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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Advocacy Wealth Management Services, LLC

Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0001062993-25-014266

Total Value
$1.63B
Positions
63
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (63)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SERIES TRUST78464A8543,107,897$225.9M13.86%
2SPDR SERIES TRUST78464A6643,647,181$96.9M5.95%
3BLACKROCK ETF TRUSTBLK1,644,822$89.6M5.50%
4PIMCO ETF TR72201R5853,225,583$85.6M5.25%
5ISHARES TR464287309748,838$82.4M5.06%
6SPDR INDEX SHS FDS78463X8892,021,931$81.9M5.02%
7ISHARES TR46432F339435,845$79.7M4.89%
8ISHARES TR4642888771,119,888$71.1M4.36%
9ISHARES TR464287408345,509$67.5M4.14%
10PIMCO ETF TR72201R5691,308,065$64.2M3.94%
11ANGEL OAK FUNDS TRUST03463K7602,058,325$42.8M2.63%
12PIMCO ETF TR72201R627839,505$42.8M2.63%
13PIMCO ETF TR72201R718439,985$42.2M2.59%
14SCHWAB STRATEGIC TR8085245081,489,605$41.8M2.56%
15INVESCO EXCHANGE TRADED FD TIVZ699,173$36.4M2.24%
16BLACKROCK ETF TRUSTBLK1,013,087$36.0M2.21%
17ISHARES INC46434G764548,817$34.7M2.13%
18ISHARES TR464288885298,161$33.4M2.05%
19ISHARES TR464287721191,964$33.3M2.04%
20BLACKROCK ETF TRUST IIBLK558,069$29.5M1.81%
21SPDR INDEX SHS FDS78463X509681,809$29.1M1.79%
22FIDELITY COVINGTON TRUST316092527686,805$28.5M1.75%
23BLACKROCK ETF TRUST IIBLK526,185$27.3M1.68%
24ISHARES GOLD TRIAU355,397$22.2M1.36%
25ISHARES TR46432F39688,416$21.2M1.30%
26BLACKROCK ETF TRUSTBLK697,617$20.1M1.24%
27INVESCO EXCHANGE TRADED FD TIVZ107,848$19.6M1.20%
28ISHARES TR464288588200,348$18.8M1.15%
29RBB FD INC74933W510382,068$18.8M1.15%
30SPDR SERIES TRUST78464A375445,213$15.0M0.92%
31SIMPLIFY EXCHANGE TRADED FUN82889N525170,642$8.5M0.52%
32ISHARES TR46428828183,256$7.7M0.47%
33ISHARES TR46429B655136,197$6.9M0.43%
34ISHARES TR46432F84272,880$6.1M0.37%
35INVESCO ACTIVELY MANAGED EXCIVZ120,833$6.1M0.37%
36PIMCO ETF TR72201R83360,128$6.0M0.37%
37J P MORGAN EXCHANGE TRADED F46641Q837118,612$6.0M0.37%
38ISHARES TR46434V878110,032$5.6M0.34%
39VANGUARD INDEX FDS92290873611,604$5.1M0.31%
40SPDR SERIES TRUST78464A80562,525$4.7M0.29%
41ISHARES TR46438G497140,218$3.6M0.22%
42INVESCO EXCH TRADED FD TR IIIVZ38,543$2.8M0.17%
43INVESCO EXCH TRD SLF IDX FDIVZ46,803$2.7M0.17%
44FIDELITY COVINGTON TRUST31609220427,955$2.6M0.16%
45FRANKLIN TEMPLETON ETF TRFGDL65,965$2.6M0.16%
46ISHARES TR46428722621,974$2.2M0.13%
47VANGUARD INDEX FDS9229083633,661$2.1M0.13%
48ISHARES INC46428680637,254$1.6M0.10%
49VANGUARD INDEX FDS9229086375,265$1.5M0.09%
50ISHARES TR4642872001,802$1.1M0.07%
51VANGUARD INDEX FDS9229087446,020$1.1M0.07%
52ISHARES TR4642884147,397$772,8390.05%
53ISHARES TR46434V86012,967$656,7790.04%
54SPDR S&P 500 ETF TRSPY852$526,4080.03%
55ALPS ETF TR00162Q45210,682$521,9230.03%
56EXXON MOBIL CORPXOM4,277$461,0590.03%
57VANGUARD CHARLOTTE FDS92203J4077,051$349,0950.02%
58ISHARES TR46429B6972,472$232,0470.01%
59VANGUARD SCOTTSDALE FDS92206C7142,683$228,6180.01%
60J P MORGAN EXCHANGE TRADED F46641Q8524,548$221,1240.01%
61NVIDIA CORPORATIONNVDA1,302$205,7080.01%
62MICROSOFT CORPMSFT413$205,4300.01%
63APPLE INCAAPL987$202,5030.01%