account_balance

Investment manager · 13F filer · SEC CIK 1569452

Advocacy Wealth Management, LLC

Reported value$2.78Bas of Sep 30, 2026
Positions149 4 new, 6 sold out
Top 10 weight51.2%SPYM alone is 18%
FiledNov 1344 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SPYM SPDR Series Trust 17.6% Trimmed −6%
SPDW SPDR Index SHS FDS 4.1% Held
LDUR Pimco ETF Tr 4.1% Added +9%
IVW iShares Tr 4.1% Held
PYLD Pimco ETF Tr 4.1% Added +10%
EMXC iShares Inc 4.1% Trimmed −5%
DYNF BlackRock ETF Trust 3.6% Trimmed −3%
IVE iShares Tr 3.4% Held
FENI Fidelity Covington Trust 3.3% Added +34%
BINC BlackRock ETF Trust II 2.8% Added +230%
IALT BlackRock ETF Trust 2.7% Added +17%
CORO BlackRock ETF Trust 2.6% Added +4%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 13, 2026, compared with the Jul 29, 2026 filing
add_circleNew
  • BLCR $59.7M
  • SMMU $383K
  • IDEF $248K
  • BAC $206K
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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