Advocacy Wealth Management, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Advocacy Wealth Management, LLC 13F Holdings
CIK 0001569452 · ATLANTA, GA
As of Sep 30, 2025, Advocacy Wealth Management, LLC reported
142 positions worth $2.3B in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 3,113,972 | $243.9M | 10.59% |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | — | 624,740 |
|
21.5M5.27% |
| ISHARES US EQUITY FACTOR ROTATION ACTIVE ETF | DYNF | — | 1,907,589 |
12.9M | 4.90% |
| STATE STREET(R) SPDR(R) PORTFOLIO LONG TERM TREASURY ETF | SPTL | — | 3,931,385 |
06.0M | 4.60% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 754,939 | $91.1M | 3.96% |
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | PYLD | — | 3,300,390 | $88.6M | 3.85% |
| PIMCO ENHANCED LOW DURATION ACTIVE EXCHANGE-TRADED FUND | LDUR | — | 891,551 | $85.7M | 3.72% |
| SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF | SPDW | — | 1,997,901 | $85.5M | 3.71% |
| ISHARES MSCI EAFE VALUE ETF | EFV | — | 1,137,400 | $77.1M | 3.35% |
| ISHARES S&P 500 VALUE ETF | IVE | — | 369,492 | $76.3M | 3.31% |
| PIMCO MORTGAGE-BACKED SECURITIES ACTIVE EXCHANGE-TRADED FUND | PMBS | — | 1,338,372 | $66.5M | 2.88% |
| INVESCO S&P 500 TOP 50 ETF | XLG | — | 1,094,754 | $63.0M | 2.73% |
| ISHARES AI INNOVATION AND TECH ACTIVE ETF | BAI | — | 1,419,581 | $48.5M | 2.10% |
| PIMCO SENIOR LOAN ACTIVE EXCHANGE-TRADED FUND | LONZ | — | 872,099 | $44.5M | 1.93% |
| ANGEL OAK FUNDS TRUST | — | — | 2,125,626 | $44.4M | 1.93% |
| SCHWAB US MID-CAP ETF | SCHM | Equity | 1,472,938 | $43.7M | 1.90% |
| ISHARES US THEMATIC ROTATION ACTIVE ETF | THRO | — | 1,089,876 | $41.3M | 1.79% |
| ISHARES MSCI EMERGING MARKETS EX CHINA ETF | EMXC | — | 542,951 | $36.7M | 1.59% |
| SPDR PORTFOLIO EMERGING MARK | SPEM | — | 744,245 | $34.8M | 1.51% |
| ISHARES AAA CLO ACTIVE ETF | CLOA | — | 667,995 | $34.7M | 1.51% |
| ISHARES GOLD TRUST | IAU | — | 384,136 | $28.0M | 1.21% |
| ALPHABET INC | GOOGL | Equity | 108,918 | $26.5M | 1.15% |
| COCA COLA CO | KO | Consumer Defensive | 385,578 | $25.6M | 1.11% |
| GLOBAL X DEFENSE TECH ETF | SHLD | — | 356,223 | $25.0M | 1.09% |
| ISHARES MSCI USA MOMENTUM FACTOR ETF | MTUM | — | 93,325 | $23.9M | 1.04% |