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Livermore
Livermore
ZHEN

Your Advocates Ltd., LLP

SEC CIK
0001774437
Latest filing
Aug 5, 2026

The latest 13F from Your Advocates Ltd., LLP covers Q2 2026 (filed Aug 5, 2026): 209 long positions worth $349.8M. The top 10 holdings make up 89.9% of the portfolio, and the largest is Dimensional ETF Trust at 24.6%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
18
Est. +$465.2K
Added
44
Est. +$4.18M
Reduced
37
Est. −$5.73M
Sold out
41
Est. −$878.1K

Top 5 holdings

Share of this quarter's portfolio value

  1. Dimensional ETF Trust25434V625
    24.6%$86.0M
  2. Dimensional ETF Trust25434V799
    13.1%$46.0M
  3. Dimensional ETF Trust25434V732
    9.7%$34.0M
  4. Dimensional U.S. Small Cap ETF25434V500
    8.2%$28.6M
  5. Schwab Intermediate-Term US Treasury ETF808524854
    7.5%$26.1M

Share of portfolio

Top 5 holdings and the other 204 positions, by share of portfolio value

  1. Dimensional ETF Trust24.6%
  2. Dimensional ETF Trust13.1%
  3. Dimensional ETF Trust9.7%
  4. Dimensional U.S. Small Cap ETF8.2%
  5. Schwab Intermediate-Term US Treasury ETF7.5%
  6. Other 204 positions36.9%

Biggest buys

New and added positions, by estimated amount bought

  1. Schwab Intermediate-Term US Treasury ETF808524854
    +$1.39MAdded
  2. State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375
    +$1.10MAdded
  3. Vanguard Short-Term Bond ETF921937827
    +$928.6KAdded
  4. American Beacon Select Funds02368W309
    +$175.7KAdded
  5. WFCWells Fargo & Company
    +$120.5KAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Dimensional U.S. Small Cap ETF25434V500
    +0.66 pp7.5% → 8.2%
  2. American Beacon Select Funds02368W309
    +0.04 pp0.2% → 0.3%
  3. WFCWells Fargo & Company
    +0.03 pp<0.1% → <0.1%History
  4. Vanguard Morningstar Total Stock Market ETF922908769
    +0.03 pp0.4% → 0.4%
  5. RKLBRocket Lab Corp
    +0.03 pp0.0% → <0.1%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. Dimensional ETF Trust25434V732
    −$1.61MReduced
  2. Dimensional ETF Trust25434V625
    −$1.15MReduced
  3. Dimensional ETF Trust25434V799
    −$624.8KReduced
  4. Schwab Fundamental International Equity ETF808524755
    −$548.4KReduced
  5. Schwab Fundamental U.S. Large Company ETF808524771
    −$414.7KReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. Dimensional ETF Trust25434V799
    −0.41 pp13.6% → 13.1%
  2. COPConocoPhillips
    −0.26 pp0.8% → 0.5%History
  3. Schwab Fundamental Emerging Markets Equity ETF808524730
    −0.16 pp2.6% → 2.4%
  4. Schwab Fundamental International Equity ETF808524755
    −0.12 pp3.7% → 3.6%
  5. MNPRMonopar Therapeutics
    −0.06 pp0.1% → 0.0%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$349.8M
+$22.0M (+6.7%) vs. prior quarter
Positions
209
−23 vs. prior quarter
Top 10 concentration
89.9%
Top 10 as share of value
Turnover
1.4%
Q2 2026, one quarter
Average holding period
15.2 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $349.8M (Q2 2026)

