Your Advocates Ltd., LLP

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1774437
Institutional-grade research for retail investors

13F Reported Value

$327.9M

Holdings

232

Latest Filing

2026-03-31

Filing Quarter

Q1 2026

Portfolio Overview

Your Advocates Ltd., LLP disclosed 232 positions worth $327.9M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 24 new positions and exited 33 and a full exit from $HAL. The portfolio is most concentrated in Other (85.8% of disclosed assets). All figures are sourced directly from Your Advocates Ltd., LLP’s Form 13F-HR filing with the SEC under CIK 1774437.

Sector Allocation

OtherFinancialsTechnologyEnergyIndustrialsConsumer Discretionary

AUM History

Top Equity Holdings by Value

Quarterly Activity — Q1 2026

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Top Holdings

AI Quality Scored
  • Dimensional US Core

    Quality

    $76.6M1,063,042 sh
  • Dimensional ETF Int'l Core Equity 2

    Quality

    $44.4M1,250,586 sh
  • Dimensional ETF Emerg. Markets Core Equity

    Quality

    $30.3M877,152 sh
  • Schwab Intermediate Term US Treas

    Quality

    $25.0M1,002,894 sh
  • Dimensional US Small Cap ETF

    Quality

    $24.7M346,808 sh
  • SPDR Intermediate Term Corporate

    Quality

    $22.9M682,626 sh
  • Schwab Fundamental US Large Company ETF

    Quality

    $21.4M768,156 sh
  • $18.9M43,919 sh
  • $16.6M211,843 sh
  • Schwab Fundamental Intl Lg Co ETF

    Quality

    $12.1M246,557 sh

Unlock AI quality scores for every holding

32-signal composite ranking on each of Your Advocates Ltd., LLP's 232 positions.

Showing top 10 of 232 holdings.

Sector Allocation

Other

$281.2M

Financials

$19.6M

Technology

$19.3M

Energy

$6.2M

Industrials

$671,762

Consumer Discretionary

$303,429

Healthcare

$250,049

Consumer Staples

$221,494

Full Holdings — Your Advocates Ltd., LLP (Q1 2026)

