ADVOCATE GROUP LLC — 13F holdings
ADVOCATE GROUP LLC reported 122 holdings worth $646M in its 13F filing for Q3 2026, filed October 19, 2026.
Largest positions
- VEA VANGUARD TAX-MANAGED FDS — $38.5M (6.0%)
- VV VANGUARD INDEX FDS — $27.5M (4.3%)
- ABBV ABBVIE INC — $17.8M (2.8%)
- GIS GENERAL MLS INC — $17.7M (2.7%)
- VZ VERIZON COMMUNICATIONS INC — $16.5M (2.6%)
- JNJ JOHNSON & JOHNSON — $15.6M (2.4%)
- CVX CHEVRON CORP NEW — $14.9M (2.3%)
- VTIP VANGUARD MALVERN FDS — $13.9M (2.2%)
- SCHR SCHWAB STRATEGIC TR — $12.5M (1.9%)
- MSFT MICROSOFT CORP — $12.5M (1.9%)