Financial Advocates Investment Management

RIA/Wealth

Financial Advocates Investment Management is a RIA/Wealth based in Olympia, WA led by Angela Elaine Vlach, reporting $4.1B in AUM as of Q3 2025 with 74% ETF concentration.

CEOAngela Elaine Vlach

Portfolio Value: $176.6M
Positions: 102
Top Holding: AAPL at 10.29%
Last Reported: Q3 2025

Address1601 Cooper Point Road Nw, Olympia, WA, 98502, United States

Top Holdings

Largest long holdings in Financial Advocates Investment Management's portfolio (37.6% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Apple AAPL	Consumer Electronics Technology	$18.2M	10.29%	-$38.4M Sold	0.00% 71.4K shares	Q4 2017 Held for 7y 11m
2 GLD SPDR Gold Trust GLD	Unknown Unknown	$7.8M	4.40%	-$10.6M Sold	— 21.8K shares	Q4 2022 Held for 2y 11m
3 iShares Core Aggressive Allocation AOA	ETF ETF	$6.3M	3.57%	+$30.1K Bought	— 71.6K shares	Q1 2023 Held for 2y 8m
4 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT	ETF ETF	$6.0M	3.41%	-$1.3M Sold	— 59.9K shares	Q2 2021 Held for 4y 5m
5 iShares Core S&P 500 ETF IVV	ETF ETF	$5.7M	3.22%	-$9.8M Sold	— 8.5K shares	Q4 2017 Held for 7y 11m
6 iShares Core Total USD Bond Market IUSB	ETF ETF	$4.7M	2.68%	-$1.2M Sold	— 101.4K shares	Q3 2020 Held for 5y 2m
7 Invesco S&P 500 Top 50 ETF XLG	ETF ETF	$4.6M	2.62%	-$377.0K Sold	— 80.4K shares	Q3 2018 Held for 7y 2m
8 Pacer Trendpilot US Large Cap PTLC	ETF ETF	$4.5M	2.55%	-$1.4M Sold	— 82.4K shares	Q3 2018 Held for 7y 2m
9 iShares Core Moderate Allocation AOM	ETF ETF	$4.4M	2.51%	+$185.2K Bought	— 93.3K shares	Q4 2017 Held for 7y 11m
10 iShares U.S. Aerospace & Defense ITA	ETF ETF	$4.2M	2.37%	-$78.5K Sold	— 20.0K shares	Q4 2017 Held for 7y 11m

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GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Financial Advocates Investment Management's latest filing

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Market Value

$176.6M

Prior: $1.2B

Q/Q Change

-85.56%

-$1.0B

Net Flows % of MV

-625.07%

Turnover Ratio

260.93%

New Purchases

0 stocks

Added To

6 stocks

+$833.2K

Sold Out Of

507 stocks

$627.7M

Reduced Holdings

92 stocks

-$477.1M

Increased Positions

Position	Shares Δ	Change
1 Vanguard Real Estate VNQ	+37.29%	10.2K → 14.0K +$347.8K
2 JPMorgan Hedged Equity Laddered Overlay HELO	+12.66%	10.9K → 12.3K +$89.8K
3 iShares S&P 100 OEF	+7.27%	5.7K → 6.1K +$137.8K
4 iShares Core Moderate Allocation AOM	+4.35%	89.5K → 93.3K +$185.2K
5 PSLV Sprott Physical Silver Trust PSLV	+2.63%	102.8K → 105.5K +$42.4K

Decreased Positions

Position	Shares Δ	Change
1 iShares Core MSCI EAFE ETF IEFA	Sold	299.4K → 0 −$25.0M
2 iShares Core S&P U.S. Growth IUSG	Sold	138.4K → 0 −$20.8M
3 iShares Core S&P U.S. Value IUSV	Sold	148.1K → 0 −$14.0M
4 SPDR Bloomberg 3-12 Month T-Bill BILS	Sold	129.7K → 0 −$12.9M
5 Axon Enterprise, Inc. AXON	Sold	15.3K → 0 −$12.7M