Advocacy Wealth Management Services, LLC
Annual return '25
+41.2%
SPY '25
+17.7%
Alpha
+23.5ptsvs SPY
Invested
$2.3B
Holdings
143
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPYM
SPDR SERIES TRUST
Q4 2025: Increased +4.4% (3.11M → 3.25M shares)
13.5%
02
$IVE
ISHARES TR
Q4 2025: Increased +42.2% (369.5k → 525.3k shares)
4.8%
03
$SPTL
SPDR SERIES TRUST
Q4 2025: Sold 2.6% (3.93M → 3.83M shares)
4.6%
04
$LDUR
PIMCO ETF TR
Q4 2025: Increased +2.3% (891.6k → 911.9k shares)
4.6%
05
$PYLD
PIMCO ETF TR
Q4 2025: Increased +8.8% (3.30M → 3.59M shares)
4.5%
06
$SPDW
SPDR INDEX SHS FDS
Q4 2025: Increased +5.1% (2.00M → 2.10M shares)
4.2%
07
$IVW
ISHARES TR
Q4 2025: Increased +3.9% (754.9k → 784.5k shares)
4.1%
08
$DYNF
BLACKROCK ETF TRUST
Q4 2025: Increased +4.0% (1.91M → 1.98M shares)
3.9%
09
$QUAL
ISHARES TR
Q4 2025: Sold 27.6% (624.7k → 452.6k shares)
3.4%
10
$CLOA
BLACKROCK ETF TRUST II
Q4 2025: Increased +11.0% (668.0k → 741.5k shares)
2.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:44 UTC.