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Livermore
Livermore
ZHEN

Insight Financial Services

SEC CIK
0001765617
Latest filing
Aug 10, 2026

The latest 13F from Insight Financial Services covers Q2 2026 (filed Aug 10, 2026): 220 long positions worth $208.8M. The top 10 holdings make up 82.0% of the portfolio, and the largest is iShares Core S&P 500 ETF at 16.4%. 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
11
Est. +$236.5K
Added
19
Est. +$873.9K
Reduced
22
Est. −$2.00M
Sold out
8
Est. −$185.9K

Top 5 holdings

Share of this quarter's portfolio value

  1. iShares Core S&P 500 ETF464287200
    16.4%$34.1M
  2. iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0
    11.3%$23.6M
  3. iShares Core Dividend Growth ETF46434V621
    8.7%$18.2M
  4. iShares Tr46436E718
    8.5%$17.7M
  5. Schwab U.S. Large-Cap Growth ETF808524300
    8.1%$17.0M

Biggest buys

New and added positions, by estimated amount bought

  1. State Street SPDR Portfolio Developed World Ex-US ETF78463X889
    +$201.9KAdded
  2. iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0
    +$149.3KAdded
  3. Invesco Exch TRD SLF Idx FD46138J791
    +$147.4KAdded
  4. XOMExxonMobil Holdings Corp
    +$106.8KNewHistory
  5. Vanguard Total Bond Market ETF921937835
    +$102.8KAdded

Largest weight increases

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

  1. Schwab U.S. Large-Cap Growth ETF808524300
    +0.62 pp7.5% → 8.1%
  2. Schwab U.S. Small-Cap ETF808524607
    +0.38 pp2.2% → 2.6%
  3. State Street SPDR Portfolio Developed World Ex-US ETF78463X889
    +0.21 pp4.4% → 4.6%
  4. Vanguard Morningstar Mid-Cap ETF922908629
    +0.20 pp3.7% → 3.9%
  5. XOMExxonMobil Holdings Corp
    +0.05 pp0.0% → 0.1%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. iShares Core S&P 500 ETF464287200
    −$624.6KReduced
  2. iShares Core S&P Small Cap ETF464287804
    −$382.5KReduced
  3. iShares Core MSCI Eafe ETF46432F842
    −$269.7KReduced
  4. iShares Core S&P Mid-Cap ETF464287507
    −$142.0KReduced
  5. XOMExxonMobil Holdings Corp
    −$132.5KSold outHistory

Largest weight decreases

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

  1. iShares Tr46436E718
    −0.70 pp9.2% → 8.5%
  2. iShares Core MSCI Eafe ETF46432F842
    −0.19 pp7.2% → 7.0%
  3. iShares Tr46434V860
    −0.14 pp1.4% → 1.2%
  4. WisdomTree Tr97717Y527
    −0.12 pp1.0% → 0.9%
  5. XOMExxonMobil Holdings Corp
    −0.07 pp0.1% → 0.0%History

Metrics

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

Portfolio value
$208.8M
+$14.8M (+7.6%) vs. prior quarter
Positions
220
+3 vs. prior quarter
Top 10 concentration
82.0%
Top 10 as share of value
Turnover
0.6%
Q2 2026, one quarter
Average holding period
11.2 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 $208.8M (Q2 2026)

