Your Advocates Ltd., LLP holds a concentrated book of 209 stocks worth $349.9M as of Q2 2026 (disclosed Aug 5, 2026, a ~36-day 13F lag). This quarter they opened Rocket Laboratory Usa In and trimmed Dimensional US Core Eq 1 ETF. Their largest long position is Dimensional US Core Eq 1 ETF at 25% of the equity book. Cloning the disclosed picks since 2025 would be +14% (+18.0%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning Your Advocates Ltd., LLP's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~36 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
7% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Your Advocates Ltd., LLP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Farther Finance Advisors, LLC | 70 / 80 | $2.0B |
| JPMORGAN CHASE & CO | 69 / 80 | $384.5B |
| RAYMOND JAMES FINANCIAL INC | 69 / 80 | $77.9B |
| LPL Financial LLC | 69 / 80 | $63.3B |
| OSAIC HOLDINGS, INC. | 69 / 80 | $13.1B |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 69 / 80 | $11.1B |
| Allworth Financial LP | 69 / 80 | $7.1B |
| Kestra Advisory Services, LLC | 69 / 80 | $5.4B |
Ranked by how many of Your Advocates Ltd., LLP's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dimensional US Core COM | $86.0M | 1.05M | 24.6% | ▼−1.3% Reduced · −14K sh | |
| 2 | Dimensional ETF Int'l Core Equity 2 COM | $46.0M | 1.23M | 13.1% | ▼−1.3% Reduced · −17K sh | |
| 3 | Dimensional ETF Emerg. Markets Core Equity COM | $34.0M | 837.5K | 9.7% | ▼−4.5% Reduced · −40K sh | |
| 4 | Dimensional US Small Cap ETF COM | $28.6M | 347.8K | 8.2% | ▲+0.3% Added · +955 sh | |
| 5 | Schwab Intermediate Term US Treas COM | $26.1M | 1.06M | 7.5% | ▲+5.6% Added · +57K sh | |
| 6 | SPDR Intermediate Term Corporate COM | $23.9M | 715.4K | 6.8% | ▲+4.8% Added · +33K sh | |
| 7 | Schwab Fundamental US Large Company ETF COM | $23.5M | 754.8K | 6.7% | ▼−1.7% Reduced · −13K sh | |
| 8 | Vanguard Short-Term Bond ETF COM | $17.4M | 223.8K | 5.0% | ▲+5.6% Added · +12K sh | |
| 9 | SPDR Gold Trust COM | $16.3M | 44.1K | 4.6% | ▲+0.5% Added · +202 sh | |
| 10 | Schwab Fundamental Intl Lg Co ETF COM | $12.5M | 236.2K | 3.6% | ▼−4.2% Reduced · −10K sh | |
| 11 | Schwab Fundamental Emerg Mkts Lg Co ETF COM | $8.5M | 214.7K | 2.4% | ▼−3.3% Reduced · −7K sh | |
| 12 | Schwab Fundamental US Small Company ETF COM | $7.9M | 207.7K | 2.3% | ▼−1.3% Reduced · −3K sh | |
| 13 | Exxon Mobil Corporation COM | $2.5M | 18.5K | 0.7% | ▲+0.6% Added · +116 sh | |
| 14 | Conocophillips COM | $1.9M | 18.2K | 0.5% | ▼−8.4% Reduced · −2K sh | |
| 15 | Apple Inc COM | $1.6M | 5.6K | 0.5% | ▼−0.1% Reduced · −3 sh | |
| 16 | S P D R S&P 500 Etf Tr COM | $1.6M | 2.1K | 0.5% | ▼−9.3% Reduced · −220 sh | |
| 17 | Vanguard Total Stock Mkt COM | $1.4M | 3.8K | 0.4% | ▲+0.2% Added · +9 sh | |
