Advocacy Wealth Management, LLC

Q2 2026 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
6/30/2026
Date filed
7/29/2026
Form type
13F-HR
Num holdings
151
Total value ($000)
$2,752,114
Net value change ($000)
+490,797 (21.7%)
New positions
17
Sold out positions
9
Turnover %
8.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 202,726 66.5%
EMXC 82,002 201.8%
CORO 69,148 NEW
FENI 68,972 NEW
IALT 59,361 NEW
IUSB 31,507 168.1%
BINC 23,511 2687.0%
SPDW 19,517 20.6%
BAI 18,697 34.4%
IVW 17,307 18.5%
Top Reduces (Value $000, Stocks/ETFs)
QUAL -75,787 -98.2%
SPTL -62,286 -59.5%
SPEM -48,088 -99.2%
THRO -11,912 -27.0%
IVE -11,418 -10.6%
INTU -7,118 -46.4%
ACN -5,498 -100.0%
ADBE -5,229 -100.0%
LOW -4,166 -36.0%
NFLX -4,149 -27.1%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type