Advocacy Wealth Management, LLC

13F filer · CIK 0001569452

Reported Jul 29, 2026

Net buyer this quarter

13F portfolio value$2.75BU.S. long equity reported on 13F

Positions9212 new · 2 closed

Net flow last quarter+$44.7MBuys minus sells

Top 10 positions weight14.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 29, 202692 positions
EMXCEmax Holdings Corp	$123M	4.46%	Not reported	+132.1%	Q4 2023
PMBSPuramed Bioscience Inc.	$53.8M	1.96%	0.55%	+2.9%	Q1 2025
SHLDSears Holdings Corp	$35.1M	1.27%	0.54%	+25.1%	Q3 2025
THROTheron Resource Group	$32.2M	1.17%	9.46%	-38.7%	Q1 2025
GOOGLAlphabet Inc.	$29M	1.05%	0.00%	-0.5%	Q4 2015
LLYELI LILLY & Co	$26.2M	0.95%	0.00%	-0.9%	Q2 2013
NVDANvidia Corp	$24.1M	0.88%	0.00%	+1.7%	Q2 2025
AMZNAmazon Com Inc	$23.4M	0.85%	0.00%	-0.4%	Q2 2013
MSFTMicrosoft Corp	$19.1M	0.70%	0.00%	+0.7%	Q2 2013
VRTVertiv Holdings Co	$18.7M	0.68%	0.01%	-0.9%	Q4 2025
VVisa Inc.	$18.3M	0.66%	0.00%	-0.8%	Q2 2013
ANETArista Networks, Inc.	$18M	0.65%	0.01%	-1.3%	Q3 2025
AAPLApple Inc.	$17.2M	0.63%	0.00%	+1.7%	Q2 2013
UBERUber Technologies, Inc	$16.8M	0.61%	0.01%	+24.5%	Q3 2025
EWEdwards Lifesciences Corp	$15.8M	0.58%	0.03%	-1.8%	Q3 2025
KOCoca Cola Co	$15.4M	0.56%	0.00%	+0.9%	Q2 2013
SYKStryker Corp	$15.3M	0.56%	0.01%	+24.4%	Q4 2016
IAUIshares Gold Trust	$14.9M	0.54%	0.02%	+6.6%	Q4 2024
TTWOTake Two Interactive Software Inc	$14.3M	0.52%	0.03%	-1.6%	Q3 2025
SPGIS&P Global Inc.	$13.9M	0.51%	0.01%	-2.1%	Q3 2025
SCHWSchwab Charles Corp	$13.6M	0.49%	0.01%	-3.1%	Q3 2025
APHAmphenol Corp	$12.7M	0.46%	0.01%	-3.2%	Q3 2025
