Strategic Advocates LLC

Q3 2026 13F-HR Holdings

Location
Sacramento, CA
Holdings as of
9/30/2026
Date filed
11/3/2026
Form type
13F-HR
Num holdings
254
Total value ($000)
$25,934
Net value change ($000)
+102 (0.4%)
New positions
9
Sold out positions
15
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/13/2026 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)
TWST 161 88.5%
QQQ 111 6.1%
HYS 95 26.7%
ISRG 92 66.2%
KOMP 86 5.1%
BIV 85 7.7%
PLTR 79 46.7%
LRCX 73 67.6%
IGSB 68 9.3%
APH 64 27.7%
Top Reduces (Value $000, Stocks/ETFs)
IONQ -161 -43.2%
QBTS -104 -44.3%
PANW -100 -67.6%
SPLB -95 -11.4%
INTC -76 -13.9%
VIOG -66 -6.6%
GE -60 -23.9%
VRT -58 -34.3%
VOT -55 -73.3%
AGX -52 -48.1%
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