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Livet Wealth

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

Top 5 stock holdings are BNDX, VONG, SCHF, SCHD, AGG, and represent 33.54% of Livet Wealth's stock portfolio.
Added to shares of these 10 stocks: BNDX, BSCS, BSCR, AGG, AAPL, BSCT, NVDA, VOO, BSCU, SHYG.
Started 9 new stock positions in PM, XOM, UL, BSJR, DIS, AMD, TRI, JPM, VOO.
Reduced shares in these 10 stocks: VTV, TDY, , , PH, GLW, SLYV, WFC, SCHA, LOW.
Sold out of its positions in APD, AIG, GLW, Exxon Mobil Corporation, LRCX, LOW, PH, SCHA, NOW, TDY. WSO, WFC.
Livet Wealth was a net buyer of stock by $7.8M.
Livet Wealth has $181M in assets under management (AUM), dropping by 4.08%.
Central Index Key (CIK): 0002111409

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Portfolio Holdings for Livet Wealth

Livet Wealth holds 119 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	8.0	$15M	+9%	310k	46.87	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	7.6	$14M	+2%	107k	128.93	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	7.3	$13M		477k	27.47	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	5.3	$9.6M		295k	32.53	View chart
Ishares Tr Core Us Aggbd Et (AGG)	5.3	$9.6M	+9%	101k	94.54	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	4.1	$7.3M	+5%	178k	41.25	View chart
Spdr Series Trust St Str Sp600grwo (SLYG)	2.8	$5.0M		47k	106.97	View chart
Cloudflare Cl A Com (NET)	2.7	$4.9M		14k	347.28	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	2.6	$4.7M	+28%	238k	19.55	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	2.5	$4.4M	-4%	228k	19.52	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	2.3	$4.1M	+40%	202k	20.12	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	2.2	$3.9M		115k	34.02	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.9	$3.5M	-4%	98k	35.93	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.8	$3.2M		21k	155.20	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	1.7	$3.1M	-7%	14k	216.08	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	1.7	$3.1M	+28%	168k	18.20	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	1.7	$3.0M	+2%	58k	51.76	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	1.5	$2.8M		55k	50.21	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	1.5	$2.8M	-7%	27k	102.15	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	1.5	$2.8M	+2%	18k	155.25	View chart
NVIDIA Corporation (NVDA)	1.4	$2.5M	+20%	11k	228.38	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	1.4	$2.5M	+2%	92k	27.18	View chart
Vanguard Index Fds MRNGSTR SML CP V (VBR)	1.3	$2.4M		10k	231.03	View chart
Ishares Tr Core Intl Aggr (IAGG)	1.3	$2.3M	+4%	47k	49.20	View chart
Microsoft Corporation (MSFT)	1.2	$2.2M	+13%	4.2k	512.90	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.2	$2.1M		5.2k	416.09	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	1.1	$2.0M	+25%	123k	16.14	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	1.1	$2.0M	+3%	81k	24.24	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	1.0	$1.8M	-2%	80k	22.10	View chart
Apple (AAPL)	0.8	$1.4M	+109%	4.3k	333.02	View chart
Amazon (AMZN)	0.7	$1.3M	+35%	5.3k	249.15	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.6	$1.2M	-6%	16k	72.86	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.6	$1.1M		1.4k	762.86	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.6	$1.1M	+4%	12k	89.63	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.6	$1.0M		8.6k	116.97	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$927k	+48%	2.7k	344.08	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$925k		2.7k	340.74	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.5	$920k		10k	90.11	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	0.5	$858k	-13%	38k	22.82	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	0.5	$836k	+14%	11k	78.42	View chart
Meta Platforms Cl A (META)	0.5	$819k	+14%	1.1k	725.18	View chart
Ishares Tr Usd Grn Bond Etf (BGRN)	0.4	$807k		18k	45.62	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$770k		5.7k	136.05	View chart
Broadcom (AVGO)	0.4	$769k	+5%	2.2k	351.19	View chart
Adobe Systems Incorporated (ADBE)	0.4	$711k	-4%	3.0k	239.94	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$690k	-13%	5.5k	125.26	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.4	$648k		13k	49.74	View chart
Spdr Series Trust St Bloo High Etf (JNK)	0.4	$641k		6.9k	92.75	View chart
Tesla Motors (TSLA)	0.4	$641k	+17%	1.8k	354.81	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.4	$638k		972.00	656.68	View chart
Visa Com Cl A (V)	0.3	$629k	-3%	1.8k	359.33	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$601k	-7%	7.2k	82.97	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.3	$601k		1.6k	374.13	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$581k		2.2k	264.86	View chart
