Your Advocates Ltd., LLP - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 2, 2026, for the 2025 Q4 period, Your Advocates Ltd., LLP held in its portfolio 240 assets valued at $306,400,014 (i.e. $306.40M).
The most valuable assets in the portfolio included: Dimensional US Core ($73.51M), Dimensional ETF Int'l Core Equity 2 ($41.94M), and Dimensional ETF Emerg. Markets Core Equity ($28.70M).
The chart below shows the top 10 valuable assets, and the table below shows the top 240 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Your Advocates Ltd., LLP - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| Dimensional US Core | 998410 | 73512931 | COM |
| Dimensional ETF Int'l Core Equity 2 | 1217176 | 41943879 | COM |
| Dimensional ETF Emerg. Markets Core Equity | 867529 | 28697849 | COM |
| Dimensional US Small Cap ETF | 329790 | 22976465 | COM |
| Schwab Intermediate Term US Treas | 871230 | 21850457 | COM |
| SPDR Intermediate Term Corporate | 625977 | 21164268 | COM |
| Schwab Fundamental US Large Company ETF | 745945 | 20297156 | COM |
| SPDR Gold Trust | 44778 | 17745969 | COM |
| Vanguard Short-Term Bond ETF | 200764 | 15822241 | COM |
| Schwab Fundamental Intl Lg Co ETF | 240610 | 10877958 | COM |
| Schwab Fundamental Emerg Mkts Lg Co ETF | 218629 | 7883746 | COM |
| Schwab Fundamental US Small Company ETF | 203476 | 6411543 | COM |
| Exxon Mobil Corporation | 18331 | 2205919 | COM |
| Conocophillips | 17435 | 1632094 | COM |
| Apple Inc | 5592 | 1520283 | COM |
| S P D R S&P 500 Etf Tr | 2188 | 1491965 | COM |
| Pimco Active Bond ETF | 11640 | 1083456 | COM |
| American Beacon AHL Trend ETF | 21560 | 567890 | COM |
| Innovator US Equity | 16622 | 544703 | COM |
| Schwab US Broad Market | 19499 | 511455 | COM |
| Schwab US Large Cap ETF | 15351 | 413098 | COM |
| Aecom | 4112 | 391997 | COM |
| Vanguard Total Stock Mkt | 1075 | 360415 | COM |
| Franklin Liberty International Aggregate Bond ETF | 17605 | 355269 | COM |
| Halliburton Co Hldg Co | 10419 | 294441 | COM |
| Microsoft Corp | 514 | 248648 | COM |
| WisdomTree Emerging Markets High Dividend ETF | 4896 | 228692 | COM |
| Occidental Pete Corp | 4986 | 205024 | COM |
| Tesla Motors Inc | 440 | 197877 | COM |
| Vanguard S&P 500 ETF SHS | 304 | 190679 | COM |
| Ishares Core Msci Eafe | 2005 | 179367 | COM |
| Vanguard Total World Stock | 969 | 136654 | COM |
| iShares Core S&P Total US Stock Mkt ETF | 873 | 129806 | COM |
| Schlumberger Ltd | 3254 | 124889 | COM |
| MARATHON PETE CORP | 663 | 107824 | COM |
| General Electric Company | 350 | 107811 | COM |
| Amazon Com Inc | 463 | 106870 | COM |
| Ea Bridgeway Omni Sml | 4163 | 96998 | COM |
| Fedex Corporation | 331 | 95613 | COM |
| iShares Core S&P 500 ETF | 138 | 94522 | COM |
| Toast Inc Class A | 2508 | 89059 | COM |
| Moodys Corp | 171 | 87355 | COM |
| Allstate Corporation | 400 | 83260 | COM |
