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Your Advocates Ltd., LLP's 13F Portfolio ($349.9M, Q2 2026)
Your Advocates Ltd., LLPCIK: 0001774437
Sector-focusedLong-term holder
Total reported value
$349.9M
Reporting period: 2026-06-30 · Number of holdings: 210
Your Advocates Ltd., LLP disclosed 210 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $349.9M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 46.32
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 98.95
- Diversification
- 100
- Sizing Uniformity
- 51.72
Your Advocates Ltd., LLP's disclosed holdings carry a Herfindahl concentration index of 0.116 — mathematically equivalent to about 9 equally-sized positions, well below its 210 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 4.83), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 3% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd DCOR
-1.3% $9.4M
Trim GLD
+0.5% -$2.6M
Add DFAS
+0.3% $4.0M
Add DFEM
-4.5% $3.7M
Trim DFIC
-1.3% $1.5M
Trim COP
-8.4% -$733.4K
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 210 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 24.58% | +1.21% | -1.32% | |
| 2 | DFIC | Dimensional International Co | ETF-Other | 13.14% | -0.41% | -1.34% | |
| 3 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 9.73% | +0.49% | -4.52% | |
| 4 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 8.18% | +0.66% | +0.28% | |
| 5 | SCHR | Schwab Intermediate-term US | ETF-Other | 7.47% | -0.15% | +5.64% | |
| 6 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 6.84% | -0.14% | +4.80% | |
| 7 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 6.71% | +0.19% | -1.74% | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 4.98% | -0.09% | +5.63% | |
| 9 | GLD | Spdr Gold Shares | ETF-Commodities | 4.65% | -1.11% | +0.46% | |
| 10 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 3.56% | -0.12% | -4.22% | |
| 11 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 2.44% | -0.15% | -3.32% | |
| 12 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 2.26% | +0.18% | -1.33% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 0.72% | -0.23% | +0.63% | |
| 14 | COP | Conocophillips | Stock-Energy | 0.54% | -0.26% | -8.44% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 0.46% | +0.03% | -0.05% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.46% | -0.01% | -9.28% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.41% | +0.03% | +0.23% | |
| 18 | AHLT | American Beacon Ahl Trend | ETF-Other | 0.28% | +0.04% | +22.03% | |
| 19 | UAPR | Innovator U.s. Equity Ultra | ETF-Other | 0.17% | — | — | |
| 20 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.15% | — | -5.45% | |
| 21 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.15% | +0.01% | +0.46% | |
| 22 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.13% | +0.01% | +1.67% | |
| 23 | FLIA | Franklin International Aggre | ETF-Other | 0.10% | — | -1.76% | |
| 24 | ACM | Aecom | Stock-Industrials | 0.07% | -0.03% | — | |
| 25 | DEM | Wisdomtree Emerging Markets | ETF-Emerging Markets | 0.07% | — | -3.44% | |
| 26 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.06% | +0.01% | +23.53% | |
| 27 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.06% | — | +5.94% | |
| 28 | SUSL | Ishares Esg Msci USA Leaders | ETF-Other | 0.05% | — | +0.28% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.05% | — | +1.03% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.05% | — | -6.38% | |
| 31 | WFC | Wells Fargo & Co | Stock-Financials | 0.05% | +0.04% | +265.09% | |
| 32 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.05% | — | -12.50% | |
| 33 | SLB | Slb LTD | Stock-Energy | 0.04% | -0.01% | — | |
| 34 | AEP | American Electric Power Company, Inc. | Stock-Utilities | 0.04% | +0.01% | — | |
| 35 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 0.03% | — | — | |
| 36 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.03% | — | — | |
| 37 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.03% | -0.02% | -32.58% | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.03% | — | +1.49% | |