| 18 | American Beacon AHL Trend ETF COM | $973K | 33.7K | 0.3% | ▲+22% Added · +6K sh | |
| 19 | Innovator US Equity COM | $584K | 16.6K | 0.2% | —Held | |
| 20 | Schwab US Broad Market COM | $535K | 18.5K | 0.2% | ▼−5.4% Reduced · −1K sh | |
| 21 | Vanguard Star FD TL Intl STK F ETF COM | $520K | 6.1K | 0.1% | ▲+0.5% Added · +28 sh | |
| 22 | Schwab US Large Cap ETF COM | $459K | 15.6K | 0.1% | ▲+1.7% Added · +256 sh | |
| 23 | Franklin Liberty International Aggregate Bond ETF COM | $338K | 16.5K | 0.1% | ▼−1.8% Reduced · −295 sh | |
| 24 | Aecom COM | $262K | 3.8K | 0.1% | —Held | |
| 25 | WisdomTree Emerging Markets High Dividend ETF COM | $234K | 4.4K | 0.1% | ▼−3.4% Reduced · −155 sh | |
| 26 | Vanguard Total World Stock COM | $222K | 1.4K | 0.1% | ▲+24% Added · +269 sh | |
| 27 | Ishares Core Msci Eafe COM | $205K | 2.1K | 0.1% | ▲+5.9% Added · +119 sh | |
| 28 | iShares ESG MSCI USA Leaders ETF COM | $189K | 1.4K | 0.1% | ▲+0.3% Added · +4 sh | |
| 29 | Microsoft Corp COM | $183K | 491 | 0.1% | ▲+1.0% Added · +5 sh | |
| 30 | Vanguard S&P 500 ETF SHS COM | $181K | 264 | 0.1% | ▼−6.4% Reduced · −18 sh | |
| 31 | Wells Fargo & Co New COM | $166K | 2.0K | 0.0% | ▲+265% Added · +1K sh | |
| 32 | Tesla Motors Inc COM | $162K | 385 | 0.0% | ▼−13% Reduced · −55 sh | |
| 33 | Schlumberger Ltd COM | $151K | 3.3K | 0.0% | —Held | |
| 34 | General Electric Company COM | $131K | 350 | 0.0% | —Held | |
| 35 | Ea Bridgeway Omni Sml COM | $122K | 4.2K | 0.0% | —Held | |
| 36 | iShares Core S&P Total US Stock Mkt ETF COM | $119K | 727 | 0.0% | —Held | |
| 37 | Marathon Pete Corp COM | $114K | 447 | 0.0% | ▼−33% Reduced · −216 sh | |
| 38 | Amazon Com Inc COM | $114K | 477 | 0.0% | ▲+1.5% Added · +7 sh | |
| 39 | SPDR Short Term Treasury ETF COM | $113K | 3.9K | 0.0% | ▲+15% Added · +520 sh | |
| 40 | Pimco Active Bond ETF COM | $113K | 1.2K | 0.0% | ▼−45% Reduced · −1K sh | |
| 41 | Fedex Corporation COM | $104K | 331 | 0.0% | —Held | |
| 42 | Ge Vernova Inc COM | $102K | 87 | 0.0% | —Held | |
| 43 | Spdr Dow Jones Indl Avg COM | $101K | 193 | 0.0% | ▲+0.5% Added · +1 sh | |
| 44 | IShares Russell 2000 COM | $100K | 333 | 0.0% | ▼−0.9% Reduced · −3 sh | |
| 45 | Rocket Laboratory Usa In COM | $99K | 971 | 0.0% | ▲New New position | |
| 46 | Allstate Corporation COM | $95K | 400 | 0.0% | —Held | |
| 47 | Prologis COM | $94K | 697 | 0.0% | ▲New New position | |
| 48 | Coca Cola Company COM | $88K | 1.1K | 0.0% | ▲+0.5% Added · +5 sh | |
| 49 | Dell Inc COM | $86K | 200 | 0.0% | —Held | |
| 50 | Toast Inc Class A COM | $84K | 3.0K | 0.0% | ▲+15% Added · +400 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1774437/holdings"
Use Arkolith to show Your Advocates Ltd., LLP's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.