| Hewlett-Packard Company | 3473 | 77378 | COM |
| Technipfmc Plc | 1721 | 76688 | COM |
| Vanguard MSCI EAFE ETF | 1214 | 75839 | COM |
| Coca Cola Company | 1073 | 75013 | COM |
| Ishares Tr Barclays Fund | 750 | 74890 | COM |
| SPDR Series Trust Portfolio Intermediate Term ETF | 2530 | 72965 | COM |
| Chimera Investment Corp | 5496 | 68315 | COM |
| Spdr Dow Jones Indl Avg | 142 | 68017 | COM |
| Ishares Gold Etf | 830 | 67371 | COM |
| Avantis International | 818 | 67338 | COM |
| iShares ESG Aware MSCI EAFE ETF | 688 | 65430 | COM |
| iShares ESG MSCI USA Leaders ETF | 532 | 64494 | COM |
| Rocket Laboratory Usa In | 912 | 63621 | COM |
| Dimensnl Interntl Sus | 1460 | 62561 | COM |
| IShares Russell 2000 | 254 | 62525 | COM |
| Shopify Inc | 385 | 61973 | COM |
| Sap SE Ordf | 250 | 60925 | COM |
| Auto Data Processing | 227 | 58391 | COM |
| Ge Vernova Inc | 87 | 56861 | COM |
| FTSE RAFI Internat'l Dev Mkts | 860 | 56373 | COM |
| Corteva Inc | 810 | 54294 | COM |
| Ishares Core Msci | 795 | 53440 | COM |
| FTSE RAFI US 1500 Small Cap | 1145 | 52544 | COM |
| Wells Fargo & Co New | 550 | 51260 | COM |
| Home Depot Inc | 146 | 50239 | COM |
| Pepsico Incorporated | 346 | 49658 | COM |
| Unitedhealth Group Inc | 150 | 49517 | COM |
| Vanguard Health Care | 152 | 43681 | COM |
| Nvidia Corp | 234 | 43641 | COM |
| Sector Spdr Engy Select | 936 | 41856 | COM |
| Schwab Emerging Markets Equity ETF | 1260 | 41265 | COM |
| Garmin Ltd | 200 | 40570 | COM |
| Agilent Technologies Inc | 296 | 40277 | COM |
| Broadcom Inc | 110 | 38071 | COM |
| Vanguard Mid Cap ETF | 124 | 35987 | COM |
| Vanguard Msci Emerging | 669 | 35965 | COM |
| Costco Whsl Corp New | 40 | 34494 | COM |
| iShares Trust US Treasury Bond ETF | 1446 | 33303 | COM |
| Du Pont E I De Nemour&Co | 811 | 32602 | COM |
| Rail Vision Ltd | 100000 | 32000 | COM |
| United Rentals Inc | 37 | 29945 | COM |
| Vanguard Value | 155 | 29603 | COM |
| SPDR Portfolio Emerging Markets ETF | 611 | 28601 | COM |
| Keysight Tech Inc | 140 | 28447 | COM |
| Cheniere Energy Inc | 145 | 28187 | COM |
| Vanguard Small Cap Etf | 109 | 28117 | COM |
| Spdr S&P Oil & Gas Expl & Prod | 222 | 28030 | COM |
| Ishares Core S&P Small | 227 | 27281 | COM |
| Mc Donalds Corp | 88 | 26895 | COM |
| Vanguard S&P Small Cap | 238 | 26408 | COM |
| Dell Inc | 200 | 25176 | COM |
| FTSE RAFI 1000 US Lg Cap | 533 | 25008 | COM |
| iShare ESG Aware MSCI | 472 | 21711 | COM |
| Wisdomtree Japan Hedged | 444 | 20602 | COM |
| Amphenol Corp Cl A | 150 | 20271 | COM |
| Starbucks Corp | 240 | 20210 | COM |
| Caterpillar Inc | 35 | 20050 | COM |
| Union Pacific Corp | 85 | 19662 | COM |
| Schwab US TIPS ETF | 735 | 19479 | COM |
| Schwab International Equity ETF | 786 | 18895 | COM |
| Wal-Mart Stores Inc | 168 | 18717 | COM |
| Vanguard Mega Cap Growth | 45 | 18575 | COM |
