13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001774437
Total reported value
$349.9M
$349.9M
239 檔
54.0%
In Q4 2025, Your Advocates Ltd., LLP's U.S. equity holdings reached a combined market value of $349.9M, distributed across 239 disclosed stock positions.
Your Advocates Ltd., LLP executed strategic sector rebalancing during Q4 2025, establishing 8 new positions while fully exiting 1 holdings and trimming 21 positions.
Showing top 200 holdings (of 239 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 23.99% | +1.21% | -0.93% | |
| 2 | DFIC | Dimensional International Co | ETF-Other | 13.69% | -0.41% | -0.14% | |
| 3 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 9.37% | +0.49% | -0.89% | |
| 4 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 7.50% | +0.66% | +1.07% | |
| 5 | SCHR | Schwab Intermediate-term US | ETF-Other | 7.13% | -0.15% | +6.60% | |
| 6 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 6.91% | -0.14% | +0.93% | |
| 7 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 6.62% | +0.19% | -1.83% | |
| 8 | GLD | Spdr Gold Shares | ETF-Commodities | 5.79% | -1.11% | -5.79% | |
| 9 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 5.16% | -0.09% | +5.36% | |
| 10 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 3.55% | -0.12% | -1.29% | |
| 11 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 2.57% | -0.15% | -0.80% | |
| 12 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 2.09% | +0.18% | -0.07% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 0.72% | -0.23% | +0.48% | |
| 14 | COP | Conocophillips | Stock-Energy | 0.53% | -0.26% | — | |
| 15 | AAPL | Apple Inc | Stock-Tech | 0.50% | +0.03% | -3.45% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.49% | -0.01% | -10.80% | |
| 17 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.35% | -0.03% | -6.89% | |
| 18 | AHLT | American Beacon Ahl Trend | ETF-Other | 0.19% | +0.04% | -23.51% | |
| 19 | UAPR | Innovator U.s. Equity Ultra | ETF-Other | 0.18% | — | — | |
| 20 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.17% | — | +7.88% | |
| 21 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.13% | +0.01% | -9.32% | |
| 22 | ACM | Aecom | Stock-Industrials | 0.13% | -0.03% | — | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.12% | +0.03% | +0.75% | |
| 24 | FLIA | Franklin International Aggre | ETF-Other | 0.12% | — | -6.80% | |
| 25 | HAL | Halliburton Co | Stock-Energy | 0.10% | — | — | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.08% | — | +7.76% | |
| 27 | DEM | Wisdomtree Emerging Markets | ETF-Emerging Markets | 0.07% | — | -3.53% | |
| 28 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.07% | +0.02% | — | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.06% | — | — | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.06% | — | -14.85% | |
| 31 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.06% | — | — | |
| 32 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.04% | +0.01% | +6.02% | |
| 33 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.04% | — | +20.08% | |
| 34 | SLB | Slb LTD | Stock-Energy | 0.04% | -0.01% | -13.32% | |
| 35 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.04% | -0.02% | — | |
| 36 | AEP | American Electric Power Company, Inc. | Stock-Utilities | 0.04% | +0.01% | — | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.03% | — | -1.07% | |
| 38 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 0.03% | — | — | |
| 39 | FDX | Fedex CORP | Stock-Industrials | 0.03% | -0.01% | — | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.03% | -0.01% | -74.83% | |
| 41 | TOST | Toast Inc-class A | Stock-Tech | 0.03% | — | +4.50% | |
| 42 | MCO | Moody's CORP | Stock-Financials | 0.03% | — | -32.41% | |
| 43 | ALL | Allstate CORP | Stock-Financials | 0.03% | — | — | |
| 44 | HPE | Hewlett Packard Enterprise Company | Stock-Tech | 0.03% | — | — | |
| 45 | FTI | TechnipFMC plc | Stock-Energy | 0.03% | -0.04% | +8095.24% | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.02% | — | -10.41% | |
| 47 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.02% | — | +204.83% | |
| 48 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.02% | -0.02% | EXIT | |
| 49 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.02% | — | — | |
| 50 | CIM | Chimera Investment Corporation | Stock-Other | 0.02% | — | — |
According to official SEC Form 13F filings, Your Advocates Ltd., LLP reported a total U.S. public equity portfolio value of $349.9M across 239 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DCOR, DFIC, DFEM) accounted for 54.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
DFSI
市值: $62.6K
Top Position Liquidated / Trimmed
RBLX
前期市值: $69.3K
During Q4 2025, Your Advocates Ltd., LLP's top holdings by market value included DCOR (24.0%)、DFIC (13.7%)、DFEM (9.4%). The largest single position, DCOR, represented 24.0% of total portfolio value.
In Q4 2025, Your Advocates Ltd., LLP made 42 total portfolio adjustments, initiating 8 new buys, adding to 12 positions, trimming 21 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.