Your Advocates Ltd., LLP
13F Reported Value
ⓘ$349.9M
Holdings
209
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Your Advocates Ltd., LLP disclosed 209 positions worth $349.9M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 18 new positions and exited 40 — including a new stake in $RKLB and a full exit from $MNPR. The portfolio is most concentrated in Other (87.4% of disclosed assets). All figures are sourced directly from Your Advocates Ltd., LLP’s Form 13F-HR filing with the SEC under CIK 1774437.
AI Fund Analysis
Stable
$META
$XOM.R34088Sector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
Dimensional US Core - COM
—Quality
$86.0M1,048,990 shDimensional ETF Int'l Core Equity 2 - COM
—Quality
$46.0M1,233,817 shDimensional ETF Emerg. Markets Core Equity - COM
—Quality
$34.0M837,466 shDimensional US Small Cap ETF - COM
—Quality
$28.6M347,763 shSchwab Intermediate Term US Treas - COM
—Quality
$26.1M1,059,412 shSPDR Intermediate Term Corporate - COM
—Quality
$23.9M715,395 shSchwab Fundamental US Large Company ETF - COM
—Quality
$23.5M754,822 sh- 79.6
Quality
$17.4M223,762 sh - —
Quality
$16.3M44,121 sh Schwab Fundamental Intl Lg Co ETF - COM
—Quality
$12.5M236,163 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Dimensional US Core - COM | — | $86.0M | 1,048,990 |
| Dimensional ETF Int'l Core Equity 2 - COM | — | $46.0M | 1,233,817 |
| Dimensional ETF Emerg. Markets Core Equity - COM | — | $34.0M | 837,466 |
| Dimensional US Small Cap ETF - COM | — | $28.6M | 347,763 |
| Schwab Intermediate Term US Treas - COM | — | $26.1M | 1,059,412 |
| SPDR Intermediate Term Corporate - COM | — | $23.9M | 715,395 |
| Schwab Fundamental US Large Company ETF - COM | — | $23.5M | 754,822 |
| Meta Platforms, Inc.$META | 79.6 | $17.4M | 223,762 |
 SPDR GOLD TRUST$GLD | — | $16.3M | 44,121 |
| Schwab Fundamental Intl Lg Co ETF - COM | — | $12.5M | 236,163 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Your Advocates Ltd., LLP's 209 positions.
Showing top 10 of 209 holdings.
Sector Allocation
Other
$305.9M
Technology
$20.4M
Financials
$16.9M
Energy
$4.8M
Industrials
$863,869
Consumer Discretionary
$388,727
Consumer Staples
$281,246
Real Estate
$94,478
Top Holdings — Your Advocates Ltd., LLP (Q2 2026)
Top 150 of 209 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | Dimensional US Core - COM | $86.0M | 24.6% | -1% | — |
| 2 | — | Dimensional ETF Int'l Core Equity 2 - COM | $46.0M | 13.1% | -1% | — |
| 3 | — | Dimensional ETF Emerg. Markets Core Equity - COM | $34.0M | 9.7% | -5% | — |
| 4 | — | Dimensional US Small Cap ETF - COM | $28.6M | 8.2% | +0% | — |
| 5 | — | Schwab Intermediate Term US Treas - COM | $26.1M | 7.5% | +6% | — |
