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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 33.72% of Livet Wealth's stock portfolio.
Added to shares of these 10 stocks: AGG, BNDX, VUG, IWF, VO, SHYG, BSCT, BSCS, BSCR, BSJQ.
Started 14 new stock positions in BSCV, AMAT, SCHK, GLW, VRTX, MNST, TXN, SCHA, IWM, ABBV. LRCX, MU, WSO, GEV.
Reduced shares in these 10 stocks: , SCHF, UL, SONY, EQNR, LMAT, HSBC, AEM, STZ, AWK.
Sold out of its positions in AEM, AWK, STZ, EQNR, HSBC, LMAT, SONY, UL, VCSH.
Livet Wealth was a net buyer of stock by $5.8M.
Livet Wealth has $173M in assets under management (AUM), dropping by 10.22%.
Central Index Key (CIK): 0002111409

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Portfolio Holdings for Livet Wealth

Livet Wealth holds 122 positions in its portfolio as reported in the June 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)	7.9	$14M	+7%	283k	48.43	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	7.7	$13M		105k	127.81	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	7.5	$13M	-2%	471k	27.70	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	5.3	$9.2M	-2%	291k	31.71	View chart
Ishares Tr Core Us Aggbd Et (AGG)	5.3	$9.1M	+14%	92k	98.98	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	4.1	$7.1M	+7%	169k	42.41	View chart
Spdr Series Trust St Str Sp600grwo (SLYG)	3.1	$5.5M		46k	119.13	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	2.7	$4.6M	+2%	238k	19.52	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	2.4	$4.2M		113k	36.87	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	2.1	$3.6M	+10%	186k	19.62	View chart
Cloudflare Cl A Com (NET)	2.0	$3.5M		14k	245.28	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.0	$3.4M		102k	33.84	View chart
Vanguard Index Fds Value Etf (VTV)	1.9	$3.4M		16k	217.93	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.9	$3.3M	-4%	21k	158.03	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	1.8	$3.2M	-4%	29k	109.11	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	1.7	$2.9M	+14%	145k	20.36	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	1.7	$2.9M	-2%	57k	51.78	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	1.6	$2.8M	-2%	55k	50.39	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	1.5	$2.7M		17k	154.29	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	1.5	$2.6M	+2%	90k	29.30	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.4	$2.5M		10k	243.00	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	1.4	$2.4M	+21%	131k	18.57	View chart
Ishares Tr Core Intl Aggr (IAGG)	1.3	$2.3M	+2%	45k	50.60	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.2	$2.1M		5.2k	409.50	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	1.1	$1.9M	-2%	78k	24.23	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	1.1	$1.9M		81k	23.13	View chart
NVIDIA Corporation (NVDA)	1.1	$1.8M	+4%	9.2k	200.09	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.9	$1.6M	+21%	98k	16.64	View chart
Microsoft Corporation (MSFT)	0.8	$1.4M	+2%	3.7k	373.02	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.8	$1.3M		17k	76.70	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.6	$1.1M		11k	96.43	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.6	$1.0M		1.4k	747.01	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.6	$1.0M		8.6k	117.02	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	0.6	$998k	+44%	44k	22.95	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$967k		2.7k	353.33	View chart
Amazon (AMZN)	0.5	$925k	+8%	3.9k	238.34	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$864k	+500%	10k	86.14	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$856k	-7%	5.8k	148.32	View chart
Ishares Tr Usd Grn Bond Etf (BGRN)	0.5	$837k	+5%	18k	47.47	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.5	$795k	+300%	6.4k	124.17	View chart
Broadcom (AVGO)	0.5	$784k	+10%	2.1k	377.75	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$750k	+296%	9.3k	80.57	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.4	$684k	-14%	972.00	703.22	View chart
Spdr Series Trust St Bloo High Etf (JNK)	0.4	$659k	+2%	6.8k	96.37	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.4	$654k		7.8k	83.75	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.4	$649k		19k	34.81	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$647k		1.8k	357.37	View chart
Tesla Motors (TSLA)	0.4	$646k	+4%	1.5k	420.60	View chart
Adobe Systems Incorporated (ADBE)	0.4	$639k		3.1k	205.02	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.4	$626k		13k	48.12	View chart
Visa Com Cl A (V)	0.4	$621k		1.8k	343.09	View chart
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG)	0.3	$600k		3.9k	153.41	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$595k		1.6k	369.93	View chart
Apple (AAPL)	0.3	$593k		2.1k	289.36	View chart
