13F-HR filed by Advocacy Wealth Management, LLC
Advocacy Wealth Management, LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-11, with 142 holding rows worth $2,389,887,607.
- Accession
- 0001062993-26-000789
- Filer
- CIK 1569452
- Filed
- 2026-02-11
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 142 entries on the cover page, a total value of $2,389,887,607 stated on the cover page (in dollars after the unit check, H1), rows summing to $2,389,887,607 with VALUE read as dollars as filed, 13F file number 028-15180. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 78464A854 | SHS | 3,249,653 | $260,687,127 | dollars as filed | |
| BLACKROCK ETF TRUST | 09290C103 | ISHARES US EQUIT | 1,984,442 | $120,673,930 | dollars as filed | |
| iShares S&P 500 Value ETF | 464287408 | SHS | 525,282 | $111,396,572 | dollars as filed | |
| SPDR Portfolio Long Term Treasury ETF | 78464A664 | SHS | 3,827,669 | $101,318,398 | dollars as filed | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 784,514 | $96,699,207 | dollars as filed | |
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 72201R585 | ETF | 3,589,907 | $95,778,718 | dollars as filed | |
| SPDW | 78463X889 | COM | 2,099,432 | $93,235,775 | dollars as filed | |
| ISHARES MSCI USA QUALITY FACTOR ETF | 46432F339 | ETF | 452,605 | $89,896,422 | dollars as filed | |
| PIMCO ETF TR | 72201R718 | ENHNCD LW DUR AC | 911,899 | $87,492,156 | dollars as filed | |
| iShares MSCI EAFE Value ETF | 464288877 | SHS | 1,024,723 | $73,175,469 | dollars as filed | |
| INVESCO S&P 500 TOP 50 ETF | 46137V233 | ETF | 1,152,408 | $68,314,746 | dollars as filed | |
| PIMCO ETF TR | 72201R569 | MTG BKD SECS ACT | 1,279,315 | $63,575,540 | dollars as filed | |
| BLACKROCK ETF TRUST | 09290C780 | ISHA I IN TE ETF | 1,548,340 | $51,559,736 | dollars as filed | |
| DOUBLELINE ETF TRUST | 25861R402 | MORTGAGE ETF | 976,496 | $48,487,911 | dollars as filed | |
| iShares MSCI USA Momentum Factor ETF | 46432F396 | SHS | 188,869 | $47,275,799 | dollars as filed | |
| Schwab US Mid-Cap ETF | 808524508 | SHS | 1,559,425 | $46,891,910 | dollars as filed | |
| SPDR Portfolio Emerging Markets ETF | 78463X509 | SHS | 970,865 | $45,446,190 | dollars as filed | |
| BLACKROCK ETF TRUST | 09290C806 | ISHA US THEM ETF | 1,142,042 | $44,037,140 | dollars as filed | |
| ISHARES INC | 46434G764 | MSCI EMRG CHN | 561,678 | $40,822,757 | dollars as filed | |
| iShares AAA CLO Active ETF | 092528504 | COM | 741,479 | $38,367,542 | dollars as filed | |
| PIMCO ETF TR | 72201R775 | ACTIVE BD ETF | 410,678 | $38,225,908 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 105,431 | $32,999,903 | dollars as filed | |
| iShares Gold Trust | 464285204 | COM | 378,538 | $30,725,929 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 23,620 | $25,383,942 | dollars as filed | |
| GLOBAL X FDS | 37960A529 | DEFENSE TECH ETF | 374,775 | $24,281,672 | dollars as filed | |
| FIDELITY COVINGTON TRUST | 316092527 | SML MID MLTFCT | 545,451 | $24,070,753 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 98,470 | $22,728,845 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 119,685 | $22,321,259 | dollars as filed | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 115,576 | $22,139,739 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 45,558 | $22,032,760 | dollars as filed | |
| iShares MBS ETF | 464288588 | SHS | 218,171 | $20,774,243 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 55,985 | $19,634,500 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 16,496 | $17,648,410 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 24,765 | $16,404,831 | dollars as filed | |
| ABRDN SILVER ETF TRUST | 003264108 | PHYSCL SILVR SHS | 242,213 | $16,383,287 | dollars as filed | |
| Apple Inc | 037833100 | COM | 58,919 | $16,017,719 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 126,923 | $15,902,183 | dollars as filed | |
| S&P Global,Inc. | 78409V104 | COM | 29,263 | $15,292,551 | dollars as filed | |
| Charles Schwab Corp | 808513105 | COM | 151,762 | $15,162,542 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 80,543 | $14,836,021 | dollars as filed | |
| BlackRock Flexible Income ETF | 092528603 | SHS | 275,917 | $14,560,140 | dollars as filed | |
| Stryker Corporation | 863667101 | COM | 38,586 | $13,561,822 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 187,675 | $13,120,359 | dollars as filed | |
