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13F holdings · Q2 2026

Advocacy Wealth Management

Atlanta, GA · files as Advocacy Wealth Management, LLC
Holdings as of Jun 30, 2026Filed Jul 29, 2026Next filing due Nov 16, 2026CIK 1569452

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.

Reported value$2.8B+21.7% vs last quarter
Stocks held15117 new · 9 sold out
Top 5 weight35.0%spread out
Turnover33%of the portfolio changed
🔒 A free account shows every holding, what the fund sold and its options.Create free account

Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
SPYM
Spdr Series Trust
$508M18.4%5.8M+1.8M (+45%)8 of 8
2
EMXC
Ishares Msci Emerging Markets EX China ETF
$123M4.5%1.2M+682K (+132%)8 of 8
3
SPDW
Spdr Developed
$114M4.2%2.3M+192K (+9%)8 of 8
4
IVW
Ishares TR
$111M4.0%807K−21K (−3%)8 of 8
5
PYLD
Pimco ETF TR
$107M3.9%4M+116K (+3%)8 of 8
6
LDUR
Pimco ETF TR
$107M3.9%1.1M+35K (+3%)8 of 8
7
DYNF
Blackrock ETF Trust
$101M3.6%1.5M−22K (−1%)8 of 8
8
IVE
Ishares TR
$96.4M3.5%425K−86K (−17%)8 of 8
9
BAI
Blackrock ETF Trust
$73M2.6%1.4M−263K (−16%)5 of 8
10
CORO
Ishares International Country Rotation Active ETF
$69.1M2.5%1.9MNew position1 of 8
🔒 141 more holdings in this filing. Create a free account or sign in to see them all.

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
StockValue last quarterShares sold
ACN
Accenture PLC Ireland
$5.5M28K
ADBE
Adobe Inc
$5.2M22K
FLIN
Franklin Templeton ETF TR
$3.3M99K
EFV
Ishares TR
$1.2M16K
XLG
Invesco Exchange Traded FD T
$813K15K

🔒 Free account: see all 9.

Reported value

last 8 quarters
$1.3BQ3 '24
$1.3BQ4 '24
$1.5BQ1 '25
$1.6BQ2 '25
$2.3BQ3 '25
$2.4BQ4 '25
$2.3BQ1 '26
$2.8BQ2 '26

The 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
FiledFormQuarter
Jul 29, 202613F-HRQ2 2026SEC filing ↗

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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.