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YAL

Your Advocates Ltd Portfolio holdings

AUM $350M
1-Year Est. Return 21.03%
This Fund
S&P 500
This Quarter Est. Return
+7.96%
1 Year Est. Return
+21.03%
3 Year Est. Return
+50.04%
5 Year Est. Return
+43.34%
10 Year Est. Return
–
AUM
$350M
AUM Growth
+$22M
Cap. Flow
-$1.8M
Cap. Flow %
-0.51%
Top 10 Hldgs %
89.84%
Holding
249
New
18
Increased
45
Reduced
37
Closed
39

Top Buys

Rank Stock Value
1
SCHR
Schwab Intermediately-Term US Treasury ETF
SCHR
+$1.4M
2
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$1.1M
3
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$930K
4
AHLT icon
American Beacon AHL Trend ETF
AHLT
+$176K
5
WFC icon
Wells Fargo
WFC
+$117K

Top Sells

Rank Stock Value
1
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$1.56M
2
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$1.11M
3
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$629K
4
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$546K
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$402K

Sector Composition

Rank Sector Weight
1 Miscellaneous 97.26%
2 Energy 1.37%
3 Technology 0.68%
4 Industrials 0.26%
5 Consumer Discretionary 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DD icon
101
DuPont de Nemours
DD
$17.8B
$20.5K 0.01%
750
+500
+200% +$71K
GOVT icon
102
iShares US Treasury Bond ETF
GOVT
$42B
$19.9K 0.01%
873
– –
MGK icon
103
Vanguard Morningstar Mega Cap Growth ETF
MGK
$33.7B
$19.8K 0.01%
225
– –
DFEV icon
104
Dimensional Emerging Markets Value ETF
DFEV
$2.2B
$18.2K 0.01%
427
– –
EAGG icon
105
iShares ESG Aware US Aggregate Bond ETF
EAGG
$5.06B
$17.9K 0.01%
378
– –
PXH icon
106
Invesco FTSE RAFI Emerging Markets ETF
PXH
$2.07B
$17.1K ﹤0.01%
615
-40
-6% -$1.14K
XLE icon
107
State Street Energy Select Sector SPDR ETF
XLE
$41.7B
$15.9K ﹤0.01%
+300
New +$17.2K
YUMC icon
108
Yum China
YUMC
$14.8B
$15.9K ﹤0.01%
388
+273
+237% +$12.5K
RVSN icon
109
Rail Vision
RVSN
$9.26M
$15.4K ﹤0.01%
3,333
– –
CRWD icon
110
CrowdStrike
CRWD
$218B
$14.5K ﹤0.01%
76
-24
-24% -$3.41K
UBER icon
111
Uber
UBER
$155B
$14.4K ﹤0.01%
200
+150
+300% +$11K
GMOI
112
GMO International Value ETF
GMOI
$652M
$13.9K ﹤0.01%
370
– –
SCHE icon
113
Schwab Emerging Markets Equity ETF
SCHE
$13.2B
$13.7K ﹤0.01%
377
-883
-70% -$31.5K
CLS icon
114
Celestica
CLS
$39.4B
$13.3K ﹤0.01%
273
– –
YSS
115
York Space Systems
YSS
$1.23B
$12.3K ﹤0.01%
500
-500
-50% -$15.5K
AME icon
116
Ametek
AME
$54.5B
$12.1K ﹤0.01%
50
– –
IEV icon
117
iShares Europe ETF
IEV
$1.68B
$11.9K ﹤0.01%
163
– –
BNDW icon
118
Vanguard Total World Bond ETF
BNDW
$1.88B
$11.8K ﹤0.01%
172
+48
+39% +$3.28K
EOSE icon
119
Eos Energy Enterprises
EOSE
$1.41B
$11.8K ﹤0.01%
+2,000
New +$13.9K
MS icon
120
Morgan Stanley
MS
$342B
$11.7K ﹤0.01%
56
– –
TEM
121
Tempus AI
TEM
$11.7B
$11.6K ﹤0.01%
200
– –
TRV icon
122
Travelers Companies
TRV
$77B
$11.6K ﹤0.01%
35
– –
VOE icon
123
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.3B
$11.5K ﹤0.01%
58
– –
VIK icon
124
Viking Holdings
VIK
$38.3B
$10.5K ﹤0.01%
100
– –
SUSB icon
125
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.3B
$10.1K ﹤0.01%
406
– –
3 4
5
6 7

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YWM
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Your Advocates Ltd's Q2 2026 Portfolio in Review

As of Q2 2026, Your Advocates Ltd held 249 positions worth $350M, up 6.7% from $328M the previous quarter. Its ten largest holdings account for 90% of the portfolio.

Your Advocates Ltd's Q2 2026 filing shows 18 new, 45 increased, 37 reduced and 39 closed positions. Its largest new stake was Rocket Lab Corp: 971 shares worth $98.7K. The largest sale was Dimensional Emerging Markets Core Equity 2 ETF, an estimated $1.56M.

By sector, the portfolio is most concentrated in Miscellaneous at 97% of assets, up from 97% a quarter earlier, followed by Energy and Technology.

  • Your Advocates Ltd's largest Q2 2026 buy was Rocket Lab Corp: 971 shares worth $98.7K.
  • Your Advocates Ltd added most to Schwab Intermediately-Term US Treasury ETF in Q2 2026, an estimated $1.4M increase.
  • Your Advocates Ltd's biggest Q2 2026 reduction was Dimensional Emerging Markets Core Equity 2 ETF, cutting an estimated $1.56M.
  • Your Advocates Ltd fully exited Monopar Therapeutics in Q2 2026, selling an estimated $183K.
  • Your Advocates Ltd's ten largest holdings make up 90% of its $350M portfolio in Q2 2026.
  • Your Advocates Ltd opened 18 new positions and closed 39 in Q2 2026.
  • Your Advocates Ltd's portfolio value rose 6.7% quarter-over-quarter to $350M.

Based on Your Advocates Ltd's 13F filing for Q2 2026, filed 5 Aug 2026.