All 232 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#TickerCompanyValueWeightQoQQuality
1Dimensional US Core$76.6M23.4%+6%
2Dimensional ETF Int'l Core Equity 2$44.4M13.6%+3%
3Dimensional ETF Emerg. Markets Core Equity$30.3M9.2%+1%
4Schwab Intermediate Term US Treas$25.0M7.6%+15%
5Dimensional US Small Cap ETF$24.7M7.5%+5%
6SPDR Intermediate Term Corporate$22.9M7.0%+9%
7Schwab Fundamental US Large Company ETF$21.4M6.5%+3%
8GLD$GLDSPDR GOLD TRUST$18.9M5.8%-2%
9META$METAMeta Platforms, Inc.$16.6M5.1%+6%80.9
10Schwab Fundamental Intl Lg Co ETF$12.1M3.7%+2%
11Schwab Fundamental Emerg Mkts Lg Co ETF$8.5M2.6%+2%
12Schwab Fundamental US Small Company ETF$6.8M2.1%+3%
13XOM$XOMEXXON MOBIL CORP$3.1M0.9%+0%61.8
14COP$COPCONOCOPHILLIPS$2.6M0.8%+14%74.8
15SPY$SPYSPDR S&P 500 ETF TRUST$1.5M0.5%+8%
16AAPL$AAPLApple Inc.$1.4M0.4%-0%76.1
17Vanguard Total Stock Mkt$1.2M0.4%+257%
18American Beacon AHL Trend ETF$779,6400.2%+28%
19Innovator US Equity$554,6760.2%+0%
20Schwab US Broad Market$490,6260.1%+0%
21VANGUARD STAR FD TL INTL STK F ETF$467,3140.1%NEW
22Schwab US Large Cap ETF$393,6780.1%+0%
23Franklin Liberty International Aggregate Bond ETF$340,1050.1%-5%
24ACM$ACMAECOM$318,2450.1%-9%58.2
25WT$WTWisdomTree, Inc.$223,9530.1%-8%62.9
26Pimco Active Bond ETF$206,2760.1%-81%
27MNPR$MNPRMonopar Therapeutics$183,2180.1%NEW
28Ishares Core Msci Eafe$181,5130.1%+0%
29MSFT$MSFTMICROSOFT CORP$179,9840.1%-5%83.7
30Vanguard S&P 500 ETF SHS$168,7020.1%-7%
31SLB$SLBSLB LIMITED/NV$167,2230.1%+0%63.2
32TSLA$TSLATesla, Inc.$163,5700.1%+0%50.1
33MPC$MPCMarathon Petroleum Corp$161,8910.1%+0%50.7
34iShares ESG MSCI USA Leaders ETF$161,0080.1%+166%
35DOV$DOVDOVER Corp$158,1460.1%+18%63.1
36Ishares S&P 500 Value$145,0600.0%NEW
37Ishares S&P 500 Growth$125,6650.0%NEW
38FTI$FTITechnipFMC plc$118,9730.0%+0%
39FDX$FDXFEDEX CORP$117,8960.0%+0%60.3
40Ea Bridgeway Omni Sml$105,6150.0%+0%
41iShares Core S&P Total US Stock Mkt ETF$103,5470.0%-17%
42GE$GEGENERAL ELECTRIC CO$99,3200.0%+0%74.8
43SPDR Short Term Treasury ETF$98,4830.0%+562%
44AMZN$AMZNAMAZON COM INC$97,8870.0%+2%74.6
45Spdr Dow Jones Indl Avg$88,9650.0%+35%
46IShares Russell 2000$83,3280.0%+32%
47ALL$ALLALLSTATE CORP$82,9360.0%+0%76.6
48KO$KOCOCA COLA CO$81,6020.0%+0%74
49SPDR Series Trust Portfolio Intermediate Term ETF$78,9300.0%+9%
50GEV$GEVGE Vernova Inc.$75,9420.0%+0%70.1
51AMERICAN CENTURY INVESTMENTS A VANTIS US SML CP VA$74,8990.0%NEW
52MCO$MCOMOODYS CORP /DE/$74,5990.0%+0%81.3
53IAU$IAUISHARES GOLD TRUST$72,0270.0%-2%
54Avantis International$69,3990.0%+0%
55TOST$TOSTToast, Inc.$69,1380.0%+4%69.5
56CTVA$CTVACorteva, Inc.$67,8050.0%+0%48.4
57HPQ$HPQHP INC$66,7160.0%+0%58.9
58Ishares Tr Barclays Fund$61,3490.0%-18%
59FTSE RAFI Internat'l Dev Mkts$60,1140.0%+0%
60AGQ$AGQProShares Trust II$56,7400.0%NEW
61WT$WTWisdomTree, Inc.$55,7010.0%NEW62.9
62Ishares Core Msci$55,4510.0%+0%
63iShares ESG Aware MSCI EAFE ETF$54,7990.0%-17%
64PEP$PEPPEPSICO INC$54,2220.0%+1%62.7
65HD$HDHOME DEPOT, INC.$48,0180.0%+0%69.2
66GRMN$GRMNGARMIN LTD$46,4020.0%+0%
67ADP$ADPAUTOMATIC DATA PROCESSING INC$46,1220.0%+0%77.9
68iShare ESG Aware MSCI$44,2180.0%+99%
69FTSE RAFI US 1500 Small Cap$43,8520.0%-17%
70WFC$WFCWELLS FARGO & COMPANY/MN$43,7860.0%+0%
71SHOP$SHOPSHOPIFY INC.$42,7030.0%-6%
72SAP$SAPSAP SE$42,4330.0%+0%
73Schwab Emerging Markets Equity ETF$41,5170.0%+0%
74CQP$CQPCheniere Energy Partners, L.P.$41,1450.0%+0%74.1
75UNH$UNHUNITEDHEALTH GROUP INC$40,5890.0%+0%66.8
76Spdr S&P Oil & Gas Expl & Prod$40,3660.0%+0%
77COST$COSTCOSTCO WHOLESALE CORP /NEW$39,8570.0%+0%67
