ADVOCACY WEALTH MANAGEMENT, LLC

Filed: 11/14/2025ACC: 0001062993-25-016801

📋 What this filing means

ADVOCACY WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 142 equity positions with a total reported market value of $2.30B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

142

Positions

$2.30B

Total AUM (reported)

36.17M

Total Shares

Allocation by class

COM$372.95M16.2%

PORTFOLIO S&P500$243.95M10.6%

MSCI USA QLT FCT$121.51M5.3%

ISHARES US EQUIT$112.93M4.9%

PORTFOLIO LN TSR$105.95M4.6%

S&P 500 GRWT ETF$91.14M4.0%

MULTISECTOR BD$88.58M3.8%

Portfolio Concentration

Top 3$478.39M20.8%

4–10$610.33M26.5%

11–25$586.99M25.5%

Rest$628.12M27.3%

Top 3 weight

20.8%

Top 10 weight

47.3%

Voting Authority Distribution

Total shares with voting rights: 36.17M

Sole

Full voting authority

35.80M

% of voting shares99.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

372.03K

% of voting shares1.0%

Investment Discretion (by position count)

Sole142

Shared0

Other0

Dominant voting typeSole · 99.0% of voting shares

Institutional Holdings142

Rows:

SPDR SERIES TRUST

SOLE

PORTFOLIO S&P500

Shares3.11M

TypeSH

Market value$243.95M

10.59%

Sole

3.10M

Shared

0.00

None

15.96K

ISHARES TR

SOLE

MSCI USA QLT FCT

Shares624.74K

TypeSH

Market value$121.51M

5.27%

Sole

622.63K

Shared

0.00

None

2.11K

BLACKROCK ETF TRUST

SOLE

ISHARES US EQUIT

Shares1.91M

TypeSH

Market value$112.93M

4.90%

Sole

1.90M

Shared

0.00

None

9.10K

SPDR SERIES TRUST

SOLE

PORTFOLIO LN TSR

Shares3.93M

TypeSH

Market value$105.95M

4.60%

Sole

3.92M

Shared

0.00

None

15.78K

ISHARES TR

SOLE

S&P 500 GRWT ETF

Shares754.94K

TypeSH

Market value$91.14M

3.96%

Sole

752.48K

Shared

0.00

None

2.46K

PIMCO ETF TR

SOLE

MULTISECTOR BD

Shares3.30M

TypeSH

Market value$88.58M

3.85%

Sole

3.29M

Shared

0.00

None

14.98K

PIMCO ETF TR

SOLE

ENHNCD LW DUR AC

Shares891.55K

TypeSH

Market value$85.72M

3.72%

Sole

888.59K

Shared

0.00

None

2.97K

SPDR INDEX SHS FDS

SOLE

PORTFOLIO DEVLPD

Shares2M

TypeSH

Market value$85.49M

3.71%

Sole

1.99M

Shared

0.00

None

12.61K

ISHARES TR

SOLE

EAFE VALUE ETF

Shares1.14M

TypeSH

Market value$77.15M

3.35%

Sole

1.13M

Shared

0.00

None

3.83K

ISHARES TR

SOLE

S&P 500 VAL ETF

Shares369.49K

TypeSH

Market value$76.30M

3.31%

Sole

368.23K

Shared

0.00

None

1.26K

PIMCO ETF TR

SOLE

MTG BKD SECS ACT

Shares1.34M

TypeSH

Market value$66.46M

2.88%

Sole

1.33M

Shared

0.00

None

6.16K

INVESCO EXCHANGE TRADED FD T

SOLE

S&P 500 TOP 50

Shares1.09M

TypeSH

Market value$62.97M

2.73%

Sole

1.09M

Shared

0.00

None

3.82K

BLACKROCK ETF TRUST

SOLE

ISHARES A I INNO

Shares1.42M

TypeSH

Market value$48.49M

2.10%

Sole

1.41M

Shared

0.00

None

7.82K

PIMCO ETF TR

SOLE

SR LN ACTIVE ETF

Shares872.10K

TypeSH

Market value$44.54M

1.93%

Sole

868.15K

Shared

0.00

None

3.95K

ANGEL OAK FUNDS TRUST

SOLE

INCOME ETF

Shares2.13M

TypeSH

Market value$44.45M

1.93%

Sole

2.12M

Shared

0.00

None

9.61K

SCHWAB STRATEGIC TR

SOLE

US MID-CAP ETF

Shares1.47M

TypeSH

