Advocacy Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 11, 2026, for the 2025 Q4 period, Advocacy Wealth Management, LLC held in its portfolio 140 assets valued at $2,389,887,607 (i.e. $2.39B).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($367.16M), BLACKROCK ETF TRUST ($120.67M), and ISHARES TR ($111.40M).
The chart below shows the top 10 valuable assets, and the table below shows the top 140 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Advocacy Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 7139847 | 367163838 | STATE STREET SPD |
| BLACKROCK ETF TRUST | 1984442 | 120673930 | ISHARES US EQUIT |
| ISHARES TR | 525282 | 111396572 | S&P 500 VAL ETF |
| ISHARES TR | 784514 | 96699207 | S&P 500 GRWT ETF |
| PIMCO ETF TR | 3589907 | 95778718 | MULTISECTOR BD |
| SPDR INDEX SHS FDS | 2099432 | 93235775 | PORTFOLIO DEVLPD |
| ISHARES TR | 452605 | 89896422 | MSCI USA QLT FCT |
| PIMCO ETF TR | 911899 | 87492156 | ENHNCD LW DUR AC |
| ISHARES TR | 1024723 | 73175469 | EAFE VALUE ETF |
| INVESCO EXCHANGE TRADED FD T | 1152408 | 68314746 | S&P 500 TOP 50 |
| PIMCO ETF TR | 1279315 | 63575540 | MTG BKD SECS ACT |
| BLACKROCK ETF TRUST | 1548340 | 51559736 | ISHARES A I INNO |
| DOUBLELINE ETF TRUST | 976496 | 48487911 | MORTGAGE ETF |
| ISHARES TR | 188869 | 47275799 | MSCI USA MMENTM |
| SCHWAB STRATEGIC TR | 1559425 | 46891910 | US MID-CAP ETF |
| SPDR INDEX SHS FDS | 970865 | 45446190 | PORTFOLIO EMG MK |
| BLACKROCK ETF TRUST | 1142042 | 44037140 | ISHARES US THEMA |
| ISHARES INC | 561678 | 40822757 | MSCI EMRG CHN |
| BLACKROCK ETF TRUST II | 741479 | 38367542 | ISHARES AAA CLO |
| PIMCO ETF TR | 410678 | 38225908 | ACTIVE BD ETF |
| ALPHABET INC | 105431 | 32999903 | CAP STK CL A |
| ISHARES GOLD TR | 378538 | 30725929 | ISHARES NEW |
| ELI LILLY & CO | 23620 | 25383942 | COM |
| GLOBAL X FDS | 374775 | 24281672 | DEFENSE TECH ETF |
| FIDELITY COVINGTON TRUST | 545451 | 24070753 | SML MID MLTFCT |
| AMAZON COM INC | 98470 | 22728845 | COM |
| NVIDIA CORPORATION | 119685 | 22321259 | COM |
| INVESCO EXCHANGE TRADED FD T | 115576 | 22139739 | S&P500 EQL WGT |
| MICROSOFT CORP | 45558 | 22032760 | COM |
| ISHARES TR | 218171 | 20774243 | MBS ETF |
| VISA INC | 55985 | 19634500 | COM CL A |
| ASML HOLDING N V | 16496 | 17648410 | N Y REGISTRY SHS |
| INTUIT | 24765 | 16404831 | COM |
| ABRDN SILVER ETF TRUST | 242213 | 16383287 | PHYSCL SILVR SHS |
| APPLE INC | 58919 | 16017719 | COM |
| ABBOTT LABS | 126923 | 15902183 | COM |
| S&P GLOBAL INC | 29263 | 15292551 | COM |
