Top Institutional Investors

Your Advocates Ltd., LLP — 13F Holdings & Portfolio

CIK 1774437 · latest 13F-HR filed 2026-08-05

Backtest portfolio

Your Advocates Ltd., LLP manages $349.9M in 13F-reported U.S. long-equity assets across 210 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are DCOR (24.58%), DFIC (13.14%), DFEM (9.73%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 18 new positions and exited 41; 105 existing positions rose in reported value and 46 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM
$349.9M

Long-equity book

Holdings
210

Distinct positions

Period
2026-06-30

Filed 2026-08-05

Q/Q Activity
+18 / −41 / ↑105 / ↓46

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
DCOR24.6% · -1%DFIC13.1% · -1%DFEM9.7% · -4%DFAS8.2% · +0%SCHR7.5% · +6%SPIB6.8% · +5%FNDX6.7% · -2%BSV5.0% · +6%GLD4.6% · +0%FNDF3.6% · -4%FNDE2.4% · -3%FNDA2.3% · -1%XOM0.7% · +1%COP0.5% · -8%AAPL0.5% · -0%SPY0.5% · -9%VTI0.4% · +0%AHLT0.3% · +22%UAPR0.2% · 0%SCHB0.2% · -5%VXUS0.1% · +0%SCHX0.1% · +2%FLIA0.1% · -2%ACM0.1% · 0%DEM0.1% · -3%VT0.1% · +24%IEFA0.1% · +6%SUSL0.1% · +0%MSFT0.1% · +1%VOO0.1% · -6%WFC0.0% · +265%TSLA0.0% · -12%SLB0.0% · 0%GE0.0% · newBSVO0.0% · 0%ITOT0.0% · 0%MPC0.0% · -33%AMZN0.0% · +2%SPTS0.0% · +15%BOND0.0% · -45%FDX0.0% · 0%GEV0.0% · 0%DIA0.0% · +0%IWM0.0% · -1%RKLB0.0% · newALL0.0% · 0%PLD0.0% · newKO0.0% · +0%DELL0.0% · 0%TOST0.0% · +15%SPTI0.0% · 0%MCO0.0% · 0%HPE0.0% · 0%QQQ0.0% · newYUM0.0% · +281%FRBP0.0% · newCTVA0.0% · 0%IEMG0.0% · 0%UNH0.0% · 0%IVDYF0.0% · new

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 89.8%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 23, 2026.

