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Strategic Advocates Llc

Portfolio Manager
Strategic Advocates LLC
Performance
-3.43% (2026 Q1)
AUM (13F)
$22.61M
# of Holdings
268
Performance Rank
Allocation (Top 20)
60.12%

Strategic Advocates Llc Holdings Map

Top 50 Strategic Advocates Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
QQQ
INVESCO QQQ TRUST SERIES I
6.3%2.5K$1.4M
-95.78%(-55.96K)
2025-Q1: 53.5K shares2025-Q2: 54.5K shares2025-Q3: 56.7K shares2025-Q4: 58.4K shares2026-Q1: 2.5K shares
$444.66(+59.43%)
2026-03-31
KOMP
STATE STREET SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF
6.17%23.8K$1.4M
-95.94%(-563.27K)
2025-Q1: 536.5K shares2025-Q2: 551.0K shares2025-Q3: 570.2K shares2025-Q4: 587.1K shares2026-Q1: 23.8K shares
$48.25(+40.62%)
2026-03-31
RPV
INVESCO S&P 500 PURE VALUE ETF
5.77%12.2K$1.3M
-95.78%(-276.01K)
2025-Q1: 259.3K shares2025-Q2: 263.9K shares2025-Q3: 276.1K shares2025-Q4: 288.2K shares2026-Q1: 12.2K shares
$86.62(+27.56%)
2026-03-31
BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
5.04%14.8K$1.1M
-95.94%(-348.62K)
2025-Q1: 345.5K shares2025-Q2: 346.2K shares2025-Q3: 363.9K shares2025-Q4: 363.4K shares2026-Q1: 14.8K shares
$75.38(+0.91%)
2026-03-31
GLD
SPDR GOLD SHARES
4.11%2.2K$929K
-10.12%(-243)
2025-Q1: 1.5K shares2025-Q2: 2.3K shares2025-Q3: 2.4K shares2025-Q4: 2.4K shares2026-Q1: 2.2K shares
$265.42(+57.22%)
2026-03-31
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
4.01%13.0K$907K
-95.92%(-305.23K)
2025-Q1: 296.7K shares2025-Q2: 299.0K shares2025-Q3: 307.9K shares2025-Q4: 318.2K shares2026-Q1: 13.0K shares
$51.56(+54.16%)
2026-03-31
SPLB
STATE STREET SPDR PORTFOLIO LONG TERM CORPORATE BOND ETF
3.78%38.5K$854K
-95.30%(-779.93K)
2025-Q1: 829.5K shares2025-Q2: 845.8K shares2025-Q3: 862.7K shares2025-Q4: 818.4K shares2026-Q1: 38.5K shares
$23.06(-4.77%)
2026-03-31
VIOG
VANGUARD S&P SMALL-CAP 600 GROWTH ETF
3.59%6.5K$811K
-95.81%(-149.14K)
2025-Q1: 140.2K shares2025-Q2: 143.3K shares2025-Q3: 149.4K shares2025-Q4: 155.7K shares2026-Q1: 6.5K shares
$111.55(+22.21%)
2026-03-31
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
3.25%14.0K$735K
-95.85%(-323.27K)
2025-Q1: 305.3K shares2025-Q2: 315.4K shares2025-Q3: 336.9K shares2025-Q4: 337.3K shares2026-Q1: 14.0K shares
$51.82(+0.82%)
2026-03-31
FDLO
FIDELITY LOW VOLATILITY FACTOR ETF
2.07%7.2K$467K
-8.70%(-689)
2025-Q1: 0 shares2025-Q2: 7.8K shares2025-Q3: 7.8K shares2025-Q4: 7.9K shares2026-Q1: 7.2K shares
$61.65(+12.36%)
2026-03-31

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