Advocacy Wealth Management, LLC

CIK 1569452 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions have no disclosed value and are left out of the sum, counted here rather than dropped: $2.3B
every reported holding for this filer and quarter, including ones with no disclosed value: 143
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 7
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 6

Quarter-end snapshot, filed up to 45 days later — not current holdings. What a 13F covers ↓

Changes · Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Position changes into quarter 2026-03-31
The reviewed ticker for the filed issuer name and share class, the same mapping the Reported positions table uses. Symbols are never inferred from names; — means no reviewed mapping.	position matched across quarters by exact reported CUSIP over a registry gap — never a name match	NEW / ADD / TRIM / EXIT by share count · NO CHANGE = same shares; the value moved with price, so never an ADD or a TRIM · EXIT = absent this quarter (disposed, delisted, confidential, or reported by an affiliate) — the filing does not say which · NO PRIOR = no comparable prior quarter on record (a first filing, or a quarter filed inside an affiliate's report), so not called a new stake · n/c = not classifiable: value undisclosed on one side of the pair, or neither shares nor value can classify it · †v: the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE	derived by Public Filings from the published data; “no value” means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated	Prev value	Curr value	Prev shares	Curr shares
—	share class as filed: STATE STREET SPD · position key `pos:14221` · issuer key `iss:1602`	ADD	+$44.2M	+733,087	$261M	$305M	3,249,653	3,982,740
—	share class as filed: S&P 500 VAL ETF · position key `pos:13906` · issuer key `iss:1012`	TRIM	−$3.6M	−14,689	$111M	$108M	525,282	510,593
—	share class as filed: STATE STREET SPD · position key `pos:11486` · issuer key `iss:1602`	ADD	+$3.3M	+151,156	$101M	$105M	3,827,669	3,978,825
—	share class as filed: ENHNCD LW DUR AC · position key `sid:sec:prov:3d676e2382d96022fd1e047b7a3e7afd` · issuer key `iss:2436`	ADD	+$16.1M	+168,909	$87.5M	$104M	911,899	1,080,808
—	share class as filed: MULTISECTOR BD · position key `sid:sec:prov:472af252cda1e0f13d5ff2184a64a0e5` · issuer key `iss:2436`	ADD	+$7.0M	+333,378	$95.8M	$103M	3,589,907	3,923,285
—	share class as filed: STATE STREET SPD · position key `sid:sec:prov:8eb35ebc152e2250618fad852c7a297e` · issuer key `cusip6:78463X`	TRIM	+$1.6M	−23,062	$93.2M	$94.8M	2,099,432	2,076,370
—	share class as filed: S&P 500 GRWT ETF · position key `pos:13746` · issuer key `iss:1012`	ADD	−$3.0M	+44,231	$96.7M	$93.7M	784,514	828,745
—	share class as filed: ISHARES US EQUIT · position key `pos:11275` · issuer key `iss:286`	TRIM	−$33.4M	−484,667	$121M	$87.3M	1,984,442	1,499,775
—	share class as filed: MSCI USA QLT FCT · position key `sid:sec:prov:fc322b756e10c5adfb425878e834e2d4` · issuer key `cusip6:46432F`	TRIM	−$12.8M	−50,433	$89.9M	$77.1M	452,605	402,172
—	share class as filed: ISHARES AAA CLO · position key `pos:12885` · issuer key `iss:280`	ADD	+$16.3M	+312,308	$38.4M	$54.6M	741,479	1,053,787
—	share class as filed: ISHARES A I INNO · position key `pos:17797` · issuer key `iss:286`	ADD	+$2.7M	+99,112	$51.6M	$54.3M	1,548,340	1,647,452
—	share class as filed: MTG BKD SECS ACT · position key `sid:sec:prov:c701dafe763a5657001265c7730942d9` · issuer key `iss:2436`	TRIM	−$11.1M	−220,579	$63.6M	$52.5M	1,279,315	1,058,736
—	share class as filed: MORTGAGE ETF · position key `sid:sec:prov:48a1de5dfdbac3893c1e715a4e8a2fca` · issuer key `cusip6:25861R`	ADD	+$3.2M	+71,079	$48.5M	$51.7M	976,496	1,047,575
—	share class as filed: ACTIVE BD ETF · position key `sid:sec:prov:067fdb2f74f79fc28d1072b78e62a0fd` · issuer key `iss:2436`	ADD	+$12.1M	+135,041	$38.2M	$50.4M	410,678	545,719
—	share class as filed: US MID-CAP ETF · position key `pos:16793` · issuer key `iss:1633`	ADD	+$2.1M	+21,781	$46.9M	$49.0M	1,559,425	1,581,206
—	share class as filed: STATE STREET SPD · position key `sid:sec:prov:dc437b658d2d4d14c03971f472e7916a` · issuer key `cusip6:78463X`	ADD	+$3.0M	+62,738	$45.4M	$48.5M	970,865	1,033,603
—	share class as filed: MSCI USA MMENTM · position key `sid:sec:prov:57ca25e81d0e6e1a2e81d2252c83645c` · issuer key `cusip6:46432F`	ADD	+$1.1M	+12,572	$47.3M	$48.3M	188,869	201,441
—	share class as filed: ISHARES US THEMA · position key `pos:16070` · issuer key `iss:286`	ADD	+$108K	+76,765	$44.0M	$44.1M	1,142,042	1,218,807
—	share class as filed: MSCI EMRG CHN · position key `pos:12365` · issuer key `iss:1016`	TRIM	−$189K	−45,107	$40.8M	$40.6M	561,678	516,571
—	share class as filed: DEFENSE TECH ETF · position key `sid:sec:prov:7555a3502d14480cbcdc0e8467fc6393` · issuer key `cusip6:37960A`	ADD	+$9.0M	+94,839	$24.3M	$33.3M	374,775	469,614