78KEYS$KEYSKeysight Technologies, Inc.$39,5320.0%+0%72.3
79iShares Core S&P 500 ETF$38,9440.0%-55%
80NVDA$NVDANVIDIA CORP$38,8910.0%-5%90.2
81DD$DDDuPont de Nemours, Inc.$37,1440.0%+0%31.1
82Vanguard Mid Cap ETF$35,6100.0%+0%
83Dimensnl Interntl Sus$34,9800.0%-43%
84iShares Russell Mid Cap$34,2080.0%+2867%
85AVGO$AVGOBroadcom Inc.$34,0460.0%+0%86.4
86A$AAGILENT TECHNOLOGIES, INC.$33,7380.0%+0%64.6
87DELL$DELLDell Technologies Inc.$32,8260.0%+0%76
88IVZ$IVZInvesco Ltd.$31,9280.0%NEW
89DOW$DOWDOW INC.$31,2380.0%+0%38
90Fidelity Enhanced$30,9880.0%NEW
91Vanguard Value$30,4110.0%+0%
92IVZ$IVZInvesco Ltd.$28,7540.0%NEW
93SPDR Portfolio Emerging Markets ETF$28,6620.0%+0%
94Jpmorgn Hedgd Eqty Lad$28,5680.0%NEW
95Vanguard Small Cap Etf$28,5490.0%+0%
96Ishares Core S&P Small$28,2180.0%+0%
97Vanguard MSCI EAFE ETF$28,1950.0%-64%
98RVSN$RVSNRail Vision Ltd.$27,5970.0%-97%
99MCD$MCDMCDONALDS CORP$27,5040.0%+0%73.9
100URI$URIUNITED RENTALS, INC.$26,9570.0%+0%70.7
101QCOM$QCOMQUALCOMM INC/DE$25,7560.0%NEW81.9
102FTSE RAFI 1000 US Lg Cap$25,3330.0%+0%
103CAT$CATCATERPILLAR INC$24,7960.0%+0%67.8
104WT$WTWisdomTree, Inc.$24,1360.0%+0%62.9
105Fidelity Total Bond Etf$22,9010.0%NEW
106YSS$YSSYork Space Systems Inc.$22,1700.0%NEW
107SBUX$SBUXSTARBUCKS CORP$21,5020.0%+0%54.6
108WMT$WMTWalmart Inc.$20,8790.0%+0%63.2
109UNP$UNPUNION PACIFIC CORP$20,6230.0%+0%74
110iShares Trust US Treasury Bond ETF$20,0000.0%-40%
111Schwab International Equity ETF$19,4540.0%+0%
112APH$APHAMPHENOL CORP /DE/$18,9530.0%+0%80.5
113iShares ESG U.S. Aggregate Bond ETF$17,9560.0%+0%
114YUM$YUMYUM BRANDS INC$17,8090.0%+1%71.7
115FTSE RAFI Emerg Mkts$17,6260.0%+0%
116Dimensional World Equity$16,8960.0%NEW
117Vanguard Mega Cap Growth$16,5350.0%+0%
118CAG$CAGCONAGRA BRANDS INC.$16,0120.0%+2%48.2
119DFA Emerging Mkts Value ETF$15,2780.0%+0%
120Gmo International Value$13,4050.0%NEW
121CLS$CLSCELESTICA INC$12,6560.0%+0%69
122iShares S&P Euro$11,0740.0%+0%
123AME$AMEAMETEK INC/$10,7180.0%+0%74.2
124Vanguard Mid Cap Value$10,6880.0%+0%
125NFLX$NFLXNETFLIX INC$10,5770.0%+0%86.7
126TRV$TRVTRAVELERS COMPANIES, INC.$10,2090.0%+0%71.5
127iShares ESG 1-5 Year USD Corporate Bond ETF$10,1680.0%-25%
128RSG$RSGREPUBLIC SERVICES, INC.$9,8560.0%+0%72
129CRWD$CRWDCrowdStrike Holdings, Inc.$9,7600.0%-11%55
130MS$MSMORGAN STANLEY$9,2160.0%+0%
131TSCO$TSCOTRACTOR SUPPLY CO /DE/$9,0600.0%+0%60.7
132TEM$TEMTempus AI, Inc.$9,0440.0%-33%38.2
133OXY$OXYOCCIDENTAL PETROLEUM CORP /DE/$8,8400.0%-97%66.3
134USB$USBUS BANCORP DE$8,5820.0%+0%71.4
135Vanguard Total World$8,4750.0%NEW
136First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund$8,0150.0%+0%
137VIK$VIKViking Holdings Ltd$7,3480.0%+0%
138SYK$SYKSTRYKER CORP$6,5720.0%+0%69.8
139ITW$ITWILLINOIS TOOL WORKS INC$6,5070.0%+0%71.2
140Equitable Resources Inc$6,3640.0%+0%
141AMGN$AMGNAMGEN INC$6,3330.0%+0%79.5
142ATR$ATRAPTARGROUP, INC.$6,3010.0%+0%64
143ASTS$ASTSAST SpaceMobile, Inc.$6,2150.0%+23%29.6
144XYL$XYLXylem Inc.$5,9750.0%+0%65.6
145CGNX$CGNXCOGNEX CORP$5,9280.0%+0%63.6
146FIS$FISFidelity National Information Services, Inc.$5,8640.0%-17%69.6
147GOOG$GOOGAlphabet Inc.$5,7370.0%+0%80.2
148YUMC$YUMCYum China Holdings, Inc.$5,5920.0%+1%65.2
149ASML$ASMLASML HOLDING NV$5,2830.0%NEW
150Rbb Fd Tr Mufg Japan$5,1010.0%NEW
151WT$WTWisdomTree, Inc.$5,0010.0%NEW62.9
152TMO$TMOTHERMO FISHER SCIENTIFIC INC.$4,9150.0%+0%63.7
153SNPS$SNPSSYNOPSYS INC$4,7580.0%+0%63.1
154VRSK$VRSKVerisk Analytics, Inc.$4,7440.0%+0%77.3
155DHR$DHRDANAHER CORP /DE/$4,7400.0%+0%63.9