| 6 | — | SPDR Intermediate Term Corporate - COM | $23.9M | 6.8% | +5% | — |
| 7 | — | Schwab Fundamental US Large Company ETF - COM | $23.5M | 6.7% | -2% | — |
| 8 | $META | Meta Platforms, Inc. | $17.4M | 5.0% | +6% | 79.6 |
| 9 | $GLD | SPDR GOLD TRUST | $16.3M | 4.7% | +0% | — |
| 10 | — | Schwab Fundamental Intl Lg Co ETF - COM | $12.5M | 3.6% | -4% | — |
| 11 | — | Schwab Fundamental Emerg Mkts Lg Co ETF - COM | $8.5M | 2.4% | -3% | — |
| 12 | — | Schwab Fundamental US Small Company ETF - COM | $7.9M | 2.3% | -1% | — |
| 13 | $XOM.R34088 | EXXON MOBIL CORP | $2.5M | 0.7% | +1% | 57.9 |
| 14 |  $COP | CONOCOPHILLIPS | $1.9M | 0.5% | -8% | 70.2 |
| 15 |  $AAPL | Apple Inc. | $1.6M | 0.5% | -0% | 76.4 |
| 16 |  $SPY | SPDR S&P 500 ETF TRUST | $1.6M | 0.5% | -9% | — |
| 17 | — | Vanguard Total Stock Mkt - COM | $1.4M | 0.4% | +0% | — |
| 18 | — | American Beacon AHL Trend ETF - COM | $972,979 | 0.3% | +22% | — |
| 19 | — | Innovator US Equity - COM | $583,598 | 0.2% | +0% | — |
| 20 | — | Schwab US Broad Market - COM | $535,232 | 0.1% | -5% | — |
| 21 | — | VANGUARD STAR FD TL INTL STK F ETF - COM | $520,454 | 0.1% | +0% | — |
| 22 | — | Schwab US Large Cap ETF - COM | $459,396 | 0.1% | +2% | — |
| 23 | — | Franklin Liberty International Aggregate Bond ETF - COM | $337,921 | 0.1% | -2% | — |
| 24 |  $ACM | AECOM | $261,890 | 0.1% | +0% | 47.1 |
| 25 |  $WT | WisdomTree, Inc. | $234,094 | 0.1% | -3% | 59.9 |
| 26 |  $DOV | DOVER Corp | $221,585 | 0.1% | +24% | 58.1 |
| 27 | — | Ishares Core Msci Eafe - COM | $205,136 | 0.1% | +6% | — |
| 28 | — | iShares ESG MSCI USA Leaders ETF - COM | $188,617 | 0.1% | +0% | — |
| 29 |  $MSFT | MICROSOFT CORP | $183,269 | 0.1% | +1% | 79.8 |
| 30 | — | Vanguard S&P 500 ETF SHS - COM | $181,022 | 0.1% | -6% | — |
| 31 |  $WFC | WELLS FARGO & COMPANY/MN | $165,904 | 0.1% | +265% | 61.8 |
| 32 |  $TSLA | Tesla, Inc. | $161,931 | 0.1% | -13% | 53.9 |
| 33 |  $SLB | SLB LIMITED/NV | $151,278 | 0.0% | +0% | 57.9 |
| 34 |  $GE | GENERAL ELECTRIC CO | $130,806 | 0.0% | +0% | 73.8 |
| 35 | — | Ea Bridgeway Omni Sml - COM | $121,518 | 0.0% | +0% | — |
| 36 | — | iShares Core S&P Total US Stock Mkt ETF - COM | $119,424 | 0.0% | +0% | — |
| 37 |  $MPC | Marathon Petroleum Corp | $114,284 | 0.0% | -33% | 61 |
| 38 |  $AMZN | AMAZON COM INC | $113,688 | 0.0% | +1% | 68.7 |
| 39 | — | SPDR Short Term Treasury ETF - COM | $112,994 | 0.0% | +15% | — |
| 40 | — | Pimco Active Bond ETF - COM | $112,513 | 0.0% | -45% | — |
| 41 |  $FDX | FEDEX CORP | $103,646 | 0.0% | +0% | 60.3 |
| 42 |  $GEV | GE Vernova Inc. | $102,213 | 0.0% | +0% | 81.1 |
| 43 | — | Spdr Dow Jones Indl Avg - COM | $100,640 | 0.0% | +1% | — |