Q1 2021: $135.3MQ2 2021: $154.0MQ3 2021: $154.4MQ4 2021: $177.0MQ1 2022: $176.2MQ2 2022: $168.9MQ3 2022: $166.8MQ4 2022: $173.1MQ1 2023: $182.2MQ2 2023: $195.0MQ3 2023: $167.6MQ4 2023: $248.4MQ1 2024: $236.9MQ2 2024: $238.1MQ3 2024: $254.5MQ4 2024: $251.6MQ1 2025: $260.6MQ2 2025: $278.2MQ3 2025: $298.4MQ4 2025: $306.4MQ1 2026: $327.9MQ2 2026: $349.8M
Q1 2021Q2 2026
13F filings of Your Advocates Ltd., LLP by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 5, 2026209$349.8MDimensional ETF TrustDimensional ETF TrustDimensional ETF Trustvs. Q1 2026SEC
Q1 2026Apr 30, 2026232$327.9MDimensional ETF TrustDimensional ETF TrustDimensional ETF Trustvs. Q4 2025SEC
Q4 2025Feb 2, 2026239$306.4MDimensional ETF TrustDimensional ETF TrustDimensional ETF Trustvs. Q3 2025SEC
Q3 2025Nov 3, 2025221$298.4MDimensional ETF TrustDimensional ETF TrustDimensional ETF Trustvs. Q2 2025SEC
Q2 2025Aug 8, 2025204$278.2MDimensional ETF TrustDimensional ETF TrustDimensional ETF Trustvs. Q1 2025SEC
Q1 2025May 7, 2025211$260.6MDimensional ETF TrustDimensional ETF TrustDimensional ETF Trustvs. Q4 2024SEC
Q4 2024Feb 4, 2025209$251.6MDimensional ETF TrustDimensional ETF TrustDimensional ETF Trustvs. Q3 2024SEC
Q3 2024Oct 25, 2024232$254.5MDimensional ETF TrustDimensional ETF TrustDimensional ETF Trustvs. Q2 2024SEC
Q2 2024Jul 29, 2024240$238.1MDimensional ETF TrustDimensional ETF TrustDimensional ETF Trustvs. Q1 2024SEC
Q1 2024May 1, 2024235$236.9MDimensional ETF TrustDimensional ETF TrustPIMCO Active Bond Exchange-Traded Fundvs. Q4 2023SEC
Q4 2023Feb 8, 2024235$248.4MDimensional ETF TrustDimensional ETF TrustPIMCO Active Bond Exchange-Traded Fundvs. Q3 2023SEC
Q3 2023Nov 2, 2023299$167.6MDimensional ETF TrustDimensional ETF TrustSchwab Fundamental U.S. Large Company ETFvs. Q2 2023SEC
Q2 2023Aug 1, 2023281$195.0MDimensional ETF TrustDimensional ETF TrustSchwab U.S. Large-Cap ETFvs. Q1 2023SEC
Q1 2023Apr 28, 2023244$182.2MDimensional ETF TrustDimensional ETF TrustSchwab U.S. Large-Cap ETFvs. Q4 2022SEC
Q4 2022Jan 30, 2023221$173.1MSchwab Intermediate-Term US Treasury ETFPIMCO Active Bond Exchange-Traded FundSchwab Fundamental Emerging Markets Equity ETFvs. Q3 2022SEC
Q3 2022Nov 9, 2022216$166.8MSchwab Intermediate-Term US Treasury ETFPIMCO Active Bond Exchange-Traded FundSchwab Fundamental Emerging Markets Equity ETFvs. Q2 2022SEC
Q2 2022Aug 11, 2022217$168.9MSchwab Intermediate-Term US Treasury ETFPIMCO Active Bond Exchange-Traded FundVanguard Short-Term Bond ETFvs. Q1 2022SEC
Q1 2022Apr 26, 2022225$176.2MSchwab Intermediate-Term US Treasury ETFPIMCO Active Bond Exchange-Traded FundGLDvs. Q4 2021SEC
Q4 2021Jan 21, 2022211$177.0MPIMCO Active Bond Exchange-Traded FundSchwab Intermediate-Term US Treasury ETFSchwab Fundamental International Equity ETFvs. Q3 2021SEC
Q3 2021Nov 5, 2021204$154.4MPIMCO Active Bond Exchange-Traded FundSchwab Intermediate-Term US Treasury ETFSchwab Fundamental International Equity ETFvs. Q2 2021SEC
Q2 2021Jul 29, 2021145$154.0MPIMCO Active Bond Exchange-Traded FundSchwab Intermediate-Term US Treasury ETFSchwab Fundamental International Equity ETFvs. Q1 2021SEC
Q1 2021Apr 29, 2021137$135.3MSchwab Intermediate-Term US Treasury ETFPIMCO Active Bond Exchange-Traded FundSchwab Fundamental International Equity ETF–SEC