Q2 2026 13F · SEC CIK 1774437

Your Advocates Ltd., LLP

Wealth managerFiled 2026-08-05 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $349.9M
Reported positions: 209
Top holdings a year, 3 yrs: +14.8%
Assets under management: $448.1M

Your Advocates Ltd., LLP is a wealth manager that reported 209 positions worth $349.9M in its Q2 2026 13F, filed 2026-08-05. Its largest holdings were Dimensional US Core Equity 1 ETF (DCOR, 24.6%), Dimensional ETF Trust (DFIC, 13.1%), Dimensional ETF Trust (DFEM, 9.7%). A portfolio copying its top holdings returned 14.8% a year over the last 3 years, against 20.4% for the S&P 500.

Your Advocates Ltd., LLP holdings largest 50 of 209 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Your Advocates Ltd., LLP 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
DCORDimensional US Core Equity 1 ETF	24.6%	23.4%	1,048,990	-1.3%	$86.0M
DFICDimensional ETF Trust	13.1%	13.6%	1,233,817	-1.3%	$46.0M
DFEMDimensional ETF Trust	9.7%	9.2%	837,466	-4.5%	$34.0M
DFASDimensional ETF Trust	8.2%	7.5%	347,763	+0.3%	$28.6M
SCHRSchwab Strategic Tr	7.5%	7.6%	1,059,412	+5.6%	$26.1M
SPIBSpdr Series Trust	6.8%	7.0%	715,395	+4.8%	$23.9M
FNDXSchwab Strategic Tr	6.7%	6.5%	754,822	-1.7%	$23.5M
BSVVanguard Bd Index Fds	5.0%	5.1%	223,762	+5.6%	$17.4M
GLDSpdr Gold Tr	4.6%	5.8%	44,121	+0.5%	$16.3M
FNDFSchwab Strategic Tr	3.6%	3.7%	236,163	-4.2%	$12.5M
FNDESchwab Strategic Tr	2.4%	2.6%	214,697	-3.3%	$8.5M
FNDASchwab Strategic Tr	2.3%	2.1%	207,650	-1.3%	$7.9M
XOMExxon Mobil Corp	0.7%	1.0%	18,494	+0.6%	$2.5M
COPConocophillips	0.5%	0.8%	18,242	-8.4%	$1.9M
AAPLApple Inc	0.5%	0.4%	5,565	-0.1%	$1.6M
SPYState Str Spdr S&p 500 ETF T	0.5%	0.5%	2,150	-9.3%	$1.6M
VTIVanguard Index Fds	0.4%	0.4%	3,847	+0.2%	$1.4M
AHLTAmerican Beacon Select Funds	0.3%	0.2%	33,667	+22.0%	$973K
UAPRInnovator Etfs Trust	0.2%	0.2%	16,622	+0.0%	$584K
SCHBSchwab Strategic Tr	0.2%	0.1%	18,482	-5.4%	$535K
VXUSVanguard Star Fds	0.1%	0.1%	6,088	+0.5%	$520K
SCHXSchwab Strategic Tr	0.1%	0.1%	15,610	+1.7%	$459K
FLIAFranklin Templeton ETF Tr	0.1%	0.1%	16,492	-1.8%	$338K
ACMAecom Com	0.1%	0.1%	3,752	+0.0%	$262K
DEMWisdomtree Tr	0.1%	0.1%	4,352	-3.4%	$234K
VTVanguard Intl Equity Index F	0.1%	0.0%	1,412	+23.5%	$222K
IEFAIshares Tr	0.1%	0.1%	2,124	+5.9%	$205K
SUSLIshares Tr	0.1%	0.0%	1,421	+0.3%	$189K
MSFTMicrosoft Corp	0.1%	0.1%	491	+1.0%	$183K
VOOVanguard Index Fds	0.1%	0.1%	264	-6.4%	$181K
WFCWells Fargo & Co	0.0%	—	2,008	—	$166K
TSLATesla Inc	0.0%	0.1%	385	-12.5%	$162K
SLBSlb Limited	0.0%	0.1%	3,254	+0.0%	$151K
GEGE Aerospace	0.0%	0.0%	350	+0.0%	$131K
BSVOEa Series Trust	0.0%	0.0%	4,163	+0.0%	$122K
ITOTIshares Tr	0.0%	0.0%	727	+0.0%	$119K
MPCMarathon Petroleum	0.0%	0.0%	447	-32.6%	$114K
AMZNAmazon Com Inc	0.0%	0.0%	477	+1.5%	$114K
SPTSSpdr Series Trust	0.0%	0.0%	3,895	+15.4%	$113K
BONDPimco ETF Tr	0.0%	0.1%	1,220	-45.4%	$113K
FDXFedex Corp	0.0%	0.0%	331	+0.0%	$104K
GEVGe Vernova Inc	0.0%	0.0%	87	+0.0%	$102K
DIASpdr Dow Jones Indl Average	0.0%	0.0%	193	+0.5%	$101K
IWMIshares Tr	0.0%	0.0%	333	-0.9%	$100K
773122106Rocket Lab USA Inc	0.0%	—	971	—	$99K
ALLAllstate Corp	0.0%	0.0%	400	+0.0%	$95K
743410102Prologis	0.0%	—	697	—	$94K
KOCoca Cola Co	0.0%	0.0%	1,078	+0.5%	$88K
24702R101Dell Inc	0.0%	—	200	—	$86K
TOSTToast Inc	0.0%	—	3,008	—	$84K