| 44 | — | IShares Russell 2000 - COM | $100,050 | 0.0% | -1% | — |
| 45 |  $RKLB | Rocket Lab Corp | $98,702 | 0.0% | NEW | 39.9 |
| 46 |  $ALL | ALLSTATE CORP | $95,176 | 0.0% | +0% | 78.5 |
| 47 |  $PLD | Prologis, Inc. | $94,478 | 0.0% | NEW | 68.3 |
| 48 |  $KO | COCA COLA CO | $87,613 | 0.0% | +0% | 69.5 |
| 49 |  $DELL | Dell Technologies Inc. | $86,292 | 0.0% | +0% | 71.2 |
| 50 |  $TOST | Toast, Inc. | $83,683 | 0.0% | +15% | 69.5 |
| 51 | — | SPDR Series Trust Portfolio Intermediate Term ETF - COM | $78,186 | 0.0% | +0% | — |
| 52 |  $MCO | MOODYS CORP /DE/ | $77,449 | 0.0% | +0% | 79.1 |
| 53 |  $HPQ | HP INC | $76,198 | 0.0% | +0% | 59.3 |
| 54 |  $PG | PROCTER & GAMBLE Co | $75,855 | 0.0% | NEW | 64.6 |
| 55 |  $YUM | YUM BRANDS INC | $70,035 | 0.0% | +281% | 73.7 |
| 56 | — | Franklin BSP Capital Corp - COM | $70,020 | 0.0% | NEW | — |
| 57 |  $CTVA | Corteva, Inc. | $68,599 | 0.0% | +0% | 47.2 |
| 58 | — | Ishares Core Msci - COM | $65,858 | 0.0% | +0% | — |
| 59 |  $UNH | UNITEDHEALTH GROUP INC | $62,345 | 0.0% | +0% | 62.7 |
| 60 |  $NVDA | NVIDIA CORP | $60,627 | 0.0% | +36% | 85.9 |
| 61 | — | iShares ESG Aware MSCI EAFE ETF - COM | $59,292 | 0.0% | +1% | — |
| 62 | — | Avantis International - COM | $57,802 | 0.0% | -21% | — |
| 63 |  $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | $54,506 | 0.0% | +725% | 62.6 |
| 64 | — | FTSE RAFI US 1500 Small Cap - COM | $53,316 | 0.0% | +0% | — |
| 65 | — | iShare ESG Aware MSCI - COM | $52,606 | 0.0% | +0% | — |
| 66 |  $HD | HOME DEPOT, INC. | $51,491 | 0.0% | +0% | 60.3 |
| 67 |  $ADP | AUTOMATIC DATA PROCESSING INC | $50,837 | 0.0% | +0% | 69.8 |
| 68 |  $KEYS | Keysight Technologies, Inc. | $49,010 | 0.0% | +0% | 71.4 |
| 69 |  $PEP | PEPSICO INC | $47,788 | 0.0% | +1% | 63.4 |
| 70 |  $GRMN | GARMIN LTD | $47,508 | 0.0% | +0% | — |
| 71 | — | FTSE RAFI Internat'l Dev Mkts - COM | $43,644 | 0.0% | -33% | — |
| 72 |  $URI | UNITED RENTALS, INC. | $41,917 | 0.0% | +0% | 63.9 |
| 73 |  $AVGO | Broadcom Inc. | $41,553 | 0.0% | +0% | 84.5 |
| 74 |  $SHOP | SHOPIFY INC. | $41,105 | 0.0% | +0% | 64.9 |
| 75 | — | Vanguard Mid Cap ETF - COM | $39,963 | 0.0% | +300% | — |
| 76 |  $IAU | ISHARES GOLD TRUST | $39,718 | 0.0% | -36% | — |
| 77 |  $A | AGILENT TECHNOLOGIES, INC. | $39,318 | 0.0% | +0% | 67.1 |
| 78 | — | iShares Russell Mid Cap - COM | $39,091 | 0.0% | +0% | — |
| 79 |  $COST | COSTCO WHOLESALE CORP /NEW | $37,419 | 0.0% | +0% | 66.2 |
| 80 |  $CAT | CATERPILLAR INC | $37,272 | 0.0% | +0% | 66.5 |
| 81 | — | Dimensnl Interntl Sus - COM | $37,208 | 0.0% | +0% | — |
| 82 |  $DD | DuPont de Nemours, Inc. | $36,487 | 0.0% | -67% | 47 |
