Top 50 Your Advocates Ltd., LLP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DCOR | Dimensional US Core | 24.58% | 1.05M | $86.0M | -1.32%(-14.05K) | $53.00(+61.69%) | 2026-06-30 | |
| DFIC | Dimensional ETF Int'l Core Equity 2 | 13.14% | 1.23M | $46.0M | -1.34%(-16.77K) | $24.85(+58.22%) | 2026-06-30 | |
| DFEM | Dimensional ETF Emerg. Markets Core Equity | 9.73% | 837.5K | $34.0M | -4.52%(-39.69K) | $23.53(+71.71%) | 2026-06-30 | |
| DFAS | Dimensional US Small Cap ETF | 8.18% | 347.8K | $28.6M | +0.28%(+955) | $58.45(+43.98%) | 2026-06-30 | |
| SCHR | Schwab Intermediate Term US Treas | 7.47% | 1.06M | $26.1M | +5.64%(+56.52K) | $25.43(-3.88%) | 2026-06-30 | |
| SPIB | SPDR Intermediate Term Corporate | 6.84% | 715.4K | $23.9M | +4.80%(+32.77K) | $33.72(-1.74%) | 2026-06-30 | |
| FNDX | Schwab Fundamental US Large Company ETF | 6.71% | 754.8K | $23.5M | -1.74%(-13.33K) | $18.29(+77.93%) | 2026-06-30 | |
| BSV | Vanguard Short-Term Bond ETF | 4.98% | 223.8K | $17.4M | +5.63%(+11.92K) | $79.92(-2.88%) | 2026-06-30 | |
| GLD | SPDR Gold Trust | 4.65% | 44.1K | $16.3M | +0.46%(+202) | $152.89(+164.36%) | 2026-06-30 | |
| FNDF | Schwab Fundamental Intl Lg Co ETF | 3.56% | 236.2K | $12.5M | -4.22%(-10.39K) | $30.71(+81.25%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.25% | +49.12% | +6.31% | +35.76% |
| Top 20 Holdings Unweighted | +13.50% | +46.23% | +7.97% | +46.74% |
Your Advocates Ltd., LLP reports $349.85M in US-listed equity holdings across 209 positions in its most recent 13F filing. Its largest disclosed positions are DCOR (24.6%), DFIC (13.1%) and DFEM (9.7%). The top 20 holdings account for 97.73% of reported assets. Its disclosed equity book has returned +49.12% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Your Advocates Ltd., LLPโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1774437). View Your Advocates Ltd., LLPโs 13F filings on SEC