Advisory Advocates, LLC
All 13F Filings
- Location
- Grand Rapids, MI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 116,621
- Description
- —
- Website
- —
- 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 | 8/10/2026 | 188 | 116,621 | 13F-HR | Advisory Advocates, LLC |
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 91.27 K | 78.9% | 11.93 K | 0 | 11.93 K |
| ETFs | 24.39 K | 21.1% | 7.088 K | 0 | 7.088 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
116,621
Holdings
188
QoQ value change ($000)
18,694
(19.1%)
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.