BKD Wealth Advisors, LLC
- SEC CIK
- 0001352864
- Latest filing
- Aug 10, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed Apr 23, 2021. Long positions only.
- Positions
- 269
- No 13F data for Q4 2020
- Portfolio value
- $2.01B
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,265,043 | $674.9M | 33.5% | – | – | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 4,252,679 | $258.1M | 12.8% | – | – | – |
| iShares Tr464288273 | EAFE SML CP ETF | 1,418,070 | $101.9M | 5.1% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 311,509 | $81.1M | 4.0% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 169,562 | $67.5M | 3.4% | – | – | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 576,649 | $40.5M | 2.0% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 336,225 | $36.5M | 1.8% | – | – | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 283,657 | $28.9M | 1.4% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 75,645 | $27.6M | 1.4% | – | – | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 277,917 | $26.9M | 1.3% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 116,449 | $25.8M | 1.3% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 395,113 | $25.7M | 1.3% | – | – | – |
| JKHYJack Henry & Associates Inc | Stock | 162,473 | $24.6M | 1.2% | – | – | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 88,306 | $22.7M | 1.1% | – | – | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 143,917 | $21.8M | 1.1% | – | – | – |
| Vanguard World FD921910873 | MEGA CAP INDEX | 148,939 | $20.9M | 1.0% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 259,522 | $18.7M | 0.9% | – | – | – |
| AAPLApple Inc. | Stock | 144,035 | $17.6M | 0.9% | – | – | History |
| iShares Tr464287150 | CORE S&P TTL STK | 187,239 | $17.2M | 0.9% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 76,072 | $16.3M | 0.8% | – | – | – |
| MSFTMicrosoft Corp | Stock | 55,734 | $13.1M | 0.7% | – | – | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 31,021 | $12.3M | 0.6% | – | – | History |
| SPDR Series Trust78464A763 | ST STR SP DIV | 83,152 | $9.81M | 0.5% | – | – | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 94,707 | $9.65M | 0.5% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 62,109 | $9.13M | 0.5% | – | – | – |
| WMTWalmart Inc. | Stock | 62,296 | $8.46M | 0.4% | – | – | History |
| iShares MSCI Eafe ETF464287465 | ETF | 109,308 | $8.29M | 0.4% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 156,416 | $8.14M | 0.4% | – | – | – |
| ORLYO Reilly Automotive Inc | Stock | 15,796 | $8.01M | 0.4% | – | – | History |
| LLYEli Lilly & Co | Stock | 42,838 | $8.00M | 0.4% | – | – | History |
| DISWalt Disney Co | Stock | 43,159 | $7.96M | 0.4% | – | – | History |
| iShares Tr464287689 | RUSSELL 3000 ETF | 32,362 | $7.68M | 0.4% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 3,642 | $7.51M | 0.4% | – | – | History |
| KEKimball Electronics, Inc. | Stock | 283,598 | $7.32M | 0.4% | – | – | History |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 129,918 | $7.10M | 0.4% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 131,136 | $6.78M | 0.3% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 42,343 | $6.45M | 0.3% | – | – | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 26,274 | $6.39M | 0.3% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 23,716 | $6.06M | 0.3% | – | – | History |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 57,848 | $5.85M | 0.3% | – | – | – |
| JNJJohnson & Johnson | Stock | 33,313 | $5.47M | 0.3% | – | – | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 47,869 | $5.45M | 0.3% | – | – | – |
| ACNAccenture plc | Stock | 18,531 | $5.12M | 0.3% | – | – | History |
| PFEPfizer Inc | Stock | 137,007 | $4.96M | 0.2% | – | – | History |
| CATCaterpillar Inc | Stock | 21,387 | $4.96M | 0.2% | – | – | History |
| PGProcter & Gamble Co | Stock | 34,919 | $4.73M | 0.2% | – | – | History |
| APTVAptiv PLC | SHS | 34,013 | $4.69M | 0.2% | – | – | History |
| LOWLowes Companies Inc | Stock | 24,574 | $4.67M | 0.2% | – | – | History |
