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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, exited 41, added to 105, and trimmed 46.

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.

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
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

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • Dimensional US Core$9.4M +12.2%
  • Dimensional US Small Cap ETF$4.0M +16.1%
  • Dimensional ETF Emerg. Markets Core Equity$3.7M +12.3%
  • Schwab Fundamental US Large Company ETF$2.1M +9.7%
  • Schwab Fundamental US Small Company ETF$1.1M +15.8%
Show all 105 →

Top Trims

  • SPDR Gold Trust-$2.6M -14.0%
  • Conocophillips-$733.4K -27.9%
  • Exxon Mobil Corporation-$589.6K -18.9%
  • Technipfmc Plc-$118.7K -99.8%
  • Pimco Active Bond ETF-$93.8K -45.5%
Show all 46 →

New Positions

  • Rocket Laboratory Usa In$98.7K
  • Prologis$94.5K
  • Powershs Qqq TRUST Ser$75.9K
  • Franklin BSP Capital Corp$70.0K
  • Ishares S&P Mid Cap$27.8K
Show all 18 →

Exited Positions

  • Monopar Therapeutics Equ$183.2K
  • Ishares S&P 500 Value$145.1K
  • Ishares S&P 500 Growth$125.7K
  • Ishares Tr Barclays Fund$61.3K
  • ProShares UltraPro Short S&P 500$56.7K
Show all 41 →
All Holdings

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 POR 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