Flags: no row carries a flag.

1–20 of the 100 changes on this page

Mark-to-market only (no share change) · 12

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
The reviewed ticker for the filed issuer name and share class, the same mapping the Reported positions table uses. Symbols are never inferred from names; — means no reviewed mapping.	position matched across quarters by exact reported CUSIP over a registry gap — never a name match	NEW / ADD / TRIM / EXIT by share count · NO CHANGE = same shares; the value moved with price, so never an ADD or a TRIM · EXIT = absent this quarter (disposed, delisted, confidential, or reported by an affiliate) — the filing does not say which · NO PRIOR = no comparable prior quarter on record (a first filing, or a quarter filed inside an affiliate's report), so not called a new stake · n/c = not classifiable: value undisclosed on one side of the pair, or neither shares nor value can classify it · †v: the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE	derived by Public Filings from the published data; “no value” means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
—	share class as filed: MSCI GLOBAL QUAL · position key `sid:sec:prov:d13c007112d547e85a2d1e8f0d13bab7` · issuer key `cusip6:46438G`	NO CHANGE	−$67.1K	$4.0M	$4.0M	143,239	143,239
—	share class as filed: RUSL 1000 DYNM · position key `sid:sec:prov:682d634c1f7ef2de0062bb0c4ed5bfb9` · issuer key `cusip6:46138J`	NO CHANGE	−$49.8K	$3.0M	$3.0M	49,298	49,298
—	share class as filed: RUS 1000 VAL ETF · position key `pos:17700` · issuer key `iss:1012`	NO CHANGE	+$37.2K	$2.4M	$2.4M	11,180	11,180
—	share class as filed: CORE MSCI EMKT · position key `pos:13905` · issuer key `iss:1016`	NO CHANGE	+$52.6K	$1.4M	$1.5M	20,804	20,804
—	share class as filed: MSCI EAFE ETF · position key `pos:14648` · issuer key `iss:1012`	NO CHANGE	+$13.6K	$1.2M	$1.2M	12,345	12,345
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: CL A · position key `pos:17000` · issuer key `iss:829`	NO CHANGE	−$15.9K	$1.2M	$1.2M	13,805	13,805
—	share class as filed: CORE US AGGBD ET · position key `pos:14737` · issuer key `iss:1012`	NO CHANGE	−$7.2K	$1.2M	$1.2M	11,842	11,842
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM SHS · position key `pos:12257` · issuer key `iss:2102`	NO CHANGE	−$82.9K	$949K	$866K	12,466	12,466
—	share class as filed: NATIONAL MUN ETF · position key `pos:16556` · issuer key `iss:1013`	NO CHANGE	−$5.1K	$572K	$566K	5,336	5,336
—	share class as filed: RUS MDCP VAL ETF · position key `pos:12325` · issuer key `iss:1012`	NO CHANGE	+$17.2K	$518K	$536K	3,675	3,675
—	share class as filed: SM CP VAL ETF · position key `pos:16562` · issuer key `iss:2483`	NO CHANGE	+$7.1K	$276K	$284K	1,305	1,305
—	share class as filed: LARGE CAP ETF · position key `pos:11695` · issuer key `iss:2483`	NO CHANGE	−$12.6K	$248K	$236K	789	789

Flags: no row carries a flag.