| LKFNLakeland Financial Corp | COM | 62,473 | $4.32M | 0.2% | – | – | History |
| TGTTarget Corp | Stock | 21,638 | $4.29M | 0.2% | – | – | History |
| PEPPepsiCo Inc | Stock | 29,621 | $4.19M | 0.2% | – | – | History |
| INTCIntel Corp | Stock | 62,847 | $4.02M | 0.2% | – | – | History |
| NVDANVIDIA Corp | Stock | 7,506 | $4.01M | 0.2% | – | – | History |
| CVXChevron Corp | Stock | 38,135 | $4.00M | 0.2% | – | – | History |
| MCHPMicrochip Technology Inc | Stock | 25,483 | $3.96M | 0.2% | – | – | History |
| COFCapital One Financial Corp | Stock | 30,081 | $3.83M | 0.2% | – | – | History |
| PWRQuanta Services, Inc. | COM | 43,499 | $3.83M | 0.2% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 12,601 | $3.71M | 0.2% | – | – | History |
| iShares Russell 2000 ETF464287655 | ETF | 16,587 | $3.67M | 0.2% | – | – | – |
| BACBank of America Corp | Stock | 94,321 | $3.65M | 0.2% | – | – | History |
| CSXCSX Corp | Stock | 37,427 | $3.61M | 0.2% | – | – | History |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 121,316 | $3.51M | 0.2% | – | – | – |
| iShares Tr464287622 | RUS 1000 ETF | 15,524 | $3.48M | 0.2% | – | – | – |
| APHAmphenol Corp | CL A | 52,121 | $3.44M | 0.2% | – | – | History |
| TROWPrice T Rowe Group Inc | Stock | 19,399 | $3.33M | 0.2% | – | – | History |
| HPQHP Inc | Stock | 104,475 | $3.32M | 0.2% | – | – | History |
| LHLabcorp Holdings Inc. | COM NEW | 12,950 | $3.30M | 0.2% | – | – | History |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 192,905 | $3.28M | 0.2% | – | – | History |
| LKQLKQ Corp | COM | 75,815 | $3.21M | 0.2% | – | – | History |
| MMM3M Co | Stock | 16,390 | $3.16M | 0.2% | – | – | History |
| ELVElevance Health, Inc. | Stock | 8,750 | $3.14M | 0.2% | – | – | History |
| IBMInternational Business Machines Corp | Stock | 22,607 | $3.01M | 0.1% | – | – | History |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 17,098 | $2.87M | 0.1% | – | – | – |
| MAMastercard Inc | Stock | 8,053 | $2.87M | 0.1% | – | – | History |
| WBAWalgreens Boots Alliance, Inc. | COM | 51,174 | $2.81M | 0.1% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 35,605 | $2.75M | 0.1% | – | – | History |
| VZVerizon Communications Inc | Stock | 46,445 | $2.70M | 0.1% | – | – | History |
| iShares S&P 500 Value ETF464287408 | ETF | 18,969 | $2.68M | 0.1% | – | – | – |
| AMZNAmazon Com Inc | Stock | 823 | $2.55M | 0.1% | – | – | History |
| COPConocoPhillips | Stock | 47,943 | $2.54M | 0.1% | – | – | History |
| TSNTyson Foods, Inc. | Stock | 34,181 | $2.54M | 0.1% | – | – | History |
| BAXBaxter International Inc | Stock | 28,528 | $2.41M | 0.1% | – | – | History |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 91,745 | $2.40M | 0.1% | – | – | – |
| GOOGAlphabet Inc. | Stock | 1,117 | $2.31M | 0.1% | – | – | History |
| ALXNAlexion Pharmaceuticals, Inc. | COM | 14,793 | $2.26M | 0.1% | – | – | History |
| SYKStryker Corp | Stock | 9,281 | $2.26M | 0.1% | – | – | History |
| iShares Russell Midcap ETF464287499 | ETF | 29,995 | $2.22M | 0.1% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 6,845 | $2.18M | 0.1% | – | – | – |
| USBUS Bancorp DE | COM NEW | 39,394 | $2.18M | 0.1% | – | – | History |
| FISVFiserv Inc | Stock | 18,064 | $2.15M | 0.1% | – | – | History |
| KLACKLA Corp | COM NEW | 6,307 | $2.08M | 0.1% | – | – | History |
| HSTHost Hotels & Resorts, Inc. | COM | 121,344 | $2.04M | 0.1% | – | – | History |
| AXPAmerican Express Co | Stock | 14,383 | $2.03M | 0.1% | – | – | History |
| TMOThermo Fisher Scientific Inc. | Stock | 4,323 | $1.97M | 0.1% | – | – | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 12,720 | $1.93M | 0.1% | – | – | – |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | – | $1.91M | 0.1% | – | – | – |
| CLColgate Palmolive Co | Stock | 24,112 | $1.90M | 0.1% | – | – | History |
| KOCoca Cola Co | Stock | 34,606 | $1.82M | 0.1% | – | – | History |
| iShares Tr46434VBG4 | IBONDS DEC24 ETF | – | $1.80M | 0.1% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 31,905 | $1.78M | 0.1% | – | – | History |