13F Insight
DOSSIER · 13F-HR · Q2 2026

ADVOCATE GROUP LLC

$665M in tracked AUM across 122 positions as of Q2 2026.

AG
CIK 0001853401 · last filed Jun 30, 2026
Total AUM
$665M
as of Q2 2026
Holdings
122
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

ADVOCATE GROUP LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VEA
VANGUARD TAX-MANAGED FDS
$38M530K5.7%02
VV
VANGUARD INDEX FDS
$28M82K4.3%03
ABBV
ABBVIE INC
$19M75K2.8%04
GIS
GENERAL MILLS INC
$19M535K2.8%05
CSCO
CISCO SYS INC
$16M134K2.4%06
JNJ
JOHNSON & JOHNSON
$16M61K2.3%07
VZ
VERIZON COMMUNICATIONS INC
$15M355K2.3%08
VTIP
VANGUARD MALVERN FDS
$13M259K2.0%09
CAT
CATERPILLAR INC
$12M12K1.9%10
ENB
ENBRIDGE INC
$12M227K1.9%

Filing history

2026Q2Jun 30
$665M▲ 4.0%
122 positionsView →2026Q1Mar 31
$639M▲ 3.4%
126 positionsView →2025Q4Dec 31
$618M▲ 1.6%
123 positionsView →2025Q3Sep 30
$608M▲ 8.7%
122 positionsView →2025Q2Jun 30
$559M▲ 2.0%
119 positionsLocked2025Q1Mar 31
$548M▲ 3.2%
114 positionsLocked2024Q4Dec 31
$531M▼ 3.7%
115 positionsLocked2024Q3Sep 30
$552M▲ 11.1%
118 positionsLocked2024Q2Jun 30
$497M▼ 1.3%
121 positionsLocked2024Q1Mar 31
$503M▲ 8.0%
122 positionsLocked2023Q4Dec 31
$466M▲ 8.0%
116 positionsLocked2023Q3Sep 30
$432M▼ 5.1%
117 positionsLocked
Showing 12 of 17