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Latest Advocacy Wealth Management Services, LLC Stock Portfolio

$2.26Billion– No. of Holdings #143

Advocacy Wealth Management Services, LLC Performance:
2026 Q1: -2.86%YTD: -2.86%2025: 11.48%
Performance for 2026 Q1 is -2.86%, and YTD is -2.86%, and 2025 is 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 2026-05-12, the fund reported it's updated stock portfolio. In the 13F Holdings report, Advocacy Wealth Management, LLC reported an equity portfolio of $2.3 Billions as of 31 Mar, 2026.

The top stock holdings of Advocacy Wealth Management, LLC are BIL, IJR, BIL. The fund has invested 13.5% of it's portfolio in SPDR SERIES TRUST and 4.8% of portfolio in ISHARES TR.

The fund managers got completely rid off ABRDN SILVER ETF TRUST (SIVR), ISHARES TR (AAXJ) and WORKDAY INC (WDAY) stocks. They significantly reduced their stock positions in INVESCO EXCHANGE TRADED FD T (CSD), ISHARES TR (AAXJ) and BLACKROCK ETF TRUST II (HYMU). Advocacy Wealth Management, LLC opened new stock positions in ISHARES TR (ACWF), TIDAL TRUST I (ACSI) and SP FUNDS TRUST. The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD CHARLOTTE FDS (BNDX), VANGUARD INDEX FDS (VB) and VERTIV HOLDINGS CO (VRT).
Advocacy Wealth Management Services, LLC Equity Portfolio Value
Last Reported on: 12 May, 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 -2.86% in the last quarter. In trailing 12 months, it's portfolio return was 9.33%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares tr18,747,900
tidal trust i3,594,950
sp funds trust2,165,930
tidal trust i2,128,610
msci inc909,849
chevron corporation312,428
jpmorgan chase & co249,154
New stocks bought by Advocacy Wealth Management Services, LLC

Additions

Ticker% Inc.
vanguard charlotte fds6,311
vanguard index fds1,266
vertiv holdings co497
atlassian corporation184
servicenow inc59.98
meta platforms inc58.21
global pmts inc48.73
netflix inc.48.61
Additions to existing portfolio by Advocacy Wealth Management Services, LLC

Reductions

Ticker% Reduced
invesco exchange traded fd t-98.71
ishares tr-98.43
blackrock etf trust ii-93.89
monster beverage corp new-88.45
hunt j b trans svcs inc-86.34
state str spdr s&p 500 etf t-84.95
vanguard index fds-77.61
ishares gold tr-51.03
Advocacy Wealth Management Services, LLC reduced stake in above stock

Sold off

Ticker$ Sold
abrdn silver etf trust-16,383,300
ishares tr-8,611,380
pinterest inc-974,759
workday inc-5,039,380
ishares tr-274,961
spdr s&p midcap 400 etf tr-666,021
Advocacy Wealth Management Services, LLC got rid off the above stocks

Sector Distribution

Advocacy Wealth Management, LLC has about 81.7% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
  • Financial Services
  • Communication Services
  • Consumer Cyclical
  • Consumer Defensive
Sector%
Others81.7
Technology6.6
Healthcare2.9
Financial Services2.7
Communication Services2.4
Consumer Cyclical1.5
Consumer Defensive1.1

Market Cap. Distribution

Advocacy Wealth Management, LLC has about 18.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • LARGE-CAP
  • MEGA-CAP
Category%
UNALLOCATED81.7
LARGE-CAP10.3
MEGA-CAP7.8

Stocks belong to which Index?

About 16.6% of the stocks held by Advocacy Wealth Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others83.2
S&P 50016.6
Top 5 Winners (%)%
GLW
corning inc
43.0 %
TER
teradyne inc
42.3 %
XOM
exxon mobil corp
35.9 %
VRT
vertiv holdings co
26.0 %
ASML
asml hldg nv
17.9 %
Top 5 Winners ($)$
EMGF
ishares inc
3.2 M
ASML
asml hldg nv
3.2 M
VRT
vertiv holdings co
2.9 M
CWI
spdr index shs fds
2.6 M
BITS
global x fds
2.6 M
Top 5 Losers (%)%
TEAM
atlassian corporation
-48.2 %
INTU
intuit
-31.1 %
DASH
doordash inc
-30.1 %
ADBE
adobe inc
-29.7 %
NOW
servicenow inc
-27.4 %
Top 5 Losers ($)$
BIL
spdr series trust
-13.3 M
IJR
ishares tr
-8.2 M
INTU
intuit
-6.9 M
MSFT
microsoft corp
-5.5 M
NOW
servicenow inc
-4.9 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 143 stocks in it's portfolio. About 50% of the portfolio is in top 10 stocks. BIL proved to be the most loss making stock for the portfolio. EMGF was the most profitable stock for Advocacy Wealth Management, LLC last quarter.

Last Reported on: 12 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions