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Latest Advocacy Wealth Management Services, LLC Stock Portfolio

$2.75Billion | No. of Holdings #151

Advocacy Wealth Management Services, LLC Performance

2026 Q2+9.08%
YTD+5.96%
2025+11.48%

About Advocacy Wealth Management Services, LLC and 13F Hedge Fund Stock Holdings

Advocacy Wealth Management, LLC is a hedge fund based in Atlanta, GA. On 2026-07-29, the fund reported it's updated stock portfolio. In the 13F Holdings report, Advocacy Wealth Management, LLC reported an equity portfolio of $2.8 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of Advocacy Wealth Management, LLC are BIL, EMGF, CWI. The fund has invested 18.4% of it's portfolio in SPDR SERIES TRUST and 4.5% of portfolio in ISHARES INC. <br><br> The fund managers got completely rid off ACCENTURE PLC IRELAND (ACN), ADOBE INC (ADBE) and FRANKLIN TEMPLETON ETF TR (BUYZ) stocks. They significantly reduced their stock positions in SPDR INDEX SHS FDS (CWI), ISHARES TR (IBCE) and MARVELL TECHNOLOGY INC (MRVL). Advocacy Wealth Management, LLC opened new stock positions in BLACKROCK ETF TRUST (BECO), FIDELITY COVINGTON TRUST and EATON CORP PLC (ETN). The fund showed a lot of confidence in some stocks as they added substantially to BLACKROCK ETF TRUST II (HYMU), VANGUARD INDEX FDS (VB) and ISHARES TR (ACWF).
Advocacy Wealth Management Services, LLC Equity Portfolio Value
Last Reported on: 29 Jul, 2026
$2.75Billion
  as of Jul 29, 2026

Advocacy Wealth Management Services, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Advocacy Wealth Management, LLC made a return of 9.08% in the last quarter. In trailing 12 months, it's portfolio return was 12.25%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
blackrock etf trust69,148,200
fidelity covington trust68,971,900
blackrock etf trust59,360,900
eaton corp plc10,361,100
viking holdings ltd4,686,910
ishares tr2,638,540
snowflake inc1,686,060
advanced micro devices inc612,279
New stocks bought by Advocacy Wealth Management Services, LLC

Additions

Ticker% Inc.
blackrock etf trust ii2,664
vanguard index fds176
ishares tr168
ishares inc132
alcon ag98.78
tidal trust i69.48
ishares tr50.44
steris plc48.11
Additions to existing portfolio by Advocacy Wealth Management Services, LLC

Reductions

Ticker% Reduced
spdr index shs fds-99.26
ishares tr-98.47
marvell technology inc-83.78
hunt j b trans svcs inc-63.24
palo alto networks inc-60.16
spdr series trust-59.41
blackrock etf trust-38.65
corning inc-36.26
Advocacy Wealth Management Services, LLC reduced stake in above stock

Sold off

Ticker$ Sold
franklin templeton etf tr-3,294,730
accenture plc ireland-5,498,390
adobe inc-5,229,140
ishares tr-1,195,920
invesco exchange traded fd t-812,686
angel oak funds trust-220,878
ishares tr-566,416
pimco etf tr-235,638
Advocacy Wealth Management Services, LLC got rid off the above stocks

Sector Distribution

Advocacy Wealth Management, LLC has about 84% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
  • Communication Services
  • Financial Services
  • Industrials
  • Consumer Cyclical
Sector%
Others84
Technology5.4
Healthcare2.7
Communication Services2.2
Financial Services2.1
Industrials1.2
Consumer Cyclical1.2

Market Cap. Distribution

Advocacy Wealth Management, LLC has about 16% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • LARGE-CAP
  • MEGA-CAP
Category%
UNALLOCATED84
LARGE-CAP8.2
MEGA-CAP7.8

Stocks belong to which Index?

