Latest Advocacy Wealth Management Services, LLC Stock Portfolio

Advocacy Wealth Management Services, LLC Performance:

2025 Q4: -1.9%YTD: 7.44%2024: 3.83%

Performance for 2025 Q4 is -1.9%, and YTD is 7.44%, and 2024 is 3.83%.

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 2026-02-11, the fund reported it's updated stock portfolio. In the 13F Holdings report, Advocacy Wealth Management, LLC reported an equity portfolio of $2.4 Billions as of 31 Dec, 2025.

The top stock holdings of Advocacy Wealth Management, LLC are BIL, BECO, IJR. The fund has invested 10.9% of it's portfolio in SPDR SERIES TRUST and 5% of portfolio in BLACKROCK ETF TRUST.

The fund managers got completely rid off ZOETIS INC (ZTS), CHIPOTLE MEXICAN GRILL INC (CMG) and VEEVA SYS INC (VEEV) stocks. They significantly reduced their stock positions in ANGEL OAK FUNDS TRUST, PIMCO ETF TR (BOND) and COCA COLA CO (KO). Advocacy Wealth Management, LLC opened new stock positions in DOUBLELINE ETF TRUST, PIMCO ETF TR (BOND) and VERTIV HOLDINGS CO (VRT). The fund showed a lot of confidence in some stocks as they added substantially to AMPHENOL CORP NEW (APH), NETFLIX INC (NFLX) and CHURCH & DWIGHT CO INC (CHD).

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 -1.9% in the last quarter. In trailing 12 months, it's portfolio return was 7.44%.

Performance
S&P 500

New Buys

Ticker	$ Bought
doubleline etf trust	48,487,900
pimco etf tr	38,225,900
vertiv holdings co	1,531,160
dexcom inc	801,550
spdr s&p midcap 400 etf tr	666,021
steris plc	625,941

New stocks bought by Advocacy Wealth Management Services, LLC

Additions

Ticker	% Inc.
amphenol corp new	1,611
netflix inc	891
church & dwight co inc	566
spdr s&p 500 etf tr	556
servicenow inc	484
alcon ag	344
ishares tr	102
birkenstock holding plc	84.26

Additions to existing portfolio by Advocacy Wealth Management Services, LLC

Reductions

Ticker	% Reduced
angel oak funds trust	-99.36
pimco etf tr	-99.3
coca cola co	-51.33
ishares tr	-46.11
doordash inc	-44.51
corning inc	-43.2
ishares tr	-42.17
monster beverage corp new	-41.8

Advocacy Wealth Management Services, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
chipotle mexican grill inc	-10,488,500
zoetis inc	-11,210,700
primo brands corporation	-913,393
veeva sys inc	-1,585,780
ishares tr	-235,186
select sector spdr tr	-367,376

Advocacy Wealth Management Services, LLC got rid off the above stocks

Sector Distribution

Advocacy Wealth Management, LLC has about 81.2% of it's holdings in Others sector.

Sector	%
Others	81.2
Technology	6.8
Healthcare	2.9
Financial Services	2.7
Communication Services	2.5
Consumer Cyclical	1.6
Consumer Defensive	1.4

Market Cap. Distribution

Advocacy Wealth Management, LLC has about 18.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	81.2
LARGE-CAP	9.7
MEGA-CAP	8.7

Stocks belong to which Index?

About 17.5% of the stocks held by Advocacy Wealth Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	82.3
S&P 500	17.5

Top 5 Winners (%)		%
GMED	globus med inc	50.6 %
SIVR	abrdn silver etf trust	47.5 %
JBHT	hunt j b trans svcs inc	43.4 %
LLY	eli lilly & co	40.2 %
TER	teradyne inc	34.4 %

Top 5 Winners ($)		$
GOOG	alphabet inc	7.5 M
LLY	eli lilly & co	7.5 M
BIL	spdr series trust	6.0 M
SIVR	abrdn silver etf trust	5.3 M
AAXJ	ishares tr	3.9 M

Top 5 Losers (%)		%
NFLX	netflix inc	-86.6 %
NOW	servicenow inc	-74.6 %
ORCL	oracle corp	-30.6 %
PINS	pinterest inc	-18.3 %
UBER	uber technologies inc	-16.5 %

Top 5 Losers ($)		$
NFLX	netflix inc	-65.3 M
NOW	servicenow inc	-34.5 M
UBER	uber technologies inc	-2.5 M
BITS	global x fds	-2.0 M
BIL	spdr series trust	-1.9 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 142 stocks in it's portfolio. About 47.3% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Advocacy Wealth Management, LLC last quarter.

Last Reported on: 11 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.67	58,919	16,017,700	reduced	-1.66

AAXJ	ishares tr	3.06	1,024,720	73,175,500	reduced	-9.91

AAXJ	ishares tr	0.87	218,171	20,774,200	added	3.34

AAXJ	ishares tr	0.36	89,441	8,611,380	added	1.34

AAXJ	ishares tr	0.13	28,844	3,096,400	reduced	-0.93

AAXJ	ishares tr	0.05	9,807	1,117,210	reduced	-11.09

AAXJ	ishares tr	0.02	5,336	571,539	reduced	-42.17

ABBV	abbvie inc	0.04	3,727	851,582	reduced	-0.53

ABC	cencora inc	0.02	1,604	541,751	added	0.12

ABT	abbott labs	0.66	126,923	15,902,200	reduced	-0.72

ACES	alps etf tr	0.02	12,242	575,619	added	5.74

ACN	accenture plc ireland	0.31	27,689	7,428,870	reduced	-5.28

ACWF	ishares tr	0.20	93,338	4,721,060	reduced	-4.13

ACWF	ishares tr	0.03	11,592	804,717	reduced	-0.62

ACWF	ishares tr	0.02	10,665	538,156	reduced	-3.41

ACWV	ishares inc	0.07	40,011	1,700,470	reduced	-1.81

ADBE	adobe inc	0.33	22,724	7,953,170	reduced	-10.24

AGGH	simplify exchange traded fun	0.02	8,322	419,512	reduced	-3.95

AME	ametek inc	0.05	5,360	1,100,460	reduced	-7.59

AMPS	ishares tr	0.22	101,164	5,145,220	reduced	-7.51