Advocacy Wealth Management Services, LLC

CIK 0001569452 • 2 13F filings • May 6, 2025 – Aug 13, 2025

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Filer information

Filed by: Advocacy Wealth Management, LLC, Chief Compliance Officer
Address: 3455 PEACHTREE ROAD NE, SUITE 1500, ATLANTA, GA, 30326
Phone: 404-836-7141
AUM: $2.39B

AUM over time

$2.75B latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsEnergyOther

Holdings by filing

Portfolio value: $2.39B140 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$15.9M	0.7%Prev: 0.7%	126,923 SH	Decreased-923 SH
ABBVIE INC	COM	$852K	0.0%Prev: 0.0%	3,727 SH	Decreased-20 SH
ABRDN SILVER ETF TRUST	PHYSCL SILVR SHS	$16.4M	0.7%Prev: 0.4%	242,213 SH	Increased+29,006 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$7.4M	0.3%Prev: 0.3%	27,689 SH	Increased-1,545 SH
ADOBE INC	COM	$8.0M	0.3%Prev: 0.4%	22,724 SH	Decreased-2,593 SH
ALCON AG	ORD SHS	$4.9M	0.2%Prev: 0.0%	62,257 SH	Increased+48,261 SH
ALPHABET INC	CAP STK CL A	$33.0M	1.4%Prev: 1.1%	105,431 SH	Increased-3,487 SH
ALPHABET INC	CAP STK CL C	$1.3M	0.1%Prev: 0.0%	4,168 SH	Increased+44 SH
ALPS ETF TR	ALERIAN MLP	$576K	0.0%Prev: 0.0%	12,242 SH	Increased+664 SH
AMAZON COM INC	COM	$22.7M	1.0%Prev: 0.9%	98,470 SH	Increased-672 SH
AMETEK INC	COM	$1.1M	0.0%Prev: 0.0%	5,360 SH	Increased-440 SH
AMPHENOL CORP NEW	CL A	$6.8M	0.3%Prev: 0.0%	50,090 SH	Increased+47,163 SH
ANGEL OAK FUNDS TRUST	INCOME ETF	$284K	0.0%Prev: 1.9%	13,639 SH	Decreased-2,111,987 SH
APPLE INC	COM	$16.0M	0.7%Prev: 0.7%	58,919 SH	Increased-992 SH
APTIV PLC	COM SHS	$949K	0.0%Prev: 0.1%	12,466 SH	Decreased-953 SH
ARISTA NETWORKS INC	COM SHS	$13.1M	0.5%Prev: 0.5%	99,956 SH	Increased+17,374 SH
ASML HOLDING N V	N Y REGISTRY SHS	$17.6M	0.7%Prev: 0.8%	16,496 SH	Decreased-2,958 SH
ATLASSIAN CORPORATION	CL A	$797K	0.0%Prev: 0.0%	4,915 SH	Decreased-280 SH
BIRKENSTOCK HOLDING PLC	COM SHS	$939K	0.0%Prev: 0.0%	22,950 SH	Increased+10,495 SH
BLACKROCK ETF TRUST	ISHARES A I INNO	$51.6M	2.2%Prev: 2.1%	1,548,340 SH	Increased+128,759 SH
BLACKROCK ETF TRUST	ISHARES US EQUIT	$120.7M	5.0%Prev: 4.9%	1,984,442 SH	Increased+76,853 SH
BLACKROCK ETF TRUST	ISHARES US THEMA	$44.0M	1.8%Prev: 1.8%	1,142,042 SH	Increased+52,166 SH
BLACKROCK ETF TRUST II	ISHARES AAA CLO	$38.4M	1.6%Prev: 1.5%	741,479 SH	Increased+73,484 SH
