Advocacy Wealth Management, LLC

Q1 2026 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
3/31/2026
Date filed
5/12/2026
Form type
13F-HR
Num holdings
143
Total value ($000)
$2,261,317
Net value change ($000)
-128,571 (-5.4%)
New positions
7
Sold out positions
6
Turnover %
2.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
SPYM 44,152 16.9%
BNDX 21,168 6281.3%
IUSB 18,748 NEW
CLOA 16,255 42.4%
LDUR 16,071 18.4%
VRT 12,626 824.7%
BOND 12,133 31.7%
SHLD 8,985 37.0%
PYLD 7,011 7.3%
NFLX 5,270 52.4%
Top Reduces (Value $000, Stocks/ETFs)
EFV -71,979 -98.4%
XLG -67,502 -98.8%
DYNF -33,417 -27.7%
SIVR -16,383 -100.0%
IAU -14,384 -46.8%
BINC -13,685 -94.0%
QUAL -12,755 -14.2%
PMBS -11,063 -17.4%
MNST -10,352 -89.1%
GOOGL -9,582 -29.0%
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