# EDGAR Filing Document

**Accession Number:** 0001853401
**File Stem:** 0001853401-25-000006
**Filing Date:** 2025-10
**Character Count:** 15591
**Document Hash:** 92e89248013d4597cb2e20162d770c34
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001853401-25-000006.hdr.sgml**: 20251020

**ACCESSION NUMBER**: 0001853401-25-000006

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251020

**DATE AS OF CHANGE**: 20251020

**EFFECTIVENESS DATE**: 20251020

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** ADVOCATE GROUP LLC
- **CENTRAL INDEX KEY:** 0001853401

**ORGANIZATION NAME:**
- **EIN:** 451497656
- **STATE OF INCORPORATION:** MN
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-22578
- **FILM NUMBER:** 251403964

**BUSINESS ADDRESS:**
- **STREET 1:** 601 CARLSON PKWY
- **STREET 2:** SUITE 1100
- **CITY:** MINNETONKA
- **STATE:** MN
- **ZIP:** 55305
- **BUSINESS PHONE:** 9526932630

**MAIL ADDRESS:**
- **STREET 1:** 601 CARLSON PKWY
- **STREET 2:** SUITE 1100
- **CITY:** MINNETONKA
- **STATE:** MN
- **ZIP:** 55305

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 09-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** ADVOCATE GROUP LLC<br>**Address:** 601 CARLSON PKWY<br>SUITE 1100<br>MINNETONKA, MN 55305

**Form 13F File Number:** 028-22578

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Michael Corrigan<br>**Title:** Chief Compliance Officer<br>**Phone:** (952) 693-2630

**Signature, Place, and Date of Signing:**

MICHAEL CORRIGAN  MINNETONKA, MN  10-20-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 122

