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Livermore
Livermore
ZHEN

Youngs Advisory Group, Inc.

SEC CIK
0001663649
Latest filing
Jul 24, 2026

The latest 13F from Youngs Advisory Group, Inc. covers Q2 2026 (filed Jul 24, 2026): 69 long positions worth $319.3M. The top 10 holdings make up 83.3% of the portfolio, and the largest is iShares Core MSCI Total International Stock ETF at 18.6%. 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
6
Est. +$1.61M
Added
19
Est. +$4.39M
Reduced
27
Est. −$5.48M
Sold out
3
Est. −$1.50M

Top 5 holdings

Share of this quarter's portfolio value

  1. iShares Core MSCI Total International Stock ETF46432F834
    18.6%$59.3M
  2. SPYSPDR S&P 500 ETF Trust
    14.5%$46.2MHistory
  3. State Street Technology Select Sector SPDR ETF81369Y803
    10.3%$33.0M
  4. Invesco Exchange Traded FD T46137V357
    9.2%$29.2M
  5. MDYSPDR S&P Midcap 400 ETF Trust
    7.4%$23.5MHistory

Biggest buys

New and added positions, by estimated amount bought

  1. Invesco Exchange Traded FD T46137V357
    +$1.61MAdded
  2. Global X FDS37954Y657
    +$978.4KAdded
  3. MDYSPDR S&P Midcap 400 ETF Trust
    +$623.2KAddedHistory
  4. American Centy ETF Tr025072125
    +$495.2KAdded
  5. SPYSPDR S&P 500 ETF Trust
    +$380.1KAddedHistory

Largest weight increases

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

  1. Invesco Exchange Traded FD T46137V357
    +0.30 pp8.9% → 9.2%
  2. SPYSPDR S&P 500 ETF Trust
    +0.29 pp14.2% → 14.5%History
  3. MDYSPDR S&P Midcap 400 ETF Trust
    +0.23 pp7.1% → 7.4%History
  4. John Hancock Exchange Traded47804J776
    +0.11 pp0.0% → 0.1%
  5. Morgan Stanley ETF Trust61774R841
    +0.10 pp0.0% → 0.1%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. APDAir Products & Chemicals, Inc.
    −$1.21MReducedHistory
  2. State Street Technology Select Sector SPDR ETF81369Y803
    −$1.18MReduced
  3. iShares Tr464287432
    −$1.03MSold out
  4. Vanguard Intl Equity Index F922042874
    −$907.0KReduced
  5. Schwab U.S. Mid-Cap ETF808524508
    −$806.8KReduced

Largest weight decreases

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

  1. APDAir Products & Chemicals, Inc.
    −0.86 pp4.3% → 3.5%History
  2. iShares Core MSCI Total International Stock ETF46432F834
    −0.66 pp19.2% → 18.6%
  3. Vanguard Intl Equity Index F922042874
    −0.37 pp1.6% → 1.3%
  4. iShares Tr464287432
    −0.37 pp0.4% → 0.0%
  5. Dimensional U.S. Targeted Value ETF25434V609
    −0.13 pp6.1% → 6.0%

Metrics

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

Portfolio value
$319.3M
+$37.8M (+13.4%) vs. prior quarter
Positions
69
+3 vs. prior quarter
Top 10 concentration
83.3%
Top 10 as share of value
Turnover
2.0%
Q2 2026, one quarter
Average holding period
19.2 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 $319.3M (Q2 2026)

Q1 2021: $80.0MQ2 2021: $93.8MQ3 2021: $132.6MQ4 2021: $158.5MQ1 2022: $173.4MQ2 2022: $162.9MQ3 2022: $155.4MQ4 2022: $169.4MQ1 2023: $178.5MQ2 2023: $183.7MQ3 2023: $183.9MQ4 2023: $199.6MQ1 2024: $223.9MQ2 2024: $227.9MQ3 2024: $241.2MQ4 2024: $235.9MQ1 2025: $240.1MQ2 2025: $263.1MQ3 2025: $281.0MQ4 2025: $281.0MQ1 2026: $281.4MQ2 2026: $319.3M
Q1 2021Q2 2026
13F filings of Youngs Advisory Group, Inc. by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 24, 202669$319.3MiShares Core MSCI Total International Stock ETFSPYState Street Technology Select Sector SPDR ETFvs. Q1 2026SEC
Q1 2026Apr 23, 202666$281.4MiShares Core MSCI Total International Stock ETFSPYInvesco Exchange Traded FD Tvs. Q4 2025SEC
Q4 2025Jan 14, 202665$281.0MiShares Core MSCI Total International Stock ETFSPYState Street Technology Select Sector SPDR ETFvs. Q3 2025SEC
Q3 2025Oct 22, 202565$281.0MiShares Core MSCI Total International Stock ETFSPYState Street Technology Select Sector SPDR ETFvs. Q2 2025SEC
Q2 2025Jul 17, 202560$263.1MiShares Core MSCI Total International Stock ETFSPYState Street Technology Select Sector SPDR ETFvs. Q1 2025SEC
Q1 2025May 9, 202554$240.1MiShares Core MSCI Total International Stock ETFSPYInvesco Exchange Traded FD Tvs. Q4 2024SEC
Q4 2024Feb 13, 202556$235.9MSPYiShares Core MSCI Total International Stock ETFState Street Technology Select Sector SPDR ETFvs. Q3 2024SEC
Q3 2024Nov 7, 202456$241.2MiShares Core MSCI Total International Stock ETFSPYState Street Technology Select Sector SPDR ETFvs. Q2 2024SEC
Q2 2024Jul 19, 202450$227.9MSPYiShares Core MSCI Total International Stock ETFState Street Technology Select Sector SPDR ETFvs. Q1 2024SEC
Q1 2024May 6, 202447$223.9MiShares Core MSCI Total International Stock ETFSPYInvesco Exchange Traded FD Tvs. Q4 2023SEC
Q4 2023Jan 31, 202444$199.6MiShares Core MSCI Total International Stock ETFSPYVanguard Intl Equity Index Fvs. Q3 2023SEC
Q3 2023Nov 3, 202346$183.9MiShares Core MSCI Total International Stock ETFSPYAPDvs. Q2 2023SEC
Q2 2023Aug 10, 202345$183.7MiShares Core MSCI Total International Stock ETFSPYGlobal X FDSvs. Q1 2023SEC
Q1 2023May 3, 202347$178.5MiShares Core MSCI Total International Stock ETFAPDSPYvs. Q4 2022SEC
Q4 2022Jan 25, 202348$169.4MiShares Core MSCI Total International Stock ETFAPDSPYvs. Q3 2022SEC
Q3 2022Oct 18, 202246$155.4MiShares Core MSCI Total International Stock ETFAPDSPYvs. Q2 2022SEC
Q2 2022Jul 13, 202252$162.9MAPDSPYiShares Core MSCI Total International Stock ETFvs. Q1 2022SEC
Q1 2022Apr 29, 202254$173.4MiShares Core MSCI Total International Stock ETFSPYAPDvs. Q4 2021SEC
Q4 2021Jan 26, 202255$158.5MAPDGlobal X FDSSPYvs. Q3 2021SEC
Q3 2021Oct 15, 202149$132.6MGlobal X FDSAPDSPYvs. Q2 2021SEC
Q2 2021Jul 21, 202146$93.8MAPDGlobal X FDSSPYvs. Q1 2021SEC
Q1 2021Apr 14, 202134$80.0MAPDGlobal X FDSSPY–SEC