%7,6851.9%ETF
Intel Corporation stock logo
INTC
Intel
$468,8970.0%3,9001.8%Technology
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
$451,133$106,495 ▲30.9%4,9861.7%ETF
Vanguard Energy ETF stock logo
VDE
Vanguard Energy ETF
$366,701$3,615 ▲1.0%2,1301.4%ETF
Fidelity Low Volatility Factor ETF stock logo
FDLO
Fidelity Low Volatility Factor ETF
$364,535$3,604 ▲1.0%5,1591.4%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$357,648$30,868 ▲9.4%1,0081.4%Consumer Discretionary
Apple Inc. stock logo
AAPL
Apple
$350,670$19,981 ▼-5.4%1,0531.4%Technology
Twist Bioscience Corporation stock logo
TWST
Twist Bioscience
$342,6150.0%1,7731.3%Healthcare
Broadcom Inc. stock logo
AVGO
Broadcom
$297,107$7,375 ▲2.5%8461.1%Technology
Amphenol Corporation stock logo
APH
Amphenol
$294,713$184,111 ▲166.5%3,4961.1%Technology
Datadog, Inc. stock logo
DDOG
Datadog
$280,422$47,650 ▼-14.5%1,0241.1%Technology
iShares U.S. Healthcare ETF stock logo
IYH
iShares U.S. Healthcare ETF
$277,223$572 ▲0.2%3,8741.1%ETF
ARISTA NETWORKS INC COM SHS
$276,272$57,005 ▼-17.1%1,3571.1%Stock
Schwab Intermediate-Term U.S. Treasury ETF stock logo
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
$265,108$3,626 ▲1.4%11,1861.0%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$262,833$4,285 ▲1.7%9,5681.0%ETF
PALANTIR TECHNOLOGIES INC CL A
$247,841$22,820 ▼-8.4%1,3251.0%Stock
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$231,372$89,052 ▲62.6%5690.9%Healthcare
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$231,245$55,058 ▲31.3%3780.9%Technology
BlackRock MuniHoldings California Quality Fund, Inc. stock logo
MUC
BlackRock MuniHoldings California Quality Fund
$220,5550.0%22,6210.9%Finance
IonQ, Inc. stock logo
IONQ
IonQ
$212,458$95,089 ▼-30.9%4,8440.8%Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$200,815$9,717 ▼-4.6%8060.8%Consumer Discretionary
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$191,521$1,538 ▲0.8%4,8560.7%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$191,448$10,153 ▲5.6%2640.7%Communication Services
GE Aerospace stock logo
GE
GE Aerospace
$191,121$18,737 ▼-8.9%6120.7%Industrials
Alphabet Inc. stock logo
GOOGL
Alphabet
$180,986$42,322 ▲30.5%5260.7%Communication Services
LAM RESEARCH CORP COM NEW
$180,681$98,553 ▲120.0%5500.7%Stock
SPDR Portfolio High Yield Bond ETF stock logo
SPHY
SPDR Portfolio High Yield Bond ETF
$174,463$33,885 ▲24.1%7,7230.7%ETF
Schwab Long-Term U.S. Treasury ETF stock logo
SCHQ
Schwab Long-Term U.S. Treasury ETF
$165,125$1,281 ▲0.8%5,8020.6%ETF
American Express Company stock logo
AXP
American Express
$164,822$23,416 ▲16.6%5420.6%Finance
Freeport-McMoRan Inc. stock logo
FCX
Freeport-McMoRan
$155,190$19,040 ▼-10.9%2,2170.6%Materials
EMCOR Group, Inc. stock logo
EME
EMCOR Group
$135,054$8,299 ▼-5.8%1790.5%Industrials
D-WAVE QUANTUM INC COM
$131,185$30,903 ▼-19.1%7,9170.5%Stock
Quanta Services, Inc. stock logo
PWR
Quanta Services
$127,859$11,565 ▼-8.3%1990.5%Industrials
Comfort Systems USA, Inc. stock logo
FIX
Comfort Systems USA
$124,057$3,308 ▲2.7%750.5%Industrials
NetApp, Inc. stock logo
NTAP
NetApp
$123,527$51,680 ▼-29.5%5880.5%Technology
Interactive Brokers Group, Inc. stock logo
IBKR
Interactive Brokers Group
$119,930$15,119 ▼-11.2%1,4040.5%Finance
SentinelOne, Inc. stock logo
S
SentinelOne
$118,8000.0%5,0000.5%Technology
APPLOVIN CORP COM CL A
$118,495$60,119 ▲103.0%4080.5%Stock
FIDELITY WISE ORIGIN BITCOIN FUND
$115,5700.0%1,5910.4%ETF
Strategy Inc stock logo
MSTR
Strategy
$115,4300.0%7540.4%Technology
Vertiv Holdings Co. stock logo
VRT
Vertiv
$111,244$10,618 ▼-8.7%4610.4%Industrials
Nuveen California Quality Municipal Income Fund stock logo
NAC
Nuveen California Quality Municipal Income Fund
$106,6000.0%10,4000.4%Finance
Rigetti Computing, Inc. stock logo
RGTI
Rigetti Computing
$92,882$20,462 ▼-18.1%5,9010.4%Technology
International Business Machines Corporation stock logo
IBM
International Business Machines
$91,491$12,096 ▲15.2%4160.4%Technology
Cloudflare, Inc. stock logo
