StockDriftsStockDriftsTop 50 Advisory Advocates, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 3.46% | 5.9K | $4.0M | +57.35%(+2.14K) | $620.19(+14.91%) | 2026-06-30 | |
| SDVD | FIRST TR EXCHANGE-TRADED FD | 3.09% | 156.2K | $3.6M | +3.89%(+5.85K) | $21.60(+9.99%) | 2026-06-30 | |
| STK | COLUMBIA SELIGM PREM TECH GR | 2.51% | 54.4K | $2.9M | +14.98%(+7.08K) | $38.34(+39.24%) | 2026-06-30 | |
| RDVI | FIRST TR EXCHANGE-TRADED FD | 2.15% | 85.4K | $2.5M | +8.07%(+6.38K) | $25.99(+15.42%) | 2026-06-30 | |
| SPXX | NUVEEN S&P 500 DYNAMIC OVERW | 2.15% | 134.6K | $2.5M | -1.39%(-1.89K) | $17.06(+12.28%) | 2026-06-30 | |
| ADX | ADAMS DIVERSIFIED EQUITY FD | 1.87% | 85.5K | $2.2M | +11.02%(+8.49K) | $22.67(+16.52%) | 2026-06-30 | |
| UTF | COHEN & STEERS INFRASTRUCTUR | 1.85% | 78.3K | $2.2M | +0.57%(+443) | $25.00(+8.06%) | 2026-06-30 | |
| VGT | VANGUARD WORLD FD | 1.7% | 16.6K | $2.0M | +0.76%(+126) | $90.80(+35.00%) | 2026-06-30 | |
| ETV | EATON VANCE TAX-MANAGED BUY- | 1.57% | 123.4K | $1.8M | +9.08%(+10.27K) | $14.01(+8.31%) | 2026-06-30 | |
| AAPL | APPLE INC | 1.55% | 6.3K | $1.8M | -7.26%(-490) | $262.82(+16.19%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (1 quarter) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +14.44% |
| Top 20 Holdings Unweighted | — | — | — | — | +14.58% |
Advisory Advocates, LLC reports $116.62M in US-listed equity holdings across 188 positions in its most recent 13F filing. Its largest disclosed positions are VOO (3.5%), SDVD (3.1%) and STK (2.5%). The top 20 holdings account for 34.75% of reported assets. Its disclosed equity book has returned +14.44% cumulatively over 1 quarter. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Advisory Advocates, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2111697). View Advisory Advocates, LLC’s 13F filings on SEC