Strategic Advocates LLC

RIA/Wealth

Strategic Advocates LLC is a RIA/Wealth based in Logan, UT led by John Reed Mickelson, reporting $433.8M in AUM as of Q3 2025 with 61% ETF concentration and 59% concentrated in top 10 holdings.

Managing PartnerJohn Reed Mickelson

Portfolio Value: $384.0M
Positions: 609
Top Holding: KOMP at 9.25%
Last Reported: Q3 2025

Address255 S Main St, Ste 140, Logan, UT, 84321, United States

Top Holdings

Largest long holdings in Strategic Advocates LLC's portfolio (59.4% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 SPDR S&P Kensho New Economies Composite KOMP	ETF ETF	$35.5M	9.25%	+$1.2M Bought	— 570.2K shares	Q4 2023 Held for 1y 11m
2 Invesco QQQ Trust QQQ	ETF ETF	$34.0M	8.86%	+$1.3M Bought	— 56.7K shares	Q3 2023 Held for 2y 2m
3 Vanguard Intermediate-Term Bond BIV	ETF ETF	$28.4M	7.40%	+$1.4M Bought	— 363.9K shares	Q3 2023 Held for 2y 2m
4 Invesco S&P 500 Pure Value RPV	ETF ETF	$27.4M	7.15%	+$1.2M Bought	— 276.1K shares	Q4 2023 Held for 1y 11m
5 iShares Core MSCI Emerging Markets IEMG	ETF ETF	$20.3M	5.29%	+$584.8K Bought	— 307.9K shares	Q3 2023 Held for 2y 2m
6 SPDR Portfolio Long Term Corporate Bond SPLB	ETF ETF	$19.9M	5.19%	+$391.2K Bought	— 862.7K shares	Q2 2024 Held for 1y 5m
7 VIOG Vanguard S&P Small-Cap 600 Growth ETF VIOG	ETF ETF	$18.2M	4.74%	+$735.3K Bought	— 149.4K shares	Q4 2023 Held for 1y 11m
8 iShares Trust IGSB	ETF ETF	$17.9M	4.65%	+$1.1M Bought	— 336.9K shares	Q1 2024 Held for 1y 8m
9 Nvidia NVDA	Semiconductors Technology	$17.2M	4.49%	+$430.8K Bought	0.00% 92.4K shares	Q3 2023 Held for 2y 2m
10 Apple AAPL	Consumer Electronics Technology	$9.2M	2.38%	-$66.2K Sold	0.00% 36.0K shares	Q3 2023 Held for 2y 2m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Strategic Advocates LLC's latest filing

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Market Value

$384.0M

Prior: $336.8M

Q/Q Change

+14.01%

+$47.2M

Net Flows % of MV

+3.77%

Turnover Ratio

4.42%

New Purchases

394 stocks

$8.7M

Added To

70 stocks

+$13.1M

Sold Out Of

0 stocks

Reduced Holdings

43 stocks

-$7.3M

Increased Positions

Position	Shares Δ	Change
1 iShares Core S&P 500 ETF IVV	New	0 → 336.0 +$224.9K
2 Sprott Physical Gold and Silver Trust CEF	New	0 → 5.3K +$193.1K
3 Goldman Sachs Group GS	New	0 → 199.0 +$158.4K
4 iShares 1-3 Year Treasury Bond SHY	New	0 → 1.9K +$158.4K
5 Walmart WMT	New	0 → 1.5K +$153.0K

Decreased Positions

Position	Shares Δ	Change
1 Chipotle Mexican Grill CMG	-83.82%	33.1K → 5.3K −$1.1M
2 SPDR S&P 600 Small Cap Growth ETF SLYG	-50.91%	10.9K → 5.4K −$523.7K
3 LGI Lazard Global Total Return & Income Fund LGI	-45.49%	60.4K → 32.9K −$475.6K
4 KIO KKR Income Opportunities Fund KIO	-43.93%	82.5K → 46.2K −$456.4K
5 Invesco Senior Income Trust VVR	-43.73%	252.7K → 142.2K −$382.4K

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Analytics

Portfolio insights and performance metrics for Strategic Advocates LLC

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Sector Allocation

ETF

61.00%

Technology

19.80%

Communication Services

3.60%

Consumer Cyclical

3.30%

Industrials

3.10%

Financial Services

3.10%

Healthcare

1.60%

Energy

0.80%

Basic Materials

0.50%

Consumer Defensive

0.40%

Real Estate

0.30%

Utilities

0.10%

Market Cap Distribution

Mega Cap (> $200B)

21.93%

Large Cap ($10B - $200B)

12.23%

Mid Cap ($2B - $10B)

1.88%

Small Cap ($300M - $2B)

0.11%

Micro Cap ($50M - $300M)

0.01%

Nano Cap (< $50M)

0.01%

N/A (ETF or Unknown)

63.83%

Portfolio Concentration

Top 10 Holdings %

59.4%

Top 20 Holdings %

72.73%

Top 50 Holdings %

87.78%

Top 100 Holdings %

95.11%