| 39 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 0.03% | — | +15.41% | |
| 40 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.03% | -0.03% | -45.41% | |
| 41 | FDX | Fedex CORP | Stock-Industrials | 0.03% | -0.01% | — | |
| 42 | GEV | GE Vernova Inc | Stock-Industrials | 0.03% | +0.01% | — | |
| 43 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.03% | — | +0.52% | |
| 44 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.03% | — | -0.89% | |
| 45 | RKLB | Rocket Lab Corporation | Stock-Industrials | 0.03% | +0.03% | NEW | |
| 46 | ALL | Allstate CORP | Stock-Financials | 0.03% | — | — | |
| 47 | ✓ | Prologis, Inc. | Stock-Other | 0.03% | +0.03% | NEW | |
| 48 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.03% | — | +0.47% | |
| 49 | DELL | Dell Technologies Inc. | Stock-Tech | 0.02% | +0.01% | — | |
| 50 | TOST | Toast Inc-class A | Stock-Tech | 0.02% | — | +15.34% |
1–50 of 200
Portfolio Performance
Performance for Q3 2026
+2.4%
Performance Last 4 Quarters
+21.1%
- Stdev
- +9.2%
- Beta
- +0.6
- Alpha
- +4%
- Max Drawdown
- -5%
- Annualized Perf
- +16.9%
- Batting Avg vs S&P
- +44.4%
- Sortino
- +3.54
- Stutzer
- +0.5
- Treynor
- +0.27
- Sterling
- +1.25
- Calmar
- +3.36
- Information Ratio
- -0.55
- Tracking Error
- +7.1%
- Stdev Down
- +4.6%
- Winning Months %
- +69.4%
- Losing Months %
- +30.6%
- Best 12 Months
- +29.5%
- Worst 12 Months
- +7.5%
- Efficiency Ratio
- +0.66
- Sharpe
- +1.75
- Stdev Sectors
- +15.2%
- Skewness
- -0.37
- Kurtosis
- -0.37
- Upside Potential
- +5.08
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q2 | 210 | $349.9M | 0 | ||
| 2026 Q1 | 233 | $327.9M | 8 | ||
| 2025 Q4 | 240 | $306.4M | 3 | ||
| 2025 Q3 | 222 | $298.4M | 28 | ||
| 2025 Q2 | 204 | $278.2M | 0 | ||
| 2025 Q1 | 211 | $260.6M | 100 | ||
| 2024 Q4 | 209 | $251.6M | 0 | ||
| 2024 Q3 | 232 | $254.5M | 0 | ||
| 2024 Q2 | 241 | $238.2M | 0 | ||
| 2024 Q1 | 236 | $236.9M | 0 | ||
| 2023 Q4 | 236 | $248.5M | 0 | ||
| 2023 Q3 | 300 | $167.6M | 0 | ||
| 2023 Q2 | 281 | $195.1M | 0 | ||
| 2023 Q1 | 244 | $182.3M | 0 | ||
| 2022 Q4 | 222 | $173.1M | 0 | ||
| 2022 Q3 | 218 | $166.8M | 0 | ||
| 2022 Q2 | 229 | $169.0M | 0 | ||
| 2022 Q1 | 227 | $176.2M | 0 | ||
| 2021 Q4 | 213 | $177.0M | 0 | ||
| 2021 Q3 | 206 | $154.4M | 0 | ||
| 2021 Q2 | 147 | $154.0M | 94 | ||
| 2021 Q1 | 139 | $135.3M | 24 | ||
| 2020 Q4 | 156 | $135.9M | 43 | ||
| 2020 Q3 | 156 | $127.4M | 32 | ||
| 2020 Q2 | 152 | $144.4M | 72 | ||
| 2020 Q1 | 129 | $115.8M | 58 | ||
| 2019 Q4 | 28 | $126.6M | 0 |
Holding changes this quarter
Your Advocates Ltd., LLP's most significant position changes for 2026-06-30: Sold out: Monopar Therapeutics Inc (MNPR); Sold out: Ishares S&p 500 Value ETF (IVE); Sold out: Ishares S&p 500 Growth ETF (IVW); New buy: Rocket Lab Corporation (RKLB); New buy: Prologis, Inc..
Showing top 200 changes by size (of 250 total)
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DCOR | Dimensional US Core Eq 1 ETF | +1.2% | -1.32% | Trim |
| 2 | DFAS | Dimensional US Small Cap ETF | +0.7% | +0.28% | Add |
| 3 | DFEM | Dimensional Emrg Mrkt Core | +0.5% | -4.52% | Trim |
| 4 | FNDX | Schwab Fndmntl US Lrg Co ETF | +0.2% | -1.74% | Trim |
| 5 | FNDA | Schwab Fndmntl US Sm Co ETF | +0.2% | -1.33% | Trim |
| 6 | AHLT | American Beacon Ahl Trend | 0% | +22.03% | Add |
| 7 | WFC | Wells Fargo & Co | 0% | +265.09% | Add |
| 8 | AAPL | Apple Inc | 0% | -0.05% | Trim |
| 9 | VTI | Vanguard Total Stock Mkt ETF | 0% | +0.23% | Add |
| 10 | RKLB | Rocket Lab Corporation | 0% | NEW | New buy |
| 11 | ✓ | Prologis, Inc. | 0% | NEW | New buy |
| 12 | ✓ | Powershares Qqq Trust Ser 1 | 0% | NEW | New buy |
| 13 | FRBP | Franklin Bsp Capital CORP | 0% | NEW | New buy |
| 14 | OXY | Occidental Petroleum CORP | 0% | +725.00% | Add |
| 15 | SCHX | Schwab US Large-cap ETF | 0% | +1.67% | Add |
| 16 | VT | Vanguard Tot World Stk ETF | 0% | +23.53% | Add |
| 17 | DELL | Dell Technologies Inc. | 0% | — | Unchanged |