ASMLAsml Holding NV	$11.5M	0.42%	0.00%	-32.7%	Q3 2025
NFLXNetflix Inc	$11.2M	0.41%	0.00%	-1.8%	Q4 2015
PANWPalo Alto Networks Inc	$11.1M	0.40%	0.00%	-60.2%	Q3 2025
ABTAbbott Laboratories	$10.5M	0.38%	0.01%	-6.5%	Q2 2013
NOWServiceNow, Inc.	$10.5M	0.38%	0.01%	-14.0%	Q3 2025
ETNEaton Corp plc	$10.4M	0.38%	0.01%	Not reported	Q2 2013
WTAIWorld Transport Authority, Inc.	$9.42M	0.34%	Not reported	-12.6%	Q3 2025
ICEIntercontinental Exchange, Inc.	$9.29M	0.34%	0.01%	-1.9%	Q3 2025
ALCAlcon Inc	$8.3M	0.30%	0.03%	+98.8%	Q3 2025
INTUIntuit Inc.	$8.23M	0.30%	0.01%	-11.2%	Q3 2025
LOWLowes Companies Inc	$7.42M	0.27%	0.01%	-31.4%	Q4 2015
CHDChurch & Dwight Co Inc	$5.81M	0.21%	0.03%	+2.2%	Q2 2019
VIKViking Holdings Ltd	$4.69M	0.17%	Not reported	New	Q2 2026
METAMeta Platforms, Inc.	$1.91M	0.07%	Not reported	+7.8%	Q2 2013
MNSTMonster Beverage Corp	$1.7M	0.06%	0.00%	+0.8%	Q3 2025
SNOWSnowflake Inc.	$1.69M	0.06%	0.00%	New	Q2 2026
COSTCostco Wholesale Corp	$1.46M	0.05%	0.00%	+5.3%	Q3 2013
RJFRaymond James Financial Inc	$1.41M	0.05%	0.00%	-0.1%	Q3 2025
GOOGAlphabet Inc.	$1.38M	0.05%	Not reported	+1.3%	Q4 2015
AMEAmetek Inc/	$1.31M	0.05%	0.00%	+1.0%	Q3 2025
MSCIMSCI Inc.	$1.26M	0.05%	0.00%	+33.7%	Q1 2026
BIRKBirkenstock Holding plc	$1.23M	0.04%	0.02%	-0.2%	Q3 2025
HDHome Depot, Inc.	$1.23M	0.04%	0.00%	+8.3%	Q2 2013
GLWCorning Inc	$1.19M	0.04%	0.00%	-36.3%	Q2 2013
DASHDoorDash, Inc.	$1.19M	0.04%	Not reported	+47.3%	Q3 2025
TELTE Connectivity plc	$1.16M	0.04%	0.00%	+1.0%	Q3 2025
CPAYCorpay, Inc.	$1.15M	0.04%	0.01%	+0.5%	Q3 2025
STESTERIS plc	$1.14M	0.04%	0.01%	+48.1%	Q4 2025

