1y return+19.9%S&P 500 +20.9%
3y return+47.0%S&P 500 +68.5%
5y return+36.0%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2019: $151 against $232 in the S&P 500.2
Your Advocates Ltd., LLPS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| Dimensional US CoreCUSIP 25434V625 | $86.0M | 24.6% | −1.3% |
| DFICDimensional ETF Int'l Core Equity 2 | $46.0M | 13.1% | −1.3% |
| DFEMDimensional ETF Emerg. Markets Core Equity | $34.0M | 9.7% | −4.5% |
| Dimensional US Small Cap ETFCUSIP 25434V500 | $28.6M | 8.2% | |
| SCHRSchwab Intermediate Term US Treas | $26.1M | 7.5% | +5.6% |
| SPIBSPDR Intermediate Term Corporate | $23.9M | 6.8% | +4.8% |
| FNDXSchwab Fundamental US Large Company ETF | $23.5M | 6.7% | −1.7% |
| BSVVanguard Short-Term Bond ETF | $17.4M | 5.0% | +5.6% |
| GLDSPDR Gold Trust | $16.3M | 4.6% | |
| FNDFSchwab Fundamental Intl Lg Co ETF | $12.5M | 3.6% | −4.2% |
| FNDESchwab Fundamental Emerg Mkts Lg Co ETF | $8.5M | 2.4% | −3.3% |
| FNDASchwab Fundamental US Small Company ETF | $7.9M | 2.3% | −1.3% |
| Exxon Mobil CorporationCUSIP 30231G102 | $2.5M | 0.7% | |
| COPConocophillips | $1.9M | 0.5% | −8.4% |
| AAPLApple Inc | $1.6M | 0.5% | |
| SPYS P D R S&P 500 Etf Tr | $1.6M | 0.5% | −9.3% |
| VTIVanguard Total Stock Mkt | $1.4M | 0.4% | |
| AHLTAmerican Beacon AHL Trend ETF | $973K | 0.3% | +22.0% |
| UAPRInnovator US Equity | $584K | 0.2% | |
| SCHBSchwab US Broad Market | $535K | 0.2% | −5.4% |
| VXUSVanguard Star Fd Tl Intl Stk F Etf | $520K | 0.1% | |
| SCHXSchwab US Large Cap ETF | $459K | 0.1% | +1.7% |
| FLIAFranklin Liberty International Aggregate Bond ETF | $338K | 0.1% | −1.8% |
| ACMAecom | $262K | 0.1% | |
| DEMWisdomTree Emerging Markets High Dividend ETF | $234K | 0.1% | −3.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| General Electric CompanyCUSIP 369604103 | December 31, 2020 | +332.6% | $131K |
| AAPLApple Inc | June 30, 2020 | +217.3% | $1.6M |
| Exxon Mobil CorporationCUSIP 30231G102 | June 30, 2020 | +205.7% | $2.5M |
| FNDXSchwab Fundamental US Large Company ETF | June 30, 2020 | +153.3% | $23.5M |
| SLBSchlumberger Ltd | June 30, 2020 | +152.8% | $151K |
| COPConocophillips | June 30, 2020 | +147.4% | $1.9M |
| SPYS P D R S&P 500 Etf Tr | June 30, 2020 | +142.2% | $1.6M |
| FNDASchwab Fundamental US Small Company ETF | June 30, 2020 | +140.0% | $7.9M |
| SCHXSchwab US Large Cap ETF | June 30, 2020 | +138.3% | $459K |
| FNDFSchwab Fundamental Intl Lg Co ETF | June 30, 2020 | +122.2% | $12.5M |
Sold off last quarter
- MNPRMonopar Therapeutics Equ was $183K
- IVEIshares S&P 500 Value was $145K
- IVWIshares S&P 500 Growth was $126K
- AGGIshares Tr Barclays Fund was $61K
- ProShares UltraPro Short S&P 500CUSIP 74347B110 was $57K
- WTVWisdomtree U.S. Value was $56K
- Sap SE OrdfCUSIP D66992104 was $42K
- XSMOInvesco S & P Smlcp was $32K
- FENIFidelity Enhanced was $31K
- GTOInvesco Total Return was $29K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +7.3% | +14.8% |
| March 31, 2026 | +2.0% | −4.6% |
| December 31, 2025 | +2.8% | +2.4% |
| September 30, 2025 | +6.5% | +7.8% |
| June 30, 2025 | +6.7% | +10.5% |
| March 31, 2025 | +1.0% | −4.6% |
| December 31, 2024 | −2.8% | +2.1% |
| September 30, 2024 | +6.3% | +5.4% |
| June 30, 2024 | +1.0% | +4.0% |
| March 31, 2024 | +4.4% | +10.0% |
| December 31, 2023 | +7.5% | +11.2% |
| September 30, 2023 | −2.9% | −3.6% |
| June 30, 2023 | +2.4% | +8.3% |
| March 31, 2023 | +4.1% | +7.0% |
| December 31, 2022 | +4.0% | +7.1% |
| September 30, 2022 | −6.3% | −5.3% |
| June 30, 2022 | −7.7% | −16.5% |
| March 31, 2022 | −3.5% | −4.9% |
| December 31, 2021 | +1.2% | +10.7% |
| September 30, 2021 | −1.2% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Your Advocates Ltd., LLP Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1774437&type=13F-HR&dateb=&owner=include&count=40CIK 1774437
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1774437/000177443726000005/Filed August 5, 2026 · accession 0001774437-26-000005