§ 13F · FUND PROFILE
Advisory Advocates, LLC.
AUM · $117M (13F)Positions · 188Turnover · n/a · Q2Filed · Aug 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$15M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 6K | $4M | — | +57% |
| 2 | SDVD | FIRST TR EXCHANGE-TRADED FD | 156K | $4M | — | +4% |
| 3 | STK | COLUMBIA SELIGM PREM TECH GR | 54K | $3M | — | +15% |
| 4 | RDVI | FIRST TR EXCHANGE-TRADED FD | 85K | $3M | — | +8% |
| 5 | XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | 135K | $3M | — | −1% |
| 6 | ADX | ADAMS DIVERSIFIED EQUITY FD | 86K | $2M | — | +11% |
| 7 | UTF | COHEN & STEERS INFRASTRUCTUR | 78K | $2M | — | +1% |
| 8 | VGT | VANGUARD WORLD FD | 17K | $2M | — | +706% |
| 9 | ETV | EATON VANCE TAX-MANAGED BUY- | 123K | $2M | — | +9% |
| 10 | AAPL | APPLE INC | 6K | $2M | — | −7% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ADVISORY SIGNAL
AC read
Advisory Advocates, LLC is a institutional fund managing $117 million in assets. The fund runs a portfolio of 188 positions.
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