| iShares ESG U.S. Aggregate Bond ETF | 378 | 18069 | COM |
| Tempus AI Inc | 300 | 17715 | COM |
| Dow Chemical Company | 750 | 17535 | COM |
| Conagra Brands Inc | 1000 | 17310 | COM |
| Yum Brands Inc | 114 | 17246 | COM |
| FTSE RAFI Emerg Mkts | 655 | 16906 | COM |
| Sector Spdr Tr Con Stpls | 200 | 15536 | COM |
| SPDR Short Term Treasury ETF | 510 | 14933 | COM |
| DFA Emerging Mkts Value ETF | 427 | 14407 | COM |
| iShares ESG 1-5 Year USD Corporate Bond ETF | 541 | 13644 | COM |
| Crowdstrike Hldgs Inc | 28 | 13125 | COM |
| Spdr S&P Regional | 200 | 12962 | COM |
| SCHWAB STRATEGIC TR SCHWB FDT INT SC ETF | 273 | 12162 | COM |
| Vanguard Intermediate | 141 | 11809 | COM |
| iShares S&P Euro | 163 | 11182 | COM |
| Sector Spdr Fincl Select | 203 | 11109 | COM |
| Magnolia Oil & Gas Corp | 500 | 10945 | COM |
| EOG Resources Inc Com | 103 | 10782 | COM |
| Netflix Inc | 110 | 10314 | COM |
| Vanguard Mid Cap Value | 58 | 10287 | COM |
| Ametek Inc | 50 | 10266 | COM |
| Travelers Companies | 35 | 10152 | COM |
| Fidelity Natl Info | 151 | 10035 | COM |
| Tractor Supply Comp | 200 | 10002 | COM |
| Morgan Stanley | 56 | 9942 | COM |
| Republic Services | 45 | 9537 | COM |
| U S Bancorp Del New | 165 | 8804 | COM |
| Ark Innovation ETF | 100 | 7692 | COM |
| First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund | 49 | 7498 | COM |
| Academy Sports & Outdoor | 145 | 7225 | COM |
| Viking Holdings Ltd | 100 | 7141 | COM |
| Stryker Corp | 20 | 7029 | COM |
| Xylem Inc | 50 | 6809 | COM |
| Advanced Micro Devices | 30 | 6425 | COM |
| Vanguard Div Apprciation | 29 | 6374 | COM |
| Google Inc Class A | 20 | 6276 | COM |
| Illinois Tool Works Inc | 25 | 6158 | COM |
| Aptargroup Inc | 50 | 6098 | COM |
| Coupang Inc | 250 | 5898 | COM |
| Amgen Incorporated | 18 | 5892 | COM |
| Citigroup Inc | 50 | 5835 | COM |
| Spotify Technology | 10 | 5807 | COM |
| Thermo Fisher Scientific | 10 | 5795 | COM |
| Danaher Corp Del | 25 | 5723 | COM |
| Synopsys Inc | 12 | 5637 | COM |
| Take Two Interactv | 22 | 5633 | COM |
| Verisk Analytics Inc Cla | 25 | 5592 | COM |
| Yum China Holdings Inc | 114 | 5442 | COM |
| Bitmine Immersion Technologies | 200 | 5430 | COM |
| Equitable Resources Inc | 100 | 5360 | COM |
| Lululemon Athletica | 22 | 4572 | COM |
| Ast Spacemobile Inc | 61 | 4430 | COM |
| Cognex Corp | 121 | 4354 | COM |
| D X C Technology Com | 287 | 4205 | COM |
| Invesco ETF D TR WILDERHIL CLAN ETF | 131 | 4001 | COM |
| Service Now Inc | 25 | 3830 | COM |
| The Trade Desk Inc | 100 | 3796 | COM |
| American Express Company | 10 | 3785 | COM |
| Ishares Msci Brazil Indx | 113 | 3590 | COM |
| GE HealthCare Technologies Inc Common Stock | 41 | 3363 | COM |
| Fiserv Inc | 50 | 3359 | COM |
| Canadian Pac Railway | 45 | 3313 | COM |
| Arista Networks Inc | 25 | 3276 | COM |
| Aurinia Pharmaceutic | 200 | 3190 | COM |
| Ishares Iboxx Investop | 28 | 3085 | COM |
