Advocacy Wealth Management, LLC

Q3 2026 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
9/30/2026
Date filed
11/13/2026
Form type
13F-HR
Num holdings
149
Total value ($000)
$2,776,377
Net value change ($000)
+24,263 (0.9%)
New positions
5
Sold out positions
7
Turnover %
2.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
BLCR 59,727 NEW
BINC 53,794 220.6%
FENI 23,198 33.6%
BNDX 17,082 71.7%
IALT 14,876 25.1%
GLW 13,346 1117.8%
IAU 13,222 88.6%
LDUR 7,436 7.0%
MSFT 6,984 36.5%
PYLD 6,086 5.7%
Top Reduces (Value $000, Stocks/ETFs)
BOND -51,318 -97.8%
MTUM -48,958 -94.8%
MBB -21,998 -97.6%
BAI -21,880 -30.0%
SPYM -18,250 -3.6%
EMXC -9,463 -7.7%
GOOGL -7,903 -27.3%
PANW -5,473 -49.1%
VRT -5,394 -28.8%
ASML -5,072 -44.0%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type