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Livet Wealth

Latest statistics and disclosures from Livet Wealth's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002111409

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Positions held by Livet Wealth consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Livet Wealth

Livet Wealth holds 117 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	8.0	$13M	263k	48.05	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	7.6	$12M	482k	24.75	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	7.3	$12M	105k	109.69	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	5.8	$9.1M	297k	30.68	View chart
Ishares Tr Core Us Aggbd Et (AGG)	5.1	$8.0M	80k	99.27	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	4.2	$6.6M	156k	42.31	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	2.9	$4.6M	233k	19.53	View chart
Spdr Series Trust State Street Spd (SLYG)	2.9	$4.5M	47k	96.62	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	2.3	$3.6M	115k	30.96	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	2.1	$3.3M	168k	19.62	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	2.0	$3.2M	22k	148.10	View chart
Vanguard Index Fds Value Etf (VTV)	2.0	$3.1M	16k	196.20	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.9	$3.0M	103k	29.13	View chart
Cloudflare Cl A Com (NET)	1.9	$2.9M	14k	206.34	View chart
Spdr Series Trust State Street Spd (SLYV)	1.8	$2.9M	31k	94.58	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	1.7	$2.7M	58k	46.91	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	1.7	$2.6M	57k	45.65	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	1.6	$2.6M	126k	20.42	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	1.6	$2.6M	18k	145.79	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	1.5	$2.3M	87k	26.91	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.4	$2.2M	10k	217.26	View chart
Ishares Tr Core Intl Aggr (IAGG)	1.4	$2.2M	44k	50.04	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	1.3	$2.0M	108k	18.66	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	1.2	$1.9M	80k	24.24	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	1.2	$1.9M	82k	23.22	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.2	$1.8M	5.1k	356.56	View chart
NVIDIA Corporation (NVDA)	1.0	$1.5M	8.8k	174.40	View chart
Microsoft Corporation (MSFT)	0.9	$1.4M	3.6k	370.17	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.9	$1.3M	80k	16.72	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.8	$1.3M	17k	77.18	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.6	$1.0M	11k	88.70	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.6	$910k	1.4k	650.53	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.5	$819k	8.6k	95.48	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$792k	2.8k	286.86	View chart
Ishares Tr Usd Grn Bond Etf (BGRN)	0.5	$790k	17k	47.47	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$778k	6.3k	124.32	View chart
Adobe Systems Incorporated (ADBE)	0.5	$759k	3.1k	243.08	View chart
Amazon (AMZN)	0.5	$747k	3.6k	208.27	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$730k	1.7k	436.79	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.4	$704k	1.1k	616.92	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	0.4	$696k	30k	23.18	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$683k	1.6k	426.40	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$674k	2.3k	287.19	View chart
Spdr Series Trust State Street Spd (JNK)	0.4	$638k	6.7k	95.72	View chart
Meta Platforms Cl A (META)	0.4	$624k	1.1k	572.13	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.4	$614k	13k	46.74	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.4	$586k	7.8k	75.10	View chart
Broadcom (AVGO)	0.4	$579k	1.9k	309.51	View chart
Ishares Tr Ibonds 2026 Term (IBHF)	0.4	$577k	25k	22.95	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.4	$567k	19k	30.50	View chart
Tesla Motors (TSLA)	0.3	$545k	1.5k	371.75	View chart
Visa Com Cl A (V)	0.3	$544k	1.8k	302.24	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.3	$544k	11k	47.55	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$528k	1.8k	287.56	View chart