Q1 2026Reported May 12, 202682 positions
PMBSPuramed Bioscience Inc.	$52.5M	2.32%	0.53%	-17.2%	Q1 2025
THROTheron Resource Group	$44.1M	1.95%	15.43%	+6.7%	Q1 2025
EMXCEmax Holdings Corp	$40.6M	1.80%	Not reported	-8.0%	Q4 2023
SHLDSears Holdings Corp	$33.3M	1.47%	0.43%	+25.3%	Q3 2025
GOOGLAlphabet Inc.	$23.4M	1.04%	0.00%	-22.8%	Q4 2015
NVDANvidia Corp	$20.6M	0.91%	0.00%	-1.1%	Q2 2025
AMZNAmazon Com Inc	$20.5M	0.91%	0.00%	0.0%	Q2 2013
LLYELI LILLY & Co	$20.3M	0.90%	0.00%	-6.6%	Q2 2013
MSFTMicrosoft Corp	$18.9M	0.83%	0.00%	+11.9%	Q2 2013
IAUIshares Gold Trust	$16.3M	0.72%	0.02%	-51.0%	Q4 2024
VVisa Inc.	$16.2M	0.72%	0.00%	-4.1%	Q2 2013
INTUIntuit Inc.	$15.3M	0.68%	0.01%	+43.3%	Q3 2025
NFLXNetflix Inc	$15.3M	0.68%	0.00%	+48.6%	Q4 2015
SPGIS&P Global Inc.	$14.9M	0.66%	0.01%	+19.5%	Q3 2025
AAPLApple Inc.	$14.9M	0.66%	0.00%	-0.7%	Q2 2013
KOCoca Cola Co	$14.3M	0.63%	0.00%	+0.4%	Q2 2013
SCHWSchwab Charles Corp	$14.3M	0.63%	0.01%	+0.3%	Q3 2025
EWEdwards Lifesciences Corp	$14.3M	0.63%	0.03%	+33.6%	Q3 2025
VRTVertiv Holdings Co	$14.2M	0.63%	0.01%	+497.8%	Q4 2025
UBERUber Technologies, Inc	$13.5M	0.60%	0.01%	+23.7%	Q3 2025
ANETArista Networks, Inc.	$13.2M	0.58%	0.01%	+7.2%	Q3 2025
PANWPalo Alto Networks Inc	$13.1M	0.58%	0.01%	+1.8%	Q3 2025
SYKStryker Corp	$12.8M	0.57%	0.01%	+1.3%	Q4 2016
NOWServiceNow, Inc.	$12.8M	0.57%	0.01%	+60.0%	Q3 2025
ABTAbbott Laboratories	$12.7M	0.56%	0.01%	-2.3%	Q2 2013
ICEIntercontinental Exchange, Inc.	$12.1M	0.54%	0.01%	-2.0%	Q3 2025
LOWLowes Companies Inc	$11.6M	0.51%	0.01%	-0.9%	Q4 2015
TTWOTake Two Interactive Software Inc	$11.5M	0.51%	0.03%	+35.6%	Q3 2025
ASMLAsml Holding NV	$11.4M	0.50%	0.00%	-47.8%	Q3 2025
APHAmphenol Corp	$9.4M	0.42%	0.01%	+48.5%	Q3 2025
WTAIWorld Transport Authority, Inc.	$6.41M	0.28%	Not reported	+18.6%	Q3 2025
ACNAccenture plc	$5.5M	0.24%	0.00%	+0.1%	Q1 2018
CHDChurch & Dwight Co Inc	$5.47M	0.24%	0.02%	+0.1%	Q2 2019
ADBEAdobe Inc.	$5.23M	0.23%	0.01%	-5.3%	Q3 2025
ALCAlcon Inc	$4.69M	0.21%	0.01%	0.0%	Q3 2025
METAMeta Platforms, Inc.	$1.8M	0.08%	Not reported	+58.2%	Q2 2013
JBHTHunt J B Transport Services Inc	$1.59M	0.07%	0.01%	-86.3%	Q3 2025
MRVLMarvell Technology, Inc.	$1.5M	0.07%	0.00%	0.0%	Q3 2025
COSTCostco Wholesale Corp	$1.48M	0.07%	0.00%	+0.4%	Q3 2013
RJFRaymond James Financial Inc	$1.34M	0.06%	0.00%	-0.1%	Q3 2025
MNSTMonster Beverage Corp	$1.27M	0.06%	0.00%	-88.5%	Q3 2025
TELTE Connectivity plc	$1.19M	0.05%	0.00%	0.0%	Q3 2025
GMEDGlobus Medical Inc	$1.19M	0.05%	0.01%	Not reported	Q3 2025
AMEAmetek Inc/	$1.15M	0.05%	0.00%	+0.2%	Q3 2025
GOOGAlphabet Inc.	$1.11M	0.05%	Not reported	-7.5%	Q4 2015
HDHome Depot, Inc.	$1.06M	0.05%	0.00%	-3.0%	Q2 2013
BIRKBirkenstock Holding plc	$1.03M	0.05%	0.02%	+24.9%	Q3 2025
TJXTJX Companies Inc	$1.02M	0.05%	0.00%	-0.1%	Q1 2016
LHLabcorp Holdings Inc.	$1.02M	0.04%	0.00%	-1.7%	Q3 2025
GLWCorning Inc	$997K	0.04%	0.00%	-44.4%	Q2 2013

