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Your Advocates Ltd., LLP Top Holdings and 13F Report (2026)

About Your Advocates Ltd., LLP

Investment Activity

  • Your Advocates Ltd., LLP has $352.43 million in total holdings as of September 30, 2026.
  • Your Advocates Ltd., LLP owns shares of 211 different stocks, but just 8 companies or ETFs make up 80% of its holdings.
  • Approximately 1.99% of the portfolio was purchased this quarter.
  • About 0.86% of the portfolio was sold this quarter.
  • This quarter, Your Advocates Ltd., LLP has purchased 209 new stocks and bought additional shares in 47 stocks.
  • Your Advocates Ltd., LLP sold shares of 30 stocks and completely divested from 6 stocks this quarter.

Largest New Holdings this Quarter

26824D852 - Ea Bridgeway Ultra Small
$932,431 Holding
26824D878 - Ea Bridgeway Aggressive
$312,437 Holding
26824D860 - Ea Bridgeway Select
$101,156 Holding
808513105 - Charles Schwab
$68,125 Holding
74347G739 - ProShares UltraShort QQQ
$43,320 Holding

Largest Purchases this Quarter

Schwab Intermediate-Term U.S. Treasury ETF
53,146 shares (about $1.26M)
Vanguard Short-Term Bond ETF
13,307 shares (about $1.02M)
Ea Bridgeway Ultra Small
57,987 shares (about $932.43K)
Dimensional International Core Equity 2 ETF
19,829 shares (about $745.77K)

Largest Sales this Quarter

Dimensional US Core
10,486 shares (about $866.77K)
SPDR S&P 500 ETF Trust
855 shares (about $651.97K)
Schwab Fundamental U.S. Large Company ETF
12,794 shares (about $402.63K)
ExxonMobil
863 shares (about $140.45K)
Apple
380 shares (about $126.55K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofYour Advocates Ltd., LLP