| SCHWAB CHARLES CORP | 151762 | 15162542 | COM |
| PALO ALTO NETWORKS INC | 80543 | 14836021 | COM |
| BLACKROCK ETF TRUST II | 275917 | 14560140 | ISHARES FLEXIBLE |
| STRYKER CORPORATION | 38586 | 13561822 | COM |
| COCA COLA CO | 187675 | 13120359 | COM |
| ARISTA NETWORKS INC | 99956 | 13097235 | COM SHS |
| INTERCONTINENTAL EXCHANGE IN | 78471 | 12709163 | COM |
| UBER TECHNOLOGIES INC | 151470 | 12376613 | COM |
| LOWES COS INC | 49498 | 11936938 | COM |
| SERVICENOW INC | 76725 | 11753503 | COM |
| MONSTER BEVERAGE CORP NEW | 151572 | 11621025 | COM |
| EDWARDS LIFESCIENCES CORP | 133406 | 11372862 | COM |
| TAKE-TWO INTERACTIVE SOFTWAR | 43006 | 11010826 | COM |
| HUNT J B TRANS SVCS INC | 54997 | 10688117 | COM |
| NETFLIX INC | 107282 | 10058760 | COM |
| ISHARES TR | 89441 | 8611379 | JPMORGAN USD EMG |
| ISHARES TR | 92298 | 8256979 | CORE MSCI EAFE |
| ADOBE INC | 22724 | 7953172 | COM |
| ACCENTURE PLC IRELAND | 27689 | 7428869 | SHS CLASS A |
| VANGUARD INDEX FDS | 14183 | 6919318 | GROWTH ETF |
| AMPHENOL CORP NEW | 50090 | 6769163 | CL A |
| WISDOMTREE TR | 191526 | 5581068 | ARTIFICIAL INTEL |
| INVESCO ACTIVELY MANAGED EXC | 103259 | 5188765 | ULTRA SHRT DUR |
| PIMCO ETF TR | 51469 | 5164379 | ENHAN SHRT MA AC |
| J P MORGAN EXCHANGE TRADED F | 101754 | 5147759 | ULTRA SHRT ETF |
| ISHARES TR | 101164 | 5145220 | FLTG RATE NT ETF |
| WORKDAY INC | 23463 | 5039383 | CL A |
| CHURCH & DWIGHT CO INC | 58622 | 4915455 | COM |
| ALCON AG | 62257 | 4907224 | ORD SHS |
| ISHARES TR | 93338 | 4721060 | ULTRA SHORT DUR |
| ISHARES TR | 143239 | 4026176 | MSCI GLOBAL QUAL |
| SPDR S&P 500 ETF TR | 5669 | 3865804 | TR UNIT |
| INVESCO EXCH TRADED FD TR II | 37972 | 3200660 | KBW BK ETF |
| FRANKLIN TEMPLETON ETF TR | 82558 | 3185913 | FRANKLIN INDIA |
| ISHARES TR | 28844 | 3096403 | INTRM GOV CR ETF |
| INVESCO EXCH TRD SLF IDX FD | 49298 | 3013587 | RUSL 1000 DYNM |
| VANGUARD INDEX FDS | 3888 | 2438529 | S&P 500 ETF SHS |
| ISHARES TR | 11180 | 2351601 | RUS 1000 VAL ETF |
| ISHARES INC | 40011 | 1700468 | MSCI GERMANY ETF |
| VERTIV HOLDINGS CO | 9451 | 1531157 | COM CL A |
| RAYMOND JAMES FINL INC | 9274 | 1489312 | COM |
| ISHARES INC | 20804 | 1398445 | CORE MSCI EMKT |
| META PLATFORMS INC | 1991 | 1314239 | CL A |
| ALPHABET INC | 4168 | 1307918 | CAP STK CL C |
| SCHWAB STRATEGIC TR | 39874 | 1300690 | US LCAP GR ETF |
| TE CONNECTIVITY PLC | 5693 | 1295214 | ORD SHS |
| MARVELL TECHNOLOGY INC | 15130 | 1285747 | COM |
| COSTCO WHSL CORP NEW | 1477 | 1273676 | COM |
| SCHWAB STRATEGIC TR | 42186 | 1249127 | US LCAP VA ETF |
