Your Advocates Ltd., LLP

Q2 2026 13F-HR Holdings

Location
Houston, TX
Holdings as of
6/30/2026
Date filed
8/5/2026
Form type
13F-HR
Num holdings
210
Total value ($000)
$349,851
Net value change ($000)
+21,952 (6.7%)
New positions
18
Sold out positions
41
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
DCOR 9,372 12.2%
DFAS 3,967 16.1%
DFEM 3,729 12.3%
FNDX 2,082 9.7%
DFIC 1,539 3.5%
SCHR 1,143 4.6%
FNDA 1,078 15.8%
SPIB 1,042 4.6%
BSV 822 4.9%
FNDF 396 3.3%
Top Reduces (Value $000, Stocks/ETFs)
GLD -2,645 -14.0%
COP -734 -27.9%
XOM -590 -18.9%
MNPR -183 -100.0%
IVE -145 -100.0%
IVW -126 -100.0%
FTI -119 -100.0%
BOND -93 -45.1%
AGG -61 -100.0%
PROSHARES TR -57 -100.0%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type