LW
Livet Wealth, LLC
Diversified strategySector-focusedMomentum follower
Total reported value
$157.3M
Reporting period: 2026-03-31 · Number of holdings: 117
Livet Wealth, LLC disclosed 117 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $157.3M and a quarterly turnover rate of 13.2%.
Browse other institutions with $100M to $1B AUMBrowse other institutions starting with "L"
Personality snowflake
- Concentration
- 13.21
- Portfolio Stability
- 13.22
- Momentum/Contrarian
- 100
- Sector conviction
- 100
- Diversification
- 100
- Sizing Uniformity
- 83
Recent moves
Trim VUG
-61.5% -$1.4M
Add SCHD
+0.8% $1.0M
Trim VTV
-30.3% -$1.2M
Trim VONG
+0.7% -$1.2M
Add BNDX
+2.5% $242.0K
Add SCHF
-1.1% $208.1K
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 8.02% | +0.40% | +2.53% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-Other | 7.58% | +0.37% | -1.14% | |
| 3 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 7.32% | -0.50% | +0.66% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 5.79% | +0.82% | +0.81% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 5.06% | +0.28% | +3.22% | |
| 6 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 4.20% | — | +0.54% | |
| 7 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 2.89% | -0.10% | -6.34% | |
| 8 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 2.87% | — | -1.15% | |
| 9 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.26% | — | +1.44% | |
| 10 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 2.09% | +0.19% | +7.04% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.04% | — | -0.92% | |
| 12 | VTV | Vanguard Value ETF | ETF-Other | 1.97% | -0.70% | -30.30% | |
| 13 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.92% | -0.25% | -4.24% | |
| 14 | NET | Cloudflare INC - Class A | Stock-Tech | 1.86% | — | -1.90% | |
| 15 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 1.83% | — | -1.02% | |
| 16 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.73% | — | +0.15% | |
| 17 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.65% | — | -0.09% | |
| 18 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 1.64% | — | +3.23% | |
| 19 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.62% | — | +1.16% | |
| 20 | FREL | Fidelity Msci Rl Est Indx | ETF-Other | 1.49% | — | +5.82% | |
| 21 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.41% | — | -2.04% | |
| 22 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 1.40% | — | +1.83% | |
| 23 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 1.28% | — | +6.18% | |
| 24 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.23% | +0.31% | +29.35% | |
| 25 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.21% | -0.20% | -16.34% | |
| 26 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.17% | — | +0.10% | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 0.98% | — | -1.61% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.86% | -0.26% | -3.29% | |
| 29 | BSCU | Invesco Bulletshares 2030 Cb | ETF-Other | 0.85% | +0.12% | +15.29% | |
| 30 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.83% | — | +1.46% | |
| 31 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.65% | — | +1.87% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.58% | — | — | |
| 33 | ILCG | Ishares Morningstar Growth E | ETF-Other | 0.52% | — | +0.62% | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.50% | — | -5.44% | |
| 35 | BGRN | Ishares Usd Green Bond ETF | ETF-Other | 0.50% | — | -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% | -0.19% | +0.97% | |
| 38 | AMZN | Amazon.com INC | Stock-Consumer Disc | 0.48% | -0.17% | -20.99% | |
| 39 | VUG | Vanguard Growth ETF | ETF-Other | 0.46% | -0.85% | -61.52% | |
| 40 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.45% | — | -0.78% | |
| 41 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-Other | 0.44% | — | +2.18% | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.43% | — | +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% | — | +1.40% | |