Ishares Tr Ibon 2026 Te Etf (IBHF)	0.3	$566k		25k	22.53	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.3	$564k	-9%	17k	33.31	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$548k		6.8k	81.16	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.3	$506k		11k	45.25	View chart
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG)	0.3	$494k	-8%	3.6k	137.94	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.3	$493k	+4%	272.00	1811.67	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.3	$478k	-8%	13k	36.45	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$465k		5.9k	78.31	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$434k		7.3k	59.31	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$431k	NEW	615.00	700.95	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.2	$418k		1.2k	357.01	View chart
Boeing Company (BA)	0.2	$407k	+9%	2.2k	186.05	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$400k		5.2k	76.41	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.2	$399k		17k	24.12	View chart
Advanced Micro Devices (AMD)	0.2	$375k	NEW	613.00	611.76	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$372k	+5%	3.6k	103.90	View chart
Eli Lilly & Co. (LLY)	0.2	$365k	-18%	315.00	1157.08	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$358k		2.6k	137.68	View chart
Applied Materials (AMAT)	0.2	$355k	+147%	695.00	511.38	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$354k	+27%	775.00	456.19	View chart
Novartis Sponsored Adr (NVS)	0.2	$351k	+26%	2.5k	142.57	View chart
Vanguard Index Fds Mrngstr Md Cp Va (VOE)	0.2	$344k	+4%	1.8k	195.55	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$340k		4.8k	70.62	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	0.2	$340k	+62%	22k	15.77	View chart
Verizon Communications (VZ)	0.2	$333k	-6%	7.3k	45.87	View chart
Micron Technology (MU)	0.2	$329k	+34%	309.00	1065.11	View chart
Ge Aerospace Com New (GE)	0.2	$326k	-5%	1.0k	312.29	View chart
Netflix (NFLX)	0.2	$319k	+14%	4.6k	69.58	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.2	$318k		6.6k	48.52	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.2	$314k		3.4k	91.11	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$312k		3.2k	96.88	View chart
Wec Energy Group (WEC)	0.2	$310k	-6%	3.1k	100.78	View chart
salesforce (CRM)	0.2	$308k	-2%	1.3k	229.57	View chart
Nushares Etf Tr Esg Hi Tld Crp (NUHY)	0.2	$302k		15k	20.43	View chart
Totalenergies Se Act (TTE)	0.2	$296k		3.5k	85.50	View chart
Mastercard Incorporated Cl A (MA)	0.2	$296k	-10%	536.00	551.47	View chart
Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG)	0.2	$292k	-21%	13k	23.07	View chart
Astrazeneca Ord (AZN)	0.2	$291k	+9%	1.8k	161.47	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.2	$290k	-39%	2.0k	148.30	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$288k	+5%	4.1k	70.14	View chart
JPMorgan Chase & Co. (JPM)	0.2	$282k	NEW	851.00	330.83	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.2	$278k	NEW	1.7k	162.75	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.2	$275k	-17%	3.4k	82.17	View chart
Oracle Corporation (ORCL)	0.2	$274k	-33%	2.0k	137.30	View chart
Thomsoncorp (TRI)	0.1	$265k	NEW	2.7k	97.33	View chart
Chevron Corporation (CVX)	0.1	$259k	+4%	1.3k	204.21	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.1	$241k		2.6k	93.42	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$226k		3.1k	71.94	View chart
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR)	0.1	$222k	NEW	10k	22.10	View chart
Capital One Financial (COF)	0.1	$221k	-8%	1.1k	193.07	View chart
Texas Instruments Incorporated (TXN)	0.1	$220k	+2%	786.00	280.09	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$220k	-6%	4.1k	54.16	View chart
Abbvie (ABBV)	0.1	$219k	-8%	837.00	261.59	View chart
Walt Disney Company (DIS)	0.1	$218k	NEW	2.1k	104.90	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$216k		413.00	522.81	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$216k		776.00	277.82	View chart
Qualcomm (QCOM)	0.1	$215k	-9%	1.2k	184.04	View chart
Ge Vernova (GEV)	0.1	$213k	-7%	224.00	950.49	View chart
Monster Beverage Corp (MNST)	0.1	$208k	+103%	5.0k	41.62	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.1	$208k		5.7k	36.66	View chart
Philip Morris International (PM)	0.1	$204k	NEW	1.1k	190.82	View chart
Starbucks Corporation (SBUX)	0.1	$202k	-17%	2.1k	93.96	View chart
Unilever Spon Adr New (UL)	0.1	$201k	NEW	3.3k	60.73	View chart
Banco Santander Sa Adr (SAN)	0.1	$178k	+4%	13k	13.83	View chart
Lloyds Banking Group Sponsored Adr (LYG)	0.1	$136k	+3%	24k	5.63	View chart

Past Filings by Livet Wealth

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

Livet Wealth 2026 Q3 filed Oct. 27, 2026
Livet Wealth 2026 Q2 filed July 28, 2026
Livet Wealth 2026 Q1 filed April 24, 2026

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