Q4 2025Reported Feb 11, 202683 positions
PMBSPuramed Bioscience Inc.	$63.6M	2.66%	0.64%	-4.4%	Q1 2025
THROTheron Resource Group	$44M	1.84%	14.46%	+4.8%	Q1 2025
EMXCEmax Holdings Corp	$40.8M	1.71%	Not reported	+3.5%	Q4 2023
GOOGLAlphabet Inc.	$33M	1.38%	0.00%	-3.2%	Q4 2015
IAUIshares Gold Trust	$30.7M	1.29%	0.05%	-1.5%	Q4 2024
LLYELI LILLY & Co	$25.4M	1.06%	0.00%	-3.2%	Q2 2013
SHLDSears Holdings Corp	$24.3M	1.02%	0.34%	+5.2%	Q3 2025
AMZNAmazon Com Inc	$22.7M	0.95%	0.00%	-0.7%	Q2 2013
NVDANvidia Corp	$22.3M	0.93%	0.00%	+7.6%	Q2 2025
MSFTMicrosoft Corp	$22M	0.92%	0.00%	+10.5%	Q2 2013
VVisa Inc.	$19.6M	0.82%	0.00%	-2.1%	Q2 2013
ASMLAsml Holding NV	$17.6M	0.74%	0.00%	-15.2%	Q3 2025
INTUIntuit Inc.	$16.4M	0.69%	0.01%	-1.9%	Q3 2025
SIVRabrdn Silver ETF Trust	$16.4M	0.69%	0.31%	+13.6%	Q3 2025
AAPLApple Inc.	$16M	0.67%	0.00%	-1.7%	Q2 2013
ABTAbbott Laboratories	$15.9M	0.67%	0.01%	-0.7%	Q2 2013
SPGIS&P Global Inc.	$15.3M	0.64%	0.01%	+17.5%	Q3 2025
SCHWSchwab Charles Corp	$15.2M	0.63%	0.01%	-2.2%	Q3 2025
PANWPalo Alto Networks Inc	$14.8M	0.62%	0.01%	-0.5%	Q3 2025
SYKStryker Corp	$13.6M	0.57%	0.01%	-6.0%	Q4 2016
KOCoca Cola Co	$13.1M	0.55%	0.00%	-51.3%	Q2 2013
ANETArista Networks, Inc.	$13.1M	0.55%	0.01%	+21.0%	Q3 2025
ICEIntercontinental Exchange, Inc.	$12.7M	0.53%	0.01%	-2.4%	Q3 2025
UBERUber Technologies, Inc	$12.4M	0.52%	0.01%	-0.7%	Q3 2025
LOWLowes Companies Inc	$11.9M	0.50%	0.01%	-3.8%	Q4 2015
NOWServiceNow, Inc.	$11.8M	0.49%	0.01%	+16.9%	Q3 2025
MNSTMonster Beverage Corp	$11.6M	0.49%	0.02%	-41.8%	Q3 2025
EWEdwards Lifesciences Corp	$11.4M	0.48%	0.02%	-1.6%	Q3 2025
TTWOTake Two Interactive Software Inc	$11M	0.46%	0.02%	-4.2%	Q3 2025
JBHTHunt J B Transport Services Inc	$10.7M	0.45%	0.06%	-6.5%	Q3 2025
NFLXNetflix Inc	$10.1M	0.42%	0.00%	-0.8%	Q4 2015
ADBEAdobe Inc.	$7.95M	0.33%	0.01%	-10.2%	Q3 2025
ACNAccenture plc	$7.43M	0.31%	0.00%	-5.3%	Q1 2018
APHAmphenol Corp	$6.77M	0.28%	0.00%	+1611.3%	Q3 2025
WTAIWorld Transport Authority, Inc.	$5.58M	0.23%	Not reported	-3.5%	Q3 2025
WDAYWorkday, Inc.	$5.04M	0.21%	0.01%	-17.8%	Q3 2025
CHDChurch & Dwight Co Inc	$4.92M	0.21%	0.02%	+566.1%	Q2 2019
ALCAlcon Inc	$4.91M	0.21%	0.01%	+344.8%	Q3 2025
SPYSPDR S&P 500 ETF Trust	$3.87M	0.16%	Not reported	+556.1%	Q2 2013
VRTVertiv Holdings Co	$1.53M	0.06%	0.00%	New	Q4 2025
RJFRaymond James Financial Inc	$1.49M	0.06%	0.00%	-7.4%	Q3 2025
METAMeta Platforms, Inc.	$1.31M	0.05%	Not reported	+1.8%	Q2 2013
GOOGAlphabet Inc.	$1.31M	0.05%	Not reported	+1.1%	Q4 2015
TELTE Connectivity plc	$1.3M	0.05%	0.00%	-19.7%	Q3 2025
MRVLMarvell Technology, Inc.	$1.29M	0.05%	0.00%	-6.8%	Q3 2025
COSTCostco Wholesale Corp	$1.27M	0.05%	0.00%	+0.5%	Q3 2013
GMEDGlobus Medical Inc	$1.21M	0.05%	0.01%	-7.1%	Q3 2025
GLWCorning Inc	$1.16M	0.05%	0.00%	-43.2%	Q2 2013
HDHome Depot, Inc.	$1.14M	0.05%	0.00%	-0.2%	Q2 2013
AMEAmetek Inc/	$1.1M	0.05%	0.00%	-7.6%	Q3 2025

