ADVOCATE GROUP LLC

CIK 0001853401 · MINNETONKA, MN · Quarter end: 2026-06-30 · Filed on: 2026-07-17 · Open the SEC source

ADVOCATE GROUP LLC reported 122 positions worth $665.1M as of June 30, 2026 (13F filed July 17, 2026). Largest holding: VEA (5.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$665.1M
2026 Q2
Positions
122
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
28.2%
Est. Net Flow (Q)
2026 Q2
10 / 122 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VEAVANGUARD TAX-MANAGED FDSSH$37.8M5.68%529,920
2VVVANGUARD INDEX FDSSH$28.3M4.26%82,307
3ABBVABBVIE INCSH$18.9M2.84%75,067
4GISGENERAL MILLS INCSH$18.6M2.80%534,524
5CSCOCISCO SYS INCSH$15.7M2.37%133,940
6JNJJOHNSON & JOHNSONSH$15.6M2.34%61,412
7VZVERIZON COMMUNICATIONS INCSH$15.0M2.26%355,212
8VTIPVANGUARD MALVERN FDSSH$13.0M1.95%258,546
9CATCATERPILLAR INCSH$12.5M1.88%11,714
10ENBENBRIDGE INCSH$12.3M1.85%227,160

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does ADVOCATE GROUP LLC hold as of Q2 2026?

ADVOCATE GROUP LLC reported 122 positions worth $665.1M in its Q2 2026 13F filing. Largest positions: VEA (5.7%), VV (4.3%), ABBV (2.8%), GIS (2.8%) and CSCO (2.4%).

What did ADVOCATE GROUP LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did ADVOCATE GROUP LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.