ETF Holders

Advocacy Wealth Management, LLC ETF holdings

Atlanta, GA

Reported $2.3B in 67 ETFs in its Form 13F for June 30, 2026.

ETF value
$2.3B
ETFs held
67
Change from prior quarter
+24.8%
With price moves
ETFs as a share of its 13F
83.1%
of $2.8B

Top 10 of 67 ETF holdings

TickerFundValueSharesChange
SPYMState Street SPDR Portfolio S&P 500 ETF$507.6M5,775,658+1,792,918 shares
EMXCiShares MSCI Emerging Markets ex China ETF$122.6M1,198,777+682,206 shares
SPDWState Street SPDR Portfolio Developed World ex-US ETF$114.3M2,268,369+191,999 shares
IVWiShares S&P 500 Growth ETF$111.0M807,434−21,311 shares
PYLDPIMCO Multisector Bond Active Exchange-Traded Fund$107.1M4,039,522+116,237 shares
LDURPIMCO Enhanced Low Duration Active Exchange-Traded Fund$106.6M1,115,335+34,527 shares
DYNFiShares U.S. Equity Factor Rotation Active ETF$100.5M1,478,143−21,632 shares
IVEiShares S&P 500 Value ETF$96.4M424,530−86,063 shares
BAIiShares A.I. Innovation and Tech Active ETF$73.0M1,384,319−263,133 shares
COROiShares International Country Rotation Active ETF$69.1M1,889,296New position
57 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001569452. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does Advocacy Wealth Management, LLC own?

Advocacy Wealth Management, LLC reported 67 ETF positions worth $2.3B in its Form 13F for June 30, 2026. The largest was SPYM, at $507.6M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.