Market value$43.66M

1.90%

Sole

1.46M

Shared

0.00

None

9.31K

BLACKROCK ETF TRUST

SOLE

ISHARES US THEMA

Shares1.09M

TypeSH

Market value$41.26M

1.79%

Sole

1.09M

Shared

0.00

None

4.07K

ISHARES INC

SOLE

MSCI EMRG CHN

Shares542.95K

TypeSH

Market value$36.65M

1.59%

Sole

538.76K

Shared

0.00

None

4.20K

SPDR INDEX SHS FDS

SOLE

PORTFOLIO EMG MK

Shares744.25K

TypeSH

Market value$34.84M

1.51%

Sole

741.46K

Shared

0.00

None

2.79K

BLACKROCK ETF TRUST II

SOLE

ISHARES AAA CLO

Shares668K

TypeSH

Market value$34.71M

1.51%

Sole

666.09K

Shared

0.00

None

1.90K

ISHARES GOLD TR

SOLE

ISHARES NEW

Shares384.14K

TypeSH

Market value$27.95M

1.21%

Sole

382.17K

Shared

0.00

None

1.97K

ALPHABET INC

SOLE

CAP STK CL A

Shares108.92K

TypeSH

Market value$26.48M

1.15%

Sole

99.27K

Shared

0.00

None

9.65K

COCA COLA CO

SOLE

COM

Shares385.58K

TypeSH

Market value$25.57M

1.11%

Sole

385.58K

Shared

0.00

None

0.00

GLOBAL X FDS

SOLE

DEFENSE TECH ETF

Shares356.22K

TypeSH

Market value$25.02M

1.09%

Sole

355.86K

Shared

0.00

None

360.00

ISHARES TR

SOLE

MSCI USA MMENTM

Shares93.33K

TypeSH

Market value$23.93M

1.04%

Sole

93.01K

Shared

0.00

None

319.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
SPDR SERIES TRUSTSOLE	PORTFOLIO S&P500	3.11M	SH	$243.95M 10.59%	3.10M	15.96K
ISHARES TRSOLE	MSCI USA QLT FCT	624.74K	SH	$121.51M 5.27%	622.63K	2.11K
BLACKROCK ETF TRUSTSOLE	ISHARES US EQUIT	1.91M	SH	$112.93M 4.90%	1.90M	9.10K
SPDR SERIES TRUSTSOLE	PORTFOLIO LN TSR	3.93M	SH	$105.95M 4.60%	3.92M	15.78K
ISHARES TRSOLE	S&P 500 GRWT ETF	754.94K	SH	$91.14M 3.96%	752.48K	2.46K
PIMCO ETF TRSOLE	MULTISECTOR BD	3.30M	SH	$88.58M 3.85%	3.29M	14.98K
PIMCO ETF TRSOLE	ENHNCD LW DUR AC	891.55K	SH	$85.72M 3.72%	888.59K	2.97K
SPDR INDEX SHS FDSSOLE	PORTFOLIO DEVLPD	2M	SH	$85.49M 3.71%	1.99M	12.61K
ISHARES TRSOLE	EAFE VALUE ETF	1.14M	SH	$77.15M 3.35%	1.13M	3.83K
ISHARES TRSOLE	S&P 500 VAL ETF	369.49K	SH	$76.30M 3.31%	368.23K	1.26K
PIMCO ETF TRSOLE	MTG BKD SECS ACT	1.34M	SH	$66.46M 2.88%	1.33M	6.16K
INVESCO EXCHANGE TRADED FD TSOLE	S&P 500 TOP 50	1.09M	SH	$62.97M 2.73%	1.09M	3.82K
BLACKROCK ETF TRUSTSOLE	ISHARES A I INNO	1.42M	SH	$48.49M 2.10%	1.41M	7.82K
PIMCO ETF TRSOLE	SR LN ACTIVE ETF	872.10K	SH	$44.54M 1.93%	868.15K	3.95K
ANGEL OAK FUNDS TRUSTSOLE	INCOME ETF	2.13M	SH	$44.45M 1.93%	2.12M	9.61K
SCHWAB STRATEGIC TRSOLE	US MID-CAP ETF	1.47M	SH	$43.66M 1.90%	1.46M	9.31K
BLACKROCK ETF TRUSTSOLE	ISHARES US THEMA	1.09M	SH	$41.26M 1.79%	1.09M	4.07K
ISHARES INCSOLE	MSCI EMRG CHN	542.95K	SH	$36.65M 1.59%	538.76K	4.20K
SPDR INDEX SHS FDSSOLE	PORTFOLIO EMG MK	744.25K	SH	$34.84M 1.51%	741.46K	2.79K
BLACKROCK ETF TRUST IISOLE	ISHARES AAA CLO	668K	SH	$34.71M 1.51%	666.09K	1.90K
ISHARES GOLD TRSOLE	ISHARES NEW	384.14K	SH	$27.95M 1.21%	382.17K	1.97K
ALPHABET INCSOLE	CAP STK CL A	108.92K	SH	$26.48M 1.15%	99.27K	9.65K
COCA COLA COSOLE	COM	385.58K	SH	$25.57M 1.11%	385.58K	0.00
GLOBAL X FDSSOLE	DEFENSE TECH ETF	356.22K	SH	$25.02M 1.09%	355.86K	360.00
ISHARES TRSOLE	MSCI USA MMENTM	93.33K	SH	$23.93M 1.04%	93.01K	319.00

Page 1 of 6

…