Advocacy Wealth Management, LLC

Q4 2025 13F Holdings

  • Location
    atlanta, GA
  • Num holdings

    142

  • Value ($000)

    $2,389,888

  • Date Filed
    02/11/2026
  • Form type
    13F-HR
  • CIK
    0001569452
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
KRE

SPDR SERIES TRUST

STATE STREET SPD
$260.69M
11 %

3,249,653

DYNF

BLACKROCK ETF TRUST

ISHARES US EQUIT
$120.67M
5 %

1,984,442

IVE

ISHARES TR

S&P 500 VAL ETF
$111.4M
5 %

525,282

KRE

SPDR SERIES TRUST

STATE STREET SPD
$101.32M
4 %

3,827,669

IVW

ISHARES TR

S&P 500 GRWT ETF
$96.7M
4 %

784,514

PYLD

PIMCO ETF TR

MULTISECTOR BD
$95.78M
4 %

3,589,907

SPDW

SPDR INDEX SHS FDS

PORTFOLIO DEVLPD
$93.24M
4 %

2,099,432

QUAL

ISHARES TR

MSCI USA QLT FCT
$89.9M
4 %

452,605

LDUR

PIMCO ETF TR

ENHNCD LW DUR AC
$87.49M
4 %

911,899

EFV

ISHARES TR

EAFE VALUE ETF
$73.18M
3 %

1,024,723

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