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Latest Your Advocates Ltd., LLP Stock Portfolio

$327Million | No. of Holdings #231

Your Advocates Ltd., LLP Performance

2026 Q1+2.03%
YTD+2.03%
2025+17.01%

About Your Advocates Ltd., LLP and 13F Hedge Fund Stock Holdings

Your Advocates Ltd., LLP is a hedge fund based in Houston, TX. On 2026-04-30, the fund reported it's updated stock portfolio. In the 13F Holdings report, Your Advocates Ltd., LLP reported an equity portfolio of $327.9 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of Your Advocates Ltd., LLP are DFAC, DFAC, DFAC. The fund has invested 23.4% of it's portfolio in DIMENSIONAL US CORE and 13.6% of portfolio in DIMENSIONAL ETF INT'L CORE EQUITY 2. <br><br> The fund managers got completely rid off HALLIBURTON CO HLDG CO (HAL), CHIMERA INVESTMENT CORP (CIM) and ROCKET LABORATORY USA IN (RKLB) stocks. They significantly reduced their stock positions in OCCIDENTAL PETE CORP (OXY), RAIL VISION LTD (RVSN) and ISHARES MSCI BRAZIL INDX (ACWV). Your Advocates Ltd., LLP opened new stock positions in VANGUARD STAR FD TL INTL STK F ETF (VXUS), MONOPAR THERAPEUTICS EQU (MNPR) and ISHARES S&P 500 VALUE (IJR). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES RUSSELL MID CAP (IJR), SPDR SHORT TERM TREASURY ETF (BIL) and VANGUARD TOTAL STOCK MKT (VB).
Your Advocates Ltd., LLP Equity Portfolio Value
Last Reported on: 30 Apr, 2026
$327Million
  as of Apr 30, 2026

Your Advocates Ltd., LLP Annual Return Estimates Vs S&P 500

Our best estimate is that Your Advocates Ltd., LLP made a return of 2.03% in the last quarter. In trailing 12 months, it's portfolio return was 18.3%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
vanguard star fd tl intl stk f etf467,314
monopar therapeutics equ183,218
ishares s&p 500 value145,060
ishares s&p 500 growth125,665
american century investments a vantis us sml cp va74,899
proshares ultrapro short s&p 50056,740
wisdomtree u.s. value55,701
invesco s & p smlcp31,928
New stocks bought by Your Advocates Ltd., LLP

Additions

Ticker% Inc.
ishares russell mid cap2,866
spdr short term treasury etf561
vanguard total stock mkt257
coinbase global inc166
ishares esg msci usa leaders etf166
ishare esg aware msci99.15
lockheed martin corp50.00
service now inc40.00
Additions to existing portfolio by Your Advocates Ltd., LLP

Reductions

Ticker% Reduced
occidental pete corp-97.27
rail vision ltd-96.67
ishares msci brazil indx-86.73
pimco active bond etf-80.8
schwab us dividend-80.00
intel corp-72.46
vanguard msci eafe etf-63.76
ishares core s&p 500 etf-54.86
Your Advocates Ltd., LLP reduced stake in above stock

Sold off

Ticker$ Sold
halliburton co hldg co-294,441
chimera investment corp-68,315
sector spdr engy select-41,856
rocket laboratory usa in-63,621
schwab us tips etf-19,479
vanguard msci emerging-35,965
magnolia oil & gas corp-10,945
vanguard s&p small cap-26,408
Your Advocates Ltd., LLP got rid off the above stocks

Sector Distribution

Your Advocates Ltd., LLP has about 96.9% of it's holdings in Others sector.

  • Others
  • Energy
Sector%
Others96.9
Energy1.9

Market Cap. Distribution

Your Advocates Ltd., LLP has about 3.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED96.9
MEGA-CAP1.7
LARGE-CAP1.4

Stocks belong to which Index?

About 2.9% of the stocks held by Your Advocates Ltd., LLP either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others97.1
S&P 5002.9
Top 5 Winners (%)%
RVSN
rail vision ltd
1285.2 %
NAUT
nautilus biotechnology
98.6 %
DOW
dow chemical company
78.2 %
FTI
technipfmc plc
55.1 %
MPC
marathon pete corp
50.1 %
Top 5 Winners ($)$
GLD
spdr gold trust
1.5 M
DFAC
dimensional etf int'l core equity 2
1.3 M
DFAC
dimensional etf emerg. markets core equity
1.3 M
FNDA
schwab fundamental intl lg co etf
0.9 M
XOM
exxon mobil corporation
0.9 M
Top 5 Losers (%)%
FUBO
fubotv inc
-67.5 %
NVVE
nuvve hldg corp
-66.7 %
MMYT
makemytrip limited
-54.6 %
KD
kyndryl hldgs inc
-51.3 %
sap se ordf
-30.4 %
Top 5 Losers ($)$
DFAC
dimensional us core
-1.6 M
BIL
spdr intermediate term corporate
-0.2 M
FNDA
schwab intermediate term us treas
-0.2 M
AAPL
apple inc
-0.1 M
BIV
vanguard short-term bond etf
-0.1 M

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 231 stocks in it's portfolio. About 89.3% of the portfolio is in top 10 stocks. DFAC proved to be the most loss making stock for the portfolio. GLD was the most profitable stock for Your Advocates Ltd., LLP last quarter.

