Advisory Advocates, LLC has disclosed its quarterly holdings in a recent SEC filing, revealing a total investment value exceeding $115 million as of September 30, 2026. This report is crucial for understanding the company's investment strategies and the current landscape of asset management.

The filing indicates that Advisory Advocates continues to focus on a diversified portfolio, with significant positions in well-known companies across various sectors. This includes substantial investments in technology giants like Apple Inc. and Amazon.com Inc., reflecting a strategic approach to capitalizing on growth in the tech industry.

Background

Advisory Advocates, LLC, incorporated in Michigan, operates in the financial services sector, focusing on asset management. The company has been active in filing with the SEC, with its most recent filings including a 13F-HR form on November 5, 2026, and previous filings throughout 2026. The firm is not publicly traded and does not have a ticker symbol.

What the Filing Says

The 13F-HR filing reveals that Advisory Advocates holds a total of 186 positions, with a reported value of $115,784,545. The firm maintains sole investment discretion over these holdings, indicating a focused investment strategy. Michael Cook, the Chief Compliance Officer, signed the filing, affirming its accuracy and compliance with SEC regulations.

Impact

This filing may affect various stakeholders, including investors, analysts, and competitors within the financial services industry. By disclosing its holdings, Advisory Advocates provides insights into its investment philosophy and market outlook, which can influence investor sentiment and strategic decisions among peers.

What's Next

The filing does not specify what happens next for Advisory Advocates, but it is expected that the firm will continue to monitor its investments and adjust its portfolio as market conditions evolve.