Data as of Q4 2025 (Dec 31, 2025)

Your Advocates Ltd., LLP

โ€ขCIK: 1774437โ€ขFiling: Q4 2025

**Your Advocates Ltd., LLP** manages $306M across a diversified portfolio of 238 positions. The fund exhibits significant concentration in select names, notably maintaining a $73.5M position in DCOR and a $41.9M holding in DFIC. Further top-tier allocations include DFEM ($28.7M), DFAS ($23.0M), and SCHR ($21.9M). This structure suggests a conviction-driven, concentrated approach within its investment mandate.

Total AUM
$306.4M
QoQ Performance
+2.7%
Positions
238
Top 10 Concentration
89.7%
Latest Filing
Q4 2025

Top Holdings Allocation

DCOR
DFIC
DFEM
DFAS
SCHR
SPIB
FNDX
GQ9
DCOR24.0%
DFIC13.7%
DFEM9.4%
DFAS7.5%
SCHR7.1%
SPIB6.9%
FNDX6.6%
GQ95.8%

๐Ÿ“ˆ Biggest Buys

SCHR
Schwab Intermediate Term US Treas
+6.6%
7.1% of portfolio
BSV
Vanguard Short-Term Bond ETF
+5.4%
5.2% of portfolio
DFAS
Dimensional US Small Cap ETF
+1.1%
7.5% of portfolio
SPIB
SPDR Intermediate Term Corporate
+0.9%
6.9% of portfolio
FTI
Technipfmc Plc
+8095.2%
0.0% of portfolio

๐Ÿ“‰ Biggest Sells

GQ9
SPDR Gold Trust
-5.8%
5.8% of portfolio
DCOR
Dimensional US Core
-0.9%
24.0% of portfolio
FNDX
Schwab Fundamental US Large Company ETF
-1.8%
6.6% of portfolio
IVV
iShares Core S&P 500 ETF
-74.8%
0.0% of portfolio
DFEM
Dimensional ETF Emerg. Markets Core Equity
-0.9%
9.4% of portfolio

Sector Breakdown

Other97.1%
Energy1.4%
Technology0.6%
ETF0.6%
Consumer0.1%
Industrial0.0%
Consumer Staples0.0%
Healthcare0.0%

๐Ÿšช Exited Positionssold since Q3 2025

RBLX
Roblox Corp Com CL A
SOLD
$69.3K
D
Dominion Energy Inc
SOLD
$12.2K
PB
Pros Holdings Inc
SOLD
$9.9K
MQ
Marqeta Inc
SOLD
$7.9K
FBTC
Fidelity Wise Origin
SOLD
$3.5K
+33 more exited positions

Changes from Q3 2025

NEW19 new positions
โ†‘37 increased
โ†“33 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023