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Dimensional US Core
$85,842,764$866,773 ▼-1.0%1,038,50424.4%COM
Dimensional International Core Equity 2 ETF stock logo
DFIC
Dimensional International Core Equity 2 ETF
$47,149,642$745,769 ▲1.6%1,253,64613.4%ETF
Dimensional Emerging Markets Core Equity 2 ETF stock logo
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
$33,413,839$149,705 ▲0.5%841,2359.5%ETF
Dimensional U.S. Small Cap ETF stock logo
DFAS
Dimensional U.S. Small Cap ETF
$27,128,533$204,699 ▲0.8%350,4077.7%ETF
Schwab Intermediate-Term U.S. Treasury ETF stock logo
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
$26,367,618$1,259,560 ▲5.0%1,112,5587.5%ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF stock logo
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
$24,316,039$1,223,089 ▲5.3%753,2856.9%ETF
Schwab Fundamental U.S. Large Company ETF stock logo
FNDX
Schwab Fundamental U.S. Large Company ETF
$23,351,623$402,627 ▼-1.7%742,0286.6%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$18,112,071$1,016,655 ▲5.9%237,0695.1%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$17,459,229$656,187 ▲3.9%45,8445.0%ETF
Schwab Fundamental International Equity ETF stock logo
FNDF
Schwab Fundamental International Equity ETF
$12,733,641$39,882 ▲0.3%236,9053.6%ETF
Schwab Fundamental Emerging Markets Equity ETF stock logo
FNDE
Schwab Fundamental Emerging Markets Equity ETF
$8,888,030$101,325 ▼-1.1%212,2772.5%ETF
Schwab Fundamental U.S. Small Company ETF stock logo
FNDA
Schwab Fundamental U.S. Small Company ETF
$7,242,750$24,990 ▼-0.3%206,9362.1%ETF
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$2,869,422$140,452 ▼-4.7%17,6310.8%Energy
ConocoPhillips stock logo
COP
ConocoPhillips
$2,282,9920.0%18,2420.6%Energy
Apple Inc. stock logo
AAPL
Apple
$1,726,791$126,554 ▼-6.8%5,1850.5%Technology
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$1,442,343$2,620 ▲0.2%3,8540.4%ETF
American Beacon AHL Trend ETF
$1,012,372$34,002 ▼-3.2%32,5730.3%COM
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$987,482$651,967 ▼-39.8%1,2950.3%ETF
Ea Bridgeway Ultra Small
$932,431$932,431 ▲New Holding57,9870.3%COM
UAPR
Innovator U.S. Equity Ultra Buffer ETF - April
$596,7300.0%16,6220.2%ETF
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$543,075$1,378 ▲0.3%18,5290.2%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$518,152$935 ▲0.2%6,0990.1%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$461,807$6,480 ▼-1.4%15,3940.1%ETF
Franklin International Aggregate Bond ETF stock logo
FLIA
Franklin International Aggregate Bond ETF
$330,1700.0%16,4920.1%ETF
Ea Bridgeway Aggressive
$312,437$312,437 ▲New Holding3,1200.1%COM
Microsoft Corporation stock logo
MSFT
Microsoft
$254,601$2,567 ▲1.0%4960.1%Technology
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$247,995$25,099 ▲11.3%1,5710.1%ETF
WisdomTree Emerging Markets High Dividend Fund stock logo
DEM
WisdomTree Emerging Markets High Dividend Fund
$239,548$1,162 ▼-0.5%4,3310.1%ETF
AECOM stock logo
ACM
AECOM
$221,1800.0%3,7520.1%Industrials
iShares ESG MSCI USA Leaders ETF stock logo
SUSL
iShares ESG MSCI USA Leaders ETF
$204,600$10,905 ▲5.6%1,5010.1%ETF
Marathon Petroleum Corporation stock logo
MPC
Marathon Petroleum
$176,7530.0%4470.1%Energy
SLB Limited stock logo
SLB
SLB
$158,5350.0%3,2540.0%Energy
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$152,642$32,209 ▼-17.4%2180.0%ETF
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$137,470$23,299 ▼-14.5%1,7170.0%Finance
Tesla, Inc. stock logo
TSLA
Tesla
$136,6020.0%3850.0%Consumer Discretionary
SPDR Portfolio Short Term Treasury ETF stock logo
SPTS
SPDR Portfolio Short Term Treasury ETF
$127,782$16,113 ▲14.4%4,4570.0%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$120,8860.0%7270.0%ETF
EA Bridgeway Omni Small-Cap Value ETF stock logo
BSVO
EA Bridgeway Omni Small-Cap Value ETF
$116,3970.0%4,1630.0%ETF
General Electric Company
$109,3020.0%3500.0%COM
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$107,440$98,333 ▼-47.8%1,1090.0%ETF
SPDR Portfolio Intermediate Term Treasury ETF stock logo
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
$107,320$32,191 ▲42.8%3,9340.0%ETF
Ea Bridgeway Select
$101,156$101,156 ▲New Holding2,3740.0%COM
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$98,3430.0%1930.0%ETF
