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Advocate Investing Services LLC

Q4 2025 13F Holdings

  • Location
    woodbine, MD
  • Num holdings

    450

  • Value ($000)

    $111,641

  • Date Filed
    02/12/2026
  • Form type
    13F-HR
  • CIK
    0002110509
  • 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
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
G
GSY

INVESCO ACTIVELY MANAGED EXC

ULTRA SHRT DUR
46090A887
$16.2M
15 %

322,294

T
TCAF

T ROWE PRICE ETF INC

CAP APPRECIATION
87283Q867
$10.85M
10 %

283,904

V
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
921908844
$3.41M
3 %

15,515

X
XLP

SELECT SECTOR SPDR TR

STATE STREET CON
81369Y308
$3.28M
3 %

42,240

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78464A755
$3.25M
3 %

31,326

I
IXC

ISHARES TR

GLOBAL ENERG ETF
464287341
$2.66M
2 %

63,378

X
XLK

SELECT SECTOR SPDR TR

STATE STREET TEC
81369Y803
$2.33M
2 %

16,216

S
SPHD

INVESCO EXCH TRADED FD TR II

S&P500 HDL VOL
46138E362
$2.31M
2 %

48,027

A
AAPL

APPLE INC

COM
037833100
$2.12M
2 %

7,808

M
MSFT

MICROSOFT CORP

COM
594918104
$1.97M
2 %

4,079

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