1y return+15.9%S&P 500 +20.9%
3y return+38.0%S&P 500 +68.5%
5y return+27.6%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2017: $154 against $317 in the S&P 500.2
Advocacy Wealth Management, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SPYMSpdr Series Trust | $507.6M | 18.4% | +45.0% |
| EMXCIshares Inc | $122.6M | 4.5% | +132.1% |
| SPDWSpdr Index Shs Fds | $114.3M | 4.2% | +9.2% |
| IVWIshares Tr | $111.0M | 4.0% | −2.6% |
| PYLDPimco Etf Tr | $107.1M | 3.9% | +3.0% |
| LDURPimco Etf Tr | $106.6M | 3.9% | +3.2% |
| DYNFBlackrock Etf Trust | $100.5M | 3.7% | −1.4% |
| IVEIshares Tr | $96.4M | 3.5% | −16.9% |
| BAIBlackrock Etf Trust | $73.0M | 2.7% | −16.0% |
| COROBlackrock Etf Trust | $69.1M | 2.5% | New |
| FENIFidelity Covington Trust | $69.0M | 2.5% | New |
| SCHMSchwab Strategic Tr | $63.2M | 2.3% | +8.5% |
| IALTBlackrock Etf Trust | $59.4M | 2.2% | New |
| CLOABlackrock Etf Trust II | $57.1M | 2.1% | +4.4% |
| PMBSPimco Etf Tr | $53.8M | 2.0% | +2.9% |
| DMBSDoubleline Etf Trust | $53.2M | 1.9% | +3.5% |
| BONDPimco Etf Tr | $52.5M | 1.9% | +4.3% |
| MTUMIshares Tr | $51.7M | 1.9% | −25.2% |
| IUSBIshares Tr | $50.3M | 1.8% | +168.3% |
| SPTLSpdr Series Trust | $42.4M | 1.5% | −59.4% |
| SHLDGlobal X Fds | $35.1M | 1.3% | +25.1% |
| FSMDFidelity Covington Trust | $32.6M | 1.2% | +8.4% |
| THROBlackrock Etf Trust | $32.2M | 1.2% | −38.7% |
| GOOGLAlphabet Inc | $29.0M | 1.1% | |
| RSPInvesco Exchange Traded Fd T | $27.3M | 1.0% | +4.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| VRTVertiv Holdings Co | December 31, 2025 | +106.7% | $18.7M |
| EMXCIshares Inc | December 31, 2023 | +84.6% | $122.6M |
| IVWIshares Tr | December 31, 2023 | +83.1% | $111.0M |
| BAIBlackrock Etf Trust | June 30, 2025 | +82.7% | $73.0M |
| MTUMIshares Tr | December 31, 2024 | +65.7% | $51.7M |
| SPYMSpdr Series Trust | December 31, 2023 | +57.2% | $507.6M |
| LLYEli Lilly & Co | September 30, 2025 | +57.2% | $26.2M |
| DYNFBlackrock Etf Trust | March 31, 2024 | +53.2% | $100.5M |
| SPDWSpdr Index Shs Fds | December 31, 2023 | +48.2% | $114.3M |
| GOOGLAlphabet Inc | September 30, 2025 | +47.0% | $29.0M |
Sold off last quarter
- Accenture PLC IrelandCUSIP G1151C101 was $5.5M
- ADBEAdobe Inc was $5.2M
- FLINFranklin Templeton Etf Tr was $3.3M
- EFVIshares Tr was $1.2M
- XLGInvesco Exchange Traded Fd T was $813K
- MUBIshares Tr was $566K
- VVVanguard Index Fds was $236K
- LONZPimco Etf Tr was $236K
- CARYAngel Oak Funds Trust was $221K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.3% | +14.8% |
| March 31, 2026 | −3.1% | −4.6% |
| December 31, 2025 | +1.9% | +2.4% |
| September 30, 2025 | +5.4% | +7.8% |
| June 30, 2025 | +7.2% | +10.5% |
| March 31, 2025 | −1.3% | −4.6% |
| December 31, 2024 | −1.7% | +2.1% |
| September 30, 2024 | +4.5% | +5.4% |
| June 30, 2024 | +1.6% | +4.0% |
| March 31, 2024 | +5.4% | +10.0% |
| December 31, 2023 | +4.7% | +11.2% |
| September 30, 2023 | −2.2% | −3.6% |
| June 30, 2023 | +1.8% | +8.3% |
| March 31, 2023 | +2.3% | +7.0% |
| December 31, 2022 | +4.4% | +7.1% |
| September 30, 2022 | −3.9% | −5.3% |
| June 30, 2022 | −11.3% | −16.5% |
| March 31, 2022 | −3.9% | −4.9% |
| December 31, 2021 | +4.6% | +10.7% |
| September 30, 2021 | −0.7% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Advocacy Wealth Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1569452&type=13F-HR&dateb=&owner=include&count=40CIK 1569452
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1569452/000156945226000003/Filed July 29, 2026 · accession 0001569452-26-000003