AI Portfolio Summary
In 2025 Q4, Your Advocates Ltd., LLP maintained a portfolio of 248 distinct positions. They heavily accumulated shares in Dimensional US Small, increasing their position by 1.1%. Conversely, Your Advocates Ltd., LLP completely exited their position in Roblox Corp Com CL A.
Total Positions
248
Quarter
2025 Q4
Top Holding
DCOR (24.0%)
Top 10 Concentration
89.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 248
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
DCOR
Dimensional US ...
|
Unknown | 23.99% | 24.29% |
#1
Prev: #1
|
6.5 | -9,375 | -0.9% |
P
S
|
998,410 | $73,512,931 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFIC
Dimensional ETF...
|
ETF | 13.69% | 13.39% |
#2
Prev: #2
|
6.0 | -1,732 | -0.1% |
P
S
|
1,217,176 | $41,943,879 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFEM
Dimensional ETF...
|
ETF | 9.37% | 9.41% |
#3
Prev: #3
|
5.2 | -7,756 | -0.9% |
P
S
|
867,529 | $28,697,849 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFAS
Dimensional US ...
|
ETF | 7.50% | 7.49% |
#4
Prev: #4
|
4.0 | 3,494 | 1.1% |
P
S
|
329,790 | $22,976,465 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHR
Schwab Intermed...
|
ETF | 7.13% | 6.88% |
#5
1
Prev: #6
|
5.4 | 53,965 | 6.6% |
P
S
|
871,230 | $21,850,457 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPIB
SPDR Intermedia...
|
ETF | 6.91% | 7.04% |
#6
1
Prev: #5
|
3.3 | 5,794 | 0.9% |
P
S
|
625,977 | $21,164,268 | 2020 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FNDX
Schwab Fundamen...
|
ETF | 6.62% | 6.70% |
#7
Prev: #7
|
3.1 | -13,912 | -1.8% |
P
S
|
745,945 | $20,297,156 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GLD
SPDR Gold Trust
|
ETF | 5.79% | 5.66% |
#8
Prev: #8
|
2.8 | -2,752 | -5.8% |
P
S
|
44,778 | $17,745,969 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BSV
Vanguard Short-...
|
ETF | 5.16% | 5.04% |
#9
Prev: #9
|
4.1 | 10,206 | 5.4% |
P
S
|
200,764 | $15,822,241 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FNDF
Schwab Fundamen...
|
ETF | 3.55% | 3.51% |
#10
Prev: #10
|
1.9 | -3,155 | -1.3% |
P
S
|
240,610 | $10,877,958 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FNDE
Schwab Fundamen...
|
ETF | 2.57% | 2.67% |
#11
Prev: #11
|
1.5 | -1,768 | -0.8% |
P
S
|
218,629 | $7,883,746 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FNDA
Schwab Fundamen...
|
ETF | 2.09% | 2.13% |
#12
Prev: #12
|
1.3 | -138 | -0.1% |
P
S
|
203,476 | $6,411,543 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XOM
Exxon Mobil Cor...
|
Energy | 0.72% | 0.69% |
#13
Prev: #13
|
0.8 | 88 | 0.5% |
P
S
|
18,331 | $2,205,919 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
COP
Conocophillips
|
Energy | 0.53% | 0.55% |
#14
Prev: #14
|
1.2 | no change | no change |
P
S
|
17,435 | $1,632,094 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
Apple Inc
|
Technology | 0.50% | 0.49% |
#15
1
Prev: #16
|
0.7 | -200 | -3.5% |
P
S
|
5,592 | $1,520,283 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPY
S P D R S&P 500...
|
ETF | 0.49% | 0.55% |
#16
1
Prev: #15
|
0.7 | -265 | -10.8% |
P
S
|
2,188 | $1,491,965 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BOND
Pimco Active Bo...
|
ETF | 0.35% | 0.39% |
#17
Prev: #17
|
0.6 | -862 | -6.9% |
P
S
|
11,640 | $1,083,456 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AHLT
American Beacon...
|
ETF | 0.19% | 0.23% |
#18
Prev: #18
|
0.1 | -6,625 | -23.5% |
P
S
|
21,560 | $567,890 | 2023 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
UAPR
Innovator US Eq...
|
ETF | 0.18% | 0.18% |
#19
1
Prev: #20
|
1.1 | no change | no change |
P
S
|
16,622 | $544,703 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHB
Schwab US Broad...
|
ETF | 0.17% | 0.16% |
#20
1
Prev: #21
|
2.1 | 1,424 | 7.9% |
P
S
|
19,499 | $511,455 | 2022 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHX
Schwab US Large...
|
ETF | 0.13% | 0.15% |
#21
1
Prev: #22
|
0.6 | -1,577 | -9.3% |
P
S
|
15,351 | $413,098 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ACM
Aecom
|
Industrials | 0.13% | 0.18% |
#22
3
Prev: #19
|
1.1 | no change | no change |
P
S
|
4,112 | $391,997 | 2022 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VTI
Vanguard Total ...
|
ETF | 0.12% | 0.12% |
#23
1
Prev: #24
|
0.5 | 8 | 0.7% |
P
S
|
1,075 | $360,415 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FLIA
Franklin Libert...
|
ETF | 0.12% | 0.13% |
#24
1
Prev: #23
|
0.5 | -1,285 | -6.8% |
P
S
|
17,605 | $355,269 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HAL
Halliburton Co ...
|
Energy | 0.10% | 0.09% |
#25
Prev: #25
|
1.0 | no change | no change |
P
S
|
10,419 | $294,441 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
RBLX
Roblox Corp Com...
|
Communication Services | 0.00% | 0.02% |
Sold All 😨
(Was: #50) |
0.0 | -500 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
D
Dominion Energy...
|
Utilities | 0.00% | 0.00% |
Sold All 😨
(Was: #108) |
0.0 | -200 | -100.0% |
CLOSED
|
— | $— | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PRO
Pros Holdings I...
|
Technology | 0.00% | 0.00% |
Sold All 😨
(Was: #119) |
0.0 | -434 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MQ
Marqeta Inc
|
Technology | 0.00% | 0.00% |
Sold All 😨
(Was: #127) |
0.0 | -1,500 | -100.0% |
CLOSED
|
— | $— | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VFF
Village Farms I...
|
Consumer Defensive | 0.00% | 0.00% |
Sold All 😨
(Was: #168) |
0.0 | -700 | -100.0% |
CLOSED
|
— | $— | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
WU
Western Union C...
|
Financial Services | 0.00% | 0.00% |
Sold All 😨
(Was: #175) |
0.0 | -200 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AQST
Aquestive Thera...
|
Healthcare | 0.00% | 0.00% |
Sold All 😨
(Was: #185) |
0.0 | -200 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ARKG
Ark Genomic Rev...
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #200) |
0.0 | -10 | -100.0% |
CLOSED
|
— | $— | 2021 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CHPT
Chargepoint Hld...
|
Consumer Cyclical | 0.00% | 0.00% |
Sold All 😨
(Was: #201) |
0.0 | -25 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 248 holdings