Advocacy Wealth Management, LLC reported 84 positions worth $480.11M for the quarter ended Jun 30, 2026, up 7.7% on the prior quarter. It opened 12 new positions, added to 38, trimmed 34 and exited 2. Its largest holding is Alphabet Inc. at 6% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| ETN Eaton Corp plc | +24.3K | – | $10.36M | 2.16% |
| VIK Viking Holdings Ltd | +44.8K | – | $4.69M | 0.976% |
| ALC Alcon Inc | +61.5K | +98.8% | $4.13M | 1.73% |
| UBER Uber Technologies, Inc | +45.9K | +24.5% | $3.32M | 3.51% |
| SYK Stryker Corp | +9,551 | +24.4% | $3.01M | 3.19% |
| SNOW Snowflake Inc. | +6,625 | – | $1.69M | 0.351% |
| IAU Ishares Gold Trust | +12.3K | +6.6% | $929.53K | 3.11% |
| AMD Advanced Micro Devices Inc | +1,054 | – | $612.28K | 0.128% |
| CELH Celsius Holdings, Inc. | +20.0K | – | $586.19K | 0.122% |
| AVGO Broadcom Inc. | +1,453 | – | $548.87K | 0.114% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| PANW Palo Alto Networks Inc | -49.3K | -60.2% | $16.82M | 2.32% |
| ASML Asml Holding Nv | -2,816 | -32.7% | $5.60M | 2.4% |
| ACN Accenture plc | -27.7K | -100.0% | $5.50M | Exited |
| ADBE Adobe Inc. | -21.5K | -100.0% | $5.23M | Exited |
| MRVL Marvell Technology, Inc. | -12.7K | -83.8% | $3.78M | 0.152% |
| LOW Lowes Companies Inc | -15.4K | -31.4% | $3.39M | 1.55% |
| NOW ServiceNow, Inc. | -17.1K | -14.0% | $1.70M | 2.18% |
| JBHT Hunt J B Transport Services Inc | -4,750 | -63.2% | $1.37M | 0.166% |
| INTU Intuit Inc. | -3,972 | -11.2% | $1.04M | 1.71% |
| ABT Abbott Laboratories | -8,064 | -6.5% | $731.73K | 2.19% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| ETN Eaton Corp plc | +24.3K | $10.36M | 2.16% |
| VIK Viking Holdings Ltd | +44.8K | $4.69M | 0.976% |
| SNOW Snowflake Inc. | +6,625 | $1.69M | 0.351% |
| AMD Advanced Micro Devices Inc | +1,054 | $612.28K | 0.128% |
| CELH Celsius Holdings, Inc. | +20.0K | $586.19K | 0.122% |
| AVGO Broadcom Inc. | +1,453 | $548.87K | 0.114% |
| CMG Chipotle Mexican Grill Inc | +10.8K | $367.64K | 0.077% |
| MU Micron Technology Inc | +297 | $342.82K | 0.071% |
| TSLA Tesla, Inc. | +716 | $301.15K | 0.063% |
| MA Mastercard Inc | +457 | $234.72K | 0.049% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | GOOGL Alphabet Inc. | Technology | 81.0K | $28.96M | 6.03% | -414 | -0.5% | Reduced | 0% |
| 2 | LLY ELI LILLY & Co | Healthcare | 21.9K | $26.23M | 5.46% | -193 | -0.9% | Reduced | 0% |
| 3 | NVDA Nvidia Corp | Technology | 120.4K | $24.08M | 5.02% | +2,041 | +1.7% | Added | 0% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 98.1K | $23.38M | 4.87% | -391 | -0.4% | Reduced | 0% |
| 5 | MSFT Microsoft Corp | Technology | 51.3K | $19.15M | 3.99% | +332 | +0.7% | Added | 0% |
| 6 | VRT Vertiv Holdings Co | Industrials | 56.0K | $18.74M | 3.9% | -520 | -0.9% | Reduced | 0.01% |
| 7 | V Visa Inc. | Financial Services | 53.3K | $18.28M | 3.81% | -412 | -0.8% | Reduced | 0% |
| 8 | ANET Arista Networks, Inc. | Technology | 105.7K | $17.96M | 3.74% | -1,425 | -1.3% | Reduced | 0.01% |
| 9 | AAPL Apple Inc. | Technology | 59.5K | $17.22M | 3.59% | +968 | +1.7% | Added | 0% |
| 10 | UBER Uber Technologies, Inc | Technology | 233.2K | $16.83M | 3.51% | +45.9K | +24.5% | Added | 0.01% |
| 11 | EW Edwards Lifesciences Corp | Healthcare | 175.0K | $15.83M | 3.3% | -3,199 | -1.8% | Reduced | 0.03% |
| 12 | KO Coca Cola Co | Consumer Staples | 189.9K | $15.44M | 3.22% | +1,594 | +0.8% | Added | 0% |
| 13 | SYK Stryker Corp | Healthcare | 48.6K | $15.32M | 3.19% | +9,551 | +24.4% | Added | 0.01% |
| 14 | IAU Ishares Gold Trust | Others | 197.7K | $14.93M | 3.11% | +12.3K | +6.6% | Added | 0.03% |
| 15 | TTWO Take Two Interactive Software Inc | Technology | 57.3K | $14.34M | 2.99% | -958 | -1.6% | Reduced | 0.03% |
Tip. Select a row to see that position’s full history at Advocacy Wealth Management.
As of its Q2 2026 13F filing, Advocacy Wealth Management, LLC’s five largest positions were Alphabet Inc. (GOOGL) at 6.0%, ELI LILLY & Co (LLY) at 5.5%, Nvidia Corp (NVDA) at 5.0%, Amazon Com Inc (AMZN) at 4.9%, Microsoft Corp (MSFT) at 4.0% of the reported portfolio.
Advocacy Wealth Management, LLC reported a 13F portfolio worth $480.11M across 84 positions for Q2 2026. That is up 7.7% from the previous quarter.
Its largest purchases by value were Eaton Corp plc ($10.36M), Viking Holdings Ltd ($4.69M), Alcon Inc ($4.13M). It opened 12 new positions.
Its largest sales by value were Palo Alto Networks Inc ($16.82M), Asml Holding Nv ($5.60M), Accenture plc ($5.50M). It exited 2 positions entirely.
From the Form 13F-HR reports Advocacy Wealth Management, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.