Your Advocates Ltd., LLP — 13F Holdings & Portfolio
CIK 1774437 · latest 13F-HR filed 2026-04-30
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.
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AUM
$327.9M
Long-equity book
Holdings
233
Distinct positions
Period
2026-03-31
Filed 2026-04-30
Q/Q Activity
+26 / −33 / ↑76 / ↓86
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- Schwab Intermediate Term US Treas$3.1M +14.3%
- Dimensional ETF Int'l Core Equity 2$2.5M +5.9%
- SPDR Intermediate Term Corporate$1.7M +8.2%
- Dimensional US Small Cap ETF$1.7M +7.4%
- Dimensional ETF Emerg. Markets Core Equity$1.6M +5.6%
Top Trims
- Pimco Active Bond ETF-$877.2K -81.0%
- Occidental Pete Corp-$196.2K -95.7%
- Apple Inc-$107.1K -7.0%
- Aecom-$73.8K -18.8%
- Microsoft Corp-$68.7K -27.6%
New Positions
- VANGUARD STAR FD TL INTL STK F ETF$467.3K
- Monopar Therapeutics Equ$183.2K
- Ishares S&P 500 Value$145.1K
- Ishares S&P 500 Growth$125.7K
- AMERICAN CENTURY INVESTMENTS A VANTIS US SML CP VA$74.9K
Exited Positions
- Halliburton Co Hldg Co$294.4K
- Chimera Investment Corp$68.3K
- Rocket Laboratory Usa In$63.6K
- Vanguard Health Care$43.7K
- Sector Spdr Engy Select$41.9K
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 | $76.6M | 23.37% | 1,063,042 | SH |
| 2 | Dimensional ETF Int'l Core Equity 2 | DFIC | 25434V799 | $44.4M | 13.55% | 1,250,586 | SH |
| 3 | Dimensional ETF Emerg. Markets Core Equity | DFEM | 25434V732 | $30.3M | 9.24% | 877,152 | SH |
| 4 | Schwab Intermediate Term US Treas | SCHR | 808524854 | $25.0M | 7.62% | 1,002,894 | SH |
| 5 | Dimensional US Small Cap ETF | DFAS | 25434V500 | $24.7M | 7.52% | 346,808 | SH |
| 6 | SPDR Intermediate Term Corporate | SPIB | 78464A375 | $22.9M | 6.98% | 682,626 | SH |
| 7 | Schwab Fundamental US Large Company ETF | FNDX | 808524771 | $21.4M | 6.52% | 768,156 | SH |
| 8 | SPDR Gold Trust | GLD | 78463V107 | $18.9M | 5.76% | 43,919 | SH |
| 9 | Vanguard Short-Term Bond ETF | BSV | 921937827 | $16.6M | 5.07% | 211,843 | SH |
| 10 | Schwab Fundamental Intl Lg Co ETF | FNDF | 808524755 | $12.1M | 3.68% | 246,557 | SH |
| 11 | Schwab Fundamental Emerg Mkts Lg Co ETF | FNDE | 808524730 | $8.5M | 2.59% | 222,078 | SH |
| 12 | Schwab Fundamental US Small Company ETF | FNDA | 808524763 | $6.8M | 2.08% | 210,457 | SH |
| 13 | Exxon Mobil Corporation | XOM | 30231G102 | $3.1M | 0.95% | 18,378 | SH |
| 14 | Conocophillips | COP | 20825C104 | $2.6M | 0.80% | 19,923 | SH |
| 15 | S P D R S&P 500 Etf Tr | SPY | 78462F103 | $1.5M | 0.47% | 2,370 | SH |
| 16 | Apple Inc | AAPL | 037833100 | $1.4M | 0.43% | 5,568 | SH |
| 17 | Vanguard Total Stock Mkt | VTI | 922908769 | $1.2M | 0.38% | 3,838 | SH |
| 18 | American Beacon AHL Trend ETF | AHLT | 02368W309 | $779.6K | 0.24% | 27,588 | SH |
