Advocacy Wealth Management, LLC - Portfolio overview

Advocacy Wealth Management, LLC has 155 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. SPYM - SPDR SERIES TRUST, 11.92%
2. SPLG - SPDR SERIES TRUST, 9.54%
3. IVE - ISHARES TR, 4.22%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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