Advocate Group
Advocate Group reported 122 stocks worth $646M in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are VEA (6.0%), VV (4.3%) and ABBV (2.8%). Compared with Q2 2026, the fund opened new positions in VMRK, RRC and XOM, added to VEA, GIS and VZ, trimmed VV, ABBV and JNJ and sold out of XOM, WSO and ADM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VEA Vanguard Tax-Managed Fds | $38.5M | 6.0% | 545K | +16K (+3%) | 8 of 8 | |
| 2 |  VV Vanguard Large Cap ETF | $27.5M | 4.3% | 78K | −4,190 (−5%) | 8 of 8 | |
| 3 |  ABBV Abbvie Inc | $17.8M | 2.8% | 68K | −7,144 (−10%) | 8 of 8 | |
| 4 |  GIS General Mills Inc | $17.7M | 2.7% | 550K | +15K (+3%) | 8 of 8 | |
| 5 |  VZ Verizon Communications I | $16.5M | 2.5% | 360K | +4,370 (+1%) | 8 of 8 | |
| 6 |  JNJ Johnson & Johnson | $15.6M | 2.4% | 59K | −2,333 (−4%) | 8 of 8 | |
| 7 |  CVX Chevron Corp New | $14.9M | 2.3% | 73K | +3,493 (+5%) | 8 of 8 | |
| 8 |  VTIP Vanguard Shrt Inf Prot | $13.9M | 2.2% | 283K | +25K (+10%) | 7 of 8 | |
| 9 |  SCHR Schwab Strategic TR | $12.5M | 1.9% | 527K | +53K (+11%) | 8 of 8 | |
| 10 |  MSFT Microsoft Corp | $12.5M | 1.9% | 24K | +407 (+2%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
AVALONBAY CMNTYS INC | $8.7M | 46K |
 XOM Exxon Mobil Corp | $558K | 4,081 |
 WSO Watsco Inc | $538K | 1,292 |
 ADM Archer Daniels Midland Co | $472K | 6,180 |
 GWW Grainger W W Inc | $275K | 202 |
🔒 Free account: see all 7.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 19, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Advocate Group 13F FAQ
What does Advocate Group own?
Advocate Group reported 122 stocks worth $646M in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are VEA (6.0%), VV (4.3%) and ABBV (2.8%). The table above lists every position in the filing (the top 10 without an account).
What did Advocate Group buy and sell in Q3 2026?
Compared with Q2 2026: 7 new positions, 38 added to, 54 trimmed and 7 sold out. New positions include VMRK, RRC and XOM. It sold all of XOM, WSO and ADM.
When will Advocate Group file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Advocate Group's portfolio worth?
The Q3 2026 filing reports $646M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.