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Portfolio (Quarterly) Guide ↗

Advisory Advocates, LLC

· CIK 0002111697
13F Portfolio $117M AUM 188 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 43 New 65 Added 61 Reduced 23 Exited
Page 2 of 10  ·  188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 STEW SRH TOTAL RETURN FUND INC Financial Services 61,910.0 $1.1M 0.95% +6K +11.3% $17.90 +3.2%
22 PYLD PIMCO ETF TR 38,939.0 $1.0M 0.89% +26K +192.5% $26.52 -1.0%
23 IEFA ISHARES TR 10,685.0 $1.0M 0.89% +6K +145.8% $96.58 +4.0%
24 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 10,548.0 $1.0M 0.87% -4K -27.9% $96.12 -51.5%
25 TFLO ISHARES TR 18,816.0 $953K 0.82% +3K +20.7% $50.63 +0.0%
26 VO VANGUARD INDEX FDS 11,662.0 $940K 0.81% +10K +871.0% $80.57 +2.9%
27 WMT WALMART INC Consumer Defensive 8,281.0 $938K 0.80% -2K -17.8% $113.26 -9.3%
28 AWP ABRDN GLOBAL PREMIER PPTYS F Financial Services 78,505.0 $929K 0.80% NEW $11.84 -1.0%
29 META META PLATFORMS INC Communication Services 1,642.0 $925K 0.79% -306.0 -15.7% $563.18 +3.6%
30 BIZD VANECK ETF TRUST 72,020.0 $912K 0.78% -6K -7.1% $12.66 +5.6%
31 MAIN MAIN STR CAP CORP Financial Services 17,062.0 $885K 0.76% -533.0 -3.0% $51.88 +12.7%
32 MSCI MSCI INC Financial Services 1,472.0 $824K 0.71% -44.0 -2.9% $559.91 +1.3%
33 FXH FIRST TR EXCHANGE-TRADED FD 6,700.0 $820K 0.70% $122.40 +9.6%
34 MPLX MPLX LP Energy 14,294.0 $805K 0.69% +2K +14.9% $56.33 +4.2%
35 AMGN AMGEN INC Healthcare 2,185.0 $791K 0.68% -690.0 -24.0% $362.11 +20.8%
36 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 834.0 $781K 0.67% -100.0 -10.7% $936.01 +0.6%
37 BJUN INNOVATOR ETFS TRUST 16,029.0 $780K 0.67% NEW $48.68 +2.0%
38 PJUN INNOVATOR ETFS TRUST 18,006.0 $778K 0.67% NEW $43.23 +1.9%
39 QQQX NUVEEN NASDAQ 100 DYNAMIC OV Financial Services 25,648.0 $773K 0.66% +8K +43.3% $30.14 +2.4%
40 TBLD THORNBURG INCM BUILDER OPP T Financial Services 34,470.0 $761K 0.65% +8K +31.6% $22.07 +1.8%
Page 2 of 10  ·  188 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 47.8%
Technology 13.7%
Industrials 8.1%
Consumer Cyclical 6.9%
Healthcare 6.4%
Consumer Defensive 6.1%
Communication Services 4.0%
Real Estate 3.0%
Energy 1.8%
Utilities 1.2%