Advocacy Wealth Management, LLC

Q4 2025 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
12/31/2025
Date filed
2/11/2026
Form type
13F-HR
Num holdings
142
Total value ($000)
$2,389,888
Net value change ($000)
+86,053 (3.7%)
New positions
6
Sold out positions
6
Turnover %
4.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/14/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DMBS 48,488 NEW
BOND 38,226 NEW
IVE 35,093 46.0%
MTUM 23,343 97.5%
SPYM 16,738 6.9%
SPEM 10,608 30.4%
SPDW 7,746 9.1%
DYNF 7,745 6.9%
PYLD 7,197 8.1%
SIVR 6,900 72.8%
Top Reduces (Value $000, Stocks/ETFs)
LONZ -44,229 -99.3%
CARY -44,163 -99.4%
QUAL -31,616 -26.0%
KO -12,452 -48.7%
ZTS -11,211 -100.0%
CMG -10,488 -100.0%
MNST -5,909 -33.7%
SPTL -4,633 -4.4%
EFV -3,975 -5.2%
NFLX -2,910 -22.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type