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$14.6M	0.6%Prev: 0.6%	275,917 SH	Increased+3,563 SH
BROADRIDGE FINL SOLUTIONS IN	COM	$977K	0.0%Prev: 0.0%	4,379 SH	Decreased-387 SH
CENCORA INC	COM	$542K	0.0%Prev: 0.0%	1,604 SH	Increased+2 SH
CHURCH & DWIGHT CO INC	COM	$4.9M	0.2%Prev: 0.0%	58,622 SH	Increased+49,821 SH
CISCO SYS INC	COM	$512K	0.0%Prev: 0.0%	6,645 SH	Increased+77 SH
COCA COLA CO	COM	$13.1M	0.5%Prev: 1.1%	187,675 SH	Decreased-197,903 SH
COLGATE PALMOLIVE CO	COM	$207K	0.0%Prev: 0.0%	2,619 SH	Increased+61 SH
COPART INC	COM	$909K	0.0%Prev: 0.0%	23,227 SH	Decreased+2,816 SH
CORNING INC	COM	$1.2M	0.0%Prev: 0.1%	13,193 SH	Decreased-10,035 SH
CORPAY INC	COM SHS	$1.0M	0.0%Prev: 0.0%	3,427 SH	Decreased-254 SH
COSTCO WHSL CORP NEW	COM	$1.3M	0.1%Prev: 0.1%	1,477 SH	Decreased+8 SH
DEXCOM INC	COM	$802K	0.0%	12,077 SH	New
DOORDASH INC	CL A	$691K	0.0%Prev: 0.1%	3,052 SH	Decreased-2,448 SH
DOUBLELINE ETF TRUST	MORTGAGE ETF	$48.5M	2.0%	976,496 SH	New
EDWARDS LIFESCIENCES CORP	COM	$11.4M	0.5%Prev: 0.5%	133,406 SH	Increased-2,184 SH
ELECTRONIC ARTS INC	COM	$392K	0.0%Prev: 0.0%	1,919 SH	Increased+1 SH
ELI LILLY & CO	COM	$25.4M	1.1%Prev: 0.8%	23,620 SH	Increased-785 SH
EURONET WORLDWIDE INC	COM	$539K	0.0%Prev: 0.0%	7,084 SH	Decreased-2,499 SH
EXXON MOBIL CORP	COM	$490K	0.0%Prev: 0.0%	4,068 SH	Increased+81 SH
FIDELITY COVINGTON TRUST	SML MID MLTFCT	$24.1M	1.0%Prev: 1.0%	545,451 SH	Increased+35,055 SH
FRANKLIN TEMPLETON ETF TR	FRANKLIN INDIA	$3.2M	0.1%Prev: 0.1%	82,558 SH	Decreased-2,900 SH
GLOBAL PMTS INC	COM	$384K	0.0%Prev: 0.0%	4,958 SH	Decreased-2,777 SH
GLOBAL X FDS	DEFENSE TECH ETF	$24.3M	1.0%Prev: 1.1%	374,775 SH	Decreased+18,552 SH
GLOBUS MED INC	CL A	$1.2M	0.1%Prev: 0.0%	13,805 SH	Increased-1,053 SH
HOME DEPOT INC	COM	$1.1M	0.0%Prev: 0.1%	3,312 SH	Decreased-5 SH
HUNT J B TRANS SVCS INC	COM	$10.7M	0.4%Prev: 0.3%	54,997 SH	Increased-3,790 SH
INTERCONTINENTAL EXCHANGE IN	COM	$12.7M	0.5%Prev: 0.6%	78,471 SH	Decreased-1,951 SH
INTUIT	COM	$16.4M	0.7%Prev: 0.7%	24,765 SH	Decreased-473 SH
INVESCO ACTIVELY MANAGED EXC	ULTRA SHRT DUR	$5.2M	0.2%Prev: 0.2%	103,259 SH	Decreased-4,493 SH
INVESCO EXCH TRADED FD TR II	KBW BK ETF	$3.2M	0.1%Prev: 0.1%	37,972 SH	Increased+1,991 SH
INVESCO EXCH TRD SLF IDX FD	RUSL 1000 DYNM	$3.0M	0.1%Prev: 0.1%	49,298 SH	Increased+473 SH
INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$68.3M	2.9%Prev: 2.7%	1,152,408 SH	Increased+57,654 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$22.1M	0.9%Prev: 1.0%	115,576 SH	Decreased-3,397 SH
ISHARES GOLD TR	ISHARES NEW	$30.7M	1.3%Prev: 1.2%	378,538 SH	Increased-5,598 SH
ISHARES INC	CORE MSCI EMKT	$1.4M	0.1%Prev: 0.1%	20,804 SH	Increased-7 SH
ISHARES INC	MSCI EMRG CHN	$40.8M	1.7%Prev: 1.6%	561,678 SH	Increased+18,727 SH
ISHARES INC	MSCI GERMANY ETF	$1.7M	0.1%Prev: 0.1%	40,011 SH	Increased-739 SH
ISHARES TR	CORE DIV GRWTH	$805K	0.0%Prev: 0.0%	11,592 SH	Increased-72 SH
ISHARES TR	CORE MSCI EAFE	$8.3M	0.3%Prev: 0.4%	92,298 SH	Increased-527 SH
ISHARES TR	CORE S&P500 ETF	$1.2M	0.1%Prev: 0.1%	1,801 SH	Increased
ISHARES TR	CORE US AGGBD ET	$1.2M	0.0%Prev: 0.1%	11,842 SH	Decreased-10,132 SH
ISHARES TR	EAFE GRWTH ETF	$1.1M	0.0%Prev: 0.1%	9,807 SH	Decreased-1,223 SH
ISHARES TR	EAFE VALUE ETF	$73.2M	3.1%Prev: 3.3%	1,024,723 SH	Decreased-112,677 SH
ISHARES TR	FLTG RATE NT ETF	$5.1M	0.2%Prev: 0.2%	101,164 SH	Decreased-8,210 SH
ISHARES TR	INTRM GOV CR ETF	$3.1M	0.1%Prev: 0.1%	28,844 SH	Decreased-271 SH
ISHARES TR	JPMORGAN USD EMG	$8.6M	0.4%Prev: 0.4%	89,441 SH	Increased+1,187 SH
ISHARES TR	MBS ETF	$20.8M	0.9%Prev: 0.9%	218,171 SH	Increased+7,056 SH
ISHARES TR	MSCI EAFE ETF	$1.2M	0.0%Prev: 0.1%	12,345 SH	Increased
ISHARES TR	MSCI GLOBAL QUAL	$4.0M	0.2%Prev: 0.2%	143,239 SH	Increased+3,021 SH
ISHARES TR	MSCI USA MMENTM	$47.3M	2.0%Prev: 1.0%	188,869 SH	Increased+95,544 SH
ISHARES TR	MSCI USA QLT FCT	$89.9M	3.8%Prev: 5.3%	452,605 SH	Decreased-172,135 SH
ISHARES TR	NATIONAL MUN ETF	$572K	0.0%Prev: 0.0%	5,336 SH	Decreased-3,891 SH
ISHARES TR	RUS 1000 VAL ETF	$2.4M	0.1%Prev: 0.1%	11,180 SH	Increased
ISHARES TR	RUS MDCP VAL ETF	$518K	0.0%Prev: 0.0%	3,675 SH	Increased
ISHARES TR	S&P 500 GRWT ETF	$96.7M	4.0%Prev: 4.0%	784,514 SH	Increased+29,575 SH
ISHARES TR	S&P 500 VAL ETF	$111.4M	4.7%Prev: 3.3%	525,282 SH	Increased+155,790 SH
ISHARES TR	TRS FLT RT BD	$538K	0.0%Prev: 0.0%	10,665 SH	Decreased-376 SH
ISHARES TR	U.S. TECH ETF	$275K	0.0%Prev: 0.0%	1,377 SH	Decreased-392 SH
ISHARES TR	ULTRA SHORT DUR	$4.7M	0.2%Prev: 0.2%	93,338 SH	Decreased-4,023 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$5.1M	0.2%Prev: 0.2%	101,754 SH	Decreased-3,972 SH
JOHNSON & JOHNSON	COM	$540K	0.0%Prev: 0.0%	2,608 SH	Increased+25 SH
LABCORP HOLDINGS INC	COM SHS	$972K	0.0%Prev: 0.1%	3,873 SH	Decreased-293 SH
