Advisory Advocates, LLC
All 13F Filings
- Location
- Grand Rapids, MI
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 97,927
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/5/2026 | 160 | 97,927 | 13F-HR | Advisory Advocates, LLC |
| Q4 2025 | 5/5/2026 | 168 | 100,556 | 13F-HR | Advisory Advocates, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 79.34 K | 82.1% | 0 | 3.517 K | -3.517 K |
| ETFs | 17.31 K | 17.9% | 391 | 0 | 391 |
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Fund Snapshot
Q1 2026
Latest filed
5/5/2026
Total value ($000)
97,927
Holdings
160
QoQ value change ($000)
-2,629
(-2.6%)
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.