**Form 13F Information Table Value Total:** $608307537

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| 3M CO | COM | 88579Y101 |  | 271875 | 1752 | SH |  | SOLE | 0 | 0 | 0 | 1752 |
| ABBOTT LABS | COM | 002824100 |  | 1740684 | 12996 | SH |  | SOLE | 0 | 0 | 0 | 12996 |
| ABBVIE INC | COM | 00287Y109 |  | 19043433 | 82247 | SH |  | SOLE | 0 | 81 | 0 | 82166 |
| ADOBE INC | COM | 00724F101 |  | 5560751 | 15764 | SH |  | SOLE | 0 | 28 | 0 | 15736 |
| ALEXANDRIA REAL ESTATE EQ IN | COM | 015271109 |  | 4720772 | 56645 | SH |  | SOLE | 0 | 99 | 0 | 56546 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 3320746 | 13660 | SH |  | SOLE | 0 | 0 | 0 | 13660 |
| AMGEN INC | COM | 031162100 |  | 1561695 | 5534 | SH |  | SOLE | 0 | 0 | 0 | 5534 |
| APPLE INC | COM | 037833100 |  | 10418637 | 40917 | SH |  | SOLE | 0 | 0 | 0 | 40917 |
| APPLIED MATLS INC | COM | 038222105 |  | 2065827 | 10090 | SH |  | SOLE | 0 | 0 | 0 | 10090 |
| ARCHER DANIELS MIDLAND CO | COM | 039483102 |  | 412325 | 6902 | SH |  | SOLE | 0 | 0 | 0 | 6902 |
| ASTRAZENECA PLC | SPONSORED ADR | 046353108 |  | 961378 | 12531 | SH |  | SOLE | 0 | 0 | 0 | 12531 |
| AT INC | COM | 00206R102 |  | 219905 | 7787 | SH |  | SOLE | 0 | 0 | 0 | 7787 |
| AVALONBAY CMNTYS INC | COM | 053484101 |  | 4291380 | 22216 | SH |  | SOLE | 0 | 25 | 0 | 22191 |
| BOSTON SCIENTIFIC CORP | COM | 101137107 |  | 319641 | 3274 | SH |  | SOLE | 0 | 0 | 0 | 3274 |
| BP PLC | SPONSORED ADR | 055622104 |  | 4759308 | 138111 | SH |  | SOLE | 0 | 158 | 0 | 137953 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 7062381 | 156594 | SH |  | SOLE | 0 | 218 | 0 | 156376 |
| BROADCOM INC | COM | 11135F101 |  | 7250102 | 21976 | SH |  | SOLE | 0 | 0 | 0 | 21976 |
| CATERPILLAR INC | COM | 149123101 |  | 8234251 | 17257 | SH |  | SOLE | 0 | 12 | 0 | 17245 |
| CENTERPOINT ENERGY INC | COM | 15189T107 |  | 469402 | 12098 | SH |  | SOLE | 0 | 0 | 0 | 12098 |
| CHEVRON CORP NEW | COM | 166764100 |  | 10260598 | 66074 | SH |  | SOLE | 0 | 68 | 0 | 66006 |
| CHUBB LIMITED | COM | H1467J104 |  | 6778028 | 24014 | SH |  | SOLE | 0 | 28 | 0 | 23986 |
| CISCO SYS INC | COM | 17275R102 |  | 12895970 | 188482 | SH |  | SOLE | 0 | 189 | 0 | 188293 |
| COCA COLA CO | COM | 191216100 |  | 831278 | 12534 | SH |  | SOLE | 0 | 0 | 0 | 12534 |
| COLGATE PALMOLIVE CO | COM | 194162103 |  | 673974 | 8431 | SH |  | SOLE | 0 | 0 | 0 | 8431 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 354523 | 3748 | SH |  | SOLE | 0 | 0 | 0 | 3748 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 |  | 257333 | 782 | SH |  | SOLE | 0 | 0 | 0 | 782 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 249920 | 270 | SH |  | SOLE | 0 | 0 | 0 | 270 |
| CROWN CASTLE INC | COM | 22822V101 |  | 2176279 | 22554 | SH |  | SOLE | 0 | 25 | 0 | 22529 |
| CUMMINS INC | COM | 231021106 |  | 9349765 | 22136 | SH |  | SOLE | 0 | 22 | 0 | 22114 |
| DARDEN RESTAURANTS INC | COM | 237194105 |  | 700906 | 3682 | SH |  | SOLE | 0 | 0 | 0 | 3682 |
| DEERE  CO | COM | 244199105 |  | 2019717 | 4417 | SH |  | SOLE | 0 | 0 | 0 | 4417 |
| DIGITAL RLTY TR INC | COM | 253868103 |  | 664378 | 3843 | SH |  | SOLE | 0 | 0 | 0 | 3843 |
| DOMINION ENERGY INC | COM | 25746U109 |  | 8061713 | 131792 | SH |  | SOLE | 0 | 157 | 0 | 131635 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 8782031 | 70966 | SH |  | SOLE | 0 | 65 | 0 | 70901 |
| EATON CORP PLC | SHS | G29183103 |  | 252245 | 674 | SH |  | SOLE | 0 | 0 | 0 | 674 |
| EMERSON ELEC CO | COM | 291011104 |  | 10403239 | 79305 | SH |  | SOLE | 0 | 73 | 0 | 79232 |
| ENBRIDGE INC | COM | 29250N105 |  | 12325649 | 244266 | SH |  | SOLE | 0 | 280 | 0 | 243986 |
| ENTEGRIS INC | COM | 29362U104 |  | 441866 | 4779 | SH |  | SOLE | 0 | 0 | 0 | 4779 |
| EVERGY INC | COM | 30034W106 |  | 11135994 | 146488 | SH |  | SOLE | 0 | 187 | 0 | 146301 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 723968 | 6421 | SH |  | SOLE | 0 | 0 | 0 | 6421 |
| FASTENAL CO | COM | 311900104 |  | 1762610 | 35942 | SH |  | SOLE | 0 | 0 | 0 | 35942 |