| ARISTA NETWORKS INC | 040413205 | COM | 99,956 | $13,097,235 | dollars as filed | |
| Intercontinental Exchange,Inc. | 45866F104 | COM | 78,471 | $12,709,163 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 151,470 | $12,376,613 | dollars as filed | |
| Lowes Companies,Inc. | 548661107 | COM | 49,498 | $11,936,938 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 76,725 | $11,753,503 | dollars as filed | |
| MONSTER BEVERAGE CORP NEW COM | 61174X109 | Stock | 151,572 | $11,621,025 | dollars as filed | |
| EDWARDS LIFESCIENCES CORP COM | 28176E108 | Stock | 133,406 | $11,372,862 | dollars as filed | |
| TAKE-TWO INTERACTIVE SOFTWARE COM | 874054109 | Stock | 43,006 | $11,010,826 | dollars as filed | |
| HUNT J B TRANS SVCS INC COM | 445658107 | Stock | 54,997 | $10,688,117 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 107,282 | $10,058,760 | dollars as filed | |
| ISHARES TR | 464288281 | JPMORGAN USD EMG | 89,441 | $8,611,379 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 92,298 | $8,256,979 | dollars as filed | |
| Adobe Inc | 00724F101 | COM | 22,724 | $7,953,172 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 27,689 | $7,428,869 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 14,183 | $6,919,318 | dollars as filed | |
| AMPHENOL CORP NEW | 032095101 | COM | 50,090 | $6,769,163 | dollars as filed | |
| WISDOMTREE TR | 97717Y543 | ARTI INT INN FD | 191,526 | $5,581,068 | dollars as filed | |
| INVESCO ACTIVELY MANAGED EXC | 46090A887 | ULTRA SHRT DUR | 103,259 | $5,188,765 | dollars as filed | |
| PIMCO ETF TR | 72201R833 | ENHAN SHRT MA AC | 51,469 | $5,164,379 | dollars as filed | |
| SPDR Portfolio S&P 1500 Composite Stock Market ETF | 78464A805 | SHS | 62,525 | $5,158,313 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q837 | ULTRA SHRT ETF | 101,754 | $5,147,759 | dollars as filed | |
| iShares Floating Rate Bond ETF | 46429B655 | SHS | 101,164 | $5,145,220 | dollars as filed | |
| WORKDAY INC CL A | 98138H101 | Stock | 23,463 | $5,039,383 | dollars as filed | |
| CHURCH & DWIGHT CO INC COM | 171340102 | Stock | 58,622 | $4,915,455 | dollars as filed | |
| ALCON AG ORD SHS | H01301128 | Stock | 62,257 | $4,907,224 | dollars as filed | |
| BlackRock Ultra Short-Term Bond ETF | 46434V878 | SHS | 93,338 | $4,721,060 | dollars as filed | |
| ISHARES TR | 46438G497 | MSC GLO FAC ETF | 143,239 | $4,026,176 | dollars as filed | |
| SPY | 78462F103 | SHS | 5,669 | $3,865,804 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138E628 | KBW BK ETF | 37,972 | $3,200,660 | dollars as filed | |
| FRANKLIN TEMPLETON ETF TR | 35473P769 | FRANKLIN INDIA | 82,558 | $3,185,913 | dollars as filed | |
| ISHARES TR | 464288612 | INTRM GOV CR ETF | 28,844 | $3,096,403 | dollars as filed | |
| INVESCO EXCH TRD SLF IDX FD | 46138J619 | RUSL 1000 DYNM | 49,298 | $3,013,587 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 3,888 | $2,438,529 | dollars as filed | |
| ISHARES RUSSELL 1000 VALUE ETF | 464287598 | ETF | 11,180 | $2,351,601 | dollars as filed | |
| ISHARES INC MSCI GERMANY ETF | 464286806 | MSCI GERMANY ETF | 40,011 | $1,700,468 | dollars as filed | |
| VERTIV HOLDINGS CO COM CL A | 92537N108 | Stock | 9,451 | $1,531,157 | dollars as filed | |
| RAYMOND JAMES FINL INC COM | 754730109 | Stock | 9,274 | $1,489,312 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 20,804 | $1,398,445 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 1,991 | $1,314,239 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 4,168 | $1,307,918 | dollars as filed | |
| Schwab U.S. Large-Cap Growth ETF | 808524300 | SHS | 39,874 | $1,300,690 | dollars as filed | |
| TE CONNECTIVITY PLC ORD SHS | G87052109 | Stock | 5,693 | $1,295,214 | dollars as filed | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 15,130 | $1,285,747 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 1,477 | $1,273,676 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524409 | US LCAP VA ETF | 42,186 | $1,249,127 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 1,801 | $1,233,577 | dollars as filed | |
| GLOBUS MED INC CL A | 379577208 | Stock | 13,805 | $1,205,315 | dollars as filed | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 12,345 | $1,185,490 | dollars as filed | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 11,842 | $1,182,779 | dollars as filed | |