Assets Under Management
$448.1M
Discretionary
$448.1M
Employees
6
Accounts
1,101
Address
920 MEMORIAL CITY WAY
SUITE 250
HOUSTON, TX 77024
Phone
(713) 827-8014
Website
Name Title / Status Ownership Type
BANKS, ANNA ROGGE ControlCHIEF COMPLIANCE OFFICER
since Mar 2017
Less than 5%Individual
BOX, KURT, LOUIS ControlPRINCIPAL
since Oct 2005
25–50%Individual
CAMPBELL, COLEMAN, EDWARD ControlPRINCIPAL
since May 2012
25–50%Individual
YOUR ADVOCATES MANAGEMENT, INC. ControlGENERAL PARTNER
since Oct 2005
Less than 5%Domestic Entity
BOX, KURT, LOUIS Control
Indirect owner via YOUR ADVOCATES, INC.
PRINCIPAL
since Mar 2016
25–50%Individual
CAMPBELL, COLEMAN, EDWARD Control
Indirect owner via YOUR ADVOCATES, INC.
PRINCIPAL
since Mar 2016
25–50%Individual
Ownership & leadership changes · 6 filings with changes since Mar 29, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Jan 5, 2024 filing
  • No longer listedPALMER, PAUL, EDWIN · PRINCIPAL · 25–50% · control person · listed since Oct 2005
  • No longer listedPALMER, PAUL, EDWIN · PRINCIPAL · 25–50% · indirect via YOUR ADVOCATES, INC · control person · listed since Oct 2005
  • ChangedBOX, KURT, LOUIS · ownership 10–25% → 25–50%
Mar 29, 2018 filing
  • No longer listedYOUR ADVOCATES, INC. · GENERAL PARTNER · Less than 5% · control person · listed since Oct 2005
  • AddedBANKS, ANNA ROGGE · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • AddedYOUR ADVOCATES MANAGEMENT, INC. · GENERAL PARTNER · Less than 5% · control person
  • ChangedBOX, KURT, LOUIS · title PRINCIPAL/CHIEF COMPLIANCE OFFICER → PRINCIPAL
Mar 30, 2016 filing
  • No longer listedCYPRESS ADVISORY MANAGEMENT, INC. · GENERAL PARTNER · Less than 5% · control person · listed since Oct 2005
  • No longer listedPALMER, PAUL, EDWIN · OWNER/PRESIDENT · 75% or more · indirect via CYPRESS ADVISORY MANAGEMENT, INC. · control person · listed since Oct 2005
  • AddedBOX, KURT, LOUIS · PRINCIPAL · 25–50% · indirect via YOUR ADVOCATES, INC. · control person
  • AddedCAMPBELL, COLEMAN, EDWARD · PRINCIPAL · 25–50% · indirect via YOUR ADVOCATES, INC. · control person
  • AddedPALMER, PAUL, EDWIN · PRINCIPAL · 25–50% · indirect via YOUR ADVOCATES, INC · control person
  • AddedYOUR ADVOCATES, INC. · GENERAL PARTNER · Less than 5% · control person
Mar 27, 2015 filing
  • ChangedBOX, KURT, LOUIS · title LIMITED PARTNER/CHIEF COMPLIANCE OFFICER → PRINCIPAL/CHIEF COMPLIANCE OFFICER
  • ChangedPALMER, PAUL, EDWIN · title MANAGING PRINCIPAL/LIMITED PARTNER → PRINCIPAL; ownership 75% or more → 25–50%
Mar 5, 2014 filing
  • No longer listedWARD, JOEL, HENDERSON · PRINCIPAL · Less than 5% · control person · listed since May 2012
  • ChangedCAMPBELL, COLEMAN, EDWARD · ownership Less than 5% → 25–50%
May 14, 2012 filing
  • AddedCAMPBELL, COLEMAN, EDWARD · PRINCIPAL · Less than 5% · control person
  • AddedWARD, JOEL, HENDERSON · PRINCIPAL · Less than 5% · control person
  • ChangedBOX, KURT, LOUIS · now a control person
Mar 29, 2012 filing (earliest on record)
  • ListedBOX, KURT, LOUIS · LIMITED PARTNER/CHIEF COMPLIANCE OFFICER · 10–25%
  • ListedCYPRESS ADVISORY MANAGEMENT, INC. · GENERAL PARTNER · Less than 5% · control person
  • ListedPALMER, PAUL, EDWIN · MANAGING PRINCIPAL/LIMITED PARTNER · 75% or more · control person
  • ListedPALMER, PAUL, EDWIN · OWNER/PRESIDENT · 75% or more · indirect via CYPRESS ADVISORY MANAGEMENT, INC. · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Your Advocates Ltd., LLP Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 Dimensional US Core DCOR 25434V625 $86.0M 24.58% 1,048,990 SH
