Advocate Group LLC - Q32026 Holdings

Advocate Group LLC holds 122 stocks with a total portfolio value of $ 646.04M as of Q32026. In Q32026, Advocate Group LLC added 7 new positions, increased stakes in 39 stocks, reduced 54 holdings, and fully exited 7 positions. The largest holding is Vanguard Tax-Managed Fds (VEA), representing 5.96% of the total portfolio.