Your Advocates Ltd., Llp Portfolio Shifts: Significant Changes Observed in Q2 2026

As part of our ongoing coverage for institutional investors, InsiderSet has analyzed the latest filing from Your Advocates Ltd., Llp (View Profile) dated June 30, 2026. This report details observable purchases and sales within their portfolio during the most recent quarter.

The investor's actions this period were characterized by a mix of strategic additions and reductions across various asset classes. Notably, they significantly increased their position in Wells Fargo & Co New (WFC). The holding count for WFC rose by 1,458 shares during the quarter, representing a substantial 265.09% increase.

Concurrently, Your Advocates Ltd., Llp made purchases in several other stocks:

• Prairie Operating Co (PROP): Acquired 7000 shares, a brand-new position representing a full 100% increase from the previous quarter.
• Eos Energy Enterprises I (EOSE): Purchased 2000 shares, doubling their stake and showing strong confidence in this Industrials company.
• Technipfmc Plc (G87110105): Acquired 4 shares, establishing a minimal position in this company.
• Schwab Fundamental US Small Company ETF (FNDA): Increased holdings by 2807 shares, adding to their existing allocation in this small-cap focused fund.
• Schwab Fundamental Intl Lg Co ETF (FNDF): Added 10394 shares, increasing their position in this international large-cap fund.
• Schwab Fundamental Emerg Mkts Lg Co ETF (FNDE): Increased holdings by 7381 shares, boosting their allocation in emerging market large-cap equities.
• Schwab Intermediate Term US Treasuries ETF (SCHR): Purchased 56518 shares, significantly expanding their exposure to intermediate-term government bonds.
• Prairie Operating Co (PROP) and Eos Energy Enterprises I (EOSE) represent new individual stock positions acquired during this quarter.
• The investor also purchased shares of the Vanguard Short-Term Bond ETF (BSV), adding 11919 shares to their existing position, which saw a healthy increase.
• Furthermore, Your Advocates Ltd., Llp added positions in the Schwab Intermediate Term Corporate Bond ETF (SPIB) and Dimensional ETF Int'l Core Equity 2 (DFIC), although the specific share increases for these funds were not disclosed in this filing.
• The substantial purchase of Wells Fargo & Co New (WFC) is highlighted by the 'has_large_buys' indicator, alongside other large acquisitions like YUM and OXY.

On the sell side, Your Advocates Ltd., Llp reduced their holdings in several Dimensional Core ETFs:

• Dimensional US Core (DCOR): Their position decreased by 1.32%, equivalent to a reduction of approximately 14052 shares.
• Dimensional ETF Int'l Core Equity 2 (DFIC): Holdings dropped by 1.34% during the quarter, reflecting an approximate loss of 16769 shares.
• Dimensional ETF Emerg. Markets Core Equity (DFEM): Their allocation saw a significant reduction of 4.52%, corresponding to about 39686 fewer shares held.
• Schwab Fundamental US Large Company ETF (FNDX): Holdings decreased by 1.74% during the quarter, equivalent to roughly 13334 fewer shares.
• SPDR Intermediate Term Corporate (SPIB): Their position in this fund was reduced by approximately 4,800 basis points worth of value, though specific share reduction wasn't disclosed.
• The investor also sold their entire position in the Dimensional ETF Int'l Core Equity 2 (DFIC) and Dimensional US Core (DCOR), completely exiting these holdings.
• The 'has_large_sells' indicator confirms activity in large positions, alongside the disclosure of specific significant sell symbols like AVUV and XLE.

In terms of sector allocation shifts during this quarter:

• Energy: The portfolio's Energy exposure increased significantly due to the full acquisition of Prairie Operating Co (PROP) and a substantial increase in Wells Fargo & Co New (WFC). This pushed the Energy allocation from 1.38% to an even higher percentage.
• Technology: No activity is disclosed for Technology sector holdings in this filing period.
• Industrials: The portfolio's Industrials allocation increased due to the full acquisition of Eos Energy Enterprises I (EOSE). This pushed the Industrials allocation from 0.18% to an even higher percentage.
• Consumer Cyclical, Consumer Defensive, Healthcare, Utilities: No changes are disclosed for these sectors in this filing period.
• Basic Materials: The portfolio's Basic Materials allocation increased slightly due to the purchase of 4 shares of Technipfmc Plc (G87110105). This pushed the Basic Materials allocation from 0.02% to an even higher percentage.
• Financial Services: The portfolio's Financial Services allocation increased due to a substantial increase in Wells Fargo & Co New (WFC). This pushed the Financial Services allocation from 0.11% to an even higher percentage.
• Unknown: The largest portion of the portfolio remains in 'Unknown' sectors, totaling $338,929,401 or 97.39%. No change is disclosed for this category during this period.

The overall structure of Your Advocates Ltd., Llp's portfolio as of June 30, 2026 shows a continued focus on core Dimensional ETFs and Schwab funds, with adjustments reflecting confidence in certain individual stocks like WFC and PROP. Their total portfolio value stands at $348,021,687.