Q3 2025Reported Nov 14, 202583 positions
PMBSPuramed Bioscience Inc.	$66.5M	2.88%	0.67%	+2.3%	Q1 2025
THROTheron Resource Group	$41.3M	1.79%	13.80%	+7.6%	Q1 2025
EMXCEmax Holdings Corp	$36.7M	1.59%	Not reported	-1.1%	Q4 2023
IAUIshares Gold Trust	$28M	1.21%	0.05%	+8.1%	Q4 2024
GOOGLAlphabet Inc.	$26.5M	1.15%	0.00%	Not reported	Q4 2015
KOCoca Cola Co	$25.6M	1.11%	0.01%	Not reported	Q2 2013
SHLDSears Holdings Corp	$25M	1.09%	0.33%	New	Q3 2025
AMZNAmazon Com Inc	$21.8M	0.94%	0.00%	Not reported	Q2 2013
MSFTMicrosoft Corp	$21.4M	0.93%	0.00%	+9883.1%	Q2 2013
NVDANvidia Corp	$20.5M	0.89%	0.00%	+8440.5%	Q2 2025
VVisa Inc.	$19.5M	0.85%	0.00%	Not reported	Q2 2013
ASMLAsml Holding NV	$18.8M	0.82%	0.00%	New	Q3 2025
LLYELI LILLY & Co	$18.6M	0.81%	0.00%	Not reported	Q2 2013
MNSTMonster Beverage Corp	$17.5M	0.76%	0.03%	New	Q3 2025
INTUIntuit Inc.	$17.2M	0.75%	0.01%	New	Q3 2025
ABTAbbott Laboratories	$17.1M	0.74%	0.01%	Not reported	Q2 2013
PANWPalo Alto Networks Inc	$16.7M	0.73%	0.01%	New	Q3 2025
AAPLApple Inc.	$15.3M	0.66%	0.00%	+5970.0%	Q2 2013
SYKStryker Corp	$15.2M	0.66%	0.01%	Not reported	Q4 2016
UBERUber Technologies, Inc	$14.9M	0.65%	0.01%	New	Q3 2025
SCHWSchwab Charles Corp	$14.8M	0.64%	0.01%	New	Q3 2025
ICEIntercontinental Exchange, Inc.	$13.5M	0.59%	0.01%	New	Q3 2025
NFLXNetflix Inc	$13M	0.56%	0.00%	Not reported	Q4 2015
LOWLowes Companies Inc	$12.9M	0.56%	0.01%	Not reported	Q4 2015
SPGIS&P Global Inc.	$12.1M	0.53%	0.01%	New	Q3 2025
NOWServiceNow, Inc.	$12.1M	0.52%	0.01%	New	Q3 2025
ANETArista Networks, Inc.	$12M	0.52%	0.01%	New	Q3 2025
TTWOTake Two Interactive Software Inc	$11.6M	0.50%	0.02%	New	Q3 2025
ZTSZoetis Inc.	$11.2M	0.49%	0.02%	Not reported	Q3 2013
EWEdwards Lifesciences Corp	$10.5M	0.46%	0.02%	New	Q3 2025
CMGChipotle Mexican Grill Inc	$10.5M	0.46%	0.02%	New	Q3 2025
SIVRabrdn Silver ETF Trust	$9.48M	0.41%	0.31%	New	Q3 2025
ADBEAdobe Inc.	$8.93M	0.39%	0.01%	New	Q3 2025
JBHTHunt J B Transport Services Inc	$7.89M	0.34%	0.06%	New	Q3 2025
ACNAccenture plc	$7.21M	0.31%	0.00%	Not reported	Q1 2018
WDAYWorkday, Inc.	$6.87M	0.30%	0.01%	New	Q3 2025
WTAIWorld Transport Authority, Inc.	$5.67M	0.25%	Not reported	New	Q3 2025
GLWCorning Inc	$1.91M	0.08%	0.00%	Not reported	Q2 2013
RJFRaymond James Financial Inc	$1.73M	0.08%	0.01%	New	Q3 2025
VEEVVeeva Systems Inc	$1.59M	0.07%	0.00%	New	Q3 2025
TELTE Connectivity plc	$1.56M	0.07%	0.00%	New	Q3 2025
DASHDoorDash, Inc.	$1.5M	0.06%	Not reported	New	Q3 2025
METAMeta Platforms, Inc.	$1.44M	0.06%	Not reported	Not reported	Q2 2013
PINSPinterest, Inc.	$1.38M	0.06%	0.03%	New	Q3 2025
MRVLMarvell Technology, Inc.	$1.36M	0.06%	0.00%	New	Q3 2025
COSTCostco Wholesale Corp	$1.36M	0.06%	0.00%	Not reported	Q3 2013
HDHome Depot, Inc.	$1.34M	0.06%	0.00%	Not reported	Q2 2013
LHLabcorp Holdings Inc.	$1.2M	0.05%	0.01%	New	Q3 2025
APTVAptiv PLC	$1.16M	0.05%	0.01%	New	Q3 2025
BRBroadridge Financial Solutions, Inc.	$1.14M	0.05%	0.00%	Not reported	Q1 2016

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