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Your Advocates 13F Portfolio

Portfolio Manager
Your Advocates Ltd., LLP
Performance
+7.28% (2026 Q2)
AUM (13F)
$349.85M
# of Holdings
209
Performance Rank
Allocation (Top 20)
97.73%
Latest filing
Q2 2026

Your Advocates Ltd., LLP Holdings Map

Top 50 Your Advocates Ltd., LLP Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
DCOR
Dimensional US Core
24.58%1.05M$86.0M
-1.32%(-14.05K)
2025-Q2: 1.01M shares2025-Q3: 1.01M shares2025-Q4: 998.4K shares2026-Q1: 1.06M shares2026-Q2: 1.05M shares
$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)
2025-Q2: 1.24M shares2025-Q3: 1.22M shares2025-Q4: 1.22M shares2026-Q1: 1.25M shares2026-Q2: 1.23M shares
$24.85(+58.22%)
2026-06-30
DFEM
Dimensional ETF Emerg. Markets Core Equity
9.73%837.5K$34.0M
-4.52%(-39.69K)
2025-Q2: 881.4K shares2025-Q3: 875.3K shares2025-Q4: 867.5K shares2026-Q1: 877.2K shares2026-Q2: 837.5K shares
$23.53(+71.71%)
2026-06-30
DFAS
Dimensional US Small Cap ETF
8.18%347.8K$28.6M
+0.28%(+955)
2025-Q2: 320.4K shares2025-Q3: 326.3K shares2025-Q4: 329.8K shares2026-Q1: 346.8K shares2026-Q2: 347.8K shares
$58.45(+43.98%)
2026-06-30
SCHR
Schwab Intermediate Term US Treas
7.47%1.06M$26.1M
+5.64%(+56.52K)
2025-Q2: 790.7K shares2025-Q3: 817.3K shares2025-Q4: 871.2K shares2026-Q1: 1.00M shares2026-Q2: 1.06M shares
$25.43(-3.88%)
2026-06-30
SPIB
SPDR Intermediate Term Corporate
6.84%715.4K$23.9M
+4.80%(+32.77K)
2025-Q2: 0 shares2025-Q3: 620.2K shares2025-Q4: 626.0K shares2026-Q1: 682.6K shares2026-Q2: 715.4K shares
$33.72(-1.74%)
2026-06-30
FNDX
Schwab Fundamental US Large Company ETF
6.71%754.8K$23.5M
-1.74%(-13.33K)
2025-Q2: 759.4K shares2025-Q3: 759.9K shares2025-Q4: 745.9K shares2026-Q1: 768.2K shares2026-Q2: 754.8K shares
$18.29(+77.93%)
2026-06-30
BSV
Vanguard Short-Term Bond ETF
4.98%223.8K$17.4M
+5.63%(+11.92K)
2025-Q2: 184.1K shares2025-Q3: 190.6K shares2025-Q4: 200.8K shares2026-Q1: 211.8K shares2026-Q2: 223.8K shares
$79.92(-2.88%)
2026-06-30
GLD
SPDR Gold Trust
4.65%44.1K$16.3M
+0.46%(+202)
2025-Q2: 49.0K shares2025-Q3: 47.5K shares2025-Q4: 44.8K shares2026-Q1: 43.9K shares2026-Q2: 44.1K shares
$152.89(+164.36%)
2026-06-30
FNDF
Schwab Fundamental Intl Lg Co ETF
3.56%236.2K$12.5M
-4.22%(-10.39K)
2025-Q2: 247.3K shares2025-Q3: 243.8K shares2025-Q4: 240.6K shares2026-Q1: 246.6K shares2026-Q2: 236.2K shares
$30.71(+81.25%)
2026-06-30

About Your Advocates Ltd., LLPโ€™s portfolio

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 concentration

Portfolio concentration
DCOR โ€” 24.8% ($86.00M)DFIC โ€” 13.3% ($45.97M)DFEM โ€” 9.8% ($34.03M)DFAS โ€” 8.3% ($28.63M)SCHR โ€” 7.5% ($26.13M)SPIB โ€” 6.9% ($23.94M)FNDX โ€” 6.8% ($23.47M)BSV โ€” 5.0% ($17.43M)GLD โ€” 4.7% ($16.25M)FNDF โ€” 3.6% ($12.46M)Other โ€” 9.4% ($32.63M)
91%in top 10
  • DCOR24.8%
  • DFIC13.3%
  • DFEM9.8%
  • DFAS8.3%
  • SCHR7.5%
  • SPIB6.9%
  • FNDX6.8%
  • BSV5.0%
  • GLD4.7%
  • FNDF3.6%
  • Other9.4%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

New buys
2
RKLBRocket Laboratory Usa In0.0%
PLDPrologis0.0%
Added to
20
SCHRSchwab Intermediate Term US Treas+5.6%
SPIBSPDR Intermediate Term Corporate+4.8%
BSVVanguard Short-Term Bond ETF+5.6%
AHLTAmerican Beacon AHL Trend ETF+22.0%
+16 more
Trimmed
19
DFEMDimensional ETF Emerg. Markets Core Equity-4.5%
DCORDimensional US Core-1.3%
DFICDimensional ETF Int'l Core Equity 2-1.3%
FNDFSchwab Fundamental Intl Lg Co ETF-4.2%
+15 more

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Source filings

Holdings on this page are parsed from Your Advocates Ltd., LLPโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1774437). View Your Advocates Ltd., LLPโ€™s 13F filings on SEC

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