§ 13F · FUND PROFILE
ADVOCATE GROUP LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $559.4T (13F)Positions · 119Turnover · — · Q4Filed · Jan 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$618.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | 519K | $32.4T | 5.2% | NEW |
| 2 | VV | VANGUARD INDEX FDS | 83K | $26.0T | 4.2% | NEW |
| 3 | GIS | GENERAL MLS INC | 540K | $25.1T | 4.1% | NEW |
| 4 | ABBV | ABBVIE INC | 76K | $17.4T | 2.8% | NEW |
| 5 | JNJ | JOHNSON & JOHNSON | 66K | $13.8T | 2.2% | NEW |
| 6 | VZ | VERIZON COMMUNICATIONS INC | 336K | $13.7T | 2.2% | NEW |
| 7 | CSCO | CISCO SYS INC | 168K | $12.9T | 2.1% | NEW |
| 8 | IBM | INTERNATIONAL BUSINESS MACHS | 39K | $11.6T | 1.9% | NEW |
| 9 | ENB | ENBRIDGE INC | 238K | $11.4T | 1.8% | NEW |
| 10 | JPM | JPMORGAN CHASE & CO. | 35K | $11.2T | 1.8% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ADVOCATE SIGNAL
AC read
ADVOCATE GROUP LLC is a Other fund managing $559416.3 trillion in assets. The fund runs a portfolio of 119 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed