Your Advocates Ltd., Llp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$327.9M
Q ending 2026-03-31
Prior quarter
$306.4M
Q ending 2025-12-31
Change
+7.0% QoQ · +25.8% YoY
Positions
232
reported holdings
Largest positions
Top 100 of 232 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Dimensional Us Core | DCOR | Shares | $76.6M | 1.1M |
| Dimensional Etf Int'L Core Equity | DFIC | Shares | $44.4M | 1.3M |
| Dimensional Etf Emerg. Markets Cor | DFEM | Shares | $30.3M | 877K |
| Schwab Intermediate Term Us Treas | SCHR | Shares | $25.0M | 1.0M |
| Dimensional Us Small Cap Etf | DFAS | Shares | $24.7M | 347K |
| Spdr Intermediate Term Corporate | SPIB | Shares | $22.9M | 683K |
| Schwab Fundamental Us Large Compan | FNDX | Shares | $21.4M | 768K |
| Spdr Gold Trust | GLD | Shares | $18.9M | 44K |
| Vanguard Short-Term Bond Etf | BSV | Shares | $16.6M | 212K |
| Schwab Fundamental Intl Lg Co Etf | FNDF | Shares | $12.1M | 247K |
| Schwab Fundamental Emerg Mkts Lg C | FNDE | Shares | $8.5M | 222K |
| Schwab Fundamental Us Small Compan | FNDA | Shares | $6.8M | 210K |
| Exxon Mobil Corporation | XOM | Shares | $3.1M | 18K |
| Conocophillips | COP | Shares | $2.6M | 20K |
| S P D R S&P 500 Etf Tr | SPY | Shares | $1.5M | 2K |
| Apple Inc | AAPL | Shares | $1.4M | 6K |
| Vanguard Total Stock Mkt | VTI | Shares | $1.2M | 4K |
| American Beacon Ahl Trend Etf | AHLT | Shares | $780K | 28K |
| Innovator Us Equity | UAPR | Shares | $555K | 17K |
| Schwab Us Broad Market | SCHB | Shares | $491K | 20K |
| Vanguard Star Fd Tl Intl Stk F Etf | VXUS | Shares | $467K | 6K |
| Schwab Us Large Cap Etf | SCHX | Shares | $394K | 15K |
| Franklin Liberty International Agg | FLIA | Shares | $340K | 17K |
| Aecom | ACM | Shares | $318K | 4K |
| Wisdomtree Emerging Markets High D | DEM | Shares | $224K | 5K |
| Pimco Active Bond Etf | BOND | Shares | $206K | 2K |
| Monopar Therapeutics Equ | MNPR | Shares | $183K | 3K |
| Ishares Core Msci Eafe | IEFA | Shares | $182K | 2K |
| Microsoft Corp | MSFT | Shares | $180K | 486 |
| Vanguard S&P 500 Etf Shs | VOO | Shares | $169K | 282 |
| Schlumberger Ltd | SLB | Shares | $167K | 3K |
| Tesla Motors Inc | TSLA | Shares | $164K | 440 |
| Marathon Pete Corp | MPC | Shares | $162K | 663 |
| Ishares Esg Msci Usa Leaders Etf | SUSL | Shares | $161K | 1K |
| Vanguard Total World Stock | VT | Shares | $158K | 1K |
| Ishares S&P 500 Value | IVE | Shares | $145K | 687 |
| Ishares S&P 500 Growth | IVW | Shares | $126K | 1K |
| Technipfmc Plc | Shares | $119K | 2K | |
| Fedex Corporation | FDX | Shares | $118K | 331 |
| Ea Bridgeway Omni Sml | BSVO | Shares | $106K | 4K |
| Ishares Core S&P Total Us Stock Mk | ITOT | Shares | $104K | 727 |
| General Electric Company | Shares | $99K | 350 | |
| Spdr Short Term Treasury Etf | SPTS | Shares | $98K | 3K |
| Amazon Com Inc | AMZN | Shares | $98K | 470 |
| Spdr Dow Jones Indl Avg | DIA | Shares | $89K | 192 |
| Ishares Russell 2000 | IWM | Shares | $83K | 336 |
| Allstate Corporation | ALL | Shares | $83K | 400 |
| Coca Cola Company | KO | Shares | $82K | 1K |
| Spdr Series Trust Portfolio Interm | SPTI | Shares | $79K | 3K |
| Ge Vernova Inc | GEV | Shares | $76K | 87 |
| American Century Investments A Van | AVUV | Shares | $75K | 678 |
| Moodys Corp | MCO | Shares | $75K | 171 |
| Ishares Gold Etf | IAU | Shares | $72K | 817 |
| Avantis International | AVDE | Shares | $69K | 818 |
| Toast Inc Class A | TOST | Shares | $69K | 3K |
| Corteva Inc | CTVA | Shares | $68K | 810 |
| Hewlett-Packard Company | Shares | $67K | 3K | |
| Ishares Tr Barclays Fund | AGG | Shares | $61K | 618 |
| Ftse Rafi Internat'L Dev Mkts | PXF | Shares | $60K | 860 |
| Proshares Ultrapro Short S&P 500 | Shares | $57K | 1K | |
| Wisdomtree U.S. Value | WTV | Shares | $56K | 588 |
| Ishares Core Msci | IEMG | Shares | $55K | 795 |
| Ishares Esg Aware Msci Eafe Etf | ESGD | Shares | $55K | 573 |
| Pepsico Incorporated | PEP | Shares | $54K | 349 |
| Home Depot Inc | HD | Shares | $48K | 146 |
| Garmin Ltd | Shares | $46K | 200 | |
| Auto Data Processing | ADP | Shares | $46K | 227 |
| Ishare Esg Aware Msci | ESML | Shares | $44K | 940 |
| Ftse Rafi Us 1500 Small Cap | Shares | $44K | 956 | |
| Wells Fargo & Co New | WFC | Shares | $44K | 550 |
| Shopify Inc | SHOP | Shares | $43K | 360 |
| Sap Se Ordf | Shares | $42K | 250 | |
| Schwab Emerging Markets Equity Etf | SCHE | Shares | $42K | 1K |
| Cheniere Energy Inc | CQP | Shares | $41K | 145 |
| Unitedhealth Group Inc | UNH | Shares | $41K | 150 |
| Spdr S&P Oil & Gas Expl & Prod | XOP | Shares | $40K | 222 |
| Costco Whsl Corp New | COST | Shares | $40K | 40 |
| Keysight Tech Inc | KEYS | Shares | $40K | 140 |
| Ishares Core S&P 500 Etf | IVV | Shares | $39K | 65 |
| Nvidia Corp | NVDA | Shares | $39K | 223 |
| Du Pont E I De Nemour&Co | Shares | $37K | 811 | |
| Vanguard Mid Cap Etf | VO | Shares | $36K | 124 |
| Dimensnl Interntl Sus | DFSI | Shares | $35K | 825 |
| Ishares Russell Mid Cap | IWP | Shares | $34K | 267 |
| Broadcom Inc | AVGO | Shares | $34K | 110 |
| Agilent Technologies Inc | A | Shares | $34K | 296 |
| Dell Inc | Shares | $33K | 200 | |
| Invesco S & P Smlcp | XSMO | Shares | $32K | 420 |
| Dow Chemical Company | Shares | $31K | 750 | |
| Fidelity Enhanced | FENI | Shares | $31K | 833 |
| Vanguard Value | VTV | Shares | $30K | 155 |
| Invesco Total Return | GTO | Shares | $29K | 614 |
| Spdr Portfolio Emerging Markets Et | SPEM | Shares | $29K | 611 |
| Jpmorgn Hedgd Eqty Lad | HELO | Shares | $29K | 447 |
| Vanguard Small Cap Etf | VB | Shares | $29K | 109 |
| Ishares Core S&P Small | IJR | Shares | $28K | 227 |
| Vanguard Msci Eafe Etf | VEA | Shares | $28K | 440 |
| Rail Vision Ltd | Shares | $28K | 3K | |
| Mc Donalds Corp | MCD | Shares | $28K | 88 |
| United Rentals Inc | URI | Shares | $27K | 37 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.