13F filer

Advocate Investing Services

As of Sep 30, 2026 Filed Oct 26, 2026 CIK 2110509 SEC filings ↗

13F Value

$127.5M

Positions

449

Top Position

GSY9.7%

Top 5

29.0%

Latest filing changes

vs Jun 30, 2026

1 ACN Accenture >999%+$275K

2 ICSH iShares Ultra Short Duration Bond Active ETF +7.4%+$121K

3 XLP State Street(R) Consumer Staples Select Sector SPDR(R) ETF +2.3%+$114K

4 KBE State Street(R) SPDR(R) S&P(R) Bank ETF >999%+$89K

5 RDVY First Trust Rising Dividend Achievers ETF +6.3%+$81K

Holdings449

#							Trend (4Q)
1	GSY Invesco Ultra Short Duration ETF	9.7%	$12.4M	-4.8%	247.6K	10.1%		ETF
2	TCAF T. Rowe Price Capital Appreciation Equity ETF	8.9%	$11.4M	-4.4%	269.9K	8.9%		ETF
3	XLP State Street(R) Consumer Staples Select Sector SPDR(R) ETF	4.0%	$5.1M	+2.3%	63.7K	4.0%		ETF
4	SPHD Invesco S&P 500 High Dividend Low Volatility ETF	3.6%	$4.6M	+0.4%	95.0K	3.7%		ETF
5	IXC iShares Global Energy ETF	2.7%	$3.5M	-3.2%	61.2K	2.4%		ETF
6	XME State Street(R) SPDR(R) S&P(R) Metals & Mining ETF	2.5%	$3.1M	—	30.2K	2.5%		ETF
7	XLK State Street(R) Technology Select Sector SPDR(R) ETF	2.4%	$3.1M	-1.2%	15.8K	2.4%		ETF
8	VYM Vanguard High Dividend Yield Index Fund — ETF Shares	2.1%	$2.7M	-7.8%	17.2K	2.3%		ETF
9	AAPL Apple	2.0%	$2.6M	—	7.8K	1.7%		Common Stock
10	VIG Vanguard Dividend Appreciation Index Fund — ETF Shares	2.0%	$2.6M	-6.1%	11.2K	2.2%		ETF
11	MSFT Microsoft	1.7%	$2.2M	-5.2%	4.3K	1.3%		Common Stock
12	VGT Vanguard Information Technology Index Fund — ETF Shares	1.7%	$2.2M	-2.1%	17.3K	1.6%	—	ETF
13	EMXC iShares MSCI Emerging Markets ex China ETF	1.6%	$2.0M	—	20.6K	1.6%		ETF
14	XLE State Street(R) Energy Select Sector SPDR(R) ETF	1.5%	$1.9M	-4.5%	31.5K	1.3%		ETF
15	XLF State Street(R) Financial Select Sector SPDR(R) ETF	1.5%	$1.9M	—	35.0K	1.4%		ETF
16	ICSH iShares Ultra Short Duration Bond Active ETF	1.4%	$1.8M	+7.4%	34.8K	1.3%		ETF
17	WMT Walmart	1.3%	$1.6M	—	15.8K	1.4%		Common Stock
18	VV Vanguard Morningstar Large-Cap Index Fund — ETF Shares	1.3%	$1.6M	—	4.6K	1.2%		ETF
19	NVDA NVIDIA	1.2%	$1.6M	+0.2%	6.8K	1.0%		Common Stock
20	QQQ Invesco QQQ Trust, Series 1	1.2%	$1.5M	-8.8%	2.1K	1.3%		ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing24

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.