Filed: 8/13/2025ACC: 0001062993-25-014266
📋 What this filing means
ADVOCACY WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 63 equity positions with a total reported market value of $1.63B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
63
Positions
$1.63B
Total AUM (reported)
31.31M
Total Shares
Allocation by class
PORTFOLIO S&P500$225.91M13.9%
PORTFOLIO LN TSR$96.94M5.9%
ISHARES US EQUIT$89.58M5.5%
MULTISECTOR BD$85.61M5.3%
S&P 500 GRWT ETF$82.45M5.1%
PORTFOLIO DEVLPD$81.87M5.0%
MSCI USA QLT FCT$79.68M4.9%
Portfolio Concentration
Top 3$412.43M25.3%
4–10$532.37M32.7%
11–25$501.19M30.8%
Rest$183.45M11.3%
Top 3 weight
25.3%
Top 10 weight
58.0%
Voting Authority Distribution
Total shares with voting rights: 31.31M
Sole
Full voting authority
31.31M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole63
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings63
Rows:
SPDR SERIES TRUST
SOLEShares3.11M
TypeSH
Market value$225.91M
13.86%
Sole
3.11M
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares3.65M
TypeSH
Market value$96.94M
5.95%
Sole
3.65M
Shared
0.00
None
0.00
BLACKROCK ETF TRUST
SOLEShares1.64M
TypeSH
Market value$89.58M
5.50%
Sole
1.64M
Shared
0.00
None
0.00
PIMCO ETF TR
SOLEShares3.23M
TypeSH
Market value$85.61M
5.25%
Sole
3.23M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares748.84K
TypeSH
Market value$82.45M
5.06%
Sole
748.84K
Shared
0.00
None
0.00
SPDR INDEX SHS FDS
SOLEShares2.02M
TypeSH
Market value$81.87M
5.02%
Sole
2.02M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares435.85K
TypeSH
Market value$79.68M
4.89%
Sole
435.85K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares1.12M
TypeSH
Market value$71.09M
4.36%
Sole
1.12M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares345.51K
TypeSH
Market value$67.52M
4.14%
Sole
345.51K
Shared
0.00
None
0.00
PIMCO ETF TR
SOLEShares1.31M
TypeSH
Market value$64.16M
3.94%
Sole
1.31M
Shared
0.00
None
0.00
ANGEL OAK FUNDS TRUST
SOLEShares2.06M
TypeSH
Market value$42.81M
2.63%
Sole
2.06M
Shared
0.00
None
0.00
PIMCO ETF TR
SOLEShares839.50K
TypeSH
Market value$42.81M
2.63%
Sole
839.50K
Shared
0.00
None
0.00
PIMCO ETF TR
SOLEShares439.99K
TypeSH
Market value$42.16M
2.59%
Sole
439.99K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares1.49M
TypeSH
Market value$41.78M
2.56%
Sole
1.49M
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD T
SOLEShares699.17K
TypeSH
Market value$36.43M
2.24%
Sole
699.17K
Shared
0.00
None
0.00
BLACKROCK ETF TRUST
SOLEShares1.01M
TypeSH
Market value$36.05M
2.21%
Sole
1.01M
Shared
0.00
None
0.00
ISHARES INC
SOLEShares548.82K
TypeSH
Market value$34.65M
2.13%
Sole
548.82K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares298.16K
TypeSH
Market value$33.39M
2.05%
Sole
298.16K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares191.96K
TypeSH
Market value$33.26M
2.04%
Sole
191.96K
Shared
0.00
None
0.00
BLACKROCK ETF TRUST II
SOLEShares558.07K
TypeSH
Market value$29.49M
1.81%
Sole
558.07K
Shared
0.00
None
0.00
SPDR INDEX SHS FDS
