ADVOCATE GROUP LLC
All 13F Filings
- Location
- Minnetonka, MN
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 639,356
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/13/2026 | 126 | 639,356 | 13F-HR | ADVOCATE GROUP LLC |
| Q4 2025 | 1/20/2026 | 123 | 618,167 | 13F-HR | ADVOCATE GROUP LLC |
| Q3 2025 | 10/20/2025 | 122 | 608,308 | 13F-HR | ADVOCATE GROUP LLC |
| Q2 2025 | 7/25/2025 | 119 | 559,416 | 13F-HR | ADVOCATE GROUP LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 507.9 K | 79.4% | 0 | 63.76 K | -63.76 K |
| ETFs | 131.4 K | 20.6% | 84.96 K | 0 | 84.96 K |
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Fund Snapshot
Q1 2026
Latest filed
4/13/2026
Total value ($000)
639,356
Holdings
126
QoQ value change ($000)
21,189
(3.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.