Apple (AAPL)	0.3	$516k	2.0k	253.79	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$515k	1.6k	320.71	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$492k	5.9k	82.75	View chart
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG)	0.3	$486k	3.9k	124.47	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$480k	6.9k	69.75	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.3	$471k	14k	32.95	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$458k	5.8k	78.42	View chart
Oracle Corporation (ORCL)	0.3	$456k	3.1k	147.11	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.3	$452k	19k	24.24	View chart
Verizon Communications (VZ)	0.3	$438k	8.7k	50.20	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.3	$411k	1.3k	313.79	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$409k	2.3k	181.39	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.3	$404k	4.4k	91.37	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$402k	5.1k	79.26	View chart
Boeing Company (BA)	0.3	$402k	2.0k	199.03	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.2	$390k	3.3k	118.62	View chart
Wec Energy Group (WEC)	0.2	$386k	3.3k	115.77	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$386k	7.1k	54.05	View chart
Netflix (NFLX)	0.2	$381k	4.0k	96.15	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.2	$375k	4.0k	92.69	View chart
Eli Lilly & Co. (LLY)	0.2	$359k	390.00	919.77	View chart
Nushares Etf Tr Esg Hi Tld Crp (NUHY)	0.2	$334k	16k	21.18	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$333k	2.6k	128.12	View chart
Astrazeneca Ord (AZN)	0.2	$328k	1.7k	197.22	View chart
Totalenergies Se Act (TTE)	0.2	$324k	3.6k	90.98	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.2	$319k	7.1k	45.06	View chart
Novartis Sponsored Adr (NVS)	0.2	$313k	2.1k	152.75	View chart
Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG)	0.2	$311k	18k	16.97	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$310k	1.7k	184.27	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.2	$309k	234.00	1320.83	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$307k	4.8k	64.07	View chart
Mastercard Incorporated Cl A (MA)	0.2	$300k	601.00	499.66	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$300k	3.1k	97.14	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$287k	3.9k	73.64	View chart
Servicenow (NOW)	0.2	$284k	2.7k	104.55	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$279k	3.1k	90.53	View chart
Unilever Spon Adr New (UL)	0.2	$278k	4.9k	56.97	View chart
Exxon Mobil Corporation (XOM)	0.2	$268k	1.6k	169.66	View chart
Sony Group Corp Sponsored Adr (SONY)	0.2	$255k	12k	20.70	View chart
Equinor Asa Sponsored Adr (EQNR)	0.2	$255k	6.0k	42.20	View chart
salesforce (CRM)	0.2	$251k	1.3k	186.67	View chart
Qualcomm (QCOM)	0.2	$248k	1.9k	128.78	View chart
Teledyne Technologies Incorporated (TDY)	0.2	$238k	393.00	605.01	View chart
Starbucks Corporation (SBUX)	0.1	$234k	2.6k	89.59	View chart
Ge Aerospace Com New (GE)	0.1	$233k	822.00	283.77	View chart
Chevron Corporation (CVX)	0.1	$233k	1.1k	206.90	View chart
Capital One Financial (COF)	0.1	$232k	1.3k	182.43	View chart
Lowe's Companies (LOW)	0.1	$227k	962.00	236.28	View chart
LeMaitre Vascular (LMAT)	0.1	$227k	2.1k	109.17	View chart
Wells Fargo & Company (WFC)	0.1	$222k	2.8k	79.61	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.1	$220k	2.6k	86.37	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$216k	4.7k	45.47	View chart
Parker-Hannifin Corporation (PH)	0.1	$214k	239.00	895.24	View chart
HSBC HLDGS Spon Adr New (HSBC)	0.1	$212k	2.6k	82.49	View chart
American Intl Group Com New (AIG)	0.1	$210k	2.8k	75.25	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$205k	607.00	337.95	View chart
Agnico (AEM)	0.1	$205k	1.0k	202.98	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$204k	3.0k	67.54	View chart
Air Products & Chemicals (APD)	0.1	$204k	701.00	290.49	View chart
Constellation Brands Cl A (STZ)	0.1	$203k	1.4k	150.00	View chart
American Water Works (AWK)	0.1	$202k	1.5k	136.09	View chart
Banco Santander Sa Adr (SAN)	0.1	$139k	12k	11.28	View chart
Lloyds Banking Group Sponsored Adr (LYG)	0.1	$125k	25k	5.03	View chart

Past Filings by Livet Wealth

SEC 13F filings are viewable for Livet Wealth going back to 2026

Livet Wealth 2026 Q1 filed April 24, 2026

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