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Wellington Grp LLC

SEC CIK
0002134013
Latest filing
Aug 26, 2026

The latest 13F from Wellington Grp LLC covers Q2 2026 (filed Aug 26, 2026): 144 long positions worth $377.9M. The top 10 holdings make up 49.1% of the portfolio, and the largest is Invesco Exch Traded FD Tr II at 8.0%. Livermore has 5 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. +$6.68M
Added
86
Est. +$34.6M
Reduced
43
Est. −$3.19M
Sold out
256
Est. −$19.4M

Top 5 holdings

Share of this quarter's portfolio value

  1. Invesco Exch Traded FD Tr II46138G664
    8.0%$30.2M
  2. iShares Tr464288646
    6.7%$25.5M
  3. Vanguard Morningstar Mid-Cap ETF922908629
    6.5%$24.6M
  4. DBX ETF Tr233051200
    4.8%$18.2M
  5. Invesco Exch Traded FD Tr II46138G508
    4.6%$17.5M

Biggest buys

New and added positions, by estimated amount bought

  1. Neos ETF Trust78433H519
    +$3.38MNew
  2. Vanguard Morningstar Mid-Cap ETF922908629
    +$2.33MAddedConverted for a 4-for-1 split
  3. Neos ETF Trust78433H493
    +$1.79MNew
  4. Invesco Exch Traded FD Tr II46138G664
    +$1.35MAdded
  5. Neos ETF Trust78433H634
    +$1.24MAdded

Largest weight increases

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

  1. MUMicron Technology Inc
    +1.22 pp0.5% → 1.8%History
  2. Neos ETF Trust78433H519
    +0.89 pp0.0% → 0.9%
  3. LLYEli Lilly & Co
    +0.67 pp3.4% → 4.1%History
  4. AMKRAmkor Technology, Inc.
    +0.65 pp0.6% → 1.2%History
  5. Neos ETF Trust78433H493
    +0.47 pp0.0% → 0.5%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. HONHoneywell International Inc
    −$1.08MSold outHistory
  2. CMCSAComcast Corp
    −$367.8KSold outHistory
  3. CHDChurch & Dwight Co Inc
    −$344.6KSold outHistory
  4. JKHYJack Henry & Associates Inc
    −$318.8KSold outHistory
  5. JPMorgan Nasdaq Equity Premium Income ETF46654Q203
    −$289.2KSold out

Largest weight decreases

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

  1. HONHoneywell International Inc
    −0.33 pp0.3% → 0.0%History
  2. AZOAutoZone Inc
    −0.17 pp0.6% → 0.5%History
  3. Schwab US Dividend Equity ETF808524797
    −0.13 pp0.5% → 0.4%
  4. XOMExxonMobil Holdings Corp
    −0.12 pp0.4% → 0.3%History
  5. MAMastercard Inc
    −0.11 pp0.4% → 0.3%History

Metrics

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

Portfolio value
$377.9M
+$53.3M (+16.4%) vs. prior quarter
Positions
144
−250 vs. prior quarter
Top 10 concentration
49.1%
Top 10 as share of value
Turnover
6.4%
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 $377.9M (Q2 2026)

Q4 2025: $300.4MQ1 2026: $324.6MQ2 2026: $377.9M
Q4 2025Q2 2026
13F filings of Wellington Grp LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 26, 2026Amended144$377.9MInvesco Exch Traded FD Tr IIiShares TrVanguard Morningstar Mid-Cap ETFvs. Q1 2026SEC
Q1 2026May 22, 2026394$324.6MiShares TrInvesco Exch Traded FD Tr IIVanguard Morningstar Mid-Cap ETFvs. Q4 2025SEC
Q4 2025May 22, 2026Amended397$300.4MiShares TrInvesco Exch Traded FD Tr IIInvesco Exch Traded FD Tr II–SEC