FedEx Corporation stock logo
FDX
FedEx
$94,3650.0%3310.0%Industrials
Coca-Cola Company (The) stock logo
KO
Coca-Cola
$93,204$430 ▲0.5%1,0830.0%Consumer Staples
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$92,5370.0%3330.0%ETF
Prologis
$91,287$779 ▲0.9%7030.0%COM
The Allstate Corporation stock logo
ALL
Allstate
$88,7440.0%4000.0%Finance
Hewlett-Packard Company
$87,365$21,270 ▼-19.6%2,7930.0%COM
Ishares Gold Etf
$83,801$42,721 ▲104.0%1,0730.0%COM
Ge Vernova Inc
$82,6930.0%870.0%COM
Moody's Corporation stock logo
MCO
Moody's
$77,6560.0%1710.0%Finance
Franklin BSP Capital Corp
$69,7610.0%5,1980.0%COM
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$68,125$68,125 ▲New Holding6970.0%Finance
Rocket Lab Corporation stock logo
RKLB
Rocket Lab
$68,008$348 ▲0.5%9760.0%Industrials
Corteva, Inc. stock logo
CTVA
Corteva
$62,8970.0%8100.0%Materials
Pimco Total Return ETF stock logo
BOND
Pimco Total Return ETF
$62,749$43,428 ▼-40.9%7210.0%ETF
Occidental Petroleum Corporation stock logo
OXY
Occidental Petroleum
$62,344$277 ▲0.4%1,1270.0%Energy
Yum! Brands, Inc. stock logo
YUM
Yum! Brands
$59,818$136 ▲0.2%4390.0%Consumer Discretionary
iShares ESG Aware MSCI EAFE ETF stock logo
ESGD
iShares ESG Aware MSCI EAFE ETF
$59,4310.0%5770.0%ETF
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$58,5800.0%2270.0%Industrials
Avantis International Equity ETF stock logo
AVDE
Avantis International Equity ETF
$58,3910.0%6480.0%ETF
Toast, Inc. stock logo
TOST
Toast
$57,980$29,222 ▼-33.5%2,0000.0%Finance
Garmin Ltd. stock logo
GRMN
Garmin
$57,3680.0%2000.0%Consumer Discretionary
Dell Inc
$53,795$53,795 ▼-50.0%1000.0%COM
Shopify Inc
$53,3880.0%3600.0%COM
Agilent Technologies, Inc. stock logo
A
Agilent Technologies
$51,0040.0%2960.0%Healthcare
Keysight Technologies Inc. stock logo
KEYS
Keysight Technologies
$50,9660.0%1400.0%Technology
iShares ESG Aware MSCI USA Small-Cap ETF stock logo
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
$48,9220.0%9410.0%ETF
PepsiCo, Inc. stock logo
PEP
PepsiCo
$45,238$507 ▲1.1%3570.0%Consumer Staples
FTSE RAFI Internat'l Dev Mkts
$43,9850.0%5770.0%COM
ProShares UltraShort QQQ stock logo
QID
ProShares UltraShort QQQ
$43,320$43,320 ▲New Holding3,0000.0%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$43,164$26,035 ▼-37.6%1890.0%Technology
FTSE RAFI US 1500 Small Cap
$42,911$7,117 ▼-14.2%8200.0%COM
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$42,106$76,738 ▼-64.6%1690.0%Consumer Discretionary
The Home Depot, Inc. stock logo
HD
Home Depot
$41,5360.0%1460.0%Consumer Discretionary
Cheniere Energy Inc
$39,0090.0%1450.0%COM
Broadcom Inc. stock logo
AVGO
Broadcom
$38,6310.0%1100.0%Technology
DFSI
Dimensional International Sustainability Core 1 ETF
$37,2650.0%8250.0%ETF
United Rentals, Inc. stock logo
URI
United Rentals
$37,0290.0%370.0%Industrials
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$36,7610.0%2670.0%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$36,708$18,354 ▼-33.3%1000.0%Healthcare
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$36,4140.0%400.0%Consumer Staples
Du Pont E I De Nemour&Co
$34,9400.0%2690.0%COM
Cactus, Inc. stock logo
WHD
Cactus
$34,425$34,425 ▲New Holding5000.0%Energy
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$33,4920.0%1550.0%ETF
Powershs Qqq TRUST Ser
$32,558$43,657 ▼-57.3%440.0%COM
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$31,0680.0%4400.0%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$31,0090.0%1090.0%ETF
Dimensional World Equity
$30,917$4,934 ▲19.0%3760.0%COM
Wal-Mart Stores Inc
$30,3450.0%2920.0%COM
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$29,896$118 ▲0.4%2540.0%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$29,521$1,360 ▼-4.4%2170.0%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$28,3780.0%350.0%Industrials
Wisdomtree Japan Hedged
$26,3780.0%4440.0%COM
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$25,9780.0%2370.0%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$25,647$38,876 ▼-60.3%3160.0%ETF
Amphenol Corporation stock logo
APH
Amphenol
$25,290$12,645 ▲100.0%3000.0%Technology
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$23,762$4,368 ▼-15.5%8650.0%ETF
Space Ex Tech Spacex
$23,232$23,232 ▲New Holding1540.0%COM

Showing largest 100 holdings. View all holdings.
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