Holdings without a security ID are counted, not compared. Method ↗

Reported positions — 2026-03-31

107 issuers · 143 rows

View

This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

—

SPDR SERIES TRUST

3 positions · 3 reported rows

Rows Advocacy Wealth Management, LLC reported for SPDR SERIES TRUST, as it reported them
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$305M	3,982,740
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$105M	3,978,825
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$4.9M	62,504

ticker not yet mapped

$414M

8,024,069

18.3%

—

PIMCO ETF TR

6 positions · 6 reported rows

Rows Advocacy Wealth Management, LLC reported for PIMCO ETF TR, as it reported them
PIMCO ETF TR · ENHNCD LW DUR AC CUSIP 72201R718 src ↗	$104M	1,080,808
PIMCO ETF TR · MULTISECTOR BD CUSIP 72201R585 src ↗	$103M	3,923,285
PIMCO ETF TR · MTG BKD SECS ACT CUSIP 72201R569 src ↗	$52.5M	1,058,736
PIMCO ETF TR · ACTIVE BD ETF CUSIP 72201R775 src ↗	$50.4M	545,719
PIMCO ETF TR · ENHAN SHRT MA AC CUSIP — src ↗	$5.4M	54,141
PIMCO ETF TR · SR LN ACTIVE ETF CUSIP 72201R627 src ↗	$236K	4,772

ticker not yet mapped

$315M

6,667,461

13.9%

—

ISHARES TR

7 positions · 7 reported rows

Rows Advocacy Wealth Management, LLC reported for ISHARES TR, as it reported them
ISHARES TR · S&P 500 VAL ETF CUSIP — src ↗	$108M	510,593
ISHARES TR · S&P 500 GRWT ETF CUSIP — src ↗	$93.7M	828,745
ISHARES TR · RUS 1000 VAL ETF CUSIP — src ↗	$2.4M	11,180
ISHARES TR · MSCI EAFE ETF CUSIP — src ↗	$1.2M	12,345
ISHARES TR · CORE S&P500 ETF CUSIP — src ↗	$1.2M	1,822
ISHARES TR · CORE US AGGBD ET CUSIP — src ↗	$1.2M	11,842
ISHARES TR · RUS MDCP VAL ETF CUSIP — src ↗	$536K	3,675

ticker not yet mapped

$208M

1,380,202

9.2%

—

BLACKROCK ETF TRUST

3 positions · 3 reported rows

Rows Advocacy Wealth Management, LLC reported for BLACKROCK ETF TRUST, as it reported them
BLACKROCK ETF TRUST · ISHARES US EQUIT CUSIP — src ↗	$87.3M	1,499,775
BLACKROCK ETF TRUST · ISHARES A I INNO CUSIP — src ↗	$54.3M	1,647,452
BLACKROCK ETF TRUST · ISHARES US THEMA CUSIP — src ↗	$44.1M	1,218,807

ticker not yet mapped

$186M

4,366,034

8.2%

—

SPDR INDEX SHS FDS

2 positions · 2 reported rows

Rows Advocacy Wealth Management, LLC reported for SPDR INDEX SHS FDS, as it reported them
SPDR INDEX SHS FDS · STATE STREET SPD CUSIP 78463X889 src ↗	$94.8M	2,076,370
SPDR INDEX SHS FDS · STATE STREET SPD CUSIP 78463X509 src ↗	$48.5M	1,033,603

ticker not yet mapped

$143M

3,109,973

6.3%

—

ISHARES TR

3 positions · 3 reported rows

Rows Advocacy Wealth Management, LLC reported for ISHARES TR, as it reported them
ISHARES TR · MSCI USA QLT FCT CUSIP 46432F339 src ↗	$77.1M	402,172
ISHARES TR · MSCI USA MMENTM CUSIP 46432F396 src ↗	$48.3M	201,441
ISHARES TR · CORE MSCI EAFE CUSIP 46432F842 src ↗	$8.4M	93,106

