Latest Your Advocates Ltd., LLP Stock Portfolio
Your Advocates Ltd., LLP Performance:
2025 Q3: 1.2%YTD: 2.46%2024: 1.74%
Performance for 2025 Q3 is 1.2%, and YTD is 2.46%, and 2024 is 1.74%.
About Your Advocates Ltd., LLP and 13F Hedge Fund Stock Holdings
Your Advocates Ltd., LLP is a hedge fund based in HOUSTON, TX. On 16-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $333.6 Millions. In it's latest 13F Holdings report, Your Advocates Ltd., LLP reported an equity portfolio of $298.4 Millions as of 30 Sep, 2025.
The top stock holdings of Your Advocates Ltd., LLP are DFAC, DFAC, DFAC. The fund has invested 24.3% of it's portfolio in DIMENSIONAL US CORE and 13.4% of portfolio in DIMENSIONAL ETF INT'L CORE EQUITY 2.
The fund managers got completely rid off MAGNOLIA OIL & GAS CORP (MGY), TEMPUS AI INC and APPLIED MATERIALS INC (AMAT) stocks. They significantly reduced their stock positions in ISHARES TR BARCLAYS FUND (IJR), CHARGEPOINT HLDGS INC (CHPT) and PIMCO ACTIVE BOND ETF (BOND). Your Advocates Ltd., LLP opened new stock positions in SPDR INTERMEDIATE TERM CORPORATE (BIL), ISHARES CORE MSCI EAFE (IBCE) and ISHARES CORE MSCI (EMGF). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD SMALL CAP ETF (VB), ISHARES CORE S&P 500 ETF (IJR) and FTSE RAFI 1000 US LG CAP (EQWL).
The top stock holdings of Your Advocates Ltd., LLP are DFAC, DFAC, DFAC. The fund has invested 24.3% of it's portfolio in DIMENSIONAL US CORE and 13.4% of portfolio in DIMENSIONAL ETF INT'L CORE EQUITY 2.
The fund managers got completely rid off MAGNOLIA OIL & GAS CORP (MGY), TEMPUS AI INC and APPLIED MATERIALS INC (AMAT) stocks. They significantly reduced their stock positions in ISHARES TR BARCLAYS FUND (IJR), CHARGEPOINT HLDGS INC (CHPT) and PIMCO ACTIVE BOND ETF (BOND). Your Advocates Ltd., LLP opened new stock positions in SPDR INTERMEDIATE TERM CORPORATE (BIL), ISHARES CORE MSCI EAFE (IBCE) and ISHARES CORE MSCI (EMGF). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD SMALL CAP ETF (VB), ISHARES CORE S&P 500 ETF (IJR) and FTSE RAFI 1000 US LG CAP (EQWL).
Your Advocates Ltd., LLP Annual Return Estimates Vs S&P 500
Our best estimate is that Your Advocates Ltd., LLP made a return of 1.2% in the last quarter. In trailing 12 months, it's portfolio return was 2.49%.
New Buys
| Ticker | $ Bought |
|---|---|
| spdr intermediate term corporate | 21,018,000 |
| ishares core msci eafe | 175,057 |
| ishares core msci | 36,454 |
| vanguard mid cap etf | 36,424 |
| wal-mart stores inc | 27,620 |
| ftse rafi emerg mkts | 16,650 |
| dominion energy inc | 12,234 |
| schwab strategic tr schwb fdt int sc etf | 12,151 |
New stocks bought by Your Advocates Ltd., LLP
Additions
| Ticker | % Inc. |
|---|---|
| vanguard small cap etf | 2,080 |
| ishares core s&p 500 etf | 314 |
| ftse rafi 1000 us lg cap | 267 |
| intel corp | 263 |
| ishares core s&p small | 197 |
| vanguard s&p 500 etf shs | 158 |
| vanguard health care | 151 |
| american beacon ahl trend etf | 141 |
Additions to existing portfolio by Your Advocates Ltd., LLP
Reductions
| Ticker | % Reduced |
|---|---|
| ishares tr barclays fund | -97.11 |
| chargepoint hldgs inc | -95.00 |
| pimco active bond etf | -94.45 |
| american express company | -50.00 |
| arista networks inc | -37.5 |
| innovator us equity | -18.44 |
| vanguard msci eafe etf | -6.16 |
| marathon pete corp | -5.82 |
Your Advocates Ltd., LLP reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| magnolia oil & gas corp | -22,636 |
| the charles schwab corp | 0.00 |
| atif holdings ltd | -40.00 |
| tempus ai inc | -7,625 |
| shapeways holdings inc | 0.00 |
| chipotle mexican grl | -3,931 |
| applied materials inc | -5,336 |
| e l f beauty inc | -3,111 |
Your Advocates Ltd., LLP got rid off the above stocks
Sector Distribution
Your Advocates Ltd., LLP has about 97% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 97 |
| Energy | 1.5 |
Market Cap. Distribution
Your Advocates Ltd., LLP has about 2.9% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 97 |
| MEGA-CAP | 1.5 |
| LARGE-CAP | 1.4 |
Stocks belong to which Index?
About 2.6% of the stocks held by Your Advocates Ltd., LLP either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 97.3 |
| S&P 500 | 2.6 |
Your Advocates Ltd., LLP Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Your Advocates Ltd., LLP
Your Advocates Ltd., LLP has 220 stocks in it's portfolio. About 89.4% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. GLD was the most profitable stock for Your Advocates Ltd., LLP last quarter.
Last Reported on: 03 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| A | agilent technologies inc | 0.01 | 296 | 37,992 | unchanged | 0.00 | ||
| AAPL | apple inc | 0.49 | 5,792 | 1,474,810 | added | 0.1 | ||
| ACIO | defiance next gen | 0.00 | 16.00 | 994 | added | 60.00 | ||
| ACM | aecom | 0.18 | 4,112 | 536,493 | unchanged | 0.00 | ||
| ACVF | t-rex 2x inverse tesla daily target eft | 0.00 | 1,095 | 788 | unchanged | 0.00 | ||
| ACWV | ishares msci brazil indx | 0.00 | 10.00 | 310 | unchanged | 0.00 | ||
| ADP | auto data processing | 0.03 | 325 | 95,388 | unchanged | 0.00 | ||
| AEMB | avantis international | 0.02 | 818 | 64,540 | unchanged | 0.00 | ||
| AEVA | aeva technologies inc | 0.00 | 10.00 | 145 | unchanged | 0.00 | ||
| AGNG | global x fds global x uranium etf | 0.00 | 50.00 | 2,384 | unchanged | 0.00 | ||
| AGT | ishares esg aware msci eafe etf | 0.02 | 677 | 62,926 | unchanged | 0.00 | ||
| AGT | ishares esg 1-5 year usd corporate bond etf | 0.00 | 471 | 11,910 | unchanged | 0.00 | ||
| AGZD | wisdomtree emerging markets high dividend etf | 0.08 | 5,075 | 233,399 | reduced | -0.22 | ||
| AGZD | wisdomtree japan hedged | 0.01 | 444 | 18,493 | unchanged | 0.00 | ||
| AIRG | airgain incorporarated | 0.00 | 100 | 434 | unchanged | 0.00 | ||
| ALL | allstate corporation | 0.03 | 400 | 85,860 | unchanged | 0.00 | ||
| AMAT | applied materials inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AMD | advanced micro devices | 0.00 | 30.00 | 4,854 | new | |||
| AME | ametek inc | 0.00 | 50.00 | 9,400 | unchanged | 0.00 | ||
| AMGN | amgen incorporated | 0.00 | 18.00 | 5,080 | unchanged | 0.00 | ||