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Livermore
Livermore
ZHEN

Buckingham Strategic Partners

SEC CIK
0001868872
Latest filing
Aug 6, 2026

The latest 13F from Buckingham Strategic Partners covers Q2 2026 (filed Aug 6, 2026): 1,243 long positions worth $11.8B. The top 10 holdings make up 44.2% of the portfolio, and the largest is iShares Tr at 8.2%. Livermore has 19 filings on Form 13F from this institution, going back to Q4 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
190
Est. +$103.8M
Added
534
Est. +$1.13B
Reduced
488
Est. −$339.6M
Sold out
196
Est. −$79.5M

Top 5 holdings

Share of this quarter's portfolio value

  1. iShares Tr464287150
    8.2%$962.4M
  2. Dimensional U.S. Core Equity 2 ETF25434V708
    6.6%$781.1M
  3. Ea Series Trust02072L532
    5.2%$616.0M
  4. Vanguard Scottsdale FDS92206C706
    4.8%$566.3M
  5. American Centy ETF Tr025072802
    4.1%$483.5M

Share of portfolio

Top 5 holdings and the other 1,238 positions, by share of portfolio value

  1. iShares Tr8.2%
  2. Dimensional U.S. Core Equity 2 ETF6.6%
  3. Ea Series Trust5.2%
  4. Vanguard Scottsdale FDS4.8%
  5. American Centy ETF Tr4.1%
  6. Other 1,238 positions71.1%

Biggest buys

New and added positions, by estimated amount bought

  1. Vanguard Scottsdale FDS92206C706
    +$98.4MAdded
  2. iShares Tr464287150
    +$72.8MAdded
  3. American Centy ETF Tr025072877
    +$64.3MAdded
  4. American Centy ETF Tr025072802
    +$59.2MAdded
  5. Dimensional ETF Trust25434V864
    +$57.9MAdded

Largest weight increases

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

  1. American Centy ETF Tr025072877
    +0.41 pp2.8% → 3.2%
  2. iShares Tr464287150
    +0.39 pp7.8% → 8.2%
  3. Dimensional ETF Trust25434V732
    +0.36 pp2.7% → 3.0%
  4. iShares Core S&P Small Cap ETF464287804
    +0.25 pp0.1% → 0.3%
  5. American Centy ETF Tr025072349
    +0.22 pp0.3% → 0.5%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. XOMExxonMobil Holdings Corp
    −$16.5MReducedHistory
  2. Dimensional U.S. Core Equity 2 ETF25434V708
    −$10.6MReduced
  3. Dimensional World Ex U.S. Core Equity 2 ETF25434V880
    −$8.80MReduced
  4. MSFTMicrosoft Corp
    −$7.46MReducedHistory
  5. iShares Core MSCI Emerging Markets ETF46434G103
    −$6.99MReduced

Largest weight decreases

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

  1. Dimensional ETF Trust25434V807
    −0.50 pp3.2% → 2.7%
  2. Dimensional U.S. Core Equity 2 ETF25434V708
    −0.37 pp7.0% → 6.6%
  3. Dimensional U.S. Targeted Value ETF25434V609
    −0.26 pp3.6% → 3.3%
  4. XOMExxonMobil Holdings Corp
    −0.22 pp0.3% → <0.1%History
  5. Dimensional World Ex U.S. Core Equity 2 ETF25434V880
    −0.19 pp1.3% → 1.1%

Metrics

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

Portfolio value
$11.8B
+$1.87B (+18.9%) vs. prior quarter
Positions
1,243
−6 vs. prior quarter
Top 10 concentration
44.2%
Top 10 as share of value
Turnover
3.9%
Q2 2026, one quarter
Average holding period
16.1 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 (Q4 2021), so positions held before then are understated.

