Advocacy Wealth Management
$2.3B Assets Reported
149 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 3,982,740 | $305M | 13.5% |
| IVE | ISHARES TR | 510,593 | $108M | 4.8% |
| SPTL | SPDR SERIES TRUST | 3,978,825 | $105M | 4.6% |
| LDUR | PIMCO ETF TR | 1,080,808 | $104M | 4.6% |
| PYLD | PIMCO ETF TR | 3,923,285 | $103M | 4.5% |
| SPDW | SPDR INDEX SHS FDS | 2,076,370 | $95M | 4.2% |
| IVW | ISHARES TR | 828,745 | $94M | 4.1% |
| DYNF | BLACKROCK ETF TRUST | 1,499,775 | $87M | 3.9% |
| QUAL | ISHARES TR | 402,172 | $77M | 3.4% |
| CLOA | BLACKROCK ETF TRUST II | 1,053,787 | $55M | 2.4% |
Track Advocacy Wealth Management's 13F portfolio: $2.3B in reported holdings, 149 positions. Top holdings, AUM, and quarterly changes on SentiSense.