Advocacy Wealth Management, LLC
All 13F Filings
- Location
- Atlanta, GA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 2,389,888
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/11/2026 | 142 | 2,389,888 | 13F-HR | Advocacy Wealth Management, LLC |
| Q3 2025 | 11/14/2025 | 142 | 2,303,835 | 13F-HR | Advocacy Wealth Management, LLC |
| Q2 2025 | 8/13/2025 | 63 | 1,629,448 | 13F-HR | Advocacy Wealth Management Services, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.581 M | 66.1% | 27.35 K | 0 | 27.35 K |
| ETFs | 794.4 K | 33.2% | 58.34 K | 0 | 58.34 K |
| Debt | 5.145 K | 0.2% | 0 | 442 | -442 |
| Other | 9.237 K | 0.4% | 836 | 0 | 836 |
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Fund Snapshot
Q4 2025
Latest filed
2/11/2026
Total value ($000)
2,389,888
Holdings
142
QoQ value change ($000)
86,053
(3.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.