Financial Advocates Investment Management 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0001730293 · OLYMPIA, WA

As of Sep 30, 2025, Financial Advocates Investment Management reported 104 positions worth 77.9M in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
APPLE INC	AAPL	Technology	71,372	8.2M	10.22%
SPDR GOLD TRUST	GQ9	—	21,837	$7.8M	4.36%
ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF	AOA	—	71,608	$6.3M	3.55%
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND	MINT	—	59,889	$6.0M	3.39%
ISHARES CORE S&P 500 ETF	IVV	—	8,485	$5.7M	3.19%
ISHARES CORE TOTAL USD BOND MARKET ETF	IUSB	—	101,424	$4.7M	2.66%
INVESCO S&P 500 TOP 50 ETF	XLG	—	80,409	$4.6M	2.60%
PACER TRENDPILOT US LARGE CAP ETF	PTLC	—	82,362	$4.5M	2.54%
ISHARES CORE 40/60 MODERATE ALLOCATION ETF	AOM	—	93,348	$4.4M	2.50%
ISHARES US AEROSPACE & DEFENSE ETF	ITA	—	19,979	$4.2M	2.35%
VANGUARD TOTAL STOCK MKT ETF	VTI	—	12,358	$4.1M	2.28%
SPDR S&P 500 ETF TRUST	SPY	—	5,931	$4.0M	2.22%
JPMORGAN ACTIVE GROWTH ETF	JGRO	—	41,414	$3.9M	2.18%
VANGUARD TOTAL BOND MARKET INDEX FUND	BND	—	49,253	$3.7M	2.06%
INVESCO S&P 500 MOMENTUM ETF	SPMO	—	30,187	$3.7M	2.05%
VANGUARD UTILITIES INDEX FUND	VPU	—	16,395	$3.1M	1.75%
ISHARES US EQUITY FACTOR ROTATION ACTIVE ETF	DYNF	—	50,979	$3.0M	1.70%
ISHARES S&P 500 GROWTH ETF	IVW	—	24,989	$3.0M	1.70%
INVESCO NASDAQ 100 ETF	QQQM	—	12,012	$3.0M	1.67%
ISHARES NATIONAL MUNI BOND ETF	MUB	—	27,564	$2.9M	1.65%
ETF SER SOLUTIONS	SPDV	—	79,724	$2.8M	1.56%
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF	IGSB	—	51,395	$2.7M	1.53%
ISHARES MSCI EAFE VALUE ETF	EFV	—	37,332	$2.5M	1.42%
ISHARES SILVER TRUST	SLV	—	57,484	$2.4M	1.37%
MICROSOFT CORP	MSFT	Technology	4,562	$2.4M	1.33%