Advocate Group LLC - Q22026 Holdings

Advocate Group LLC holds 122 stocks with a total portfolio value of $ 665.14M as of Q22026. In Q22026, Advocate Group LLC added 8 new positions, increased stakes in 31 stocks, reduced 66 holdings, and fully exited 12 positions. The largest holding is Vanguard Tax-Managed Fds (VEA), representing 5.68% of the total portfolio.