My Purposeful Wealth Corp.
- SEC CIK
- 0001965176
- Latest filing
- Aug 7, 2026
The latest 13F from My Purposeful Wealth Corp. covers Q2 2026 (filed Aug 7, 2026): 157 long positions worth $525.8M. The top 10 holdings make up 45.1% of the portfolio, and the largest is Vanguard Morningstar Growth ETF at 14.0%. Livermore has 15 filings on Form 13F from this institution, going back to Q4 2022.
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.
- New
- 42
- Est. +$22.2M
- Added
- 78
- Est. +$51.8M
- Reduced
- 33
- Est. −$16.1M
- Sold out
- 11
- Est. −$3.48M
Top 5 holdings
Share of this quarter's portfolio value
- Vanguard Morningstar Growth ETF92290873614.0%$73.8M
- iShares Core S&P 500 ETF4642872005.7%$30.2M
- Schwab U.S. Large-Cap ETF8085242014.0%$21.0M
- iShares Tr4642871503.9%$20.3M
- iShares Russell 1000 Growth ETF4642876143.3%$17.2M
Biggest buys
New and added positions, by estimated amount bought
- State Street SPDR Portfolio S&P 500 Value ETF78464A508+$5.44MAdded
- iShares Core S&P 500 ETF464287200+$3.44MAdded
- Dimensional ETF Trust25434V864+$3.10MAdded
- State Street SPDR S&P 600 Small Cap Value ETF78464A300+$2.94MAdded
- Schwab International Equity ETF808524805+$2.69MAdded
Largest weight increases
New and added positions, by percentage points of the portfolio gained
Biggest sells
Reduced and sold-out positions, by estimated amount sold
- Vanguard Morningstar Growth ETF922908736−$5.29MReducedConverted for a 6-for-1 split
- iShares Core S&P U.S. Growth ETF464287671−$2.23MReduced
- Vanguard Total Bond Market ETF921937835−$1.78MReduced
- BOCBoston Omaha Corp
- Vanguard Mun BD FDS922907746−$1.22MReduced
Largest weight decreases
Reduced and sold-out positions, by percentage points of the portfolio lost
- Vanguard Morningstar Growth ETF922908736−2.04 pp16.1% → 14.0%
- iShares Core S&P U.S. Growth ETF464287671−0.56 pp3.4% → 2.8%
- Vanguard Total Bond Market ETF921937835−0.47 pp0.6% → 0.2%
- Schwab US Dividend Equity ETF808524797−0.47 pp2.5% → 2.0%
- iShares Russell 1000 Growth ETF464287614−0.40 pp3.7% → 3.3%
Metrics
13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.
- Portfolio value
- $525.8M
- +$110.0M (+26.4%) vs. prior quarter
- Positions
- 157
- +31 vs. prior quarter
- Top 10 concentration
- 45.1%
- Top 10 as share of value
- Turnover
- 4.1%
- Q2 2026, one quarter
- Average holding period
- 11.8 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 2022), so positions held before then are understated.
13F filings by quarter
15 quarters, going back to Q4 2022. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.
Peak $525.8M (Q2 2026)
| Quarter | Filed | Positions | Value | Top 3 holdings | Changes | Filing |
|---|---|---|---|---|---|---|
| Q2 2026 | Aug 7, 2026 | 157 | $525.8M | Vanguard Morningstar Growth ETFiShares Core S&P 500 ETFSchwab U.S. Large-Cap ETF | vs. Q1 2026 | SEC |
| Q1 2026 | Apr 24, 2026 | 126 | $415.9M | Vanguard Morningstar Growth ETFiShares Core S&P 500 ETFiShares Tr | vs. Q4 2025 | SEC |
| Q4 2025 | Jan 27, 2026 | 103 | $382.1M | Vanguard Morningstar Growth ETFiShares Core S&P 500 ETFiShares Tr | vs. Q3 2025 | SEC |
| Q3 2025 | Oct 22, 2025 | 93 | $335.0M | Vanguard Morningstar Growth ETFiShares Core S&P 500 ETFiShares Tr | vs. Q2 2025 | SEC |
| Q2 2025 | Aug 13, 2025 | 82 | $278.9M | Vanguard Morningstar Growth ETFiShares Core S&P 500 ETFiShares Tr | vs. Q1 2025 | SEC |
| Q1 2025 | May 2, 2025 | 62 | $212.9M | Vanguard Morningstar Growth ETFiShares Core S&P 500 ETFiShares Tr | vs. Q4 2024 | SEC |
| Q4 2024 | Feb 4, 2025 | 63 | $220.9M | Vanguard Morningstar Growth ETFiShares Core S&P 500 ETFiShares Tr | vs. Q3 2024 | SEC |
| Q3 2024 | Oct 29, 2024 | 62 | $209.4M | Vanguard Morningstar Growth ETFiShares Core S&P 500 ETFiShares Tr | vs. Q2 2024 | SEC |
| Q2 2024 | Aug 1, 2024 | 59 | $193.8M | Vanguard Morningstar Growth ETFiShares Core S&P 500 ETFiShares Tr | vs. Q1 2024 | SEC |
| Q1 2024 | Apr 30, 2024 | 58 | $167.9M | Vanguard Morningstar Growth ETFiShares Core S&P 500 ETFiShares Tr | vs. Q4 2023 | SEC |
| Q4 2023 | Feb 6, 2024 | 50 | $143.8M | Vanguard Morningstar Growth ETFVanguard Morningstar Value ETFiShares Tr | vs. Q3 2023 | SEC |
| Q3 2023 | Nov 14, 2023 | 47 | $124.6M | Vanguard Morningstar Growth ETFVanguard Morningstar Value ETFState Street SPDR Portfolio S&P 500 Value ETF | vs. Q2 2023 | SEC |
| Q2 2023 | Jul 24, 2023 | 51 | $129.3M | Vanguard Morningstar Growth ETFVanguard Morningstar Value ETFiShares Core S&P US Value ETF | vs. Q1 2023 | SEC |
| Q1 2023 | Apr 27, 2023 | 49 | $119.3M | Vanguard Morningstar Growth ETFVanguard Morningstar Value ETFiShares Core S&P US Value ETF | vs. Q4 2022 | SEC |
| Q4 2022 | Feb 10, 2023 | 49 | $113.0M | Vanguard Morningstar Growth ETFVanguard Morningstar Value ETFiShares Core S&P US Value ETF | – | SEC |