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CIK: 0002111409
Total reported value
$173.4M
$173.4M
117 檔
30.6%
At the close of Q1 2026, Livet Wealth, LLC disclosed equity holdings valued at approximately $173.4M, spread across 117 reported holdings.
Livet Wealth, LLC executed strategic sector rebalancing during Q1 2026, establishing 14 new positions while fully exiting 13 holdings and trimming 56 positions.
In terms of portfolio concentration, the top 5 core holdings (including BNDX, SCHF, VONG) accounted for 30.6% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 8.02% | -0.12% | +2.53% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-Other | 7.58% | -0.05% | -1.14% | |
| 3 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 7.32% | +0.39% | +0.66% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 5.79% | -0.47% | +0.81% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 5.06% | +0.20% | +3.22% | |
| 6 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 4.20% | -0.08% | +0.54% | |
| 7 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 2.89% | -0.22% | -6.34% | |
| 8 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 2.87% | +0.27% | -1.15% | |
| 9 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.26% | +0.14% | +1.44% | |
| 10 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 2.09% | +0.01% | +7.04% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.04% | -0.16% | -0.92% | |
| 12 | VTV | Vanguard Value ETF | ETF-Other | 1.97% | -0.02% | -30.30% | |
| 13 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.92% | +0.06% | -4.24% | |
| 14 | NET | Cloudflare Inc - Class A | Stock-Tech | 1.86% | +0.14% | -1.90% | |
| 15 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 1.83% | +0.01% | -1.02% | |
| 16 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.73% | -0.04% | +0.15% | |
| 17 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.65% | -0.04% | -0.09% | |
| 18 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 1.64% | +0.06% | +3.23% | |
| 19 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.62% | -0.08% | +1.16% | |
| 20 | FREL | Fidelity Msci Rl Est Indx | ETF-Other | 1.49% | +0.03% | +5.82% | |
| 21 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.41% | +0.01% | -2.04% | |
| 22 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 1.40% | -0.08% | +1.83% | |
| 23 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 1.28% | +0.12% | +6.18% | |
| 24 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.23% | -0.14% | +29.35% | |
| 25 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.21% | -0.12% | -16.34% | |
| 26 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.17% | +0.05% | +0.10% | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 0.98% | +0.08% | -1.61% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.86% | -0.05% | -3.29% | |
| 29 | BSCU | Invesco Bulletshares 2030 Cb | ETF-Other | 0.85% | +0.09% | +15.29% | |
| 30 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.83% | -0.07% | +1.46% | |
| 31 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.65% | -0.01% | +1.87% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.58% | +0.02% | — | |
| 33 | ILCG | Ishares Morningstar Growth E | ETF-Other | 0.52% | +0.06% | +0.62% | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.50% | +0.06% | -5.44% | |
| 35 | BGRN | Ishares Usd Green Bond ETF | ETF-Other | 0.50% | -0.02% | -1.19% | |
| 36 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.49% | — | +1.21% | |
| 37 | ADBE | Adobe Inc | Stock-Tech | 0.48% | -0.11% | +0.97% | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.48% | +0.05% | -20.99% | |
| 39 | VUG | Vanguard Growth ETF | ETF-Other | 0.46% | +0.04% | -61.52% | |
| 40 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.45% | -0.06% | -0.78% | |
| 41 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-Other | 0.44% | +0.14% | +2.18% | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.43% | +0.03% | +0.57% | |
| 43 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.43% | — | -9.83% | |
| 44 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.41% | -0.03% | +1.40% | |
| 45 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.40% | -0.08% | +18.61% | |
| 46 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.39% | -0.03% | -4.68% | |
| 47 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.37% | +0.01% | -0.65% | |
| 48 | AVGO | Broadcom Inc | Stock-Tech | 0.37% | +0.08% | -8.92% | |
| 49 | IBHF | Ishares Ibond 2026 Hy & Inc | ETF-Other | 0.37% | -0.04% | +45.00% | |
| 50 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.36% | +0.01% | -6.55% |
According to official SEC Form 13F filings, Livet Wealth, LLC reported a total U.S. public equity portfolio value of $173.4M across 117 disclosed positions in Q1 2026.
During Q1 2026, Livet Wealth, LLC's top holdings by market value included BNDX (8.0%)、SCHF (7.6%)、VONG (7.3%). The largest single position, BNDX, represented 8.0% of total portfolio value.
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Top New Position Initiated
VCIT
市值: $491.5K
Top Position Liquidated / Trimmed
VXUS
前期市值: $550.5K
In Q1 2026, Livet Wealth, LLC made 124 total portfolio adjustments, initiating 14 new buys, adding to 41 positions, trimming 56 holdings, and fully liquidating 13 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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