| Dexcom Inc | 44 | 2920 | COM |
| Veralto Corp | 28 | 2794 | COM |
| Trimble Navigation Ltd | 34 | 2664 | COM |
| Intel Corp | 69 | 2546 | COM |
| Plug Power Inc New | 1185 | 2334 | COM |
| Norwegian Cruise Lin | 100 | 2232 | COM |
| Infineon Tech Ag | 50 | 2199 | COM |
| GLOBAL X FDS GLOBAL X URANIUM ETF | 50 | 2137 | COM |
| Timken Co | 25 | 2103 | COM |
| Disney Walt Co | 18 | 2048 | COM |
| Centene Corp | 47 | 1934 | COM |
| Indie Semiconductor Inc | 540 | 1906 | COM |
| Pool Corp | 8 | 1830 | COM |
| The Southern Company | 20 | 1768 | COM |
| Ardmore Shipping Co | 166 | 1758 | COM |
| Denali Therapeutics I N | 100 | 1651 | COM |
| Intuitive Machs Inc | 96 | 1558 | COM |
| Fortune Brands Innovatio | 29 | 1451 | COM |
| Nrg Energy Inc | 9 | 1433 | COM |
| Constellation Brand Cl A | 10 | 1380 | COM |
| Sturm Ruger & Co Inc | 42 | 1371 | COM |
| Weatherford Intl | 17 | 1330 | COM |
| Linde Plc | 3 | 1307 | COM |
| Pinterest Inc | 50 | 1295 | COM |
| Defiance Next Gen | 20 | 1286 | COM |
| iShares Russell Mid Cap | 9 | 1232 | COM |
| Blackline Inc | 22 | 1216 | COM |
| Gxo Logistics Inc | 23 | 1211 | COM |
| Vanguard Shrt Inf Prot | 23 | 1138 | COM |
| Lockheed Martin Corp | 2 | 967 | COM |
| Icici Bank Ltd | 30 | 894 | COM |
| Relay Therapeutics Inc | 100 | 846 | COM |
| Super Micro Computer Inc | 25 | 732 | COM |
| Bp Plc Adr | 21 | 729 | COM |
| Ishares Core Dividend | 10 | 694 | COM |
| Coinbase Global Inc | 3 | 678 | COM |
| T-Rex 2x Inverse Tesla Daily Target EFT | 54 | 641 | COM |
| Schwab US Dividend | 20 | 549 | COM |
| Brc Inc | 453 | 503 | COM |
| MakeMyTrip Limited | 6 | 493 | COM |
| Fidelity Wise Origin | 6 | 457 | COM |
| Airgain Incorporarated | 100 | 406 | COM |
| iShares Core S&P Mid-Cap ETF | 6 | 396 | COM |
| Carmax Inc | 10 | 386 | COM |
| Rivian Automotive Inc | 17 | 335 | COM |
| Masterbrand Inc | 29 | 320 | COM |
| Nautilus Biotechnology | 150 | 293 | COM |
| Zk Intl Group Co Ltd | 143 | 215 | COM |
| Metallus Inc | 12 | 206 | COM |
| Zions Bancorp | 3 | 181 | COM |
| Cytosorbents Corpora | 250 | 160 | COM |
| Aeva Technologies Inc | 10 | 133 | COM |
| Ishares Esg Msci Kld 400 | 1 | 129 | COM |
| Fubotv Inc | 50 | 126 | COM |
| Vanguard Esg US Stock | 1 | 121 | COM |
| Technip Energies Nv | 3 | 114 | COM |
| Serve Robotics Inc | 10 | 104 | COM |
| Azure Pwr Global Ltd | 100 | 100 | COM |
| Sigma Lithium Corp | 7 | 92 | COM |
| Draganfly Inc | 12 | 83 | COM |
| Kyndryl Hldgs Inc | 3 | 80 | COM |
| Viatris Inc | 6 | 75 | COM |
| Seadrill Ltd | 2 | 69 | COM |
| VANGUARD TAX EXEMPT BD ETF | 1 | 50 | COM |
| ATIF Holdings Ltd | 5 | 28 | COM |
| Redhill Biopharma Lt E | 19 | 20 | COM |
| Ishares Global Clean | 1 | 17 | COM |
| Virgin Galactic Hldgs In | 5 | 16 | COM |
| Annaly Capital Mgmt | 0 | 10 | COM |
| Nuvve Hldg Corp | 1 | 3 | COM |
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