| CORNING INC | 219350105 | COM | 13,193 | $1,155,179 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 3,312 | $1,139,659 | dollars as filed | |
| ISHARES MSCI EAFE GROWTH ETF | 464288885 | ETF | 9,807 | $1,117,213 | dollars as filed | |
| AMETEK INC COM | 031100100 | Stock | 5,360 | $1,100,462 | dollars as filed | |
| TRANSUNION COM | 89400J107 | Stock | 12,491 | $1,071,103 | dollars as filed | |
| CORPAY INC COM SHS | 219948106 | Stock | 3,427 | $1,031,287 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 6,394 | $982,182 | dollars as filed | |
| BROADRIDGE FINL SOLUTIONS INC COM | 11133T103 | Stock | 4,379 | $977,262 | dollars as filed | |
| PINTEREST INC CL A | 72352L106 | Stock | 37,650 | $974,759 | dollars as filed | |
| LABCORP HOLDINGS INC COM SHS | 504922105 | Stock | 3,873 | $971,658 | dollars as filed | |
| APTIV PLC | G3265R107 | COM SHS | 12,466 | $948,538 | dollars as filed | |
| TERADYNE INC COM | 880770102 | Stock | 4,885 | $945,541 | dollars as filed | |
| BIRKENSTOCK HOLDING PLC | M2029K104 | COM SHS | 22,950 | $938,655 | dollars as filed | |
| COPART INC COM | 217204106 | Stock | 23,227 | $909,337 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 3,727 | $851,582 | dollars as filed | |
| iShares Core Dividend Growth ETF | 46434V621 | SHS | 11,592 | $804,717 | dollars as filed | |
| DEXCOM INC COM | 252131107 | Stock | 12,077 | $801,550 | dollars as filed | |
| ATLASSIANCORPCLASSA | 049468101 | STOK | 4,915 | $796,918 | dollars as filed | |
| TRUIST FINL CORP COM | 89832Q109 | Stock | 14,922 | $734,312 | dollars as filed | |
| DOORDASH INC CL A | 25809K105 | Stock | 3,052 | $691,217 | dollars as filed | |
| SPDR S&P Midcap 400 ETF Trust | 78467Y107 | SHS | 1,104 | $666,021 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 3,350 | $652,949 | dollars as filed | |
| STERIS PLC SHS USD | G8473T100 | Stock | 2,469 | $625,941 | dollars as filed | |
| ALPS ETF TR | 00162Q452 | ALERIAN MLP | 12,242 | $575,619 | dollars as filed | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 5,336 | $571,539 | dollars as filed | |
| CENCORA INC COM | 03073E105 | Stock | 1,604 | $541,751 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 2,608 | $539,726 | dollars as filed | |
| EURONET WORLDWIDE INC COM | 298736109 | Stock | 7,084 | $539,163 | dollars as filed | |
| iShares Treasury Floating Rate Bond ETF | 46434V860 | SHS | 10,665 | $538,156 | dollars as filed | |
| ISHARES RUSSELL MID-CAP VALUE ETF | 464287473 | ETF | 3,675 | $518,359 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 6,645 | $511,864 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 3,513 | $503,448 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 4,068 | $489,507 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 3,169 | $454,815 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 2,542 | $434,809 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 1,377 | $420,853 | dollars as filed | |
| SIMPLIFY EXCHANGE TRADED FUN | 82889N525 | MBS ETF | 8,322 | $419,512 | dollars as filed | |
| ELECTRONIC ARTS INC COM | 285512109 | Stock | 1,919 | $392,109 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 2,042 | $390,002 | dollars as filed | |
| GLOBAL PMTS INC | 37940X102 | COM | 4,958 | $383,749 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 3,392 | $377,903 | dollars as filed | |
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 6,981 | $337,322 | dollars as filed | |
| PIMCO ETF TR | 72201R627 | SR LN ACTIVE ETF | 6,137 | $308,568 | dollars as filed | |
| ANGEL OAK FUNDS TRUST | 03463K760 | INCOME ETF | 13,639 | $284,039 | dollars as filed | |
| Vanguard Small-Cap Value ETF | 922908611 | SHS | 1,305 | $276,386 | dollars as filed | |
| iShares U.S. Technology ETF | 464287721 | SHS | 1,377 | $274,961 | dollars as filed | |
| VANGUARD INDEX FDS | 922908637 | LARGE CAP ETF | 789 | $248,377 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C714 | COM | 2,493 | $230,104 | dollars as filed | |
| Mondelez International,Inc. Class A | 609207105 | COM | 4,147 | $223,233 | dollars as filed | |
| COLGATE PALMOLIVE CO COM | 194162103 | Stock | 2,619 | $206,953 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001062993-26-000789 | this filing | 2026-02-11 | acceptance time not in the bulk data set |