DOSSIER · 13F-HR · Q1 2026

Your Advocates Ltd., LLP

$328M in tracked AUM across 233 positions as of Q1 2026.

YA
CIK 0001774437 · last filed Mar 31, 2026
Total AUM
$328M
as of Q1 2026
Holdings
233
positions
Whale Score
62
62
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Your Advocates Ltd., LLP filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
DCOR
Dimensional US Core
$77M1.1M23.4%
02
DFIC
Dimensional ETF Int'l Core Equity 2
$44M1.3M13.6%
03
DFEM
Dimensional ETF Emerg. Markets Core Equity
$30M877K9.2%
04
SCHR
Schwab Intermediate Term US Treas
$25M1.0M7.6%
05
DFAS
Dimensional US Small Cap ETF
$25M347K7.5%
06
SPIB
SPDR Intermediate Term Corporate
$23M683K7.0%
07
FNDX
Schwab Fundamental US Large Company ETF
$21M768K6.5%
08
GLD
SPDR Gold Trust
$19M44K5.8%
09
BSV
Vanguard Short-Term Bond ETF
$17M212K5.1%
10
FNDF
Schwab Fundamental Intl Lg Co ETF
$12M247K3.7%

Filing history

2026Q1Mar 31
$328M 7.0%
233 positionsView →
2025Q4Dec 31
$306M 2.7%
240 positionsView →
2025Q3Sep 30
$298M 7.3%
222 positionsView →
2025Q2Jun 30
$278M 6.7%
204 positionsLocked
2025Q1Mar 31
$261M 3.6%
211 positionsLocked
2024Q4Dec 31
$252M 1.1%
209 positionsLocked
2024Q3Sep 30
$255M 6.9%
232 positionsLocked
2024Q2Jun 30
$238M 0.5%
241 positionsLocked
2024Q1Mar 31
$237M 4.7%
236 positionsLocked
2023Q4Dec 31
$248M 48.3%
236 positionsLocked
2023Q3Sep 30
$168M 14.1%
300 positionsLocked
2023Q2Jun 30
$195M 7.0%
281 positionsLocked
Showing 12 of 26