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Livermore
Livermore
ZHEN

BKD Wealth Advisors, LLC

SEC CIK
0001352864
Latest filing
Aug 10, 2026

The latest 13F from BKD Wealth Advisors, LLC covers Q2 2026 (filed Aug 10, 2026): 433 long positions worth $5.99B. The top 10 holdings make up 63.6% of the portfolio, and the largest is Vanguard Morningstar Total Stock Market ETF at 31.3%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
44
Est. +$18.4M
Added
148
Est. +$156.3M
Reduced
189
Est. −$75.0M
Sold out
10
Est. −$3.35M

Top 5 holdings

Share of this quarter's portfolio value

  1. Vanguard Morningstar Total Stock Market ETF922908769
    31.3%$1.87B
  2. Vanguard Ftse All-World Ex-US Index Fund922042775
    10.7%$640.5M
  3. J P Morgan Exchange Traded F46654Q724
    3.8%$224.8M
  4. Vanguard Malvern FDS922020748
    3.0%$181.2M
  5. Schwab U.S. Broad Market ETF808524102
    3.0%$178.1M

Biggest buys

New and added positions, by estimated amount bought

  1. J P Morgan Exchange Traded F46654Q724
    +$29.2MAdded
  2. Vanguard Morningstar Total Stock Market ETF922908769
    +$23.8MAdded
  3. Vanguard Malvern FDS922020748
    +$22.7MAdded
  4. Advisors Inner Circle FD III00775Y256
    +$21.8MAdded
  5. T Rowe Price Exchange-Traded87283Q503
    +$16.3MAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Vanguard Morningstar Total Stock Market ETF922908769
    +0.85 pp30.4% → 31.3%
  2. T Rowe Price Exchange-Traded87283Q503
    +0.32 pp2.1% → 2.4%
  3. Advisors Inner Circle FD III00775Y256
    +0.31 pp0.3% → 0.6%
  4. J P Morgan Exchange Traded F46654Q724
    +0.24 pp3.5% → 3.8%
  5. Dimensional ETF Trust25434V732
    +0.15 pp2.0% → 2.2%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. Vanguard S&P 500 ETF922908363
    −$7.62MReduced
  2. Dimensional ETF Trust25434V831
    −$5.13MReduced
  3. iShares Core S&P 500 ETF464287200
    −$4.50MReduced
  4. Dimensional U.S. Core Equity 2 ETF25434V708
    −$3.34MReduced
  5. Dimensional U.S. Targeted Value ETF25434V609
    −$3.30MReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. iShares Tr464288414
    −0.14 pp1.3% → 1.1%
  2. J P Morgan Exchange Traded F46641Q647
    −0.14 pp1.2% → 1.1%
  3. Vanguard S&P 500 ETF922908363
    −0.10 pp2.5% → 2.4%
  4. JKHYJack Henry & Associates Inc
    −0.09 pp0.4% → 0.3%History
  5. iShares Tr464288273
    −0.09 pp0.9% → 0.8%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$5.99B
+$719.8M (+13.7%) vs. prior quarter
Positions
433
+34 vs. prior quarter
Top 10 concentration
63.6%
Top 10 as share of value
Turnover
1.4%
Q2 2026, one quarter
Average holding period
19.7 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $5.99B (Q2 2026)