Ishares Tr Ibon 2026 Te Etf (IBHF)	0.3	$569k		25k	22.65	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$564k		6.8k	82.84	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$553k	-2%	2.2k	252.26	View chart
Meta Platforms Cl A (META)	0.3	$553k	-9%	982.00	563.29	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.3	$528k	-2%	11k	47.41	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.3	$519k	+11%	261.00	1989.44	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.3	$519k		14k	36.26	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$491k		5.9k	82.65	View chart
Eli Lilly & Co. (LLY)	0.3	$465k		388.00	1199.43	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.3	$461k	-10%	1.2k	393.93	View chart
Oracle Corporation (ORCL)	0.3	$439k	-3%	3.0k	146.55	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$436k	+2%	7.3k	59.69	View chart
Boeing Company (BA)	0.2	$431k		2.0k	216.47	View chart
Ge Aerospace Com New (GE)	0.2	$414k	+34%	1.1k	373.73	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$408k	-10%	5.2k	77.92	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.2	$401k	-11%	17k	24.22	View chart
Wec Energy Group (WEC)	0.2	$383k		3.3k	116.77	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$381k		2.6k	146.41	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.2	$370k		3.2k	114.18	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$352k	+9%	3.4k	103.89	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$342k		4.8k	71.25	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.2	$340k	-7%	6.5k	52.12	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$333k		1.7k	197.60	View chart
Verizon Communications (VZ)	0.2	$330k	-10%	7.8k	42.34	View chart
Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG)	0.2	$321k	-11%	16k	19.89	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.2	$321k		4.0k	79.42	View chart
Astrazeneca Ord (AZN)	0.2	$311k		1.6k	189.62	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$311k	+4%	3.2k	96.58	View chart
Nushares Etf Tr Esg Hi Tld Crp (NUHY)	0.2	$311k	-8%	15k	21.44	View chart
Mastercard Incorporated Cl A (MA)	0.2	$307k		598.00	513.60	View chart
Novartis Sponsored Adr (NVS)	0.2	$305k	-5%	1.9k	156.72	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.2	$303k	-21%	3.4k	87.70	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$290k		608.00	477.57	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$286k		3.9k	73.41	View chart
Netflix (NFLX)	0.2	$285k		4.0k	71.40	View chart
Ge Vernova (GEV)	0.2	$284k	NEW	242.00	1174.86	View chart
Starbucks Corporation (SBUX)	0.2	$267k		2.6k	102.19	View chart
Micron Technology (MU)	0.2	$266k	NEW	230.00	1154.29	View chart
Totalenergies Se Act (TTE)	0.2	$265k	-4%	3.4k	77.76	View chart
Teledyne Technologies Incorporated (TDY)	0.1	$259k		389.00	666.90	View chart
Capital One Financial (COF)	0.1	$251k		1.2k	200.62	View chart
Servicenow (NOW)	0.1	$243k	-9%	2.5k	99.28	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$242k	+3%	3.1k	77.10	View chart
Qualcomm (QCOM)	0.1	$239k	-32%	1.3k	184.79	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.1	$239k		2.6k	93.23	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$239k	-8%	4.4k	54.69	View chart
Monster Beverage Corp (MNST)	0.1	$237k	NEW	2.5k	96.12	View chart
Exxon Mobil Corporation (XOM)	0.1	$234k	+8%	1.7k	136.72	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$233k	NEW	776.00	300.37	View chart
Parker-Hannifin Corporation (PH)	0.1	$232k		237.00	978.12	View chart
Abbvie (ABBV)	0.1	$229k	NEW	911.00	251.64	View chart
Texas Instruments Incorporated (TXN)	0.1	$229k	NEW	767.00	298.07	View chart
Corning Incorporated (GLW)	0.1	$223k	NEW	873.00	255.43	View chart
Wells Fargo & Company (WFC)	0.1	$218k	-5%	2.6k	82.64	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	0.1	$217k	NEW	13k	16.39	View chart
salesforce (CRM)	0.1	$217k	+2%	1.4k	156.66	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$215k	NEW	6.0k	36.13	View chart
Lowe's Companies (LOW)	0.1	$213k		968.00	220.49	View chart
Lam Research Corp Com New (LRCX)	0.1	$212k	NEW	489.00	433.33	View chart
Watsco, Incorporated (WSO)	0.1	$205k	NEW	493.00	416.73	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.1	$205k	NEW	5.7k	36.06	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$205k	NEW	412.00	496.73	View chart
Air Products & Chemicals (APD)	0.1	$205k		698.00	293.18	View chart
Applied Materials (AMAT)	0.1	$203k	NEW	281.00	723.00	View chart
American Intl Group Com New (AIG)	0.1	$203k	-2%	2.7k	74.53	View chart
Chevron Corporation (CVX)	0.1	$202k	+8%	1.2k	165.76	View chart
Banco Santander Sa Adr (SAN)	0.1	$169k		12k	13.80	View chart
Lloyds Banking Group Sponsored Adr (LYG)	0.1	$137k	-6%	23k	5.83	View chart

Past Filings by Livet Wealth

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

Livet Wealth 2026 Q2 filed July 28, 2026
Livet Wealth 2026 Q1 filed April 24, 2026

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