Universe · entity
Advocacy Wealth Management, LLC
Institutional manager (13F) · CIK 1569452
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $2.1B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | SPDR SERIES TRUST | $305M | 3,982,740 |
| 2 | ISHARES TR | $108M | 510,593 |
| 3 | SPDR SERIES TRUST | $105M | 3,978,825 |
| 4 | PIMCO ETF TR | $104M | 1,080,808 |
| 5 | PIMCO ETF TR | $103M | 3,923,285 |
| 6 | SPDR INDEX SHS FDS | $95M | 2,076,370 |
| 7 | ISHARES TR | $94M | 828,745 |
| 8 | BLACKROCK ETF TRUST | $87M | 1,499,775 |
| 9 | ISHARES TR | $77M | 402,172 |
| 10 | BLACKROCK ETF TRUST II | $55M | 1,053,787 |
| 11 | BLACKROCK ETF TRUST | $54M | 1,647,452 |
| 12 | PIMCO ETF TR | $53M | 1,058,736 |
| 13 | DOUBLELINE ETF TRUST | $52M | 1,047,575 |
| 14 | PIMCO ETF TR | $50M | 545,719 |
| 15 | SCHWAB STRATEGIC TR | $49M | 1,581,206 |
| 16 | SPDR INDEX SHS FDS | $48M | 1,033,603 |
| 17 | ISHARES TR | $48M | 201,441 |
| 18 | BLACKROCK ETF TRUST | $44M | 1,218,807 |
| 19 | ISHARES INC | $41M | 516,571 |
| 20 | GLOBAL X FDS | $33M | 469,614 |
| 21 | FIDELITY COVINGTON TRUST | $25M | 568,950 |
| 22 | INVESCO EXCHANGE TRADED FD T | $24M | 123,334 |
| 23 | ALPHABET INC | $23M | 81,438 |
| 24 | ISHARES TR | $22M | 228,920 |
| 25 | VANGUARD CHARLOTTE FDS | $22M | 447,560 |
| 26 | NVIDIA CORPORATION | $21M | 118,318 |
| 27 | AMAZON COM INC | $21M | 98,482 |
| 28 | ELI LILLY & CO | $20M | 22,062 |
| 29 | MICROSOFT CORP | $19M | 50,999 |
| 30 | ISHARES TR | $19M | 405,887 |
| 31 | ISHARES GOLD TR | $16M | 185,366 |
| 32 | VISA INC | $16M | 53,686 |
| 33 | INTUIT | $15M | 35,486 |
| 34 | NETFLIX INC. | $15M | 159,432 |
| 35 | S&P GLOBAL INC | $15M | 34,972 |
| 36 | APPLE INC | $15M | 58,529 |
| 37 | COCA COLA CO | $14M | 188,339 |
| 38 | SCHWAB CHARLES CORP | $14M | 152,207 |
| 39 | EDWARDS LIFESCIENCES CORP | $14M | 178,161 |
| 40 | VERTIV HOLDINGS CO | $14M | 56,496 |
| 41 | UBER TECHNOLOGIES INC | $13M | 187,291 |
| 42 | ARISTA NETWORKS INC | $13M | 107,160 |
| 43 | PALO ALTO NETWORKS INC | $13M | 81,987 |
| 44 | STRYKER CORPORATION | $13M | 39,094 |
| 45 | SERVICENOW INC | $13M | 122,748 |
| 46 | ABBOTT LABORATORIES | $13M | 124,011 |
| 47 | INTERCONTINENTAL EXCHANGE IN | $12M | 76,935 |
| 48 | LOWES COS INC | $12M | 49,037 |
| 49 | TAKE-TWO INTERACTIVE SOFTWAR | $12M | 58,305 |
| 50 | ASML HLDG NV | $11M | 8,612 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.