What Your Advocates Ltd., LLP bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VT Vanguard Intl Equity Index F+23.5% shares
AHLT American Beacon Select Funds+22.0% shares
SPTS Spdr Series Trust+15.4% shares
IEFA Ishares Tr+5.9% shares
SCHR Schwab Strategic Tr+5.6% shares
BSV Vanguard Bd Index Fds+5.6% shares

Reduced

BOND Pimco ETF Tr-45.4% shares
MPC Marathon Petroleum-32.6% shares
TSLA Tesla Inc-12.5% shares
SPY State Str Spdr S&p 500 ETF T-9.3% shares
COP Conocophillips-8.4% shares
VOO Vanguard Index Fds-6.4% shares
SCHB Schwab Strategic Tr-5.4% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +20.0% /yr; S&P 500 +20.1%
3 years: +14.8% /yr; S&P 500 +20.4%
5 years: +6.8% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$349.9M	209
Q1 2026	$327.9M	232
Q4 2025	$306.4M	239
Q3 2025	$298.4M	220
Q2 2025	$278.2M	202
Q1 2025	$260.6M	211
Q4 2024	$251.6M	209
Q3 2024	$254.5M	232
Q2 2024	$238.2M	240
Q1 2024	$236.9M	235
Q4 2023	$248.5M	235
Q3 2023	$167.6M	299

Questions about Your Advocates Ltd., LLP's portfolio

What stocks does Your Advocates Ltd., LLP own?

Your Advocates Ltd., LLP's latest 13F, for Q2 2026 and filed Aug 5, 2026, lists 209 positions worth $349.9M. The largest are Dimensional US Core Equity 1 ETF (DCOR) at 24.6%, Dimensional ETF Trust (DFIC) at 13.1%, Dimensional ETF Trust (DFEM) at 9.7%, Dimensional ETF Trust (DFAS) at 8.2% and Schwab Strategic Tr (SCHR) at 7.5%.

What did Your Advocates Ltd., LLP buy last quarter?

In Q2 2026, Your Advocates Ltd., LLP added Vanguard Intl Equity Index F (VT) (+23.5% shares), American Beacon Select Funds (AHLT) (+22.0% shares) and Spdr Series Trust (SPTS) (+15.4% shares), compared with its Q1 2026 filing.

What did Your Advocates Ltd., LLP sell last quarter?

In Q2 2026, Your Advocates Ltd., LLP cut from its top 50 Monopar Therapeutics Inc (MNPR), cut from its top 50 Ishares Tr (IVE), cut from its top 50 Ishares Tr (IVW), cut from its top 50 Technipfmc PLC (FTI), cut from its top 50 Spdr Series Trust (SPTI), Pimco ETF Tr (BOND) (-45.4% shares), Marathon Petroleum (MPC) (-32.6% shares) and Tesla Inc (TSLA) (-12.5% shares), compared with its Q1 2026 filing.

How has Your Advocates Ltd., LLP's portfolio performed?

A portfolio copying Your Advocates Ltd., LLP's 20 largest 13F holdings each quarter, from the day each filing was public, returned +14.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +20.0% against +20.1%. Over 5 years: +6.8% a year against +11.6%.

When is Your Advocates Ltd., LLP's next 13F filing due?

13F filings are due 45 days after each quarter ends. Your Advocates Ltd., LLP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Your Advocates Ltd., LLP manage?

Your Advocates Ltd., LLP reported $448.1M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $349.9M.