Your Advocates Ltd., LLP

Q1 2026 13F-HR Holdings

Location
Houston, TX
Holdings as of
3/31/2026
Date filed
4/29/2026
Form type
13F-HR
Num holdings
233
Total value ($000)
$327,899
Net value change ($000)
+21,499 (7.0%)
New positions
26
Sold out positions
33
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/2/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SCHR 3,132 14.3%
DCOR 3,111 4.2%
DFIC 2,489 5.9%
SPIB 1,731 8.2%
DFAS 1,692 7.4%
DFEM 1,608 5.6%
FNDF 1,186 10.9%
GLD 1,152 6.5%
FNDX 1,096 5.4%
COP 998 61.2%
Top Reduces (Value $000, Stocks/ETFs)
BOND -877 -81.0%
HAL -294 -100.0%
OXY -196 -95.6%
AAPL -107 -7.0%
IVV -95 -100.0%
ACM -74 -18.9%
MSFT -69 -27.7%
CIM -68 -100.0%
RKLB -64 -100.0%
VEA -48 -63.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type