Advocacy Wealth Management
Advocacy Wealth Management reported 151 stocks worth $2.8B in its 13F filing for Q2 2026, filed Jul 29, 2026. Its largest holdings are SPYM (18.4%), EMXC (4.5%) and SPDW (4.2%). Compared with Q1 2026, the fund opened new positions in CORO, FENI and IALT, added to SPYM, EMXC and SPDW, trimmed IVW, DYNF and IVE and sold out of ACN, ADBE and FLIN.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 | ![]() SPYM Spdr Series Trust | $508M | 18.4% | 5.8M | +1.8M (+45%) | 8 of 8 | |
| 2 | ![]() EMXC Ishares Msci Emerging Markets EX China ETF | $123M | 4.5% | 1.2M | +682K (+132%) | 8 of 8 | |
| 3 | ![]() SPDW Spdr Developed | $114M | 4.2% | 2.3M | +192K (+9%) | 8 of 8 | |
| 4 | ![]() IVW Ishares TR | $111M | 4.0% | 807K | −21K (−3%) | 8 of 8 | |
| 5 | ![]() PYLD Pimco ETF TR | $107M | 3.9% | 4M | +116K (+3%) | 8 of 8 | |
| 6 | ![]() LDUR Pimco ETF TR | $107M | 3.9% | 1.1M | +35K (+3%) | 8 of 8 | |
| 7 | ![]() DYNF Blackrock ETF Trust | $101M | 3.6% | 1.5M | −22K (−1%) | 8 of 8 | |
| 8 | ![]() IVE Ishares TR | $96.4M | 3.5% | 425K | −86K (−17%) | 8 of 8 | |
| 9 | ![]() BAI Blackrock ETF Trust | $73M | 2.6% | 1.4M | −263K (−16%) | 5 of 8 | |
| 10 | ![]() CORO Ishares International Country Rotation Active ETF | $69.1M | 2.5% | 1.9M | New position | 1 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
![]() ACN Accenture PLC Ireland | $5.5M | 28K |
![]() ADBE Adobe Inc | $5.2M | 22K |
![]() FLIN Franklin Templeton ETF TR | $3.3M | 99K |
![]() EFV Ishares TR | $1.2M | 16K |
![]() XLG Invesco Exchange Traded FD T | $813K | 15K |
🔒 Free account: see all 9.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 29, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Advocacy Wealth Management 13F FAQ
What does Advocacy Wealth Management own?
Advocacy Wealth Management reported 151 stocks worth $2.8B in its 13F filing for Q2 2026, filed Jul 29, 2026. Its largest holdings are SPYM (18.4%), EMXC (4.5%) and SPDW (4.2%). The table above lists every position in the filing (the top 10 without an account).
What did Advocacy Wealth Management buy and sell in Q2 2026?
Compared with Q1 2026: 17 new positions, 69 added to, 54 trimmed and 9 sold out. New positions include CORO, FENI and IALT. It sold all of ACN, ADBE and FLIN.
When will Advocacy Wealth Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Advocacy Wealth Management's portfolio worth?
The Q2 2026 filing reports $2.8B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.