$327.90MTotal Value
265Positions
30 Apr, 2026Last Reported
Current holdings of Current Stock Holdings of Your Advocates Ltd., LLP, last reported on 30 Apr, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Esg Msci Kld 400

Ishares Esg Msci Kld 400

AAXJ
Your Advocates Ltd., LLP's holding in Ishares Esg Msci Kld 400 over time
0%1.00
$122
0%
unchanged 0 percentunchanged
AAXJ
Ishares Global Clean

Ishares Global Clean

AAXJ
Your Advocates Ltd., LLP's holding in Ishares Global Clean over time
0%1.00
$18.00
0%
unchanged 0 percentunchanged
ACIO
Defiance Next Gen

Defiance Next Gen

ACIO
Your Advocates Ltd., LLP's holding in Defiance Next Gen over time
0%24.00
$1.6K
0%
increased 20 percentadded
ACVF
T-Rex 2x Inverse Tesla Daily Target Eft

T-Rex 2x Inverse Tesla Daily Target Eft

ACVF
Your Advocates Ltd., LLP's holding in T-Rex 2x Inverse Tesla Daily Target Eft over time
0%54.00
$858
0%
unchanged 0 percentunchanged
ACWF
Ishares Core Dividend

Ishares Core Dividend

ACWF
Your Advocates Ltd., LLP's holding in Ishares Core Dividend over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ACWV
Ishares Msci Brazil Indx

Ishares Msci Brazil Indx

ACWV
Your Advocates Ltd., LLP's holding in Ishares Msci Brazil Indx over time
0%15.00
$576
0%
decreased 86.73 percentreduced
AEMB
American Century Investments A Vantis Us Sml Cp Va

American Century Investments A Vantis Us Sml Cp Va

AEMB
Your Advocates Ltd., LLP's holding in American Century Investments A Vantis Us Sml Cp Va over time
0.02%678
$74.9K
0.02%
new position
AEMB
Avantis International

Avantis International

AEMB
Your Advocates Ltd., LLP's holding in Avantis International over time
0.02%818
$69.4K
0.02%
unchanged 0 percentunchanged
AGNG
Global X Fds Global X Uranium Etf

Global X Fds Global X Uranium Etf

AGNG
Your Advocates Ltd., LLP's holding in Global X Fds Global X Uranium Etf over time
0%50.00
$2.4K
0%
unchanged 0 percentunchanged
AGT
Ishares Esg Aware Msci Eafe Etf

Ishares Esg Aware Msci Eafe Etf

AGT
Your Advocates Ltd., LLP's holding in Ishares Esg Aware Msci Eafe Etf over time
0.02%573
$54.8K
0.02%
decreased 16.72 percentreduced
AGT
Ishares Esg 1-5 Year Usd Corporate Bond Etf

Ishares Esg 1-5 Year Usd Corporate Bond Etf

AGT
Your Advocates Ltd., LLP's holding in Ishares Esg 1-5 Year Usd Corporate Bond Etf over time
0%406
$10.2K
0%
decreased 24.95 percentreduced
AGZD
Wisdomtree Emerging Markets High Dividend Etf

Wisdomtree Emerging Markets High Dividend Etf

AGZD
Your Advocates Ltd., LLP's holding in Wisdomtree Emerging Markets High Dividend Etf over time
0.07%4,507
$224.0K
0.07%
decreased 7.95 percentreduced
AGZD
Wisdomtree U.S. Value

Wisdomtree U.S. Value

AGZD
Your Advocates Ltd., LLP's holding in Wisdomtree U.S. Value over time
0.02%588
$55.7K
0.02%
new position
AGZD
Wisdomtree Japan Hedged

Wisdomtree Japan Hedged

AGZD
Your Advocates Ltd., LLP's holding in Wisdomtree Japan Hedged over time
0.01%444
$24.1K
0.01%
unchanged 0 percentunchanged
AGZD
Wisdomtree Japan Smalcp

Wisdomtree Japan Smalcp

AGZD
Your Advocates Ltd., LLP's holding in Wisdomtree Japan Smalcp over time
0%49.00
$5.0K
0%
new position