2 Dimensional ETF Int'l Core Equity 2 DFIC 25434V799 $46.0M 13.14% 1,233,817 SH
3 Dimensional ETF Emerg. Markets Core Equity DFEM 25434V732 $34.0M 9.73% 837,466 SH
4 Dimensional US Small Cap ETF DFAS 25434V500 $28.6M 8.18% 347,763 SH
5 Schwab Intermediate Term US Treas SCHR 808524854 $26.1M 7.47% 1,059,412 SH
6 SPDR Intermediate Term Corporate SPIB 78464A375 $23.9M 6.84% 715,395 SH
7 Schwab Fundamental US Large Company ETF FNDX 808524771 $23.5M 6.71% 754,822 SH
8 Vanguard Short-Term Bond ETF BSV 921937827 $17.4M 4.98% 223,762 SH
9 SPDR Gold Trust GLD 78463V107 $16.3M 4.65% 44,121 SH
10 Schwab Fundamental Intl Lg Co ETF FNDF 808524755 $12.5M 3.56% 236,163 SH
11 Schwab Fundamental Emerg Mkts Lg Co ETF FNDE 808524730 $8.5M 2.44% 214,697 SH
12 Schwab Fundamental US Small Company ETF FNDA 808524763 $7.9M 2.26% 207,650 SH
13 Exxon Mobil Corporation XOM 30231G102 $2.5M 0.72% 18,494 SH
14 Conocophillips COP 20825C104 $1.9M 0.54% 18,242 SH
15 Apple Inc AAPL 037833100 $1.6M 0.46% 5,565 SH
16 S P D R S&P 500 Etf Tr SPY 78462F103 $1.6M 0.46% 2,150 SH
17 Vanguard Total Stock Mkt VTI 922908769 $1.4M 0.41% 3,847 SH
18 American Beacon AHL Trend ETF AHLT 02368W309 $973.0K 0.28% 33,667 SH
19 Innovator US Equity UAPR 45782C805 $583.6K 0.17% 16,622 SH
20 Schwab US Broad Market SCHB 808524102 $535.2K 0.15% 18,482 SH
21 VANGUARD STAR FD TL INTL STK F ETF VXUS 921909768 $520.5K 0.15% 6,088 SH
22 Schwab US Large Cap ETF SCHX 808524201 $459.4K 0.13% 15,610 SH
23 Franklin Liberty International Aggregate Bond ETF FLIA 35473P611 $337.9K 0.10% 16,492 SH
24 Aecom ACM 00766T100 $261.9K 0.07% 3,752 SH
25 WisdomTree Emerging Markets High Dividend ETF DEM 97717W315 $234.1K 0.07% 4,352 SH
26 Vanguard Total World Stock VT 922042742 $221.6K 0.06% 1,412 SH
27 Ishares Core Msci Eafe IEFA 46432F842 $205.1K 0.06% 2,124 SH
28 iShares ESG MSCI USA Leaders ETF SUSL 46435U218 $188.6K 0.05% 1,421 SH
29 Microsoft Corp MSFT 594918104 $183.3K 0.05% 491 SH
30 Vanguard S&P 500 ETF SHS VOO 922908363 $181.0K 0.05% 264 SH
31 Wells Fargo & Co New WFC 949746101 $165.9K 0.05% 2,008 SH
32 Tesla Motors Inc TSLA 88160R101 $161.9K 0.05% 385 SH
33 Schlumberger Ltd SLB 806857108 $151.3K 0.04% 3,254 SH
34 General Electric Company — 369604103 $130.8K 0.04% 350 SH
35 Ea Bridgeway Omni Sml BSVO 02072L532 $121.5K 0.03% 4,163 SH
36 iShares Core S&P Total US Stock Mkt ETF ITOT 464287150 $119.4K 0.03% 727 SH
37 MARATHON PETE CORP MPC 56585A102 $114.3K 0.03% 447 SH
38 Amazon Com Inc AMZN 023135106 $113.7K 0.03% 477 SH
39 SPDR Short Term Treasury ETF SPTS 78468R101 $113.0K 0.03% 3,895 SH
40 Pimco Active Bond ETF BOND 72201R775 $112.5K 0.03% 1,220 SH
41 Fedex Corporation FDX 31428X106 $103.6K 0.03% 331 SH
42 Ge Vernova Inc GEV 36828A101 $102.2K 0.03% 87 SH
43 Spdr Dow Jones Indl Avg DIA 78467X109 $100.6K 0.03% 193 SH
44 IShares Russell 2000 IWM 464287655 $100.0K 0.03% 333 SH
45 Rocket Laboratory Usa In RKLB 773122106 $98.7K 0.03% 971 SH
46 Allstate Corporation ALL 020002101 $95.2K 0.03% 400 SH
47 Prologis PLD 743410102 $94.5K 0.03% 697 SH
48 Coca Cola Company KO 191216100 $87.6K 0.03% 1,078 SH
49 Dell Inc DELL 24702R101 $86.3K 0.02% 200 SH
50 Toast Inc Class A TOST 888787108 $83.7K 0.02% 3,008 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-05 $349.9M 210 0001774437-26-000005
2026-03-31 2026-04-30 $327.9M 233 0001774437-26-000003
2025-12-31 2026-02-02 $306.4M 240 0001774437-26-000002
Filer Information
Address
920 MEMORIAL CITY WAY
SUITE 250
HOUSTON, TX 77024
Phone
(713) 827-8014
Filing Manager
Your Advocates Ltd., LLP
HOUSTON, TX
Signatory
Anna Banks
Chief Compliance Officer