account_balance
Investment manager · 13F filer · SEC CIK 2111697
Advisory Advocates, LLC
Reported value$116Mas of Sep 30, 2026
Positions186 12 new, 14 sold out
Top 10 weight22.1%VOO alone is 4%
FiledNov 536 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
4.0%Added +12%
SDVDFirst Tr Exchange-Traded Fd
2.9%
STKColumbia Seligman Premium Technology Growth Fund, Inc.
2.6%Added +3%
RDVIFirst Tr Exchange-Traded Fd
2.1%Added +4%
ADXAdams Diversified Equity Fund, Inc.
2.0%Added +6%
SPXXNuveen S&P 500 Dynamic Overwrite Fund
1.9%Trimmed −10%
UTFCohen & Steers Infrastructure Fund Inc
1.7%
ETVEaton Vance Tax-Managed Buy-Write Opportunities Fund
1.6%
VGTVanguard World Fd
1.6%Trimmed −11%
MSFTMicrosoft Corp
1.6%−9%
AAPLApple Inc.
1.6%−12%
JEPQJ P Morgan Exchange Traded F
1.6%
VOOVanguard Index FDS
4.0%Added +12%
SDVDFirst Tr Exchange-Traded Fd
2.9%
STKColumbia Seligman Premium Technology Growth Fund, Inc.
2.6%+3%
RDVIFirst Tr Exchange-Traded Fd
2.1%+4%
ADXAdams Diversified Equity Fund, Inc.
2.0%+6%
SPXXNuveen S&P 500 Dynamic Overwrite Fund
1.9%−10%
UTFCohen & Steers Infrastructure Fund Inc
1.7%
ETVEaton Vance Tax-Managed Buy-Write Opportunities Fund
1.6%
VGTVanguard World Fd
1.6%
JEPQ
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
VOO Vanguard Index FDS 4.0% Added +12%
SDVD First Tr Exchange-Traded Fd 2.9% Held
STK Columbia Seligman Premium Technology Growth Fund, Inc. 2.6% Added +3%RDVI First Tr Exchange-Traded Fd 2.1% Added +4%
ADX Adams Diversified Equity Fund, Inc. 2.0% Added +6%SPXX Nuveen S&P 500 Dynamic Overwrite Fund 1.9% Trimmed −10%UTF Cohen & Steers Infrastructure Fund Inc 1.7% HeldETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund 1.6% HeldVGT Vanguard World Fd 1.6% Trimmed −11%
MSFT Microsoft Corp 1.6% Trimmed −9%AAPL Apple Inc. 1.6% Trimmed −12%JEPQ J P Morgan Exchange Traded F 1.6% Held
What changed
Biggest moves since Jun 30, 2026
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