Institutional Fund
Advocacy Wealth Management, LLC
Atlanta, GACIK 15694525 filings on record
Portfolio Value
$2.26B
Q1 2026
Holdings
143
Reported positions
New Buys
7
Opened this quarter
QoQ Change
-5.4%
from $2.39B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr Series Trust13.5%
- Ishares Tr4.8%
- Spdr Series Trust4.6%
- Pimco ETF Tr4.6%
- Pimco ETF Tr4.5%
- Spdr Index Shs Fds4.2%
- Other63.8%
Portfolio Holdings
143 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 3.98M | $304.84M | 13.5% | +733.1K | Added |
| 2 | Ishares Tr | 510.6K | $107.81M | 4.8% | −14.7K | Reduced |
| 3 | Spdr Series Trust | 3.98M | $104.64M | 4.6% | +151.2K | Added |
| 4 | Pimco ETF Tr | 1.08M | $103.56M | 4.6% | +168.9K | Added |
| 5 | Pimco ETF Tr | 3.92M | $102.79M | 4.5% | +333.4K | Added |
| 6 | Spdr Index Shs Fds | 2.08M | $94.79M | 4.2% | −23.1K | Reduced |
| 7 | Ishares Tr | 828.7K | $93.74M | 4.1% | +44.2K | Added |
| 8 | Blackrock ETF Trust | 1.50M | $87.26M | 3.9% | −484.7K | Reduced |
| 9 | Ishares Tr | 402.2K | $77.14M | 3.4% | −50.4K | Reduced |
| 10 | Blackrock ETF Trust II | 1.05M | $54.62M | 2.4% | +312.3K | Added |
133 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio