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Livet Wealth, LLC Top Holdings and 13F Report (2026)

About Livet Wealth, LLC

Investment Activity

  • Livet Wealth, LLC has $173.38 million in total holdings as of June 30, 2026.
  • Livet Wealth, LLC owns shares of 122 different stocks, but just 36 companies or ETFs make up 80% of its holdings.
  • Approximately 5.99% of the portfolio was purchased this quarter.
  • About 2.65% of the portfolio was sold this quarter.
  • This quarter, Livet Wealth, LLC has purchased 117 new stocks and bought additional shares in 45 stocks.
  • Livet Wealth, LLC sold shares of 55 stocks and completely divested from 9 stocks this quarter.

Largest New Holdings this Quarter

36828A101 - GE VERNOVA INC
$284,316 Holding
595112103 - Micron Technology
$265,487 Holding
61174X109 - Monster Beverage
$236,647 Holding
464287655 - iShares Russell 2000 ETF
$233,089 Holding
00287Y109 - AbbVie
$229,244 Holding

Largest Purchases this Quarter

iShares Core U.S. Aggregate Bond ETF
11,931 shares (about $1.18M)
Vanguard Total International Bond ETF
20,437 shares (about $989.76K)
Vanguard Growth ETF
8,355 shares (about $719.70K)
iShares Russell 1000 Growth ETF
4,803 shares (about $596.39K)
Vanguard Mid-Cap ETF
6,957 shares (about $560.51K)