| 19 | Innovator US Equity | UAPR | 45782C805 | $554.7K | 0.17% | 16,622 | SH |
| 20 | Schwab US Broad Market | SCHB | 808524102 | $490.6K | 0.15% | 19,547 | SH |
| 21 | VANGUARD STAR FD TL INTL STK F ETF | VXUS | 921909768 | $467.3K | 0.14% | 6,060 | SH |
| 22 | Schwab US Large Cap ETF | SCHX | 808524201 | $393.7K | 0.12% | 15,354 | SH |
| 23 | Franklin Liberty International Aggregate Bond ETF | FLIA | 35473P611 | $340.1K | 0.10% | 16,787 | SH |
| 24 | Aecom | ACM | 00766T100 | $318.2K | 0.10% | 3,752 | SH |
| 25 | WisdomTree Emerging Markets High Dividend ETF | DEM | 97717W315 | $224.0K | 0.07% | 4,507 | SH |
| 26 | Pimco Active Bond ETF | BOND | 72201R775 | $206.3K | 0.06% | 2,235 | SH |
| 27 | Monopar Therapeutics Equ | MNPR | 61023L207 | $183.2K | 0.06% | 3,344 | SH |
| 28 | Ishares Core Msci Eafe | IEFA | 46432F842 | $181.5K | 0.06% | 2,005 | SH |
| 29 | Microsoft Corp | MSFT | 594918104 | $180.0K | 0.05% | 486 | SH |
| 30 | Vanguard S&P 500 ETF SHS | VOO | 922908363 | $168.7K | 0.05% | 282 | SH |
| 31 | Schlumberger Ltd | SLB | 806857108 | $167.2K | 0.05% | 3,254 | SH |
| 32 | Tesla Motors Inc | TSLA | 88160R101 | $163.6K | 0.05% | 440 | SH |
| 33 | MARATHON PETE CORP | MPC | 56585A102 | $161.9K | 0.05% | 663 | SH |
| 34 | iShares ESG MSCI USA Leaders ETF | SUSL | 46435U218 | $161.0K | 0.05% | 1,417 | SH |
| 35 | Vanguard Total World Stock | VT | 922042742 | $158.1K | 0.05% | 1,143 | SH |
| 36 | Ishares S&P 500 Value | IVE | 464287408 | $145.1K | 0.04% | 687 | SH |
| 37 | Ishares S&P 500 Growth | IVW | 464287309 | $125.7K | 0.04% | 1,111 | SH |
| 38 | Technipfmc Plc | FTI | G87110105 | $119.0K | 0.04% | 1,721 | SH |
| 39 | Fedex Corporation | FDX | 31428X106 | $117.9K | 0.04% | 331 | SH |
| 40 | Ea Bridgeway Omni Sml | BSVO | 02072L532 | $105.6K | 0.03% | 4,163 | SH |
| 41 | iShares Core S&P Total US Stock Mkt ETF | ITOT | 464287150 | $103.5K | 0.03% | 727 | SH |
| 42 | General Electric Company | GE | 369604103 | $99.3K | 0.03% | 350 | SH |
| 43 | SPDR Short Term Treasury ETF | SPTS | 78468R101 | $98.5K | 0.03% | 3,375 | SH |
| 44 | Amazon Com Inc | AMZN | 023135106 | $97.9K | 0.03% | 470 | SH |
| 45 | Spdr Dow Jones Indl Avg | DIA | 78467X109 | $89.0K | 0.03% | 192 | SH |
| 46 | IShares Russell 2000 | IWM | 464287655 | $83.3K | 0.03% | 336 | SH |
| 47 | Allstate Corporation | ALL | 020002101 | $82.9K | 0.03% | 400 | SH |
| 48 | Coca Cola Company | KO | 191216100 | $81.6K | 0.02% | 1,073 | SH |
| 49 | SPDR Series Trust Portfolio Intermediate Term ETF | SPTI | 78464A672 | $78.9K | 0.02% | 2,754 | SH |
| 50 | Ge Vernova Inc | GEV | 36828A101 | $75.9K | 0.02% | 87 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-30 | $327.9M | 233 | 0001774437-26-000003 |
| 2025-12-31 | 2026-02-02 | $306.4M | 240 | 0001774437-26-000002 |