Strategic Advocates LLC

Q1 2026 13F-HR Holdings

Location
Logan, UT
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
268
Total value ($000)
$22,606
Net value change ($000)
-368,257 (-94.2%)
New positions
21
Sold out positions
390
Turnover %
69.9%
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)
SPHY 138 NEW
SCHWAB STRATEGIC TRUST 126 3150.0%
VRT 116 NEW
PWR 105 NEW
FIX 98 NEW
APH 86 NEW
IBKR 81 NEW
VDE 80 23.9%
SCHR 69 86.3%
VDC 61 16.3%
Top Reduces (Value $000, Stocks/ETFs)
QQQ -34,770 -96.1%
KOMP -33,903 -96.0%
RPV -28,658 -95.6%
BIV -27,240 -96.0%
IEMG -20,539 -95.8%
VIOG -18,358 -95.8%
SPLB -17,732 -95.4%
IGSB -17,116 -95.9%
NVDA -17,001 -97.5%
AAPL -9,257 -97.1%
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.
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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