Advocacy Wealth Management, LLC
All 13F Filings
- Location
- Atlanta, GA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 2,752,114
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/29/2026 | 151 | 2,752,114 | 13F-HR | Advocacy Wealth Management, LLC |
| Q1 2026 | 5/12/2026 | 143 | 2,261,317 | 13F-HR | Advocacy Wealth Management, LLC |
| 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 | 588.2 K | 21.4% | 119.4 K | 0 | 119.4 K |
| ETFs | 2.157 M | 78.4% | 371.8 K | 0 | 371.8 K |
| Debt | 5.033 K | 0.2% | 0 | 749 | -749 |
| Other | 1.14 K | 0.0% | 332 | 0 | 332 |
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Fund Snapshot
Q2 2026
Latest filed
7/29/2026
Total value ($000)
2,752,114
Holdings
151
QoQ value change ($000)
490,797
(21.7%)
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.