Strategic Advocates LLC
Long book
$22.6M
Q1 2026
Positions
268
Top-10 weight
44%
concentration
Last quarter
+18.6%
SPY +18.6%
Turnover
62%
of book per quarter
Strategy in plain words
auto-generated from filingsStrategic Advocates LLC is a wealth-management firm allocating client money, running a $22.6M US long book across 268 positions.
The portfolio is moderately concentrated (top 10 ≈ 44% of the book). Turnover is high — positions rotate quickly, so individual names matter less than the process. Current anchor positions: INVESCO QQQ TRUST SERIES 1, SS SPDR S&P KENSHO NE COMP, INVESCO S&P 500 PURE VALUE E, VANGUARD INTERMEDIATE-TERM B, SPDR GOLD SHARES.
Over the last 9 quarters its long book ran on average 0.1pp per quarter ahead of the S&P 500, beating the index in 4 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+2.8%
Q2 2024
+5.4%
Q3 2024
+5.0%
Q4 2024
-5.3%
Q1 2025
+13.6%
Q2 2025
+8.7%
Q3 2025
+0.1%
Q4 2025
-4.1%
Q1 2026
+18.6%
Sector allocation
Technology 49%
Industrials 19%
Healthcare 7%
Financials 6%
Materials 5%
Consumer discretionary 4%
Services media 3%
Utilities 3%
Long book by quarter
What does Strategic Advocates own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | Technology | 2.5K | $437K | 1.9% | -97.3% |
| TSLA TESLA INC | Industrials | 834 | $310K | 1.4% | -94.0% |
| AAPL APPLE INC | Technology | 1.1K | $280K | 1.2% | -96.8% |
| AVGO BROADCOM INC | Technology | 829 | $257K | 1.1% | -93.4% |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 1.7K | $244K | 1.1% | -96.0% |
| GE GENERAL ELECTRIC | Industrials | 855 | $243K | 1.1% | -94.2% |
| IONQ IONQ INC | Technology | 7.3K | $210K | 0.9% | -85.3% |
| AMZN AMAZON.COM INC | Consumer discretionary | 840 | $175K | 0.8% | -96.7% |
| ANET ARISTA NETWORKS INC | Technology | 1.4K | $174K | 0.8% | -95.3% |
| ISRG INTUITIVE SURGICAL INC | Healthcare | 374 | $172K | 0.8% | -94.7% |
| INTC INTEL CORP | Technology | 3.9K | $172K | 0.8% | -69.8% |
| META META PLATFORMS INC-CLASS A | Technology | 265 | $152K | 0.7% | -96.5% |
| QBTS D-WAVE QUANTUM INC | Technology | 10.4K | $150K | 0.7% | -69.3% |
| DDOG DATADOG INC - CLASS A | Technology | 1.3K | $149K | 0.7% | -86.8% |
| EME EMCOR GROUP INC | Industrials | 198 | $146K | 0.6% | -87.9% |
| MSFT MICROSOFT CORP | Technology | 367 | $136K | 0.6% | -96.7% |
| FCX FREEPORT-MCMORAN INC | Materials | 2.3K | $133K | 0.6% | -87.5% |
| AXP AMERICAN EXPRESS CO | Financials | 433 | $131K | 0.6% | -93.1% |
| BSX BOSTON SCIENTIFIC CORP | Healthcare | 2.1K | $130K | 0.6% | -92.5% |
| HWM HOWMET AEROSPACE INC | Industrials | 551 | $127K | 0.6% | -93.6% |
| NFLX NETFLIX INC | Services media | 1.2K | $118K | 0.5% | -96.1% |
| VRT VERTIV HOLDINGS CO-A | Technology | 462 | $116K | 0.5% | New |
| MSTR STRATEGY INC | Financials | 906 | $113K | 0.5% | -88.4% |
| GOOGL ALPHABET INC-CL A | Technology | 379 | $109K | 0.5% | -97.7% |
| PWR QUANTA SERVICES INC | Industrials | 192 | $105K | 0.5% | New |
| RGTI RIGETTI COMPUTING INC | Technology | 7.5K | $105K | 0.5% | -68.8% |
| NTAP NETAPP INC | Technology | 1.0K | $105K | 0.5% | -91.1% |
| FIX COMFORT SYSTEMS USA INC | Industrials | 71 | $98K | 0.4% | New |
| ET ENERGY TRANSFER LP | Utilities | 5.0K | $97K | 0.4% | -71.6% |
| IBM INTL BUSINESS MACHINES CORP | Technology | 391 | $95K | 0.4% | -81.7% |
| PANW PALO ALTO NETWORKS INC | Technology | 572 | $92K | 0.4% | -96.3% |
| BWXT BWX TECHNOLOGIES INC | Industrials | 448 | $92K | 0.4% | +38.7% |
| AGX ARGAN INC | Industrials | 162 | $88K | 0.4% | -87.4% |
| APH AMPHENOL CORP-CL A | Technology | 683 | $86K | 0.4% | New |
| TWST TWIST BIOSCIENCE CORP | Healthcare | 1.8K | $84K | 0.4% | +64.9% |
| IBKR INTERACTIVE BROKERS GRO-CL A | Financials | 1.2K | $81K | 0.4% | New |
| APP APPLOVIN CORP-CLASS A | Technology | 189 | $75K | 0.3% | -92.0% |
| S SENTINELONE INC -CLASS A | Technology | 5.0K | $64K | 0.3% | +233.3% |
| CRSP CRISPR THERAPEUTICS AG | Healthcare | 1.3K | $63K | 0.3% | +11.2% |
| HD HOME DEPOT INC | Consumer discretionary | 192 | $63K | 0.3% | -77.2% |
| CVX CHEVRON CORP | Energy | 300 | $62K | 0.3% | -78.2% |
| DIS WALT DISNEY CO/THE | Services media | 637 | $61K | 0.3% | -50.2% |
| NOW SERVICENOW INC | Technology | 580 | $61K | 0.3% | -96.3% |
| KO COCA-COLA CO/THE | Consumer staples | 771 | $59K | 0.3% | -59.5% |
| VZ VERIZON COMMUNICATIONS INC | Communications | 1.1K | $58K | 0.3% | -23.5% |
| NET CLOUDFLARE INC - CLASS A | Technology | 269 | $56K | 0.2% | -21.6% |
| ALB ALBEMARLE CORP | Materials | 300 | $54K | 0.2% | -1.6% |
| NPO ENPRO INC | Other | 200 | $50K | 0.2% | Held |
| DNA GINKGO BIOWORKS HOLDINGS INC | Healthcare | 7.3K | $45K | 0.2% | +65.9% |
| GFS GLOBALFOUNDRIES INC | Technology | 1.0K | $44K | 0.2% | -2.5% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 15, 2026 | 268 | $22.6M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 11, 2026 | 637 | $390.9M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 26, 2025 | 613 | $384.0M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 8, 2025 | 126 | $336.8M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 8, 2025 | 113 | $287.8M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 23, 2025 | 110 | $296.2M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 17, 2024 | 119 | $279.3M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 11, 2024 | 119 | $252.1M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 3, 2024 | 126 | $259.7M | canonical | SEC ↗ |