| FREEPORT-MCMORAN INC | CL B | 35671D857 |  | 3478753 | 88698 | SH |  | SOLE | 0 | 114 | 0 | 88584 |
| GENERAL MLS INC | COM | 370334104 |  | 27257235 | 540604 | SH |  | SOLE | 0 | 0 | 0 | 540604 |
| GLOBAL X FDS | RBTCS ARTFL INTE | 37954Y715 |  | 306824 | 8660 | SH |  | SOLE | 0 | 0 | 0 | 8660 |
| GLOBAL X FDS | ARTIFICIAL ETF | 37954Y632 |  | 321776 | 6515 | SH |  | SOLE | 0 | 0 | 0 | 6515 |
| GRAPHIC PACKAGING HLDG CO | COM | 388689101 |  | 6068361 | 310085 | SH |  | SOLE | 0 | 462 | 0 | 309623 |
| HARROW INC | COM | 415858109 |  | 425140 | 8824 | SH |  | SOLE | 0 | 0 | 0 | 8824 |
| HOME DEPOT INC | COM | 437076102 |  | 8621084 | 21277 | SH |  | SOLE | 0 | 28 | 0 | 21249 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 12651241 | 44837 | SH |  | SOLE | 0 | 36 | 0 | 44801 |
| INVESCO EXCHANGE TRADED FD T | AEROSPACE DEFN | 46137V100 |  | 930679 | 5987 | SH |  | SOLE | 0 | 0 | 0 | 5987 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 |  | 2477483 | 30001 | SH |  | SOLE | 0 | 0 | 0 | 30001 |
| ISHARES TR | FUTURE AI  TECH | 46435U556 |  | 307596 | 6719 | SH |  | SOLE | 0 | 0 | 0 | 6719 |
| ISHARES TR | CORE S ETF | 464287200 |  | 301185 | 450 | SH |  | SOLE | 0 | 0 | 0 | 450 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 415216 | 1716 | SH |  | SOLE | 0 | 0 | 0 | 1716 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 365480 | 1000 | SH |  | SOLE | 0 | 0 | 0 | 1000 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 13002338 | 70124 | SH |  | SOLE | 0 | 82 | 0 | 70042 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 12448610 | 39466 | SH |  | SOLE | 0 | 35 | 0 | 39431 |
| KIMBERLY-CLARK CORP | COM | 494368103 |  | 6523657 | 52466 | SH |  | SOLE | 0 | 60 | 0 | 52406 |
| KROGER CO | COM | 501044101 |  | 8506670 | 126193 | SH |  | SOLE | 0 | 141 | 0 | 126052 |
| LIGHT  WONDER INC | COM | 80874P109 |  | 1510920 | 18000 | SH |  | SOLE | 0 | 0 | 0 | 18000 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 261586 | 524 | SH |  | SOLE | 0 | 0 | 0 | 524 |
| LYONDELLBASELL INDUSTRIES N | SHS - A - | N53745100 |  | 3414121 | 69619 | SH |  | SOLE | 0 | 122 | 0 | 69497 |
| MASCO CORP | COM | 574599106 |  | 416638 | 5919 | SH |  | SOLE | 0 | 0 | 0 | 5919 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 4805327 | 8448 | SH |  | SOLE | 0 | 9 | 0 | 8439 |
| MCDONALDS CORP | COM | 580135101 |  | 9710748 | 31955 | SH |  | SOLE | 0 | 34 | 0 | 31921 |
| MEDTRONIC PLC | SHS | G5960L103 |  | 10885292 | 114293 | SH |  | SOLE | 0 | 142 | 0 | 114151 |
| MERCK  CO INC | COM | 58933Y105 |  | 8191338 | 97597 | SH |  | SOLE | 0 | 124 | 0 | 97473 |
| META PLATFORMS INC | CL A | 30303M102 |  | 481753 | 656 | SH |  | SOLE | 0 | 0 | 0 | 656 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 210489 | 1258 | SH |  | SOLE | 0 | 0 | 0 | 1258 |
| MICROSOFT CORP | COM | 594918104 |  | 12788789 | 24691 | SH |  | SOLE | 0 | 20 | 0 | 24671 |
| MORGAN STANLEY | COM NEW | 617446448 |  | 11474113 | 72182 | SH |  | SOLE | 0 | 72 | 0 | 72110 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 4254418 | 56357 | SH |  | SOLE | 0 | 68 | 0 | 56289 |
| NIKE INC | CL B | 654106103 |  | 3233456 | 46371 | SH |  | SOLE | 0 | 70 | 0 | 46301 |
| NORFOLK SOUTHN CORP | COM | 655844108 |  | 902732 | 3005 | SH |  | SOLE | 0 | 0 | 0 | 3005 |
| NUTRIEN LTD | COM | 67077M108 |  | 7564081 | 128838 | SH |  | SOLE | 0 | 127 | 0 | 128711 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 224642 | 1204 | SH |  | SOLE | 0 | 0 | 0 | 1204 |
| PACKAGING CORP AMER | COM | 695156109 |  | 336920 | 1546 | SH |  | SOLE | 0 | 0 | 0 | 1546 |
| PAYCHEX INC | COM | 704326107 |  | 1050364 | 8286 | SH |  | SOLE | 0 | 0 | 0 | 8286 |
| PEPSICO INC | COM | 713448108 |  | 302929 | 2157 | SH |  | SOLE | 0 | 0 | 0 | 2157 |
| PFIZER INC | COM | 717081103 |  | 8918757 | 350030 | SH |  | SOLE | 0 | 515 | 0 | 349515 |
| PIMCO ETF TR | ENHAN SHRT MA AC | 72201R833 |  | 5752520 | 57131 | SH |  | SOLE | 0 | 0 | 0 | 57131 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 7987934 | 51988 | SH |  | SOLE | 0 | 50 | 0 | 51938 |
