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Layline Advisors, LLC

SEC CIK
0001724910
Latest filing
Aug 20, 2026

The latest 13F from Layline Advisors, LLC covers Q2 2026 (filed Aug 20, 2026): 76 long positions worth $111.5M. The top 10 holdings make up 64.7% of the portfolio, and the largest is iShares Core S&P 500 ETF at 22.3%. Livermore has 2 filings on Form 13F from this institution, going back to Q1 2026.

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
11
Est. +$3.49M
Added
40
Est. +$13.5M
Reduced
24
Est. −$1.65M
Sold out
2
Est. −$569.3K

Top 5 holdings

Share of this quarter's portfolio value

  1. iShares Core S&P 500 ETF464287200
    22.3%$24.8M
  2. iShares Tr464287457
    6.4%$7.19M
  3. Vanguard Ftse Developed Markets ETF921943858
    6.3%$7.05M
  4. Dimensional ETF Trust25434V831
    6.2%$6.94M
  5. iShares Core MSCI Emerging Markets ETF46434G103
    5.3%$5.87M

Biggest buys

New and added positions, by estimated amount bought

  1. iShares Core S&P 500 ETF464287200
    +$3.61MAdded
  2. Morgan Stanley ETF Trust61774R841
    +$1.26MAdded
  3. Vanguard Ftse Developed Markets ETF921943858
    +$1.13MAdded
  4. Dimensional ETF Trust25434V831
    +$955.0KAdded
  5. iShares Tr464287457
    +$696.4KAdded

Largest weight increases

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

  1. iShares Core S&P 500 ETF464287200
    +1.57 pp20.7% → 22.3%
  2. GLWCorning Inc
    +0.58 pp0.0% → 0.6%History
  3. SPDR Series Trust78468R101
    +0.50 pp0.0% → 0.5%
  4. Vanguard Ftse Developed Markets ETF921943858
    +0.37 pp6.0% → 6.3%
  5. Morgan Stanley ETF Trust61774R841
    +0.36 pp3.8% → 4.2%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. J P Morgan Exchange Traded F46641Q670
    −$475.7KReduced
  2. CASYCaseys General Stores Inc
    −$309.6KSold outHistory
  3. FIXComfort Systems USA Inc
    −$296.0KReducedHistory
  4. IESCIES Holdings, Inc.
    −$266.7KReducedHistory
  5. INTUIntuit Inc.
    −$259.7KSold outHistory

Largest weight decreases

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

  1. J P Morgan Exchange Traded F46641Q670
    −0.62 pp1.0% → 0.4%
  2. CASYCaseys General Stores Inc
    −0.35 pp0.3% → 0.0%History
  3. PAYXPaychex Inc
    −0.31 pp2.1% → 1.8%History
  4. INTUIntuit Inc.
    −0.29 pp0.3% → 0.0%History
  5. iShares Tr464288323
    −0.26 pp1.2% → 0.9%

Metrics

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

Portfolio value
$111.5M
+$22.1M (+24.7%) vs. prior quarter
Positions
76
+9 vs. prior quarter
Top 10 concentration
64.7%
Top 10 as share of value
Turnover
2.2%
Q2 2026, one quarter
Average holding period
2.0 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 2026), so positions held before then are understated.

13F filings by quarter

2 quarters, going back to Q1 2026. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $111.5M (Q2 2026)

Q1 2026: $89.4MQ2 2026: $111.5M
Q1 2026Q2 2026
13F filings of Layline Advisors, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 20, 202676$111.5MiShares Core S&P 500 ETFiShares TrVanguard Ftse Developed Markets ETFvs. Q1 2026SEC
Q1 2026Sep 2, 202667$89.4MiShares Core S&P 500 ETFiShares TrVanguard Ftse Developed Markets ETF–SEC