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CIK: 0001774437
Total reported value
$349.9M
$349.9M
232 檔
57.5%
The Q1 2026 SEC filing reveals that Your Advocates Ltd., LLP held a total portfolio value of $349.9M, covering 232 public equity positions.
Your Advocates Ltd., LLP executed strategic sector rebalancing during Q1 2026, establishing 25 new positions while fully exiting 28 holdings and trimming 31 positions.
In terms of portfolio concentration, the top 5 core holdings (including DCOR, DFIC, DFEM) accounted for 57.5% of total reported equity market value during Q1 2026.
Showing top 200 holdings (of 232 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 23.37% | +1.21% | +6.47% | |
| 2 | DFIC | Dimensional International Co | ETF-Other | 13.55% | -0.41% | +2.74% | |
| 3 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 9.24% | +0.49% | +1.11% | |
| 4 | SCHR | Schwab Intermediate-term US | ETF-Other | 7.62% | -0.15% | +15.11% | |
| 5 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 7.52% | +0.66% | +5.16% | |
| 6 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 6.98% | -0.14% | +9.05% | |
| 7 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 6.52% | +0.19% | +2.98% | |
| 8 | GLD | Spdr Gold Shares | ETF-Commodities | 5.76% | -1.11% | -1.92% | |
| 9 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 5.07% | -0.09% | +5.52% | |
| 10 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 3.68% | -0.12% | +2.47% | |
| 11 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 2.59% | -0.15% | +1.58% | |
| 12 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 2.08% | +0.18% | +3.43% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 0.95% | -0.23% | +0.26% | |
| 14 | COP | Conocophillips | Stock-Energy | 0.80% | -0.26% | +14.27% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.47% | -0.01% | +8.32% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 0.43% | +0.03% | -0.43% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.38% | +0.03% | +257.02% | |
| 18 | AHLT | American Beacon Ahl Trend | ETF-Other | 0.24% | +0.04% | +27.96% | |
| 19 | UAPR | Innovator U.s. Equity Ultra | ETF-Other | 0.17% | — | — | |
| 20 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.15% | — | +0.25% | |
| 21 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.14% | +0.01% | — | |
| 22 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.12% | +0.01% | +0.02% | |
| 23 | FLIA | Franklin International Aggre | ETF-Other | 0.10% | — | -4.65% | |
| 24 | ACM | Aecom | Stock-Industrials | 0.10% | -0.03% | -8.75% | |
| 25 | DEM | Wisdomtree Emerging Markets | ETF-Emerging Markets | 0.07% | — | -7.95% | |
| 26 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.06% | -0.03% | -80.80% | |
| 27 | MNPR | Monopar Therapeutics Inc | Stock-Other | 0.06% | -0.06% | EXIT | |
| 28 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.06% | — | — | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.05% | — | -5.45% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.05% | — | -7.24% | |
| 31 | SLB | Slb LTD | Stock-Energy | 0.05% | -0.01% | — | |
| 32 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.05% | — | — | |
| 33 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.05% | -0.02% | — | |
| 34 | SUSL | Ishares Esg Msci USA Leaders | ETF-Other | 0.05% | — | +166.35% | |
| 35 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.05% | +0.01% | +17.96% | |
| 36 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.04% | -0.04% | EXIT | |
| 37 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.04% | -0.04% | EXIT | |
| 38 | FTI | TechnipFMC plc | Stock-Energy | 0.04% | -0.04% | — | |
| 39 | FDX | Fedex CORP | Stock-Industrials | 0.04% | -0.01% | — | |
| 40 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 0.03% | — | — | |
| 41 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.03% | — | -16.72% | |
| 42 | AEP | American Electric Power Company, Inc. | Stock-Utilities | 0.03% | +0.01% | — | |
| 43 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 0.03% | — | +561.76% | |
| 44 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.03% | — | +1.51% | |
| 45 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.03% | — | +35.21% | |