13F filings by quarter

19 quarters, going back to Q4 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $11.8B (Q2 2026)

Q4 2021: $479.0MQ1 2022: $1.00BQ2 2022: $1.19BQ3 2022: $1.69BQ4 2022: $1.29BQ1 2023: $1.55BQ2 2023: $1.80BQ3 2023: $2.06BQ4 2023: $2.09BQ1 2024: $3.46BQ2 2024: $3.81BQ3 2024: $4.75BQ4 2024: $5.93BQ1 2025: $6.58BQ2 2025: $7.49BQ3 2025: $8.82BQ4 2025: $8.15BQ1 2026: $9.92BQ2 2026: $11.8B
Q4 2021Q2 2026
13F filings of Buckingham Strategic Partners by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 6, 20261,243$11.8BiShares TrDimensional U.S. Core Equity 2 ETFEa Series Trustvs. Q1 2026SEC
Q1 2026May 13, 20261,249$9.92BiShares TrDimensional U.S. Core Equity 2 ETFEa Series Trustvs. Q4 2025SEC
Q4 2025Feb 11, 20261,088$8.15BiShares TrDimensional U.S. Core Equity 2 ETFEa Series Trustvs. Q3 2025SEC
Q3 2025Nov 12, 20251,131$8.82BiShares TrDimensional U.S. Core Equity 2 ETFVanguard Scottsdale FDSvs. Q2 2025SEC
Q2 2025Jul 31, 20251,099$7.49BiShares TrDimensional U.S. Core Equity 2 ETFEa Series Trustvs. Q1 2025SEC
Q1 2025May 15, 2025973$6.58BDimensional U.S. Core Equity 2 ETFiShares TrEa Series Trustvs. Q4 2024SEC
Q4 2024Feb 18, 2025770$5.93BDimensional U.S. Core Equity 2 ETFiShares TrEa Series Trustvs. Q3 2024SEC
Q3 2024Nov 14, 2024752$4.75BDimensional U.S. Core Equity 2 ETFiShares TrEa Series Trustvs. Q2 2024SEC
Q2 2024Aug 14, 2024638$3.81BDimensional U.S. Core Equity 2 ETFiShares TrEa Series Trustvs. Q1 2024SEC
Q1 2024May 15, 2024603$3.46BDimensional U.S. Core Equity 2 ETFiShares TrEa Series Trustvs. Q4 2023SEC
Q4 2023Feb 14, 2024413$2.09BiShares TrDimensional U.S. Core Equity 2 ETFDimensional U.S. Targeted Value ETFvs. Q3 2023SEC
Q3 2023Nov 15, 2023443$2.06BDimensional U.S. Core Equity 2 ETFiShares TrDimensional U.S. Targeted Value ETFvs. Q2 2023SEC
Q2 2023Aug 14, 2023377$1.80BDimensional U.S. Core Equity 2 ETFiShares TrDimensional U.S. Targeted Value ETFvs. Q1 2023SEC
Q1 2023May 15, 2023356$1.55BDimensional U.S. Core Equity 2 ETFDimensional U.S. Targeted Value ETFDimensional ETF Trustvs. Q4 2022SEC
Q4 2022Feb 14, 2023337$1.29BDimensional U.S. Core Equity 2 ETFDimensional U.S. Targeted Value ETFDimensional ETF Trustvs. Q3 2022SEC
Q3 2022Nov 14, 2022408$1.69BDimensional U.S. Core Equity 2 ETFDimensional U.S. Targeted Value ETFDimensional ETF Trustvs. Q2 2022SEC
Q2 2022Aug 12, 2022363$1.19BDimensional U.S. Core Equity 2 ETFDimensional U.S. Targeted Value ETFDimensional ETF Trustvs. Q1 2022SEC
Q1 2022May 10, 2022330$1.00BDimensional U.S. Core Equity 2 ETFDimensional U.S. Targeted Value ETFDimensional ETF Trustvs. Q4 2021SEC
Q4 2021Feb 10, 2022147$479.0MDimensional U.S. Core Equity 2 ETFDimensional ETF TrustDimensional U.S. Targeted Value ETF–SEC