Q1 2021: $2.01BQ2 2021: $2.15BQ3 2021: $2.18BQ4 2021: $2.38BQ1 2022: $2.36BQ2 2022: $2.47BQ3 2022: $2.48BQ4 2022: $2.86BQ1 2023: $3.05BQ2 2023: $3.41BQ3 2023: $3.31BQ4 2023: $3.59BQ1 2024: $3.94BQ2 2024: $4.01BQ3 2024: $4.35BQ4 2024: $4.34BQ1 2025: $4.17BQ2 2025: $4.64BQ3 2025: $5.04BQ4 2025: $5.30BQ1 2026: $5.27BQ2 2026: $5.99B
Q1 2021Q2 2026
13F filings of BKD Wealth Advisors, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 10, 2026433$5.99BVanguard Morningstar Total Stock Market ETFVanguard Ftse All-World Ex-US Index FundJ P Morgan Exchange Traded Fvs. Q1 2026SEC
Q1 2026May 1, 2026399$5.27BVanguard Morningstar Total Stock Market ETFVanguard Ftse All-World Ex-US Index FundJ P Morgan Exchange Traded Fvs. Q4 2025SEC
Q4 2025Feb 10, 2026405$5.30BVanguard Morningstar Total Stock Market ETFVanguard Ftse All-World Ex-US Index FundJ P Morgan Exchange Traded Fvs. Q3 2025SEC
Q3 2025Oct 30, 2025402$5.04BVanguard Morningstar Total Stock Market ETFVanguard Ftse All-World Ex-US Index FundSchwab U.S. Broad Market ETFvs. Q2 2025SEC
Q2 2025Jul 29, 2025395$4.64BVanguard Morningstar Total Stock Market ETFVanguard Ftse All-World Ex-US Index FundSchwab U.S. Broad Market ETFvs. Q1 2025SEC
Q1 2025May 13, 2025388$4.17BVanguard Morningstar Total Stock Market ETFVanguard Ftse All-World Ex-US Index FundiShares Core U.S. Aggregate Bond ETFvs. Q4 2024SEC
Q4 2024Feb 4, 2025419$4.34BVanguard Morningstar Total Stock Market ETFVanguard Ftse All-World Ex-US Index FundVanguard S&P 500 ETFvs. Q3 2024SEC
Q3 2024Nov 14, 2024428$4.35BVanguard Morningstar Total Stock Market ETFVanguard Ftse All-World Ex-US Index FundVanguard S&P 500 ETFvs. Q2 2024SEC
Q2 2024Aug 9, 2024399$4.01BVanguard Morningstar Total Stock Market ETFVanguard Ftse All-World Ex-US Index FundiShares Core U.S. Aggregate Bond ETFvs. Q1 2024SEC
Q1 2024Apr 19, 2024393$3.94BVanguard Morningstar Total Stock Market ETFVanguard Ftse All-World Ex-US Index FundiShares Core U.S. Aggregate Bond ETFvs. Q4 2023SEC
Q4 2023Jan 11, 2024384$3.59BVanguard Morningstar Total Stock Market ETFVanguard Ftse All-World Ex-US Index FundiShares Core U.S. Aggregate Bond ETFvs. Q3 2023SEC
Q3 2023Oct 26, 2023385$3.31BVanguard Morningstar Total Stock Market ETFVanguard Ftse All-World Ex-US Index FundiShares Core U.S. Aggregate Bond ETFvs. Q2 2023SEC
Q2 2023Aug 8, 2023407$3.41BVanguard Morningstar Total Stock Market ETFVanguard Ftse All-World Ex-US Index FundiShares Trvs. Q1 2023SEC
Q1 2023Apr 27, 2023408$3.05BVanguard Morningstar Total Stock Market ETFVanguard Ftse All-World Ex-US Index FundiShares Trvs. Q4 2022SEC
Q4 2022Feb 3, 2023387$2.86BVanguard Morningstar Total Stock Market ETFVanguard Ftse All-World Ex-US Index FundiShares Trvs. Q3 2022SEC
Q3 2022Oct 14, 2022382$2.48BVanguard Morningstar Total Stock Market ETFVanguard Ftse All-World Ex-US Index FundiShares Trvs. Q2 2022SEC
Q2 2022Jul 22, 2022386$2.47BVanguard Morningstar Total Stock Market ETFVanguard Ftse All-World Ex-US Index FundiShares Trvs. Q1 2022SEC
Q1 2022May 10, 2022297$2.36BVanguard Morningstar Total Stock Market ETFVanguard Ftse All-World Ex-US Index FundiShares Trvs. Q4 2021SEC
Q4 2021Jan 14, 2022285$2.38BVanguard Morningstar Total Stock Market ETFVanguard Ftse All-World Ex-US Index FundiShares Trvs. Q3 2021SEC
Q3 2021Oct 14, 2021272$2.18BVanguard Morningstar Total Stock Market ETFVanguard Ftse All-World Ex-US Index FundiShares Trvs. Q2 2021SEC
Q2 2021Jul 14, 2021261$2.15BVanguard Morningstar Total Stock Market ETFVanguard Ftse All-World Ex-US Index FundiShares Trvs. Q1 2021SEC
Q1 2021Apr 23, 2021269$2.01BVanguard Morningstar Total Stock Market ETFVanguard Ftse All-World Ex-US Index FundiShares Tr–SEC

13D and 13G filings

Companies where BKD Wealth Advisors, LLC reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

2 companies, largest stake first.

Companies where BKD Wealth Advisors, LLC owns 5% or more
CompanyLatest formStakeChangeFirst filedLatest filingFiling
Advisors' Inner Circle Fund IIIETF Shares13G6.67%1.48M sharesNewAug 12, 20261 filingAug 12, 2026SEC
J.P. Morgan Exchange-Traded Fund TrustAlternative Investments13G5.75%3.34M sharesNewAug 11, 20261 filingAug 11, 2026SEC

Latest filings

7 filings on file made by BKD Wealth Advisors, LLC or listing it as a reporting person, newest first.

Schedule 13D and 13G filings by BKD Wealth Advisors, LLC
CompanyFiled (ET)FormStakeChangeEvent dateFiling
Advisors' Inner Circle Fund IIIETF SharesAug 12, 20269:05 AM ET13G6.67%1.48M sharesNewJun 30, 2026SEC
J.P. Morgan Exchange-Traded Fund TrustAlternative InvestmentsAug 11, 20264:13 PM ET13G5.75%3.34M sharesNewJun 30, 2026SEC
T. Rowe Price Exchange-Traded Funds, Inc.common stockAug 11, 202611:46 AM ET13G/A3.55%3.06M shares−1.47 ppfrom 5.02%Below 5%Jun 30, 2026SEC
T. Rowe Price Exchange-Traded Funds, Inc.common stockMay 11, 20263:04 PM ET13G5.02%2.70M sharesNewMar 31, 2026SEC
Innovator ETFs TrustApr 28, 20233:53 PM ET13G/AOld format–––SEC
Innovator ETFs TrustApr 28, 20233:21 PM ET13G/AOld format–––SEC
Innovator ETFs TrustFeb 13, 202310:52 AM ET13GOld format–New–SEC