LOWES COS INC	COM	$11.9M	0.5%Prev: 0.6%	49,498 SH	Decreased-1,946 SH
MARVELL TECHNOLOGY INC	COM	$1.3M	0.1%Prev: 0.1%	15,130 SH	Decreased-1,106 SH
MCDONALDS CORP	COM	$421K	0.0%Prev: 0.0%	1,377 SH	Increased+7 SH
META PLATFORMS INC	CL A	$1.3M	0.1%Prev: 0.1%	1,991 SH	Decreased+35 SH
MICROSOFT CORP	COM	$22.0M	0.9%Prev: 0.9%	45,558 SH	Increased+4,328 SH
MONDELEZ INTL INC	CL A	$223K	0.0%Prev: 0.0%	4,147 SH	Decreased+74 SH
MONSTER BEVERAGE CORP NEW	COM	$11.6M	0.5%Prev: 0.8%	151,572 SH	Decreased-108,861 SH
NETFLIX INC	COM	$10.1M	0.4%Prev: 0.6%	107,282 SH	Decreased+96,465 SH
NVIDIA CORPORATION	COM	$22.3M	0.9%Prev: 0.9%	119,685 SH	Increased+8,488 SH
ORACLE CORP	COM	$653K	0.0%Prev: 0.0%	3,350 SH	Decreased+14 SH
PALO ALTO NETWORKS INC	COM	$14.8M	0.6%Prev: 0.7%	80,543 SH	Decreased-372 SH
PEPSICO INC	COM	$455K	0.0%Prev: 0.0%	3,169 SH	Increased-12 SH
PIMCO ETF TR	ACTIVE BD ETF	$38.2M	1.6%	410,678 SH	New
PIMCO ETF TR	ENHAN SHRT MA AC	$5.2M	0.2%Prev: 0.2%	51,469 SH	Decreased-2,178 SH
PIMCO ETF TR	ENHNCD LW DUR AC	$87.5M	3.7%Prev: 3.7%	911,899 SH	Increased+20,348 SH
PIMCO ETF TR	MTG BKD SECS ACT	$63.6M	2.7%Prev: 2.9%	1,279,315 SH	Decreased-59,057 SH
PIMCO ETF TR	MULTISECTOR BD	$95.8M	4.0%Prev: 3.8%	3,589,907 SH	Increased+289,517 SH
PIMCO ETF TR	SR LN ACTIVE ETF	$309K	0.0%Prev: 1.9%	6,137 SH	Decreased-865,962 SH
PINTEREST INC	CL A	$975K	0.0%Prev: 0.1%	37,650 SH	Decreased-5,340 SH
PROCTER AND GAMBLE CO	COM	$503K	0.0%Prev: 0.0%	3,513 SH	Decreased-4 SH
QUALCOMM INC	COM	$435K	0.0%Prev: 0.0%	2,542 SH	Increased+22 SH
RAYMOND JAMES FINL INC	COM	$1.5M	0.1%Prev: 0.1%	9,274 SH	Decreased-743 SH
S&P GLOBAL INC	COM	$15.3M	0.6%Prev: 0.5%	29,263 SH	Increased+4,367 SH
SCHWAB CHARLES CORP	COM	$15.2M	0.6%Prev: 0.6%	151,762 SH	Increased-3,373 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$1.3M	0.1%Prev: 0.1%	39,874 SH	Increased-313 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$1.2M	0.1%Prev: 0.1%	42,186 SH	Increased-297 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$46.9M	2.0%Prev: 1.9%	1,559,425 SH	Increased+86,487 SH
SERVICENOW INC	COM	$11.8M	0.5%Prev: 0.5%	76,725 SH	Decreased+63,603 SH
SIMPLIFY EXCHANGE TRADED FUN	MBS ETF	$420K	0.0%Prev: 0.0%	8,322 SH	Decreased-342 SH
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$93.2M	3.9%Prev: 3.7%	2,099,432 SH	Increased+101,531 SH
