§ 13F · FUND PROFILE
Financial Advocates Investment Management.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1227.6T (13F)Positions · 627Turnover · — · Q3Filed · Nov 6, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q3 2025
FILED NOV 6, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q3 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 71K | $18.2T | 10.2% | — |
| 2 | GLD | SPDR GOLD TR | 22K | $7.8T | 4.4% | — |
| 3 | AOA | ISHARES TR | 72K | $6.3T | 3.5% | — |
| 4 | MINT | PIMCO ETF TR | 60K | $6.0T | 3.4% | — |
| 5 | IVV | ISHARES TR | 8K | $5.7T | 3.2% | — |
| 6 | IUSB | ISHARES TR | 101K | $4.7T | 2.7% | — |
| 7 | XLG | INVESCO EXCHANGE TRADED FD T | 80K | $4.6T | 2.6% | — |
| 8 | PTLC | PACER FDS TR | 82K | $4.5T | 2.5% | — |
| 9 | AOM | ISHARES TR | 93K | $4.4T | 2.5% | — |
| 10 | ITA | ISHARES TR | 20K | $4.2T | 2.4% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FINANCIAL SIGNAL
AC read
Financial Advocates Investment Management is a Other fund managing $1227596.2 trillion in assets. The fund runs a broad portfolio of 627 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed