Advisory Advocates, LLC

CIK 0002111697 · GRAND RAPIDS, MI · Quarter end: 2026-06-30 · Filed on: 2026-08-10 · Open the SEC source

Advisory Advocates, LLC reported 188 positions worth $116.6M as of June 30, 2026 (13F filed August 10, 2026). Largest holding: VOO (3.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$116.6M
2026 Q2
Positions
188
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
21.9%
Est. Net Flow (Q)
2026 Q2
10 / 188 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VOOVANGUARD INDEX FDSSH$4.0M3.46%5,877
2SDVDFIRST TR EXCHANGE-TRADED FDSH$3.6M3.09%156,166
3STKCOLUMBIA SELIGM PREM TECH GRSH$2.9M2.51%54,394
4RDVIFIRST TR EXCHANGE-TRADED FDSH$2.5M2.15%85,403
5XSSPXNUVEEN S&P 500 DYNAMIC OVERWSH$2.5M2.15%134,599
6ADXADAMS DIVERSIFIED EQUITY FDSH$2.2M1.87%85,508
7UTFCOHEN & STEERS INFRASTRUCTURSH$2.2M1.85%78,340
8VGTVANGUARD WORLD FDSH$2.0M1.70%16,614
9ETVEATON VANCE TAX-MANAGED BUY-SH$1.8M1.57%123,408
10AAPLAPPLE INCSH$1.8M1.55%6,255

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Advisory Advocates, LLC hold as of Q2 2026?

Advisory Advocates, LLC reported 188 positions worth $116.6M in its Q2 2026 13F filing. Largest positions: VOO (3.5%), SDVD (3.1%), STK (2.5%), RDVI (2.2%) and XSSPX (2.2%).

What did Advisory Advocates, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Advisory Advocates, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.