| 45 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.40% | — | +18.61% | |
| 46 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.39% | — | -4.68% | |
| 47 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.37% | — | -0.65% | |
| 48 | AVGO | Broadcom INC | Stock-Tech | 0.37% | — | -8.92% | |
| 49 | IBHF | Ishares Ibond 2026 Hy & INC | ETF-Other | 0.37% | +0.12% | +45.00% | |
| 50 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.36% | — | -6.55% |
1–50 of 117
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
Livet Wealth, LLC's most significant position changes for 2026-03-31: Sold out: Vanguard Total Intl Stock (VXUS); New buy: Vanguard Int-term Corporate (VCIT); Sold out: Vanguard Small-cap Grwth ETF (VBK); New buy: Ishrs Ibnds Dec 27 CORP ETF (IBDS); Sold out: Astrazeneca Plc-spons Adr (AZNN).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHD | Schwab US Dvd Equity ETF | +0.8% | +0.81% | Add |
| 2 | BNDX | Vanguard Total Intl Bond ETF | +0.4% | +2.53% | Add |
| 3 | SCHF | Schwab Intl Equity ETF | +0.4% | -1.14% | Trim |
| 4 | IBDR | Ishares Ibonds Dec 2026 Term | +0.3% | +29.35% | Add |
| 5 | AGG | Ishares Core U.s. Aggregate | +0.3% | +3.22% | Add |
| 6 | BSCR | Invesco Bulletshares 2027 Cb | +0.2% | +7.04% | Add |
| 7 | IBHF | Ishares Ibond 2026 Hy & INC | +0.1% | +45.00% | Add |
| 8 | BSCU | Invesco Bulletshares 2030 Cb | +0.1% | +15.29% | Add |
| 9 | BSCQ | Invesco Bulletshares 2026 Cb | -0.1% | -6.34% | Trim |
| 10 | SHOP | Shopify INC - Class A | -0.1% | -11.92% | Trim |
| 11 | QCOM | Qualcomm INC | -0.1% | -27.36% | Trim |
| 12 | TSLA | Tesla INC | -0.1% | -16.14% | Trim |
| 13 | ORCL | Oracle CORP | -0.2% | -15.57% | Trim |
| 14 | VOE | Vanguard Mid-cap Value ETF | -0.2% | -47.08% | Trim |
| 15 | AMZN | Amazon.com INC | -0.2% | -20.99% | Trim |
| 16 | ADBE | Adobe INC | -0.2% | +0.97% | Add |
| 17 | SCHZ | Schwab US Aggregate Bond ETF | -0.2% | -16.34% | Trim |
| 18 | IWP | Ishares Russell Mid-cap Grow | -0.2% | -51.23% | Trim |
| 19 | SCHG | Schwab US Large-cap Growth | -0.3% | -4.24% | Trim |
| 20 | MSFT | Microsoft CORP | -0.3% | -3.29% | Trim |
| 21 | VONG | Vanguard Russell 1000 Growth | -0.5% | +0.66% | Add |
| 22 | VTV | Vanguard Value ETF | -0.7% | -30.30% | Trim |
| 23 | VUG | Vanguard Growth ETF | -0.9% | -61.52% | Trim |
| 24 | VXUS | Vanguard Total Intl Stock | — | EXIT | Sold out |
| 25 | VCIT | Vanguard Int-term Corporate | — | NEW | New buy |
| 26 | VBK | Vanguard Small-cap Grwth ETF | — | EXIT | Sold out |
| 27 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | — | NEW | New buy |
| 28 | AZNN | Astrazeneca Plc-spons Adr | — | EXIT | Sold out |
| 29 | AZN | AstraZeneca PLC | — | NEW | New buy |
| 30 | ISRG | Intuitive Surgical INC | — | EXIT | Sold out |
| 31 | EQNR | Equinor Asa-spon Adr | — | NEW | New buy |
| 32 | SBUX | Starbucks CORP | — | NEW | New buy |
| 33 | CVX | Chevron CORP | — | NEW | New buy |
| 34 | DIS | Walt Disney Co/the | — | EXIT | Sold out |
| 35 | LMAT | Lemaitre Vascular INC | — | NEW | New buy |
| 36 | ARES | Ares Management CORP - A | — | EXIT | Sold out |
| 37 | IBM | Intl Business Machines CORP | — | EXIT | Sold out |
| 38 | ABBV | Abbvie INC | — | EXIT | Sold out |
| 39 | MDT | Medtronic plc | — | EXIT | Sold out |
| 40 | HSBC | Hsbc Holdings Plc-spons Adr | — | NEW | New buy |
| 41 | MNST | Monster Beverage CORP | — | EXIT | Sold out |
| 42 | IDXX | Idexx Laboratories INC | — | EXIT | Sold out |
| 43 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
| 44 | AEM | Agnico Eagle Mines LTD | — | NEW | New buy |
| 45 | IJH | Ishares Core S&p Midcap ETF | — | NEW | New buy |
| 46 | APD | Air Products & Chemicals INC | — | NEW | New buy |
| 47 | STZ | Constellation Brands Inc-a | — | NEW | New buy |
| 48 | MRK | Merck & Co. INC. | — | EXIT | Sold out |
| 49 | AWK | American Water Works Co INC | — | NEW | New buy |
| 50 | NWG | Natwest Group PLC -spon Adr | — | EXIT | Sold out |
FAQ
What is Livet Wealth, LLC and what type of investor is it?