| 18 | VXUS | Vanguard Total Intl Stock | 0% | +0.46% | Add |
| 19 | YUM | Yum! Brands Inc | 0% | +280.87% | Add |
| 20 | AEP | American Electric Power Company, Inc. | 0% | — | Unchanged |
| 21 | IJK | Ishares S&p Mid-cap 400 Grow | 0% | NEW | New buy |
| 22 | GEV | GE Vernova Inc | 0% | — | Unchanged |
| 23 | ✓ | 0% | NEW | New buy | |
| 24 | UNH | Unitedhealth Group Inc | 0% | — | Unchanged |
| 25 | NVDA | Nvidia CORP | 0% | +35.87% | Add |
| 26 | NFLX | Netflix Inc | 0% | +272.73% | Add |
| 27 | ✓ | FTSE RAFI US 1500 Small Cap | 0% | — | Unchanged |
| 28 | ESML | Ishares Esg Aware Msci USA S | 0% | +0.11% | Add |
| 29 | MGK | Vanguard Mega Cap Growth ETF | 0% | +400.00% | Add |
| 30 | DFEV | Dimensional Emrg Mrkt Val | 0% | — | Unchanged |
| 31 | SCHB | Schwab US Broad Market ETF | — | -5.45% | Trim |
| 32 | UAPR | Innovator U.s. Equity Ultra | — | — | Unchanged |
| 33 | SUSL | Ishares Esg Msci USA Leaders | — | +0.28% | Add |
| 34 | IEFA | Ishares Core Msci Eafe ETF | — | +5.94% | Add |
| 35 | IWM | Ishares Russell 2000 ETF | — | -0.89% | Trim |
| 36 | CAG | Conagra Brands Inc | — | EXIT | Sold out |
| 37 | XLE | Ss Energy Select Sector | — | NEW | New buy |
| 38 | BSVO | EA Bridgeway Omni Sm-Cp Val | — | — | Unchanged |
| 39 | ITOT | Ishares Core S&p Total U.s. | — | — | Unchanged |
| 40 | AMZN | Amazon.com Inc | — | +1.49% | Add |
| 41 | URI | United Rentals Inc | — | — | Unchanged |
| 42 | TOST | Toast Inc-class A | — | +15.34% | Add |
| 43 | SPTS | Ss Spdr P St Term Tsy ETF | — | +15.41% | Add |
| 44 | CAT | Caterpillar Inc | — | — | Unchanged |
| 45 | VOO | Vanguard S&p 500 ETF | — | -6.38% | Trim |
| 46 | ALL | Allstate CORP | — | — | Unchanged |
| 47 | WMT | Walmart Inc | — | +73.81% | Add |
| 48 | EOSE | Eos Energy Enterprises Inc | — | NEW | New buy |
| 49 | DIA | Ss Spdr Dow Jones Indus Avg | — | +0.52% | Add |
| 50 | AVDE | Avantis International Equity | — | -20.78% | Trim |
1–50 of 200
Filing History
FAQ
What is Your Advocates Ltd., LLP and what type of investor is it?
Your Advocates Ltd., LLP is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $349.9M, spread across 210 disclosed positions.
What are Your Advocates Ltd., LLP's largest equity positions?
Based on the latest 13F filing, Your Advocates Ltd., LLP's top holdings by market value are:
1. Dimensional US Core Eq 1 ETF (DCOR) — $86.0M (24.6%)
2. Dimensional International Co (DFIC) — $46.0M (13.1%)
3. Dimensional Emrg Mrkt Core (DFEM) — $34.0M (9.7%)
4. Dimensional US Small Cap ETF (DFAS) — $28.6M (8.2%)
5. Schwab Intermediate-term US (SCHR) — $26.1M (7.5%)
What changes did Your Advocates Ltd., LLP make in its most recent portfolio filing?
In the latest reported quarter, Your Advocates Ltd., LLP made 123 notable position adjustments: 18 new positions were initiated, 40 existing holdings were added to, 36 positions were partially reduced, and 29 were completely exited. The largest of these moves: Sold out: Monopar Therapeutics Inc (MNPR); Sold out: Ishares S&p 500 Value ETF (IVE); Sold out: Ishares S&p 500 Growth ETF (IVW); New buy: Rocket Lab Corporation (RKLB); New buy: Prologis, Inc.
What sectors does Your Advocates Ltd., LLP focus on?
Your Advocates Ltd., LLP is concentrated in the following sectors based on its current disclosed equity portfolio:
• Energy: 50.2%
• Information Technology: 25.8%
• Industrials: 7.8%
• Consumer Discretionary: 5.2%
• Financials: 4.0%
• Consumer Staples: 2.2%
Investment Profile
Your Advocates Ltd., LLP returned an annualized 16.9% over the trailing 36 months — outperforming the S&P 500 by 4.0 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.60 (less volatile than the market) and a 44% quarterly batting average against the index.
Its portfolio is moderately concentrated and long-term-holding, with 50.2% of the portfolio concentrated in Energy.
It has added to its DCOR position over the past two quarters (+$12.5M, now $86.0M), while trimming BOND over the same stretch (-$970.9K, still holding $112.5K).
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