Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Advocacy Wealth Management, LLC (CIK 1569452) reported $2.26B across 143 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPLG ($304.8M, 13.48%), IVE ($107.8M, 4.77%), SPTL ($104.6M, 4.63%), LDUR ($103.6M, 4.58%), PYLD ($102.8M, 4.55%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPLG | SPDR SERIES TRUST | $304.8M | 13.48% | 4.0M | Added |
| 2 | IVE | ISHARES TR | $107.8M | 4.77% | 510,593 | Trimmed |
| 3 | SPTL | SPDR SERIES TRUST | $104.6M | 4.63% | 4.0M | Added |
| 4 | LDUR | PIMCO ETF TR | $103.6M | 4.58% | 1.1M | Added |
| 5 | PYLD | PIMCO ETF TR | $102.8M | 4.55% | 3.9M | Added |
| 6 | SPDW | SPDR INDEX SHS FDS | $94.8M | 4.19% | 2.1M | Trimmed |
| 7 | IVW | ISHARES TR | $93.7M | 4.15% | 828,745 | Added |
| 8 | DYNF | BLACKROCK ETF TRUST | $87.3M | 3.86% | 1.5M | Trimmed |
| 9 | QUAL | ISHARES TR | $77.1M | 3.41% | 402,172 | Trimmed |
| 10 | CLOA | BLACKROCK ETF TRUST II | $54.6M | 2.42% | 1.1M | Added |
| 11 | BAI | BLACKROCK ETF TRUST | $54.3M | 2.40% | 1.6M | Added |
| 12 | PMBS | PIMCO ETF TR | $52.5M | 2.32% | 1.1M | Trimmed |
| 13 | DMBS | DOUBLELINE ETF TRUST | $51.7M | 2.29% | 1.0M | Added |
| 14 | BOND | PIMCO ETF TR | $50.4M | 2.23% | 545,719 | Added |
| 15 | SCHM | SCHWAB STRATEGIC TR | $49.0M | 2.16% | 1.6M | Added |
| 16 | MTUM | ISHARES TR | $48.3M | 2.14% | 201,441 | Added |
| 17 | SPEM | SPDR INDEX SHS FDS | $48.5M | 2.14% | 1.0M | Added |
| 18 | THRO | BLACKROCK ETF TRUST | $44.1M | 1.95% | 1.2M | Added |
| 19 | EMXC | ISHARES INC | $40.6M | 1.80% | 516,571 | Trimmed |
| 20 | SHLD | GLOBAL X FDS | $33.3M | 1.47% | 469,614 | Added |
| 21 | FSMD | FIDELITY COVINGTON TRUST | $25.4M | 1.13% | 568,950 | Added |
| 22 | RSP | INVESCO EXCHANGE TRADED FD T | $23.7M | 1.05% | 123,334 | Added |
| 23 | GOOGL | ALPHABET INC | $23.4M | 1.04% | 81,438 | Trimmed |
| 24 | MBB | ISHARES TR | $21.7M | 0.96% | 228,920 | Added |
| 25 | BNDX | VANGUARD CHARLOTTE FDS | $21.5M | 0.95% | 447,560 | Added |
Source: SEC Form 13F filings · as of 2026-03-31