About 14.2% of the stocks held by Advocacy Wealth Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others85.6
S&P 50014.2
Top 5 Winners (%)%
MRVL
marvell technology inc
116.7 %
PANW
palo alto networks inc
78.8 %
GLW
corning inc
71.9 %
DWMF
wisdomtree tr
63.9 %
BECO
blackrock etf trust
55.2 %
Top 5 Winners ($)$
BIL
spdr series trust
55.3 M
BECO
blackrock etf trust
30.0 M
EMGF
ishares inc
20.3 M
IJR
ishares tr
20.0 M
IBCE
ishares tr
18.1 M
Top 5 Losers (%)%
VB
vanguard index fds
-73.5 %
INTU
intuit
-37.4 %
NFLX
netflix inc.
-25.5 %
ICE
intercontinental exchange in
-21.5 %
CVX
chevron corporation
-19.2 %
Top 5 Losers ($)$
BITS
global x fds
-5.9 M
INTU
intuit
-5.7 M
NFLX
netflix inc.
-3.9 M
ICE
intercontinental exchange in
-2.6 M
IAU
ishares gold tr
-2.4 M

Advocacy Wealth Management Services, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Advocacy Wealth Management Services, LLC

Advocacy Wealth Management, LLC has 151 stocks in it's portfolio. About 51.2% of the portfolio is in top 10 stocks. BITS proved to be the most loss making stock for the portfolio. BIL was the most profitable stock for Advocacy Wealth Management, LLC last quarter.

$2.75BTotal Value
160Positions
29 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Advocacy Wealth Management Services, LLC, last reported on 29 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Advocacy Wealth Management Services, LLC's holding in Ishares Tr over time
0.82%238,354
$22.53M
0.82%
increased 4.12 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Advocacy Wealth Management Services, LLC's holding in Ishares Tr over time
0.1%26,542
$2.82M
0.1%
decreased 0.05 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Advocacy Wealth Management Services, LLC's holding in Ishares Tr over time
0.04%7,909
$984.0K
0.04%
decreased 8.05 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Advocacy Wealth Management Services, LLC's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Advocacy Wealth Management Services, LLC's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ACES
Alps Etf Tr

Alps Etf Tr

ACES
Advocacy Wealth Management Services, LLC's holding in Alps Etf Tr over time
0.02%12,180
$631.5K
0.02%
increased 6.06 percentadded
ACSI
Tidal Trust I

Tidal Trust I

ACSI
Advocacy Wealth Management Services, LLC's holding in Tidal Trust I over time
0.2%94,221
$5.42M
0.2%
increased 26.22 percentadded
ACSI
Tidal Trust I

Tidal Trust I

ACSI
Advocacy Wealth Management Services, LLC's holding in Tidal Trust I over time
0.13%201,545
$3.63M
0.13%
increased 69.48 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Advocacy Wealth Management Services, LLC's holding in Ishares Tr over time
1.83%1,088,960
$50.26M
1.83%
increased 168.29 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Advocacy Wealth Management Services, LLC's holding in Ishares Tr over time
0.17%92,129
$4.66M
0.17%
decreased 6.63 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Advocacy Wealth Management Services, LLC's holding in Ishares Tr over time
0.03%10,470
$793.5K
0.03%
decreased 2.05 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Advocacy Wealth Management Services, LLC's holding in Ishares Tr over time
0.02%9,381
$475.0K
0.02%
decreased 2.44 percentreduced
ACWV
Ishares Inc

Ishares Inc

ACWV
Advocacy Wealth Management Services, LLC's holding in Ishares Inc over time
0.07%47,108
$1.95M
0.07%
increased 2.9 percentadded
AGGH
Simplify Exchange Traded Fun

Simplify Exchange Traded Fun

AGGH
Advocacy Wealth Management Services, LLC's holding in Simplify Exchange Traded Fun over time
0.01%7,453
$365.7K
0.01%
decreased 1.47 percentreduced