EdgeMarket › What Advocacy Wealth Management Services, Llc reported owning
What Advocacy Wealth Management Services, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
2.3BPositions
143Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| SPYM State Street SPDR Portfolio S&P 500 ETF | 304.8M | 13.5% | 4.0M | 90.13 | +20.1% |
| IVE iShares S&P 500 Value ETF | 107.8M | 4.8% | 510.6K | 237.24 | +17.6% |
| SPTL State Street SPDR Portfolio Long Term Treasury | 104.6M | 4.6% | 4.0M | 25.09 | -4.4% |
| LDUR PIMCO Enhanced Low Duration Active Exchange-Tr | 103.6M | 4.6% | 1.1M | 95.41 | -0.5% |
| PYLD PIMCO Multisector Bond Active Exchange-Traded | 102.8M | 4.5% | 3.9M | 26.16 | -1.4% |
| SPDW State Street SPDR Portfolio Developed World ex | 94.8M | 4.2% | 2.1M | 52.02 | +24.4% |
| IVW iShares S&P 500 Growth ETF | 93.7M | 4.1% | 828.7K | 138.83 | +22.2% |
| DYNF iShares U.S. Equity Factor Rotation Active ETF | 87.3M | 3.9% | 1.5M | 69.08 | +22.3% |
| QUAL iShares MSCI USA Quality Factor ETF | 77.1M | 3.4% | 402.2K | 223.22 | +19.3% |
| CLOA iShares AAA CLO Active ETF | 54.6M | 2.4% | 1.1M | 51.92 | +0.0% |
| BAI iShares A.I. Innovation and Tech Active ETF | 54.3M | 2.4% | 1.6M | 44.30 | +46.6% |
| PMBS PIMCO Mortgage-Backed Securities Active Exchan | 52.5M | 2.3% | 1.1M | 48.56 | -0.9% |
| DMBS DoubleLine Mortgage ETF | 51.7M | 2.3% | 1.0M | 48.17 | -1.9% |
| BOND PIMCO Active Bond Exchange-Traded Fund Exchang | 50.4M | 2.2% | 545.7K | 90.50 | -1.7% |
| SCHM Schwab U.S. Mid Cap ETF | 49.0M | 2.2% | 1.6M | 36.16 | +25.4% |
| SPEM State Street SPDR Portfolio Emerging Markets E | 48.5M | 2.1% | 1.0M | 52.38 | +18.1% |
| MTUM iShares MSCI USA Momentum Factor ETF | 48.3M | 2.1% | 201.4K | 305.17 | +25.7% |
| THRO iShares U.S. Thematic Rotation Active ETF | 44.1M | 2.0% | 1.2M | 43.61 | +19.9% |
| EMXC iShares MSCI Emerging Markets ex China ETF | 40.6M | 1.8% | 516.6K | 97.80 | +53.2% |
| SHLD Global X Defense Tech ETF | 33.3M | 1.5% | 469.6K | 67.09 | +11.1% |
| FSMD Fidelity Small-Mid Multifactor ETF | 25.4M | 1.1% | 569.0K | 52.03 | +21.9% |
| RSP Invesco S&P 500 Equal Weight ETF | 23.7M | 1.0% | 123.3K | 221.67 | +18.8% |
| GOOGL Alphabet Inc. | 23.4M | 1.0% | 81.4K | 344.82 | +73.0% |
| MBB iShares MBS ETF | 21.7M | 1.0% | 228.9K | 93.12 | -0.6% |
| BNDX Vanguard Total International Bond ETF | 21.5M | 1.0% | 447.6K | 47.65 | -3.3% |
| NVDA NVIDIA CORP | 20.6M | 0.9% | 118.3K | 214.72 | +22.4% |
| AMZN AMAZON COM INC | 20.5M | 0.9% | 98.5K | 258.63 | +15.6% |
| LLY ELI LILLY & Co | 20.3M | 0.9% | 22.1K | 1,255.40 | +78.0% |
| MSFT MICROSOFT CORP | 18.9M | 0.8% | 51.0K | 483.24 | -4.4% |
| IUSB iShares Core Universal USD Bond ETF | 18.7M | 0.8% | 405.9K | 45.43 | -1.7% |
| IAU ISHARES GOLD TRUST | 16.3M | 0.7% | 185.4K | 86.79 | +37.5% |
| V VISA INC. | 16.2M | 0.7% | 53.7K | 371.04 | +7.9% |
| INTU INTUIT INC. | 15.3M | 0.7% | 35.5K | 367.00 | -47.5% |
| NFLX NETFLIX INC | 15.3M | 0.7% | 159.4K | 79.59 | -34.4% |
| SPGI S&P Global Inc. | 14.9M | 0.7% | 35.0K | 431.29 | -22.6% |
| AAPL Apple Inc. | 14.9M | 0.7% | 58.5K | 309.35 | +36.9% |
| KO COCA COLA CO | 14.3M | 0.6% | 188.3K | 91.10 | +28.9% |
| SCHW SCHWAB CHARLES CORP | 14.3M | 0.6% | 152.2K | 112.30 | +17.6% |
| EW Edwards Lifesciences Corp | 14.3M | 0.6% | 178.2K | 89.79 | +10.3% |
| VRT Vertiv Holdings Co | 14.2M | 0.6% | 56.5K | 261.95 | +105.4% |
| UBER Uber Technologies, Inc | 13.5M | 0.6% | 187.3K | 78.80 | -15.9% |
| ANET Arista Networks, Inc. | 13.2M | 0.6% | 107.2K | 188.65 | +43.5% |
| PANW Palo Alto Networks Inc | 13.1M | 0.6% | 82.0K | 357.87 | +94.0% |
| SYK STRYKER CORP | 12.8M | 0.6% | 39.1K | 329.45 | -15.9% |
| NOW ServiceNow, Inc. | 12.8M | 0.6% | 122.7K | 128.48 | -27.8% |
| ABT ABBOTT LABORATORIES | 12.7M | 0.6% | 124.0K | 116.64 | -11.9% |
| ICE Intercontinental Exchange, Inc. | 12.1M | 0.5% | 76.9K | 161.25 | -11.1% |
| LOW LOWES COMPANIES INC | 11.6M | 0.5% | 49.0K | 216.09 | -16.0% |
| TTWO TAKE TWO INTERACTIVE SOFTWARE INC | 11.5M | 0.5% | 58.3K | 239.62 | +4.8% |
| ASML ASML HOLDING NV | 11.4M | 0.5% | 8.6K | 1,763.76 | +135.3% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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