StockDriftsStockDriftsTop 50 Advocacy Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 18.44% | 5.78M | $507.6M | +45.02%(+1.79M) | $67.54(+35.11%) | 2026-06-30 | |
| EMXC | ISHARES INC | 4.46% | 1.20M | $122.6M | +132.06%(+682.21K) | $74.29(+33.83%) | 2026-06-30 | |
| SPDW | SPDR INDEX SHS FDS | 4.15% | 2.27M | $114.3M | +9.25%(+192.00K) | $35.49(+47.10%) | 2026-06-30 | |
| IVW | ISHARES TR | 4.03% | 807.4K | $111.0M | -2.57%(-21.31K) | $87.49(+61.87%) | 2026-06-30 | |
| PYLD | PIMCO ETF TR | 3.89% | 4.04M | $107.1M | +2.96%(+116.24K) | $26.24(-0.20%) | 2026-06-30 | |
| LDUR | PIMCO ETF TR | 3.87% | 1.12M | $106.6M | +3.19%(+34.53K) | $95.37(+0.07%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 3.65% | 1.48M | $100.5M | -1.44%(-21.63K) | $46.80(+49.93%) | 2026-06-30 | |
| IVE | ISHARES TR | 3.5% | 424.5K | $96.4M | -16.86%(-86.06K) | $194.01(+22.22%) | 2026-06-30 | |
| BAI | BLACKROCK ETF TRUST | 2.65% | 1.38M | $73.0M | -15.97%(-263.13K) | $29.24(+59.98%) | 2026-06-30 | |
| CORO | BLACKROCK ETF TRUST | 2.51% | 1.89M | $69.1M | new | $33.86(+9.94%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.86% | +39.98% | +5.31% | +29.52% |
| Top 20 Holdings Unweighted | +11.05% | +36.93% | +5.89% | +33.14% |
Advocacy Wealth Management, LLC reports $2.75B in US-listed equity holdings across 151 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (18.4%), EMXC (4.5%) and SPDW (4.2%). The top 20 holdings account for 71.24% of reported assets. Its disclosed equity book has returned +39.98% on a three-year cumulative basis. 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 Advocacy Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1569452). View Advocacy Wealth Management, LLC’s 13F filings on SEC