156CPNG$CPNGCoupang, Inc.$4,7200.0%+0%56.4
157Invesco ETF D TR WILDERHIL CLAN ETF$4,1370.0%+0%
158Schwab U.S. Large-Cap$3,7520.0%NEW
159NOW$NOWServiceNow, Inc.$3,6590.0%+40%76
160DXC$DXCDXC Technology Co$3,6080.0%+0%52.1
161UBER$UBERUber Technologies, Inc$3,5970.0%NEW79.3
162GPC$GPCGENUINE PARTS CO$3,5400.0%+0%54.2
163LULU$LULUlululemon athletica inc.$3,3680.0%+0%62.9
164AXP$AXPAMERICAN EXPRESS CO$3,1010.0%+0%73.2
165ANET$ANETArista Networks, Inc.$3,0700.0%+0%86
166AUPH$AUPHAurinia Pharmaceuticals Inc.$2,9640.0%+0%73.3
167GEHC$GEHCGE HealthCare Technologies Inc.$2,9180.0%+0%58.2
168SPOT$SPOTSpotify Technology S.A.$2,9090.0%-40%
169FISV$FISVFISERV INC$2,7900.0%+0%67.4
170TTWO$TTWOTAKE TWO INTERACTIVE SOFTWARE INC$2,7650.0%-36%47.2
171DXCM$DXCMDEXCOM INC$2,7630.0%+0%77.9
172PLUG$PLUGPLUG POWER INC$2,6780.0%+0%18.8
173ASC$ASCArdmore Shipping Corp$2,5320.0%+0%52.7
174VLTO$VLTOVeralto Corp$2,4760.0%+0%74.4
175YMM$YMMFull Truck Alliance Co. Ltd.$2,4220.0%+0%
176Infineon Tech Ag$2,2610.0%+0%
177TRMB$TRMBTRIMBLE INC.$2,2180.0%+0%52.1
178LUNR$LUNRIntuitive Machines, Inc.$2,1340.0%+20%39.2
179SO$SOSOUTHERN CO$1,9570.0%+0%65.1
180DNLI$DNLIDenali Therapeutics Inc.$1,9200.0%+0%
181NCLH$NCLHNorwegian Cruise Line Holdings Ltd.$1,8700.0%+0%
182LMT$LMTLOCKHEED MARTIN CORP$1,8130.0%+50%65
183DIS$DISWalt Disney Co$1,7350.0%+0%68.9
184RGR$RGRSTURM RUGER & CO INC$1,6840.0%+0%35.7
185Defiance Next Gen$1,6480.0%+20%
186POOL$POOLPOOL CORP$1,6190.0%+0%56.3
187WFRD$WFRDWeatherford International plc$1,6080.0%+0%
188CNC$CNCCENTENE CORP$1,5390.0%+0%52.7
189LIN$LINLINDE PLC$1,5240.0%+0%
190STZ$STZCONSTELLATION BRANDS, INC.$1,5000.0%+0%65
191COIN$COINCoinbase Global, Inc.$1,3970.0%+167%68
192NRG$NRGNRG ENERGY, INC.$1,3150.0%+0%59.5
193GXO$GXOGXO Logistics, Inc.$1,1930.0%+0%51.9
194FBIN$FBINFortune Brands Innovations, Inc.$1,1300.0%+0%48.7
195INDI$INDIindie Semiconductor, Inc.$1,0300.0%-41%23.5
196RLAY$RLAYRelay Therapeutics, Inc.$9950.0%+0%12.7
197PINS$PINSPINTEREST, INC.$9170.0%+0%62
198T-Rex 2x Inverse Tesla Daily Target EFT$8580.0%+0%
199INTC$INTCINTEL CORP$8380.0%-72%41.5
200SMCI$SMCISuper Micro Computer, Inc.$7970.0%+40%61.9
201IBN$IBNICICI BANK LTD$7770.0%+0%
202ENB$ENBENBRIDGE INC$6500.0%NEW
203CVX$CVXCHEVRON CORP$6210.0%NEW54.7
204NFE$NFENew Fortress Energy Inc.$5900.0%NEW17.3
205NAUT$NAUTNautilus Biotechnology, Inc.$5820.0%+0%
206Ishares Msci Brazil Indx$5760.0%-87%
207AIRG$AIRGAIRGAIN INC$5500.0%+0%19.2
208KMX$KMXCARMAX INC$4160.0%+0%54.1
209FBTC$FBTCFidelity Wise Origin Bitcoin Fund$3540.0%+0%
210BRCC$BRCCBRC Inc.$3530.0%+0%32.3
211BVN$BVNBUENAVENTURA MINING CO INC$2520.0%NEW
212MBC$MBCMasterBrand, Inc.$2410.0%+0%41.5
213ZION$ZIONZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$2370.0%+33%57.8
214MMYT$MMYTMakeMyTrip Ltd$2240.0%+0%
215ZKIN$ZKINZK International Group Co., Ltd.$2200.0%+0%
216CTSO$CTSOCytosorbents Corp$1430.0%+0%19.5
217AEVA$AEVAAeva Technologies, Inc.$1320.0%+0%22.8
218Schwab US Dividend$1240.0%-80%
219Ishares Esg Msci Kld 400$1220.0%+0%
220Vanguard Esg US Stock$1130.0%+0%
221Azure Pwr Global Ltd$1000.0%+0%
222SDRL$SDRLSEADRILL Ltd$910.0%+0%
223SGML$SGMLSigma Lithium Corp$860.0%+0%
224SERV$SERVServe Robotics Inc. /DE/$840.0%+0%26
225VTRS$VTRSViatris Inc$810.0%+0%47.1
226DPRO$DPRODraganfly Inc.$590.0%+0%26.2
227KD$KDKyndryl Holdings, Inc.$390.0%+0%46
228FUBO$FUBOFuboTV Inc.$380.0%-92%45.7
229Ishares Global Clean$180.0%+0%
230RDHL$RDHLRedHill Biopharma Ltd.$140.0%+0%
231NLY$NLYANNALY CAPITAL MANAGEMENT INC$90.0%NEW
232NVVE$NVVENuvve Holding Corp.$10.0%+0%9.9