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$45.4M	1.9%Prev: 1.5%	970,865 SH	Increased+226,620 SH
SPDR S&P 500 ETF TR	TR UNIT	$3.9M	0.2%Prev: 0.0%	5,669 SH	Increased+4,805 SH
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$666K	0.0%	1,104 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$367.2M	15.4%	7,139,847 SH	New
STERIS PLC	SHS USD	$626K	0.0%	2,469 SH	New
STRYKER CORPORATION	COM	$13.6M	0.6%Prev: 0.7%	38,586 SH	Decreased-2,449 SH
TAKE-TWO INTERACTIVE SOFTWAR	COM	$11.0M	0.5%Prev: 0.5%	43,006 SH	Decreased-1,875 SH
TE CONNECTIVITY PLC	ORD SHS	$1.3M	0.1%Prev: 0.1%	5,693 SH	Decreased-1,400 SH
TERADYNE INC	COM	$946K	0.0%Prev: 0.0%	4,885 SH	Decreased-2,149 SH
TJX COS INC NEW	COM	$982K	0.0%Prev: 0.0%	6,394 SH	Increased+22 SH
TRANSUNION	COM	$1.1M	0.0%Prev: 0.0%	12,491 SH	Decreased-946 SH
TRUIST FINL CORP	COM	$734K	0.0%Prev: 0.0%	14,922 SH	Increased+202 SH
UBER TECHNOLOGIES INC	COM	$12.4M	0.5%Prev: 0.6%	151,470 SH	Decreased-1,114 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$337K	0.0%Prev: 0.0%	6,981 SH	Decreased-510 SH
VANGUARD INDEX FDS	GROWTH ETF	$6.9M	0.3%Prev: 0.3%	14,183 SH	Increased+412 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$248K	0.0%Prev: 0.0%	789 SH	Decreased-309 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.4M	0.1%Prev: 0.1%	3,888 SH	Increased+227 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$276K	0.0%Prev: 0.0%	1,305 SH	Increased
VANGUARD INDEX FDS	VALUE ETF	$390K	0.0%Prev: 0.0%	2,042 SH	Increased
VANGUARD SCOTTSDALE FDS	VNG RUS1000VAL	$230K	0.0%Prev: 0.0%	2,493 SH	Decreased-190 SH
VERTIV HOLDINGS CO	COM CL A	$1.5M	0.1%	9,451 SH	New
VISA INC	COM CL A	$19.6M	0.8%Prev: 0.8%	55,985 SH	Increased-1,186 SH
WALMART INC	COM	$378K	0.0%Prev: 0.0%	3,392 SH	Increased+84 SH
WISDOMTREE TR	ARTIFICIAL INTEL	$5.6M	0.2%Prev: 0.2%	191,526 SH	Decreased-6,909 SH
WORKDAY INC	CL A	$5.0M	0.2%Prev: 0.3%	23,463 SH	Decreased-5,074 SH

Sold (vs prior filing)

CHIPOTLE MEXICAN GRILL INC — $10.5M
ISHARES TR — $235K
PRIMO BRANDS CORPORATION — $913K
SELECT SECTOR SPDR TR — $367K
SPDR SERIES TRUST — $5.0M
SPDR SERIES TRUST — $106.0M
SPDR SERIES TRUST — $243.9M
VEEVA SYS INC — $1.6M
ZOETIS INC — $11.2M

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 11, 2026	Q4 2025	13F-HR	0001062993-26-000789	$2.39B	View
Nov 14, 2025	Q3 2025	13F-HR	0001062993-25-016801	$2.30B	View
Jul 29, 2026	Q2 2026