NET
Cloudflare
$89,946$16,670 ▼-15.6%2590.3%Technology
Howmet Aerospace Inc. stock logo
HWM
Howmet Aerospace
$89,341$21,487 ▼-19.4%3950.3%Industrials
GINKGO BIOWORKS HOLDINGS INC CL A NEW
$86,4360.0%6,7370.3%Stock
Microsoft Corporation stock logo
MSFT
Microsoft
$83,603$58,471 ▼-41.2%1630.3%Technology
Valkyrie Bitcoin Miners ETF stock logo
WGMI
Valkyrie Bitcoin Miners ETF
$80,8740.0%1,8000.3%ETF
Bloom Energy Corporation stock logo
BE
Bloom Energy
$68,414$6,648 ▲10.8%2470.3%Industrials
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$68,289$826 ▼-1.2%4960.3%ETF
The Walt Disney Company stock logo
DIS
Walt Disney
$66,8210.0%6370.3%Communication Services
Coca-Cola Company (The) stock logo
KO
Coca-Cola
$66,425$172 ▼-0.3%7720.3%Consumer Staples
The Home Depot, Inc. stock logo
HD
Home Depot
$65,717$12,518 ▲23.5%2310.3%Consumer Discretionary
CRISPR Therapeutics AG stock logo
CRSP
CRISPR Therapeutics
$63,4520.0%1,1470.2%Healthcare
Enpro Inc. stock logo
NPO
Enpro
$61,2520.0%2000.2%Industrials
ENERGY TRANSFER L P COM UT LTD PTN
$59,310$39,540 ▼-40.0%3,0000.2%Stock
Monolithic Power Systems, Inc. stock logo
MPWR
Monolithic Power Systems
$56,583$5,389 ▼-8.7%420.2%Technology
Global X Nasdaq 100 Covered Call ETF stock logo
QYLD
Global X Nasdaq 100 Covered Call ETF
$55,8360.0%3,0100.2%ETF
Argan, Inc. stock logo
AGX
Argan
$55,559$4,535 ▲8.9%1470.2%Industrials
Cleveland-Cliffs Inc. stock logo
CLF
Cleveland-Cliffs
$55,0500.0%5,0000.2%Materials
PUTNAM FOCUSED U.S. RESEARCH ETF
$52,679$52,679 ▲New Holding1,5960.2%ETF
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$52,5470.0%1,1460.2%Communication Services
Las Vegas Sands Corp. stock logo
LVS
Las Vegas Sands
$52,367$2,685 ▼-4.9%1,3850.2%Consumer Discretionary
SPACE EXPLORATION TECHN CORP CLASS A COM STK
$52,047$34,698 ▲200.0%3450.2%Stock
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$49,7890.0%8650.2%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$49,637$8,078 ▲19.4%5530.2%ETF
IDEXX Laboratories, Inc. stock logo
IDXX
IDEXX Laboratories
$49,608$4,700 ▼-8.7%950.2%Healthcare
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$48,472$123,564 ▼-71.8%1220.2%Technology
GlobalFoundries Inc. stock logo
GFS
GlobalFoundries
$47,9200.0%1,0000.2%Technology
MongoDB, Inc. stock logo
MDB
MongoDB
$47,760$2,440 ▼-4.9%1370.2%Technology
Rio Tinto PLC stock logo
RIO
Rio Tinto
$47,0850.0%5000.2%Materials
Rambus, Inc. stock logo
RMBS
Rambus
$45,480$2,455 ▲5.7%4260.2%Technology
SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR
$45,1540.0%1,4440.2%CEF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$44,875$1,081 ▼-2.4%4980.2%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$40,3690.0%3210.2%ETF
iShares Robotics and Artificial Intelligence Multisector ETF stock logo
IRBO
iShares Robotics and Artificial Intelligence Multisector ETF
$40,335$7,754 ▼-16.1%5150.2%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$40,3340.0%810.2%Finance
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$40,2950.0%570.2%ETF
SPDR S&P 600 Small Cap Growth ETF stock logo
SLYG
SPDR S&P 600 Small Cap Growth ETF
$40,007$535 ▼-1.3%3740.2%ETF
BWX Technologies, Inc. stock logo
BWXT
BWX Technologies
$38,908$9,453 ▼-19.5%2840.2%Industrials
CBL & Associates Properties, Inc. stock logo
CBL
CBL & Associates Properties
$38,2060.0%7160.1%Real Estate
ROBO Global Artificial Intelligence ETF stock logo
THNQ
ROBO Global Artificial Intelligence ETF
$36,623$7,966 ▼-17.9%3770.1%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$36,060$5,624 ▲18.5%1090.1%Finance
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$34,796$19,548 ▲128.2%1780.1%ETF
Dycom Industries, Inc. stock logo
DY
Dycom Industries
$33,904$9,149 ▲37.0%1260.1%Industrials
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$32,886$16,443 ▲100.0%540.1%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$32,612$10,978 ▲50.7%3030.1%Technology

Showing largest 100 holdings. View all holdings.
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