| ISHARES TR | 1801 | 1233577 | CORE S&P500 ETF |
| GLOBUS MED INC | 13805 | 1205315 | CL A |
| ISHARES TR | 12345 | 1185490 | MSCI EAFE ETF |
| ISHARES TR | 11842 | 1182779 | CORE US AGGBD ET |
| CORNING INC | 13193 | 1155179 | COM |
| HOME DEPOT INC | 3312 | 1139659 | COM |
| ISHARES TR | 9807 | 1117213 | EAFE GRWTH ETF |
| AMETEK INC | 5360 | 1100462 | COM |
| TRANSUNION | 12491 | 1071103 | COM |
| CORPAY INC | 3427 | 1031287 | COM SHS |
| TJX COS INC NEW | 6394 | 982182 | COM |
| BROADRIDGE FINL SOLUTIONS IN | 4379 | 977262 | COM |
| PINTEREST INC | 37650 | 974759 | CL A |
| LABCORP HOLDINGS INC | 3873 | 971658 | COM SHS |
| APTIV PLC | 12466 | 948538 | COM SHS |
| TERADYNE INC | 4885 | 945541 | COM |
| BIRKENSTOCK HOLDING PLC | 22950 | 938655 | COM SHS |
| COPART INC | 23227 | 909337 | COM |
| ABBVIE INC | 3727 | 851582 | COM |
| ISHARES TR | 11592 | 804717 | CORE DIV GRWTH |
| DEXCOM INC | 12077 | 801550 | COM |
| ATLASSIAN CORPORATION | 4915 | 796918 | CL A |
| TRUIST FINL CORP | 14922 | 734312 | COM |
| DOORDASH INC | 3052 | 691217 | CL A |
| SPDR S&P MIDCAP 400 ETF TR | 1104 | 666021 | UTSER1 S&PDCRP |
| ORACLE CORP | 3350 | 652949 | COM |
| STERIS PLC | 2469 | 625941 | SHS USD |
| ALPS ETF TR | 12242 | 575619 | ALERIAN MLP |
| ISHARES TR | 5336 | 571539 | NATIONAL MUN ETF |
| CENCORA INC | 1604 | 541751 | COM |
| JOHNSON & JOHNSON | 2608 | 539726 | COM |
| EURONET WORLDWIDE INC | 7084 | 539163 | COM |
| ISHARES TR | 10665 | 538156 | TRS FLT RT BD |
| ISHARES TR | 3675 | 518359 | RUS MDCP VAL ETF |
| CISCO SYS INC | 6645 | 511864 | COM |
| PROCTER AND GAMBLE CO | 3513 | 503448 | COM |
| EXXON MOBIL CORP | 4068 | 489507 | COM |
| PEPSICO INC | 3169 | 454815 | COM |
| QUALCOMM INC | 2542 | 434809 | COM |
| MCDONALDS CORP | 1377 | 420853 | COM |
| SIMPLIFY EXCHANGE TRADED FUN | 8322 | 419512 | MBS ETF |
| ELECTRONIC ARTS INC | 1919 | 392109 | COM |
| VANGUARD INDEX FDS | 2042 | 390002 | VALUE ETF |
| GLOBAL PMTS INC | 4958 | 383749 | COM |
| WALMART INC | 3392 | 377903 | COM |
| VANGUARD CHARLOTTE FDS | 6981 | 337322 | TOTAL INT BD ETF |
| PIMCO ETF TR | 6137 | 308568 | SR LN ACTIVE ETF |
| ANGEL OAK FUNDS TRUST | 13639 | 284039 | INCOME ETF |
| VANGUARD INDEX FDS | 1305 | 276386 | SM CP VAL ETF |
| ISHARES TR | 1377 | 274961 | U.S. TECH ETF |
| VANGUARD INDEX FDS | 789 | 248377 | LARGE CAP ETF |
| VANGUARD SCOTTSDALE FDS | 2493 | 230104 | VNG RUS1000VAL |
| MONDELEZ INTL INC | 4147 | 223233 | CL A |
| COLGATE PALMOLIVE CO | 2619 | 206953 | COM |
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