account_balance
Investment manager · 13F filer · SEC CIK 2110509
Advocate Investing Services LLC
Reported value$128Mas of Sep 30, 2026
Positions449 12 new, 23 sold out
Top 10 weight40.1%GSY alone is 10%
FiledOct 2626 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
GSYInvesco Actively Managed Exc
9.7%Trimmed −5%
TCAFT Rowe Price Exchange-Traded
8.9%Trimmed −4%
XLPSelect Sector SPDR Tr
4.0%Added +2%
SPHDInvesco Exch Traded Fd Tr II
3.6%
IXCiShares Tr
2.7%Trimmed −3%
XMESPDR Series Trust
2.5%
XLKSelect Sector SPDR Tr
2.4%
VYMVanguard Whitehall FDS
2.1%Trimmed −8%
AAPLApple Inc.
2.0%
VIGVanguard Specialized Funds
2.0%−6%
MSFTMicrosoft Corp
1.7%Trimmed −5%
VGTVanguard World Fd
1.7%Trimmed −2%
GSYInvesco Actively Managed Exc
9.7%Trimmed −5%
TCAFT Rowe Price Exchange-Traded
8.9%Trimmed −4%
XLPSelect Sector SPDR Tr
4.0%
SPHDInvesco Exch Traded Fd Tr II
3.6%
IXCiShares Tr
2.7%
XME2.5%
XLK2.4%
VYM2.1%
AAPL2.0%VIG2.0%
MSFTVGT
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
GSY Invesco Actively Managed Exc 9.7% Trimmed −5%
TCAF T Rowe Price Exchange-Traded 8.9% Trimmed −4%
XLP Select Sector SPDR Tr 4.0% Added +2%
SPHD Invesco Exch Traded Fd Tr II 3.6% Held
IXC iShares Tr 2.7% Trimmed −3%
XME SPDR Series Trust 2.5% Held
XLK Select Sector SPDR Tr 2.4% Held
VYM Vanguard Whitehall FDS 2.1% Trimmed −8%
AAPL Apple Inc. 2.0% HeldVIG Vanguard Specialized Funds 2.0% Trimmed −6%
MSFT Microsoft Corp 1.7% Trimmed −5%VGT Vanguard World Fd 1.7% Trimmed −2%
What changed
Biggest moves since Jun 30, 2026
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