Advocate Group LLC - Q12026 Holdings

Advocate Group LLC holds 126 stocks with a total portfolio value of $ 639.36M as of Q12026. In Q12026, Advocate Group LLC added 6 new positions, increased stakes in 36 stocks, reduced 61 holdings, and fully exited 3 positions. The largest holding is Vanguard Tax-Managed Fds (VEA), representing 5.42% of the total portfolio.