| PROLOGIS INC. | COM | 74340W103 |  | 4486617 | 39178 | SH |  | SOLE | 0 | 46 | 0 | 39132 |
| PUBLIC STORAGE OPER CO | COM | 74460D109 |  | 5462741 | 18912 | SH |  | SOLE | 0 | 18 | 0 | 18894 |
| RIO TINTO PLC | SPONSORED ADR | 767204100 |  | 3711273 | 56223 | SH |  | SOLE | 0 | 86 | 0 | 56137 |
| SALESFORCE INC | COM | 79466L302 |  | 2982417 | 12584 | SH |  | SOLE | 0 | 20 | 0 | 12564 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 10953863 | 114736 | SH |  | SOLE | 0 | 111 | 0 | 114625 |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 808524854 |  | 8453682 | 336398 | SH |  | SOLE | 0 | 0 | 0 | 336398 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 245739 | 7701 | SH |  | SOLE | 0 | 0 | 0 | 7701 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 |  | 247352 | 9405 | SH |  | SOLE | 0 | 0 | 0 | 9405 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 |  | 235791 | 8100 | SH |  | SOLE | 0 | 0 | 0 | 8100 |
| SHELL PLC | SPON ADS | 780259305 |  | 4856917 | 67900 | SH |  | SOLE | 0 | 72 | 0 | 67828 |
| SOUTHERN CO | COM | 842587107 |  | 8323700 | 87831 | SH |  | SOLE | 0 | 55 | 0 | 87776 |
| SOUTHERN COPPER CORP | COM | 84265V105 |  | 4486191 | 36966 | SH |  | SOLE | 0 | 39 | 0 | 36927 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 585548 | 879 | SH |  | SOLE | 0 | 0 | 0 | 879 |
| STEEL DYNAMICS INC | COM | 858119100 |  | 769096 | 5516 | SH |  | SOLE | 0 | 0 | 0 | 5516 |
| SYSCO CORP | COM | 871829107 |  | 298565 | 3626 | SH |  | SOLE | 0 | 0 | 0 | 3626 |
| TARGET CORP | COM | 87612E106 |  | 6818595 | 76016 | SH |  | SOLE | 0 | 99 | 0 | 75917 |
| TESLA INC | COM | 88160R101 |  | 1795779 | 4038 | SH |  | SOLE | 0 | 0 | 0 | 4038 |
| TEXAS INSTRS INC | COM | 882508104 |  | 6317885 | 34387 | SH |  | SOLE | 0 | 35 | 0 | 34352 |
| UNILEVER PLC | SPON ADR NEW | 904767704 |  | 6893945 | 116295 | SH |  | SOLE | 0 | 126 | 0 | 116169 |
| UNION PAC CORP | COM | 907818108 |  | 8617519 | 36458 | SH |  | SOLE | 0 | 44 | 0 | 36414 |
| UNITED PARCEL SERVICE INC | CL B | 911312106 |  | 7381903 | 88374 | SH |  | SOLE | 0 | 153 | 0 | 88221 |
| UNITED STATES ANTIMONY CORP | COM | 911549103 |  | 198090 | 31950 | SH |  | SOLE | 0 | 0 | 0 | 31950 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 1750097 | 3649 | SH |  | SOLE | 0 | 0 | 0 | 3649 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 |  | 25869896 | 84031 | SH |  | SOLE | 0 | 0 | 0 | 84031 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 6258294 | 19070 | SH |  | SOLE | 0 | 0 | 0 | 19070 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 1883773 | 7408 | SH |  | SOLE | 0 | 0 | 0 | 7408 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 567992 | 6213 | SH |  | SOLE | 0 | 0 | 0 | 6213 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 4839386 | 16475 | SH |  | SOLE | 0 | 0 | 0 | 16475 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 1482223 | 7948 | SH |  | SOLE | 0 | 0 | 0 | 7948 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 6073867 | 85104 | SH |  | SOLE | 0 | 0 | 0 | 85104 |
| VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | 922042676 |  | 290928 | 6094 | SH |  | SOLE | 0 | 0 | 0 | 6094 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 8145910 | 150349 | SH |  | SOLE | 0 | 0 | 0 | 150349 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 |  | 8270005 | 163342 | SH |  | SOLE | 0 | 0 | 0 | 163342 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 29828493 | 497805 | SH |  | SOLE | 0 | 0 | 0 | 497805 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 14765519 | 335962 | SH |  | SOLE | 0 | 368 | 0 | 335594 |
| WALMART INC | COM | 931142103 |  | 2480963 | 24073 | SH |  | SOLE | 0 | 0 | 0 | 24073 |
| WATSCO INC | COM | 942622200 |  | 559551 | 1384 | SH |  | SOLE | 0 | 0 | 0 | 1384 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 2713002 | 32367 | SH |  | SOLE | 0 | 0 | 0 | 32367 |
| WP CAREY INC | COM | 92936U109 |  | 5271565 | 78016 | SH |  | SOLE | 0 | 82 | 0 | 77934 |
| XCEL ENERGY INC | COM | 98389B100 |  | 257193 | 3189 | SH |  | SOLE | 0 | 0 | 0 | 3189 |

---