ticker not yet mapped

$134M

696,719

5.9%

—

BLACKROCK ETF TRUST II

2 positions · 2 reported rows

Rows Advocacy Wealth Management, LLC reported for BLACKROCK ETF TRUST II, as it reported them
BLACKROCK ETF TRUST II · ISHARES AAA CLO CUSIP — src ↗	$54.6M	1,053,787
BLACKROCK ETF TRUST II · ISHARES FLEXIBLE CUSIP — src ↗	$875K	16,856

ticker not yet mapped

$55.5M

1,070,643

2.5%

—

DOUBLELINE ETF TRUST · MORTGAGE ETF CUSIP 25861R402
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$51.7M

1,047,575

2.3%

—

SCHWAB STRATEGIC TR

3 positions · 3 reported rows

Rows Advocacy Wealth Management, LLC reported for SCHWAB STRATEGIC TR, as it reported them
SCHWAB STRATEGIC TR · US MID-CAP ETF CUSIP — src ↗	$49.0M	1,581,206
SCHWAB STRATEGIC TR · US LCAP VA ETF CUSIP — src ↗	$1.2M	38,973
SCHWAB STRATEGIC TR · US LCAP GR ETF CUSIP — src ↗	$791K	27,150

ticker not yet mapped

$50.9M

1,647,329

2.3%

—

ISHARES INC

2 positions · 2 reported rows

Rows Advocacy Wealth Management, LLC reported for ISHARES INC, as it reported them
ISHARES INC · MSCI EMRG CHN CUSIP — src ↗	$40.6M	516,571
ISHARES INC · CORE MSCI EMKT CUSIP — src ↗	$1.5M	20,804

ticker not yet mapped

$42.1M

537,375

1.9%

—

GLOBAL X FDS · DEFENSE TECH ETF CUSIP 37960A529
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$33.3M

469,614

1.5%

—

ISHARES TR

5 positions · 5 reported rows

Rows Advocacy Wealth Management, LLC reported for ISHARES TR, as it reported them
ISHARES TR · MBS ETF CUSIP — src ↗	$21.7M	228,920
ISHARES TR · INTRM GOV CR ETF CUSIP — src ↗	$2.8M	26,556
ISHARES TR · EAFE VALUE ETF CUSIP — src ↗	$1.2M	16,085
ISHARES TR · EAFE GRWTH ETF CUSIP — src ↗	$958K	8,601
ISHARES TR · NATIONAL MUN ETF CUSIP — src ↗	$566K	5,336

ticker not yet mapped

$27.3M

285,498

1.2%

—

FIDELITY COVINGTON TRUST · SML MID MLTFCT CUSIP 316092527
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$25.4M

568,950

1.1%

—

ISHARES TR

4 positions · 4 reported rows

Rows Advocacy Wealth Management, LLC reported for ISHARES TR, as it reported them
ISHARES TR · CORE UNIVRSL USD CUSIP 46434V613 src ↗	$18.7M	405,887
ISHARES TR · ULTRA SHORT DUR CUSIP 46434V878 src ↗	$5.0M	98,674
ISHARES TR · CORE DIV GRWTH CUSIP — src ↗	$750K	10,689
ISHARES TR · TRS FLT RT BD CUSIP 46434V860 src ↗	$487K	9,616

ticker not yet mapped

$25.0M

524,866

1.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALPHABET INC

2 positions · 2 reported rows

Rows Advocacy Wealth Management, LLC reported for ALPHABET INC, as it reported them
ALPHABET INC · CAP STK CL A CUSIP — src ↗	$23.4M	81,438
ALPHABET INC · CAP STK CL C CUSIP — src ↗	$1.1M	3,855

$24.5M

85,293

1.1%

—

INVESCO EXCHANGE TRADED FD T

2 positions · 2 reported rows

Rows Advocacy Wealth Management, LLC reported for INVESCO EXCHANGE TRADED FD T, as it reported them
INVESCO EXCHANGE TRADED FD T · S&P500 EQL WGT CUSIP — src ↗	$23.7M	123,334
INVESCO EXCHANGE TRADED FD T · S&P 500 TOP 50 CUSIP — src ↗	$813K	14,898

ticker not yet mapped

$24.5M

138,232

1.1%

—

VANGUARD CHARLOTTE FDS · TOTAL INT BD ETF CUSIP 92203J407
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$21.5M

447,560

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NVIDIA CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$20.6M

