account_balance
Investment manager · 13F filer · SEC CIK 1853401
Advocate Group LLC
Reported value$646Mas of Sep 30, 2026
Positions122 6 new, 6 sold out
Top 10 weight29.0%VEA alone is 6%
FiledOct 1919 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VEAVanguard Tax-Managed FDS
6.0%Added +3%
VVVanguard Index FDS
4.3%Trimmed −5%
ABBVAbbVie Inc.
2.8%Trimmed −10%
GISGeneral Mills Inc
2.7%Added +3%
VZVerizon Communications Inc
2.6%
JNJJohnson & Johnson
2.4%Trimmed −4%
CVXChevron Corp
2.3%Added +5%
VTIPVanguard Malvern FDS
2.2%Added +10%
SCHRSchwab Strategic Tr
1.9%Added +11%
MSFTMicrosoft Corp
1.9%
MDTMedtronic PLC
1.8%+5%
EMREmerson Electric Co
1.8%−4%
VEAVanguard Tax-Managed FDS
6.0%Added +3%
VVVanguard Index FDS
4.3%Trimmed −5%
ABBVAbbVie Inc.
2.8%−10%
GISGeneral Mills Inc
2.7%+3%
VZVerizon Communications Inc
2.6%
JNJJohnson & Johnson
2.4%
CVXChevron Corp
2.3%
VTIPVanguard Malvern FDS
2.2%
SCHRSchwab Strategic Tr
1.9%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VEA Vanguard Tax-Managed FDS 6.0% Added +3%
VV Vanguard Index FDS 4.3% Trimmed −5%
ABBV AbbVie Inc. 2.8% Trimmed −10%GIS General Mills Inc 2.7% Added +3%VZ Verizon Communications Inc 2.6% HeldJNJ Johnson & Johnson 2.4% Trimmed −4%CVX Chevron Corp 2.3% Added +5%VTIP Vanguard Malvern FDS 2.2% Added +10%
SCHR Schwab Strategic Tr 1.9% Added +11%
MSFT Microsoft Corp 1.9% HeldMDT Medtronic PLC 1.8% Added +5%EMR Emerson Electric Co 1.8% Trimmed −4%What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.