| 83 |  $CQP | Cheniere Energy Partners, L.P. | $34,656 | 0.0% | +0% | 74.2 |
| 84 | — | Spdr S&P Oil & Gas Expl & Prod - COM | $34,246 | 0.0% | +0% | — |
| 85 | — | Vanguard Value - COM | $33,779 | 0.0% | +0% | — |
| 86 | — | Ishares Core S&P Small - COM | $33,666 | 0.0% | +0% | — |
| 87 |  $WMT | Walmart Inc. | $33,072 | 0.0% | +74% | 60.2 |
| 88 | — | Vanguard Small Cap Etf - COM | $33,040 | 0.0% | +0% | — |
| 89 | — | AMERICAN CENTURY INVESTMENTS A VANTIS US SML CP VA - COM | $31,564 | 0.0% | -63% | — |
| 90 | — | Vanguard MSCI EAFE ETF - COM | $31,350 | 0.0% | +0% | — |
| 91 | — | SPDR Portfolio Emerging Markets ETF - COM | $29,825 | 0.0% | -6% | — |
| 92 |  $NFLX | NETFLIX INC | $29,274 | 0.0% | +273% | 78.8 |
| 93 | — | Schwab International Equity ETF - COM | $28,365 | 0.0% | +30% | — |
| 94 | — | Ishares S&P Mid Cap - COM | $27,848 | 0.0% | NEW | — |
| 95 |  $APH | AMPHENOL CORP /DE/ | $26,448 | 0.0% | +0% | 79.3 |
| 96 | — | Dimensional World Equity - COM | $26,162 | 0.0% | +38% | — |
| 97 | $WT | WisdomTree, Inc. | $25,605 | 0.0% | +0% | 59.9 |
| 98 |  $FDXF | FedEx Freight Holding Company, Inc. | $24,915 | 0.0% | NEW | — |
| 99 |  $SBUX | STARBUCKS CORP | $24,526 | 0.0% | +0% | 58.2 |
| 100 |  $MCD | MCDONALDS CORP | $24,076 | 0.0% | +1% | 69 |
| 101 |  $UNP | UNION PACIFIC CORP | $23,120 | 0.0% | +0% | 69.7 |
| 102 |  $DOW | DOW INC. | $20,520 | 0.0% | +0% | 40.2 |
| 103 | — | iShares Trust US Treasury Bond ETF - COM | $19,887 | 0.0% | +0% | — |
| 104 | — | Vanguard Mega Cap Growth - COM | $19,780 | 0.0% | +400% | — |
| 105 | — | DFA Emerging Mkts Value ETF - COM | $18,220 | 0.0% | +0% | — |
| 106 | — | iShares ESG U.S. Aggregate Bond ETF - COM | $17,904 | 0.0% | +0% | — |
| 107 | — | FTSE RAFI Emerg Mkts - COM | $17,146 | 0.0% | -6% | — |
| 108 | — | Sector Spdr Engy Select - COM | $15,933 | 0.0% | NEW | — |
| 109 |  $YUMC | Yum China Holdings, Inc. | $15,874 | 0.0% | +237% | 61.2 |
| 110 |  $RVSN | Rail Vision Ltd. | $15,365 | 0.0% | +0% | — |
| 111 |  $CRWD | CrowdStrike Holdings, Inc. | $14,500 | 0.0% | -24% | 67.7 |
| 112 |  $UBER | Uber Technologies, Inc | $14,432 | 0.0% | +300% | 73.5 |
| 113 | — | Gmo International Value - COM | $13,868 | 0.0% | +0% | — |
| 114 | — | Schwab Emerging Markets Equity ETF - COM | $13,684 | 0.0% | -70% | — |
| 115 |  $CLS | CELESTICA INC | $13,257 | 0.0% | +0% | 69.8 |
| 116 |  $YSS | York Space Systems Inc. | $12,310 | 0.0% | -50% | — |
| 117 |  $AME | AMETEK INC/ | $12,097 | 0.0% | +0% | 69.7 |
| 118 | — | iShares S&P Euro - COM | $11,875 | 0.0% | +0% | — |
| 119 | — | Vanguard Total World - COM | $11,787 | 0.0% | +39% | — |
| 120 |  $EOSE | Eos Energy Enterprises, Inc. | $11,760 | 0.0% | NEW | 34.9 |