Livet Wealth, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $157.3M, spread across 117 disclosed positions.
What are Livet Wealth, LLC's largest equity positions?
Based on the latest 13F filing, Livet Wealth, LLC's top holdings by market value are:
1. Vanguard Total Intl Bond ETF (BNDX) — $12.6M (8.0%)
2. Schwab Intl Equity ETF (SCHF) — $11.9M (7.6%)
3. Vanguard Russell 1000 Growth (VONG) — $11.5M (7.3%)
4. Schwab US Dvd Equity ETF (SCHD) — $9.1M (5.8%)
5. Ishares Core U.s. Aggregate (AGG) — $8.0M (5.1%)
What changes did Livet Wealth, LLC make in its most recent portfolio filing?
In the latest reported quarter, Livet Wealth, LLC made 50 notable position adjustments: 14 new positions were initiated, 9 existing holdings were added to, 14 positions were partially reduced, and 13 were completely exited. The largest of these moves: Sold out: Vanguard Total Intl Stock (VXUS); New buy: Vanguard Int-term Corporate (VCIT); Sold out: Vanguard Small-cap Grwth ETF (VBK); New buy: Ishrs Ibnds Dec 27 CORP ETF (IBDS); Sold out: Astrazeneca Plc-spons Adr (AZNN)
What sectors does Livet Wealth, LLC focus on?
Livet Wealth, LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 55.9%
• Communication Services: 16.2%
• Consumer Discretionary: 10.3%
• Financials: 7.6%
• Industrials: 3.7%
• Energy: 3.0%
Peer Institutions
Institutions with a similar AUM
RP
Resource Planning Group
Total reported value
$157.3M
72 stks
2023-12-31
Concentration17.9
Portfolio Stability0.0
Sector conviction77.0
AUM within 0.0% of this institution
View detail
PW
Providence Wealth Advisors, LLC
Total reported value
$157.3M
81 stks
2026-03-31
Concentration12.1
Portfolio Stability12.9
Sector conviction41.5
AUM within 0.0% of this institution
View detail
KG
KPCB GGF Associates, LLC
Total reported value
$157.3M
1 stks
2021-09-30
Concentration100.0
Portfolio Stability0.0
Sector conviction0.0
AUM within 0.0% of this institution
View detail
Similar Holdings Style
Institutions with overlapping top holdings
BB
Blue Barn Wealth, LLC
Total reported value
$68.7M
46 stks
2025-12-31
Concentration34.3
Portfolio Stability100.0
Sector conviction92.2
5 of the top 5 holdings overlap, including Schwab Intl Equity ETF
View detail
AA
Avantax Advisory Services, INC.
Total reported value
$18.2B
2,359 stks
2025-06-30
Concentration6.7
Portfolio Stability0.0
Sector conviction62.2
3 of the top 5 holdings overlap, including Vanguard Russell 1000 Growth
View detail
EI
eCIO, Inc.
Total reported value
$227.6M
42 stks
2026-03-31
Concentration34.4
Portfolio Stability30.0
Sector conviction100.0
3 of the top 5 holdings overlap, including Ishares Core U.s. Aggregate
View detail