118,318

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMAZON COM INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$20.5M

98,482

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ELI LILLY & CO · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$20.3M

22,062

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICROSOFT CORP · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$18.9M

50,999

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ISHARES GOLD TR · ISHARES NEW CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$16.3M

185,366

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VISA INC · COM CL A CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$16.2M

53,686

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTUIT · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$15.3M

35,486

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NETFLIX INC. · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$15.3M

159,432

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

S&P GLOBAL INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$14.9M

34,972

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLE INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$14.9M

58,529

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COCA COLA CO · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$14.3M

188,339

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SCHWAB CHARLES CORP · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$14.3M

152,207

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EDWARDS LIFESCIENCES CORP · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$14.3M

178,161

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VERTIV HOLDINGS CO · COM CL A CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$14.2M

56,496

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UBER TECHNOLOGIES INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$13.5M

187,291

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ARISTA NETWORKS INC · COM SHS CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$13.2M

107,160

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PALO ALTO NETWORKS INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$13.1M

81,987

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STRYKER CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$12.8M

39,094

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SERVICENOW INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$12.8M

122,748

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBOTT LABORATORIES · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$12.7M

124,011

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTERCONTINENTAL EXCHANGE IN · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$12.1M

76,935

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LOWES COS INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$11.6M

49,037

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TAKE-TWO INTERACTIVE SOFTWAR · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$11.5M

58,305

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ASML HLDG NV · N Y REGISTRY SHS CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$11.4M

8,612

0.5%

—

VANGUARD INDEX FDS

5 positions · 5 reported rows

Rows Advocacy Wealth Management, LLC reported for VANGUARD INDEX FDS, as it reported them
VANGUARD INDEX FDS · VALUE ETF CUSIP — src ↗	$5.5M	27,901
VANGUARD INDEX FDS · S&P 500 ETF SHS CUSIP 922908363 src ↗	$2.2M	3,660
VANGUARD INDEX FDS · GROWTH ETF CUSIP — src ↗	$1.4M	3,176
VANGUARD INDEX FDS · SM CP VAL ETF CUSIP — src ↗	$284K	1,305
VANGUARD INDEX FDS · LARGE CAP ETF CUSIP — src ↗	$236K	789

ticker not yet mapped

$9.6M

36,831

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMPHENOL CORP · CL A CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$9.4M

74,382

0.4%

—

WISDOMTREE TR · ARTIFICIAL INTEL CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$6.4M

227,079

0.3%

—

ISHARES TR · FLTG RATE NT ETF CUSIP 46429B655
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$5.8M

113,493

0.3%

—

TIDAL TRUST I

2 positions · 2 reported rows

Rows Advocacy Wealth Management, LLC reported for TIDAL TRUST I, as it reported them
TIDAL TRUST I · SP FDS S&P 500 CUSIP 886364801 src ↗	$3.6M	74,646
TIDAL TRUST I · SP DWJNS SUKUK CUSIP 886364702 src ↗	$2.1M	118,917

ticker not yet mapped

$5.7M

193,563

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ACCENTURE PLC IRELAND · SHS CLASS A CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$5.5M

27,729

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHURCH & DWIGHT CO INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$5.5M

58,658

0.2%

—

INVESCO ACTIVELY MANAGED EXC · ULTRA SHRT DUR CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$5.5M

108,812

0.2%

—

J P MORGAN EXCHANGE TRADED F · ULTRA SHRT ETF CUSIP 46641Q837
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$5.5M

107,709

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ADOBE INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$5.2M

21,512

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALCON AG · ORD SHS CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$4.7M

62,250

0.2%

—

ISHARES TR · MSCI GLOBAL QUAL CUSIP 46438G497
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$4.0M