| 121 |  $MS | MORGAN STANLEY | $11,706 | 0.0% | +0% | 75.8 |
| 122 |  $TEM | Tempus AI, Inc. | $11,586 | 0.0% | +0% | 41.2 |
| 123 |  $TRV | TRAVELERS COMPANIES, INC. | $11,554 | 0.0% | +0% | 75.9 |
| 124 | — | Vanguard Mid Cap Value - COM | $11,461 | 0.0% | +0% | — |
| 125 |  $VIK | Viking Holdings Ltd | $10,467 | 0.0% | +0% | — |
| 126 | — | iShares ESG 1-5 Year USD Corporate Bond ETF - COM | $10,135 | 0.0% | +0% | — |
| 127 |  $USB | US BANCORP \DE\ | $9,966 | 0.0% | +0% | 65.3 |
| 128 |  $RSG | REPUBLIC SERVICES, INC. | $9,589 | 0.0% | +0% | 62.3 |
| 129 | — | First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund - COM | $9,396 | 0.0% | +0% | — |
| 130 |  $CGNX | COGNEX CORP | $8,763 | 0.0% | +0% | 66.9 |
| 131 |  $ASTS | AST SpaceMobile, Inc. | $8,531 | 0.0% | +28% | 30.8 |
| 132 |  $T | AT&T INC. | $8,280 | 0.0% | NEW | 65.7 |
| 133 |  $ONDS | Ondas Inc. | $8,240 | 0.0% | NEW | 56.4 |
| 134 |  $ASML | ASML HOLDING NV | $7,958 | 0.0% | +0% | — |
| 135 | — | iShares Core S&P 500 ETF - COM | $7,952 | 0.0% | -75% | — |
| 136 | — | FTSE RAFI 1000 US Lg Cap - COM | $7,834 | 0.0% | -73% | — |
| 137 | — | Fidelity Value Factor - COM | $7,715 | 0.0% | NEW | — |
| 138 |  $ITW | ILLINOIS TOOL WORKS INC | $6,762 | 0.0% | +0% | 63.6 |
| 139 |  $AMGN | AMGEN INC | $6,518 | 0.0% | +0% | 79.2 |
| 140 |  $TSCO | TRACTOR SUPPLY CO /DE/ | $6,322 | 0.0% | +0% | 55.2 |
| 141 |  $SYK | STRYKER CORP | $6,297 | 0.0% | +0% | 72.1 |
| 142 |  $ATR | APTARGROUP, INC. | $6,260 | 0.0% | +0% | 57.5 |
| 143 |  $GOOG | Alphabet Inc. | $6,007 | 0.0% | -15% | 78.2 |
| 144 |  $XYL | Xylem Inc. | $5,911 | 0.0% | +0% | 65.8 |
| 145 | — | Rbb Fd Tr Mufg Japan - COM | $5,808 | 0.0% | +0% | — |
| 146 |  $EROC | ERock, Inc. | $5,800 | 0.0% | NEW | — |
| 147 |  $SNPS | SYNOPSYS INC | $5,353 | 0.0% | +0% | 67.9 |
| 148 | — | Equitable Resources Inc - COM | $5,317 | 0.0% | +0% | — |
| 149 | $WT | WisdomTree, Inc. | $5,160 | 0.0% | +0% | 59.9 |
| 150 | — | Invesco ETF D TR WILDERHIL CLAN ETF - COM | $5,110 | 0.0% | +0% | — |
New Positions (18)
$RKLB Rocket Lab Corp$98,702$PLD Prologis, Inc.$94,478$PG PROCTER & GAMBLE Co$75,855$FDXF FedEx Freight Holding Company, Inc.$24,915$EOSE Eos Energy Enterprises, Inc.$11,760$T AT&T INC.$8,280$ONDS Ondas Inc.$8,240$EROC ERock, Inc.$5,800
$PROP Prairie Operating Co.$5,040
$PLTR Palantir Technologies Inc.$4,900Exited Positions (40)
$MNPR Monopar Therapeutics
$AGQ ProShares Trust II
$SAP SAP SE
$IVZ Invesco Ltd.$IVZ Invesco Ltd.
$QCOM QUALCOMM INC/DE
$CAG CONAGRA BRANDS INC.
$ASC Ardmore Shipping CorpBrowse Top Institutional Investors
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