Sign In
test

Rebecca M. Keister

Advocacy Wealth Management, Llc

Assets Managed
$2.261B
Holdings
143
Last Quarter
2026 - Q1
Filed Date
14d ago
Growth Rate
-5.37%(2Q avg: -0.82%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Advocacy Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 143 positions.

Assets under management

The assets under management (AUM) of Advocacy Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.261B in assets, with a quarterly growth rate of -5.37% and a 2-quarter average growth rate of -0.82%. The portfolio is managed by Rebecca M. Keister, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 22.56%
13.49%
$304.839M
3.983M shares@ $76.54 avg price
IVE
Ishares S&p 500 Value Etf
Recent Activity
Decreased -2.79%
4.77%
$107.812M
510,593 shares@ $211.16 avg price
SPTL
Spdr Port Lng Trm Trsry
Recent Activity
Increased 3.95%
4.63%
$104.643M
3.979M shares@ $26.3 avg price
LDUR
Pimco Enhanced Low Duration
Recent Activity
Increased 18.53%
4.58%
$103.563M
1.081M shares@ $95.83 avg price
PYLD
Pimco Multisector Bond Actv
Recent Activity
Increased 9.29%
4.55%
$102.79M
3.923M shares@ $26.21 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Decreased -1.09%
4.2%
$94.786M
2.076M shares@ $45.66 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Increased 5.64%
4.15%
$93.739M
828,745 shares@ $113.12 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Decreased -24.42%
3.86%
$87.257M
1.5M shares@ $58.19 avg price
QUAL
Ishares Msci Usa Quality Fac
Recent Activity
Decreased -11.14%
3.42%
$77.141M
402,172 shares@ $191.82 avg price
CLOA
Ishares Aaa Clo Act Etf-usdi
Recent Activity
Increased 42.12%
2.42%
$54.623M
1.054M shares@ $51.84 avg price

1-10 of 143