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| Happy Holidays!! thanks for using AUM13F!! |
| Strategic Advocates LLC
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| CRD # | 316858 |
| SEC # | 801-126262 |
| CIK # | 0001991340 |
| AUM | $433.8 M (2025-07-31) |
| Employees | 15 (47% Investors, 20% Brokers) |
| Phone | 435-755-9400 |
| Address | 255 S Main St Logan, UT 84321 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001991340 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 14.2 | ||
| Apple Inc | 7.4 | ||
| Palantir Technologies Inc | 5.8 | ||
| Facebook Inc | 5.2 | ||
| Microsoft Corp | 5.1 | ||
| Amazon Com Inc | 5.0 | ||
| Tesla Motors Inc | 4.5 | ||
| Netflix Inc | 3.8 | ||
| Intuitive Surgical Inc | 3.8 | ||
| General Electric Co | 3.3 | ||
| MicroStrategy Inc | 3.2 | ||
| Broadcom Inc | 3.1 | ||
| ServiceNow Inc | 3.0 | ||
| Alphabet Inc | 3.0 | ||
| Palo Alto Networks Inc | 2.7 | ||
| Arista Networks Inc | 2.7 | ||
| Boston Scientific Corp | 2.3 | ||
| Progressive Corp/Oh/ | 2.2 | ||
| DMY Technology Group Inc III | 2.1 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,996 | 155.1 |
| (b) Individuals (high net worth individuals) | 621 | 277.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 1.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,622 | 433.8 |
| By Discretionary | ||
| Discretionary | 2,304 | 401.4 |
| Non-Discretionary | 318 | 32.4 |
| Total | 2,622 | 433.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 433.8 | |
| Total | 2,622 | 433.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001991340] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
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Monarch Wealth Strategies
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CA | 0.4 |
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Grunden Financial Advisory Inc
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TX | 0.4 |
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Weaver Capital Management LLC
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GA | 0.4 |
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Absolute Capital Management LLC
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PA | 0.4 |
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Kahn Brothers Advisors LLC
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NY | 0.4 |
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ACT Advisors LLC
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NC | 0.4 |
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Stenger Family Office LLC
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IL | 0.4 |
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BGM Wealth Partners LLC
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MN | 0.4 |
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WrapManager Inc
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CA | 0.4 |
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Independence Financial Advisors LLC
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NH | 0.4 |