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Chronos Wealth Management, LLC

SEC CIK
0001801792
Latest filing
Jul 15, 2026

The latest 13F from Chronos Wealth Management, LLC covers Q2 2026 (filed Jul 15, 2026): 38 long positions worth $225.4M. The top 10 holdings make up 62.5% of the portfolio, and the largest is Eli Lilly & Co (LLY) at 11.0%. 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
1
Est. +$244.9K
Added
9
Est. +$1.21M
Reduced
21
Est. −$3.96M
Sold out
1
Est. −$1.92M

Top 5 holdings

Share of this quarter's portfolio value

  1. LLYEli Lilly & Co
    11.0%$24.7MHistory
  2. GOOGAlphabet Inc.
    8.3%$18.8MHistory
  3. AAPLApple Inc.
    7.3%$16.4MHistory
  4. JPMJPMorgan Chase & Co
    5.8%$13.0MHistory
  5. AMZNAmazon Com Inc
    5.8%$13.0MHistory

Biggest buys

New and added positions, by estimated amount bought

  1. DVNDevon Energy Corp
    +$376.0KAddedHistory
  2. ARAntero Resources Corp
    +$354.9KAddedHistory
  3. CATCaterpillar Inc
    +$244.9KNewHistory
  4. SOSouthern Co
    +$210.5KAddedHistory
  5. MSFTMicrosoft Corp
    +$166.4KAddedHistory

Largest weight increases

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

  1. DVNDevon Energy Corp
    +0.12 pp0.2% → 0.3%History
  2. CATCaterpillar Inc
    +0.11 pp0.0% → 0.1%History
  3. NVDANVIDIA Corp
    +0.03 pp0.3% → 0.3%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. GOOGAlphabet Inc.
    −$2.10MReducedHistory
  2. CEGConstellation Energy Corp
    −$1.92MSold outHistory
  3. LLYEli Lilly & Co
    −$409.0KReducedHistory
  4. AAPLApple Inc.
    −$329.9KReducedHistory
  5. ASMLASML Holding NV
    −$161.1KReducedHistory

Largest weight decreases

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

  1. CEGConstellation Energy Corp
    −0.93 pp0.9% → 0.0%History
  2. COSTCostco Wholesale Corp
    −0.49 pp3.4% → 2.9%History
  3. SYKStryker Corp
    −0.37 pp2.9% → 2.5%History
  4. BRK.BBerkshire Hathaway Inc
    −0.23 pp5.2% → 4.9%History
  5. PGProcter & Gamble Co
    −0.21 pp2.2% → 2.0%History

Metrics

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

Portfolio value
$225.4M
+$18.6M (+9.0%) vs. prior quarter
Positions
38
0 vs. prior quarter
Top 10 concentration
62.5%
Top 10 as share of value
Turnover
0.7%
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 $225.4M (Q2 2026)

Q1 2021: $132.2MQ2 2021: $145.6MQ3 2021: $147.0MQ4 2021: $165.0MQ1 2022: $157.2MQ2 2022: $133.4MQ3 2022: $120.8MQ4 2022: $126.7MQ1 2023: $133.2MQ2 2023: $144.5MQ3 2023: $142.9MQ4 2023: $157.2MQ1 2024: $171.0MQ2 2024: $179.9MQ3 2024: $191.8MQ4 2024: $195.8MQ1 2025: $186.5MQ2 2025: $193.1MQ3 2025: $204.0MQ4 2025: $216.0MQ1 2026: $206.7MQ2 2026: $225.4M
Q1 2021Q2 2026
13F filings of Chronos Wealth Management, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 15, 202638$225.4MLLYGOOGAAPLvs. Q1 2026SEC
Q1 2026Apr 20, 202638$206.7MLLYGOOGAAPLvs. Q4 2025SEC
Q4 2025Jan 23, 202639$216.0MLLYGOOGAAPLvs. Q3 2025SEC
Q3 2025Oct 21, 202540$204.0MLLYMSFTGOOGvs. Q2 2025SEC
Q2 2025Jul 15, 202539$193.1MLLYMSFTAAPLvs. Q1 2025SEC
Q1 2025Apr 10, 202537$186.5MLLYAAPLMSFTvs. Q4 2024SEC
Q4 2024Jan 28, 202543$195.8MLLYAAPLMSFTvs. Q3 2024SEC
Q3 2024Oct 17, 202441$191.8MLLYAAPLMSFTvs. Q2 2024SEC
Q2 2024Aug 8, 202440$179.9MLLYMSFTAAPLvs. Q1 2024SEC
Q1 2024May 1, 202439$171.0MLLYMSFTGOOGvs. Q4 2023SEC
Q4 2023Jan 9, 202438$157.2MLLYMSFTAAPLvs. Q3 2023SEC
Q3 2023Oct 19, 202336$142.9MLLYAAPLMSFTvs. Q2 2023SEC
Q2 2023Jul 13, 202336$144.5MLLYAAPLMSFTvs. Q1 2023SEC
Q1 2023Apr 6, 202335$133.2MAAPLMSFTLLYvs. Q4 2022SEC
Q4 2022Jan 17, 202333$126.7MLLYUNHAAPLvs. Q3 2022SEC
Q3 2022Oct 25, 202233$120.8MLLYAAPLUNHvs. Q2 2022SEC
Q2 2022Jul 12, 202235$133.4MLLYAAPLUNHvs. Q1 2022SEC
Q1 2022Apr 18, 202240$157.2MAAPLMSFTLLYvs. Q4 2021SEC
Q4 2021Jan 20, 202247$165.0MAAPLMSFTLLYvs. Q3 2021SEC
Q3 2021Nov 2, 202144$147.0MAAPLMSFTGOOGvs. Q2 2021SEC
Q2 2021Jul 20, 202147$145.6MAAPLMSFTAMZNvs. Q1 2021SEC
Q1 2021Apr 13, 202147$132.2MAAPLAMZNMSFT–SEC