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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

Institutional Manager · CIK 0001569452

Advocacy Wealth Management Services, LLC

ATLANTA, GA · File #028-15180

Latest AUM
$2.39B
Positions
142
Top-10 Concentration
51.8%
Filings
12

Sector Allocation

Financials
17.3%$412.6M
Technology
6.6%$157.3M
Healthcare
2.5%$60.8M
Industrials
0.1%$3.5M
Energy
0.0%$489,507

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1SPDR SERIES TRUST78464A8543,249,653$260.7M11.94%
2BLACKROCK ETF TRUSTBLK1,984,442$120.7M5.52%
3ISHARES TR464287408525,282$111.4M5.10%
4SPDR SERIES TRUST78464A6643,827,669$101.3M4.64%
5ISHARES TR464287309784,514$96.7M4.43%
6PIMCO ETF TR72201R5853,589,907$95.8M4.39%
7SPDR INDEX SHS FDS78463X8892,099,432$93.2M4.27%
8ISHARES TR46432F339452,605$89.9M4.12%
9PIMCO ETF TR72201R718911,899$87.5M4.01%
10ISHARES TR4642888771,024,723$73.2M3.35%
11INVESCO EXCHANGE TRADED FD TIVZ1,152,408$68.3M3.13%
12PIMCO ETF TR72201R5691,279,315$63.6M2.91%
13BLACKROCK ETF TRUSTBLK1,548,340$51.6M2.36%
14DOUBLELINE ETF TRUST25861R402976,496$48.5M2.22%
15ISHARES TR46432F396188,869$47.3M2.16%
16SCHWAB STRATEGIC TR8085245081,559,425$46.9M2.15%
17SPDR INDEX SHS FDS78463X509970,865$45.4M2.08%
18BLACKROCK ETF TRUSTBLK1,142,042$44.0M2.02%
19ISHARES INC46434G764561,678$40.8M1.87%
20BLACKROCK ETF TRUST IIBLK741,479$38.4M1.76%