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Decker Wealth Management LLC

SEC CIK
0002129751
Latest filing
Jul 30, 2026

The latest 13F from Decker Wealth Management LLC covers Q2 2026 (filed Jul 30, 2026): 106 long positions worth $470.6M. The top 10 holdings make up 45.5% of the portfolio, and the largest is Vanguard Morningstar Growth ETF at 6.4%. Livermore has 3 filings on Form 13F from this institution, going back to Q4 2025.

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
6
Est. +$25.8M
Added
19
Est. +$29.6M
Reduced
36
Est. −$27.1M
Sold out
4
Est. −$9.51M

Top 5 holdings

Share of this quarter's portfolio value

  1. Vanguard Morningstar Growth ETF922908736
    6.4%$30.4M
  2. First Tr Exchange Traded FD33741X102
    6.0%$28.1M
  3. Global X FDS37954Y293
    5.8%$27.3M
  4. Vanguard High Dividend Yield Index ETF921946406
    5.0%$23.6M
  5. Pacer US Cash Cows 100 ETF69374H881
    4.8%$22.4M

Biggest buys

New and added positions, by estimated amount bought

  1. Vanguard Morningstar Growth ETF922908736
    +$25.4MAdded
  2. BlackRock ETF Trust09290C863
    +$10.4MNew
  3. PANWPalo Alto Networks Inc
    +$7.79MNewHistory
  4. CRWDCrowdStrike Holdings, Inc.
    +$6.86MNewHistory
  5. First Tr Exchange Traded FD33741X102
    +$955.2KAdded

Largest weight increases

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

  1. BlackRock ETF Trust09290C863
    +2.21 pp0.0% → 2.2%
  2. PANWPalo Alto Networks Inc
    +1.65 pp0.0% → 1.7%History
  3. CRWDCrowdStrike Holdings, Inc.
    +1.46 pp0.0% → 1.5%History
  4. Vanguard Morningstar Growth ETF922908736
    +0.71 pp5.7% → 6.4%
  5. First Tr Exchange Traded FD33741X102
    +0.34 pp5.6% → 6.0%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. J P Morgan Exchange Traded F46641Q332
    −$7.24MSold out
  2. IBMInternational Business Machines Corp
    −$4.86MReducedHistory
  3. NUENucor Corp
    −$2.00MReducedHistory
  4. First Tr Exchng Traded FD VI33740F698
    −$1.97MReduced
  5. JPMorgan Nasdaq Equity Premium Income ETF46654Q203
    −$1.82MSold out

Largest weight decreases

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

  1. J P Morgan Exchange Traded F46641Q332
    −1.64 pp1.6% → 0.0%
  2. IBMInternational Business Machines Corp
    −0.94 pp1.1% → 0.2%History
  3. Global X FDS37960A529
    −0.74 pp3.2% → 2.5%
  4. WMTWalmart Inc.
    −0.53 pp2.0% → 1.5%History
  5. Invesco Exch TRD SLF Idx FD46139W858
    −0.49 pp1.7% → 1.2%

Metrics

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

Portfolio value
$470.6M
+$30.2M (+6.9%) vs. prior quarter
Positions
106
+2 vs. prior quarter
Top 10 concentration
45.5%
Top 10 as share of value
Turnover
8.0%
Q2 2026, one quarter
Average holding period
2.9 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 2025), so positions held before then are understated.

13F filings by quarter

3 quarters, going back to Q4 2025. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $470.6M (Q2 2026)

Q4 2025: $455.6MQ1 2026: $440.4MQ2 2026: $470.6M
Q4 2025Q2 2026
13F filings of Decker Wealth Management LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 30, 2026106$470.6MVanguard Morningstar Growth ETFFirst Tr Exchange Traded FDGlobal X FDSvs. Q1 2026SEC
Q1 2026May 7, 2026104$440.4MGlobal X FDSVanguard Morningstar Growth ETFFirst Tr Exchange Traded FDvs. Q4 2025SEC
Q4 2025May 13, 2026104$455.6MVanguard Morningstar Growth ETFFirst Tr Exchange Traded FDPacer US Cash Cows 100 ETF–SEC