Q1 2021: $127.8MQ2 2021: $148.9MQ3 2021: $156.1MQ4 2021: $142.3MQ1 2022: $106.8MQ2 2022: $37.6MQ3 2022: $54.5MQ4 2022: $57.9MQ1 2023: $24.5MQ2 2023: $40.5MQ3 2023: $53.7MQ4 2023: $84.2MQ1 2024: $114.6MQ2 2024: $118.6MQ3 2024: $126.3MQ4 2024: $127.2MQ1 2025: $123.2MQ2 2025: $132.2MQ3 2025: $170.9MQ4 2025: $192.5MQ1 2026: $194.0MQ2 2026: $208.8M
Q1 2021Q2 2026
13F filings of Insight Financial Services by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 10, 2026220$208.8MiShares Core S&P 500 ETFiShares Ibonds Dec 2026 Term Corporate ETFiShares Core Dividend Growth ETFvs. Q1 2026SEC
Q1 2026Apr 6, 2026217$194.0MiShares Core S&P 500 ETFiShares Ibonds Dec 2026 Term Corporate ETFiShares Trvs. Q4 2025SEC
Q4 2025Jan 9, 2026193$192.5MiShares Core S&P 500 ETFiShares Ibonds Dec 2026 Term Corporate ETFiShares Trvs. Q3 2025SEC
Q3 2025Oct 15, 2025177$170.9MiShares Core S&P 500 ETFiShares TriShares Core MSCI Eafe ETFvs. Q2 2025SEC
Q2 2025Jul 22, 2025170$132.2MiShares Core S&P 500 ETFiShares TriShares Core MSCI Eafe ETFvs. Q1 2025SEC
Q1 2025Apr 10, 2025199$123.2MiShares Core S&P 500 ETFiShares TriShares Core Dividend Growth ETFvs. Q4 2024SEC
Q4 2024Jan 15, 2025188$127.2MiShares Core S&P 500 ETFiShares TrVanguard Information Technology ETFvs. Q3 2024SEC
Q3 2024Oct 15, 2024158$126.3MiShares Core S&P 500 ETFiShares TriShares Core Dividend Growth ETFvs. Q2 2024SEC
Q2 2024Jul 29, 2024156$118.6MiShares Core S&P 500 ETFiShares TrVanguard Information Technology ETFvs. Q1 2024SEC
Q1 2024Apr 4, 2024153$114.6MiShares Core S&P 500 ETFiShares TriShares Core Dividend Growth ETFvs. Q4 2023SEC
Q4 2023Jan 5, 2024147$84.2MiShares Core S&P 500 ETFiShares Core Dividend Growth ETFVanguard Information Technology ETFvs. Q3 2023SEC
Q3 2023Nov 1, 2023146$53.7MiShares Core S&P 500 ETFiShares Core Dividend Growth ETFVanguard Information Technology ETFvs. Q2 2023SEC
Q2 2023Aug 2, 2023153$40.5MiShares Core S&P 500 ETFiShares Core Dividend Growth ETFVanguard Information Technology ETFvs. Q1 2023SEC
Q1 2023May 2, 2023125$24.5MiShares Core S&P 500 ETFiShares Core Dividend Growth ETFiShares Trvs. Q4 2022SEC
Q4 2022Jan 27, 2023133$57.9MSchwab Strategic TrVanguard Scottsdale FDSiShares Core S&P 500 ETFvs. Q3 2022SEC
Q3 2022Nov 3, 2022127$54.5MSchwab Strategic TrVanguard Scottsdale FDSiShares Core S&P 500 ETFvs. Q2 2022SEC
Q2 2022Jul 27, 2022126$37.6MSchwab Strategic TrVanguard Scottsdale FDSiShares Trvs. Q1 2022SEC
Q1 2022May 10, 2022129$106.8MiShares Core S&P 500 ETFiShares Core Dividend Growth ETFSchwab Strategic Trvs. Q4 2021SEC
Q4 2021Feb 16, 2022140$142.3MiShares Core S&P 500 ETFSchwab Strategic TrVanguard Scottsdale FDSvs. Q3 2021SEC
Q3 2021Nov 9, 202127$156.1MiShares Core S&P 500 ETFSchwab Strategic TrVanguard Scottsdale FDSvs. Q2 2021SEC
Q2 2021Jul 29, 202128$148.9MiShares Core S&P 500 ETFState Street SPDR Portfolio Developed World Ex-US ETFVanguard Information Technology ETFvs. Q1 2021SEC
Q1 2021Apr 28, 202124$127.8MiShares Core S&P 500 ETFiShares Core Dividend Growth ETFSchwab Strategic Tr–SEC