143,239

0.2%

—

FRANKLIN TEMPLETON ETF TR · FRANKLIN INDIA CUSIP 35473P769
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$3.3M

99,179

0.1%

—

INVESCO EXCH TRADED FD TR II · KBW BK ETF CUSIP 46138E628
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$3.1M

38,863

0.1%

—

INVESCO EXCH TRD SLF IDX FD · RUSL 1000 DYNM CUSIP 46138J619
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$3.0M

49,298

0.1%

—

SP FUNDS TRUST · S&P WORLD EX US CUSIP 84612A200
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$2.2M

76,806

0.1%

—

ISHARES INC · MSCI GERMANY ETF CUSIP 464286806
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$1.8M

45,782

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

META PLATFORMS INC · CL A CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$1.8M

3,150

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HUNT J B TRANS SVCS INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$1.6M

7,511

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MARVELL TECHNOLOGY INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$1.5M

15,135

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COSTCO WHOLESALE CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$1.5M

1,483

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

RAYMOND JAMES FINL INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$1.3M

9,262

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MONSTER BEVERAGE CORP NEW · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$1.3M

17,508

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TE CONNECTIVITY PLC · ORD SHS CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$1.2M

5,691

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GLOBUS MED INC · CL A CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$1.2M

13,805

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMETEK INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$1.2M

5,370

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HOME DEPOT INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$1.1M

3,212

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BIRKENSTOCK HOLDING PLC · COM SHS CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$1.0M

28,653

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TJX COS INC NEW · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$1.0M

6,389

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LABCORP HOLDINGS INC · COM SHS CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$1.0M

3,808

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CORNING INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$997K

7,335

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CORPAY INC · COM SHS CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$996K

3,423

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DEXCOM INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$986K

15,700

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ATLASSIAN CORPORATION · CL A CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$954K

13,978

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BROADRIDGE FINL SOLUTIONS IN · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$931K

5,732

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MSCI INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$910K

1,688

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APTIV PLC · COM SHS CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$866K

12,466

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TRANSUNION · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$864K

12,494

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TERADYNE INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$855K

2,884

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STERIS PLC · SHS USD CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$808K

3,656

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBVIE INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$798K

3,671

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COPART INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$773K

23,285

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JOHNSON & JOHNSON · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$706K

2,889

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TRUIST FINL CORP · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$677K

14,737

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DOORDASH INC · CL A CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$658K

4,383

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EURONET WORLDWIDE INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$609K

9,177

0.0%

—

ALPS ETF TR · ALERIAN MLP CUSIP 00162Q452
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$605K

11,484

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STATE STR SPDR S&P 500 ETF T · TR UNIT CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$554K

853

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CISCO SYS INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$554K

7,143

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EXXON MOBIL CORP · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$520K

3,068

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROCTER & GAMBLE CO · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$516K

3,571

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CENCORA INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$505K

1,608

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WALMART INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$499K

4,013

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GLOBAL PMTS INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$496K

7,374

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ORACLE CORP · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$495K

3,366

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MCDONALDS CORP · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$493K

1,587

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PEPSICO INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$475K

3,057

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ELECTRONIC ARTS INC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$392K

1,925

0.0%

—

SIMPLIFY EXCHANGE TRADED FUN · MBS ETF CUSIP 82889N525
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$374K

7,564

0.0%

1–20 of the 100 issuers on this page

One line per issuer, largest first — open a line for its reported rows. Grouping ↗

Book shape

Tick = median of the 8,748 tracked filers with a 2026-03-31 book (the index median: the 8,662 with a complete book). Concentration uses reported 13F long value, not total assets; the index is withheld when any position lacks a value.

share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 76.0%below median 80.0%
integer Herfindahl–Hirschman index in basis points over disclosed position values: 396 bpsbelow median 446 bps
holdings with no disclosed value (undisclosed, or unreadable on the filing) — kept and counted, never shown as zero: 143 / 143median book 97.5 positions

149 quarter-over-quarter rows

Filing history

Available filing periods
Period	Source
2026-03-31	EDGAR ↗
2026-06-30	EDGAR ↗

Complete source filings on SEC EDGAR

The filing on EDGAR is the record, including any filed after this build.

Open Advocacy Wealth Management, LLC's 13F filings on SEC EDGAR ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings: a position may have changed or closed since the quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars; each record notes its original unit.

Affiliated managers may report the same position, so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice.

Changes · Q1 2026Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Reported positions — 2026-03-31

Book shape

Filing history

Changes · Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.