| 46 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.03% | — | +32.28% | |
| 47 | ALL | Allstate CORP | Stock-Financials | 0.03% | — | — | |
| 48 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.02% | — | — | |
| 49 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.02% | — | +8.85% | |
| 50 | GEV | GE Vernova Inc | Stock-Industrials | 0.02% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHR | Schwab Intermediate-term US | +0.5% | +15.11% | Add |
| 2 | COP | Conocophillips | +0.3% | +14.27% | Add |
| 3 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | +257.02% | Add |
| 4 | XOM | Exxon Mobil CORP | +0.2% | +0.26% | Add |
| 5 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.1% | +2.47% | Add |
| 6 | SPIB | Ss Spdr P Int C CORP ETF | +0.1% | +9.05% | Add |
| 7 | AHLT | American Beacon Ahl Trend | +0.1% | +27.96% | Add |
| 8 | SUSL | Ishares Esg Msci USA Leaders | 0% | +166.35% | Add |
| 9 | SPTS | Ss Spdr P St Term Tsy ETF | 0% | +561.76% | Add |
| 10 | DFAS | Dimensional US Small Cap ETF | 0% | +5.16% | Add |
| 11 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | 0% | +1.58% | Add |
| 12 | FTI | TechnipFMC plc | 0% | — | Unchanged |
| 13 | MPC | Marathon Petroleum CORP | 0% | — | Unchanged |
| 14 | SLB | Slb LTD | 0% | — | Unchanged |
| 15 | IWP | Ishares Russell Mid-cap Grow | 0% | +2866.67% | Add |
| 16 | FDX | Fedex CORP | 0% | — | Unchanged |
| 17 | VT | Vanguard Tot World Stk ETF | 0% | +17.96% | Add |
| 18 | DIA | Ss Spdr Dow Jones Indus Avg | 0% | +35.21% | Add |
| 19 | IWM | Ishares Russell 2000 ETF | 0% | +32.28% | Add |
| 20 | ESML | Ishares Esg Aware Msci USA S | — | +99.15% | Add |
| 21 | GEV | GE Vernova Inc | — | — | Unchanged |
| 22 | DOW | Dow Inc. | — | — | Unchanged |
| 23 | AGG | Ishares Core U.s. Aggregate | — | -17.60% | Trim |
| 24 | CTVA | Corteva Inc | — | — | Unchanged |
| 25 | GOVT | Ishares US Treasury Bond ETF | — | -39.63% | Trim |
| 26 | CQP | Cheniere Energy Partners LP | — | — | Unchanged |
| 27 | XOP | Ss Spdr S&p Og Exp & Prod | — | — | Unchanged |
| 28 | KEYS | Keysight Technologies In | — | — | Unchanged |
| 29 | ESGD | Ishares Trust Ishares Esg Aw | — | -16.72% | Trim |
| 30 | AMZN | Amazon.com Inc | — | +1.51% | Add |
| 31 | BSVO | EA Bridgeway Omni Sm-Cp Val | — | — | Unchanged |
| 32 | DELL | Dell Technologies Inc. | — | — | Unchanged |
| 33 | KO | Coca-cola Co/the | — | — | Unchanged |
| 34 | A | Agilent Technologies Inc | — | — | Unchanged |
| 35 | SPTI | Ss Spdr P Int Term Tsy ETF | — | +8.85% | Add |
| 36 | GRMN | Garmin Ltd. | — | — | Unchanged |
| 37 | COST | Costco Wholesale CORP | — | — | Unchanged |
| 38 | NVDA | Nvidia CORP | — | -4.70% | Trim |
| 39 | CAT | Caterpillar Inc | — | — | Unchanged |
| 40 | DEM | Wisdomtree Emerging Markets | — | -7.95% | Trim |
| 41 | IAUUSD | Ishares Gold Trust | — | -1.57% | Trim |
| 42 | PEP | Pepsico Inc | — | +0.87% | Add |
| 43 | DUK | Duke Energy Corporation | — | — | Unchanged |
| 44 | ✓ | Rail Vision LTD | — | -96.67% | Trim |
| 45 | FIS | Fidelity National Info Serv | — | -17.22% | Trim |
| 46 | AVGO | Broadcom Inc | — | — | Unchanged |
| 47 | PXF | Invesco Ftse Rafi Developed | — | — | Unchanged |
| 48 | OPPJ | Wisdomtree Japan Opportuniti | — | — | Unchanged |
| 49 | SUSB | Ishares Esg Aware 1-5 Year U | — | -24.95% | Trim |
| 50 | CRWD | Crowdstrike Holdings Inc - A | — | -10.71% | Trim |
According to official SEC Form 13F filings, Your Advocates Ltd., LLP reported a total U.S. public equity portfolio value of $349.9M across 232 disclosed positions in Q1 2026.
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Top New Position Initiated
VXUS
市值: $467.3K
Top Position Liquidated / Trimmed
HAL
前期市值: $294.4K
During Q1 2026, Your Advocates Ltd., LLP's top holdings by market value included DCOR (23.4%)、DFIC (13.6%)、DFEM (9.2%). The largest single position, DCOR, represented 23.4% of total portfolio value.
In Q1 2026, Your Advocates Ltd., LLP made 120 total portfolio adjustments, initiating 25 new buys, adding to 36 positions, trimming 31 holdings, and fully liquidating 28 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.
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