Your Advocates Ltd., LLP 13F holdings
Your Advocates Ltd., LLP reported 207 positions with a total reported value of $349.9M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-05. Top holdings by reported value: Dimensional US Core (24.6%), Dimensional ETF Int'l Core Equity 2 (13.1%), Dimensional ETF Emerg. Markets Core Equity (9.7%), Dimensional US Small Cap ETF (8.2%), Schwab Intermediate Term US Treas (7.5%). Against 2026-03-31 it opened 18 new positions and exited 39. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 207 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| Dimensional US Core | 1,048,990 | $86.0M | 24.6% |
| Dimensional ETF Int'l Core Equity 2 | 1,233,817 | $46.0M | 13.1% |
| Dimensional ETF Emerg. Markets Core Equity | 837,466 | $34.0M | 9.7% |
| Dimensional US Small Cap ETF | 347,763 | $28.6M | 8.2% |
| Schwab Intermediate Term US Treas | 1,059,412 | $26.1M | 7.5% |
| SPDR Intermediate Term Corporate | 715,395 | $23.9M | 6.8% |
| Schwab Fundamental US Large Company ETF | 754,822 | $23.5M | 6.7% |
| Vanguard Short-Term Bond ETF | 223,762 | $17.4M | 5.0% |
| GLD SPDR Gold Trust | 44,121 | $16.3M | 4.6% |
| Schwab Fundamental Intl Lg Co ETF | 236,163 | $12.5M | 3.6% |
| Schwab Fundamental Emerg Mkts Lg Co ETF | 214,697 | $8.5M | 2.4% |
| Schwab Fundamental US Small Company ETF | 207,650 | $7.9M | 2.3% |
| XOM Exxon Mobil Corporation | 18,494 | $2.5M | 0.7% |
| COP Conocophillips | 18,242 | $1.9M | 0.5% |
| AAPL Apple Inc | 5,565 | $1.6M | 0.5% |
| SPY S P D R S&P 500 Etf Tr | 2,150 | $1.6M | 0.5% |
| Vanguard Total Stock Mkt | 3,847 | $1.4M | 0.4% |
| American Beacon AHL Trend ETF | 33,667 | $973.0K | 0.3% |
| Innovator US Equity | 16,622 | $583.6K | 0.2% |
| Schwab US Broad Market | 18,482 | $535.2K | 0.2% |
| VANGUARD STAR FD TL INTL STK F ETF | 6,088 | $520.5K | 0.1% |
| Schwab US Large Cap ETF | 15,610 | $459.4K | 0.1% |
| Franklin Liberty International Aggregate Bond ETF | 16,492 | $337.9K | <0.1% |
| WT WisdomTree Emerging Markets High Dividend ETF | 4,845 | $264.9K | <0.1% |
| ACM Aecom | 3,752 | $261.9K | <0.1% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 18 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| RKLB Rocket Laboratory Usa In | 971 | $98.7K | <0.1% |
| PLD Prologis | 697 | $94.5K | <0.1% |
| Powershs Qqq TRUST Ser | 103 | $75.9K | <0.1% |
| FRBP Franklin BSP Capital Corp | 5,198 | $70.0K | <0.1% |
| Ishares S&P Mid Cap | 237 | $27.8K | <0.1% |
| Fedex Fght Hldg Co Inc | 165 | $24.9K | <0.1% |
| Sector Spdr Engy Select | 300 | $15.9K | <0.1% |
| EOSE Eos Energy Enterprises I | 2,000 | $11.8K | <0.1% |
| T A T & T Inc New | 400 | $8.3K | <0.1% |
| ONDS Ondas Inc | 1,000 | $8.2K | <0.1% |
| Fidelity Value Factor | 99 | $7.7K | <0.1% |
| EROC Erock Inc | 400 | $5.8K | <0.1% |
| PROP Prairie Operating Co | 7,000 | $5.0K | <0.1% |
| PLTR PALANTIR TECH INC COM CL A | 42 | $4.9K | <0.1% |
| Ishares Msci Eafe Value | 39 | $3.0K | <0.1% |
| Rivian Automotive Inc | 98 | $1.7K | <0.1% |
| FLY Firefly Aerospace Inc | 23 | $676 | <0.1% |
| LCID Lucid Group Inc | 47 | $314 | <0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 39 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| MNPR Monopar Therapeutics Equ | 3,344 | $183.2K | <0.1% |
| Ishares S&P 500 Value | 687 | $145.1K | <0.1% |
| Ishares S&P 500 Growth | 1,111 | $125.7K | <0.1% |
| Ishares Tr Barclays Fund | 618 | $61.3K | <0.1% |
| IVZ Invesco S & P Smlcp | 1,034 | $60.7K | <0.1% |
| ProShares UltraPro Short S&P 500 | 1,000 | $56.7K | <0.1% |
| SAP Sap SE Ordf | 250 | $42.4K | <0.1% |
| Fidelity Enhanced | 833 | $31.0K | <0.1% |
| Jpmorgn Hedgd Eqty Lad | 447 | $28.6K | <0.1% |
| QCOM Qualcomm Inc | 200 | $25.8K | <0.1% |
| Fidelity Total Bond Etf | 502 | $22.9K | <0.1% |
| CAG Conagra Brands Inc | 1,019 | $16.0K | <0.1% |
| Schwab U.S. Large-Cap | 123 | $3.8K | <0.1% |
| ASC Ardmore Shipping Co | 166 | $2.5K | <0.1% |
| GLOBAL X FDS GLOBAL X URANIUM ETF | 50 | $2.4K | <0.1% |
| IFNNY Infineon Tech Ag | 50 | $2.3K | <0.1% |
| DNLI Denali Therapeutics I N | 100 | $1.9K | <0.1% |
| RGR Sturm Ruger & Co Inc | 42 | $1.7K | <0.1% |
| Weatherford Intl | 17 | $1.6K | <0.1% |
| NRG Nrg Energy Inc | 9 | $1.3K | <0.1% |
| RLAY Relay Therapeutics Inc | 100 | $995 | <0.1% |
| PINS Pinterest Inc | 50 | $917 | <0.1% |
| NFE New Fortress Energy A | 1,000 | $590 | <0.1% |
| NAUT Nautilus Biotechnology | 150 | $582 | <0.1% |
| AIRG Airgain Incorporarated | 100 | $550 | <0.1% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| Schwab Intermediate Term US Treas | 1,002,894 | 1,059,412 | +5.6% | $26.1M |
| SPDR Intermediate Term Corporate | 682,626 | 715,395 | +4.8% | $23.9M |
| Vanguard Short-Term Bond ETF | 211,843 | 223,762 | +5.6% | $17.4M |
| American Beacon AHL Trend ETF | 27,588 | 33,667 | +22.0% | $973.0K |
| WFC Wells Fargo & Co New | 550 | 2,008 | +265.1% | $165.9K |
| Dimensional US Small Cap ETF | 346,808 | 347,763 | +0.3% | $28.6M |
| GLD SPDR Gold Trust | 43,919 | 44,121 | +0.5% | $16.3M |
| YUM Yum Brands Inc | 115 | 438 | +280.9% | $70.0K |
| Occidental Pete Corp | 136 | 1,122 | +725.0% | $54.5K |
| Vanguard Total World Stock | 1,143 | 1,412 | +23.5% | $221.6K |
| Vanguard Mid Cap ETF | 124 | 496 | +300.0% | $40.0K |
| NFLX Netflix Inc | 110 | 410 | +272.7% | $29.3K |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| Dimensional ETF Emerg. Markets Core Equity | 877,152 | 837,466 | -4.5% | $34.0M |
| Dimensional US Core | 1,063,042 | 1,048,990 | -1.3% | $86.0M |
| Dimensional ETF Int'l Core Equity 2 | 1,250,586 | 1,233,817 | -1.3% | $46.0M |
| Schwab Fundamental Intl Lg Co ETF | 246,557 | 236,163 | -4.2% | $12.5M |
| Schwab Fundamental US Large Company ETF | 768,156 | 754,822 | -1.7% | $23.5M |
| Schwab Fundamental Emerg Mkts Lg Co ETF | 222,078 | 214,697 | -3.3% | $8.5M |
| COP Conocophillips | 19,923 | 18,242 | -8.4% | $1.9M |
| SPY S P D R S&P 500 Etf Tr | 2,370 | 2,150 | -9.3% | $1.6M |
| FTI Technipfmc Plc | 1,721 | 4 | -99.8% | $265 |
| Schwab Fundamental US Small Company ETF | 210,457 | 207,650 | -1.3% | $7.9M |
| Pimco Active Bond ETF | 2,235 | 1,220 | -45.4% | $112.5K |
| Du Pont E I De Nemour&Co | 811 | 269 | -66.8% | $36.5K |
CIK 1774437 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