New Positions (24)

VANGUARD STAR FD TL INTL STK F ETF$467,314
MNPR$MNPR Monopar Therapeutics$183,218
Ishares S&P 500 Value$145,060
Ishares S&P 500 Growth$125,665
AMERICAN CENTURY INVESTMENTS A VANTIS US SML CP VA$74,899
AGQ$AGQ ProShares Trust II$56,740
IVZ$IVZ Invesco Ltd.$31,928
Fidelity Enhanced$30,988
IVZ$IVZ Invesco Ltd.$28,754
Jpmorgn Hedgd Eqty Lad$28,568
QCOM$QCOM QUALCOMM INC/DE$25,756
Fidelity Total Bond Etf$22,901
YSS$YSS York Space Systems Inc.$22,170
Dimensional World Equity$16,896
Gmo International Value$13,405

Exited Positions (33)

HAL$HAL HALLIBURTON CO
CIM$CIM CHIMERA INVESTMENT CORP
RKLB$RKLB Rocket Lab Corp
Vanguard Health Care
Sector Spdr Engy Select
Vanguard Msci Emerging
Vanguard S&P Small Cap
Schwab US TIPS ETF
Sector Spdr Tr Con Stpls
Spdr S&P Regional
Vanguard Intermediate
Sector Spdr Fincl Select
MGY$MGY Magnolia Oil & Gas Corp
EOG$EOG EOG RESOURCES INC
Ark Innovation ETF

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