ADVOCATE GROUP LLC
CIK 0001853401 · MINNETONKA, MN · Quarter end: 2026-06-30 · Filed on: 2026-07-17 · Open the SEC source ↗
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
Top Holdings
VEA
VANGUARD TAX-MANAGED FDS
5.7%
VV
VANGUARD INDEX FDS
4.3%
ABBV
ABBVIE INC
2.8%
GIS
GENERAL MILLS INC
2.8%
CSCO
CISCO SYS INC
2.4%
JNJ
JOHNSON & JOHNSON
2.3%
VZ
VERIZON COMMUNICATIONS INC
2.3%
VTIP
VANGUARD MALVERN FDS
2.0%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.