SOLEShares681.81K
TypeSH
Market value$29.14M
1.79%
Sole
681.81K
Shared
0.00
None
0.00
FIDELITY COVINGTON TRUST
SOLEShares686.80K
TypeSH
Market value$28.48M
1.75%
Sole
686.80K
Shared
0.00
None
0.00
BLACKROCK ETF TRUST II
SOLEShares526.18K
TypeSH
Market value$27.32M
1.68%
Sole
526.18K
Shared
0.00
None
0.00
ISHARES GOLD TR
SOLEShares355.40K
TypeSH
Market value$22.16M
1.36%
Sole
355.40K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares88.42K
TypeSH
Market value$21.25M
1.30%
Sole
88.42K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | PORTFOLIO S&P500 | 3.11M | SH | $225.91M 13.86% | 3.11M | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | PORTFOLIO LN TSR | 3.65M | SH | $96.94M 5.95% | 3.65M | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 1.64M | SH | $89.58M 5.50% | 1.64M | 0.00 | 0.00 |
PIMCO ETF TRSOLE | MULTISECTOR BD | 3.23M | SH | $85.61M 5.25% | 3.23M | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 GRWT ETF | 748.84K | SH | $82.45M 5.06% | 748.84K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | PORTFOLIO DEVLPD | 2.02M | SH | $81.87M 5.02% | 2.02M | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI USA QLT FCT | 435.85K | SH | $79.68M 4.89% | 435.85K | 0.00 | 0.00 |
ISHARES TRSOLE | EAFE VALUE ETF | 1.12M | SH | $71.09M 4.36% | 1.12M | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 VAL ETF | 345.51K | SH | $67.52M 4.14% | 345.51K | 0.00 | 0.00 |
PIMCO ETF TRSOLE | MTG BKD SECS ACT | 1.31M | SH | $64.16M 3.94% | 1.31M | 0.00 | 0.00 |
ANGEL OAK FUNDS TRUSTSOLE | INCOME ETF | 2.06M | SH | $42.81M 2.63% | 2.06M | 0.00 | 0.00 |
PIMCO ETF TRSOLE | SR LN ACTIVE ETF | 839.50K | SH | $42.81M 2.63% | 839.50K | 0.00 | 0.00 |
PIMCO ETF TRSOLE | ENHNCD LW DUR AC | 439.99K | SH | $42.16M 2.59% | 439.99K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US MID-CAP ETF | 1.49M | SH | $41.78M 2.56% | 1.49M | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P 500 TOP 50 | 699.17K | SH | $36.43M 2.24% | 699.17K | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | ISHARES US THEMA | 1.01M | SH | $36.05M 2.21% | 1.01M | 0.00 | 0.00 |
ISHARES INCSOLE | MSCI EMRG CHN | 548.82K | SH | $34.65M 2.13% | 548.82K | 0.00 | 0.00 |
ISHARES TRSOLE | EAFE GRWTH ETF | 298.16K | SH | $33.39M 2.05% | 298.16K | 0.00 | 0.00 |
ISHARES TRSOLE | U.S. TECH ETF | 191.96K | SH | $33.26M 2.04% | 191.96K | 0.00 | 0.00 |
BLACKROCK ETF TRUST IISOLE | ISHARES FLEXIBLE | 558.07K | SH | $29.49M 1.81% | 558.07K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | PORTFOLIO EMG MK | 681.81K | SH | $29.14M 1.79% | 681.81K | 0.00 | 0.00 |
FIDELITY COVINGTON TRUSTSOLE | SML MID MLTFCT | 686.80K | SH | $28.48M 1.75% | 686.80K | 0.00 | 0.00 |
BLACKROCK ETF TRUST IISOLE | ISHARES AAA CLO | 526.18K | SH | $27.32M 1.68% | 526.18K | 0.00 | 0.00 |
ISHARES GOLD TRSOLE | ISHARES NEW | 355.40K | SH | $22.16M 1.36% | 355.40K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI USA MMENTM | 88.42K | SH | $21.25M 1.30% | 88.42K | 0.00 | 0.00 |
Page 1 of 3