Largest Sales this Quarter

Schwab International Equity ETF
10,332 shares (about $286.20K)
Schwab US Dividend Equity ETF
5,983 shares (about $189.72K)
Vanguard High Dividend Yield ETF
966 shares (about $152.66K)
SPDR S&P 600 Small Cap Value ETF
1,315 shares (about $143.48K)
SPDR S&P MidCap 400 ETF Trust
169 shares (about $118.84K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofLivet Wealth, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$13,704,900$989,763 â–²7.8%282,9847.9%ETF
Vanguard Russell 1000 Growth ETF stock logo
VONG
Vanguard Russell 1000 Growth ETF
$13,371,996$44,222 â–¼-0.3%104,6247.7%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$13,053,603$286,197 â–¼-2.1%471,2497.5%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$9,222,124$189,721 â–¼-2.0%290,8275.3%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$9,112,595$1,180,931 â–²14.9%92,0655.3%ETF
iShares 0-5 Year High Yield Corporate Bond ETF stock logo
SHYG
iShares 0-5 Year High Yield Corporate Bond ETF
$7,145,645$525,207 â–²7.9%168,4894.1%ETF
SPDR S&P 600 Small Cap Growth ETF stock logo
SLYG
SPDR S&P 600 Small Cap Growth ETF
$5,450,013$106,742 â–¼-1.9%45,7483.1%ETF
Invesco BulletShares 2026 Corporate Bond ETF stock logo
BSCQ
Invesco BulletShares 2026 Corporate Bond ETF
$4,649,698$97,039 â–²2.1%238,1412.7%ETF
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$4,159,071$81,040 â–¼-1.9%112,8042.4%ETF
Invesco BulletShares 2027 Corporate Bond ETF stock logo
BSCR
Invesco BulletShares 2027 Corporate Bond ETF
$3,640,987$353,934 â–²10.8%185,6222.1%ETF
Cloudflare, Inc. stock logo
NET
Cloudflare
$3,474,391$10,056 â–¼-0.3%14,1652.0%Technology
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$3,437,799$61,623 â–¼-1.8%101,5902.0%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$3,378,494$62,109 â–¼-1.8%15,5031.9%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$3,267,271$152,657 â–¼-4.5%20,6751.9%ETF
SPDR S&P 600 Small Cap Value ETF stock logo
SLYV
SPDR S&P 600 Small Cap Value ETF
$3,182,725$143,479 â–¼-4.3%29,1701.8%ETF
Invesco BulletShares 2028 Corporate Bond ETF stock logo
BSCS
Invesco BulletShares 2028 Corporate Bond ETF
$2,943,851$378,563 â–²14.8%144,5551.7%ETF
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$2,926,811$72,129 â–¼-2.4%56,5241.7%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$2,793,985$72,058 â–¼-2.5%55,4471.6%ETF
Vanguard FTSE All-World ex-US Small-Cap ETF stock logo
VSS
Vanguard FTSE All-World ex-US Small-Cap ETF
$2,671,909$28,853 â–¼-1.1%17,3171.5%ETF
Fidelity MSCI Real Estate Index ETF stock logo
FREL
Fidelity MSCI Real Estate Index ETF
$2,627,242$72,224 â–²2.8%89,6671.5%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$2,464,269$20,412 â–¼-0.8%10,1411.4%ETF
Invesco BulletShares 2029 Corporate Bond ETF stock logo
BSCT
Invesco BulletShares 2029 Corporate Bond ETF
$2,434,756$426,947 â–²21.3%131,0771.4%ETF
iShares Core International Aggregate Bond ETF stock logo
IAGG
iShares Core International Aggregate Bond ETF
$2,294,659$62,440 â–²2.8%45,3491.3%ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$2,110,132$1,638 â–²0.1%5,1531.2%ETF
iShares iBonds Dec 2026 Term Corporate ETF stock logo
IBDR
iShares iBonds Dec 2026 Term Corporate ETF
$1,889,601$38,695 â–¼-2.0%77,9861.1%ETF
Schwab U.S. Aggregate Bond ETF stock logo
SCHZ
Schwab U.S. Aggregate Bond ETF
$1,883,777$15,543 â–¼-0.8%81,4431.1%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$1,838,427$76,234 â–²4.3%9,1881.1%Technology
Invesco BulletShares 2030 Corporate Bond ETF stock logo
BSCU
Invesco BulletShares 2030 Corporate Bond ETF
$1,628,247$292,319 â–²21.9%97,8220.9%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$1,398,452$37,675 â–²2.8%3,7490.8%Technology
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$1,316,989$12,425 â–²1.0%17,1710.8%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$1,097,787$5,304 â–¼-0.5%11,3840.6%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,045,0690.0%1,3990.6%ETF
iShares Morningstar Growth ETF stock logo
ILCG
iShares Morningstar Growth ETF
$1,004,2930.0%8,5820.6%ETF
Invesco BulletShares 2026 High Yield Corporate Bond ETF stock logo
BSJQ
Invesco BulletShares 2026 High Yield Corporate Bond ETF
$997,716$307,987 â–²44.7%43,4640.6%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$966,711$9,187 â–¼-0.9%2,7360.6%Communication Services
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$924,998$69,834 â–²8.2%3,8810.5%Consumer Discretionary
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$863,640$719,700 â–²500.0%10,0260.5%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$855,496$72,676 â–¼-7.8%5,7680.5%ETF
iShares USD Green Bond ETF stock logo
BGRN
iShares USD Green Bond ETF
$836,513$46,855 â–²5.9%17,6210.5%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$795,185$596,389 â–²300.0%6,4040.5%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$783,454$77,439 â–²11.0%2,0740.5%Technology
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$749,687$560,513 â–²296.3%9,3050.4%ETF
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$683,532$118,845 â–¼-14.8%9720.4%ETF
SPDR Bloomberg High Yield Bond ETF stock logo
JNK
SPDR Bloomberg High Yield Bond ETF
$658,689$16,865 â–²2.6%6,8350.4%ETF
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$654,231$1,256 â–²0.2%7,8120.4%ETF
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$649,066$1,497 â–²0.2%18,6460.4%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$646,840$8,934 â–¼-1.4%1,8100.4%Communication Services
Tesla, Inc. stock logo
TSLA
Tesla
$646,042$29,863 â–²4.8%1,5360.4%Consumer Discretionary
Adobe Inc. stock logo
ADBE
Adobe
$639,047$1,025 â–¼-0.2%3,1170.4%Technology
Schwab International Small-Cap Equity ETF stock logo
SCHC
Schwab International Small-Cap Equity ETF
$626,426$5,726 â–¼-0.9%13,0180.4%ETF
Visa Inc. stock logo
V
Visa
$621,336$3,431 â–²0.6%1,8110.4%Finance
Vanguard S&P Small-Cap 600 Growth ETF stock logo
VIOG
Vanguard S&P Small-Cap 600 Growth ETF
$599,980$1,074 â–²0.2%3,9110.3%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$594,4760.0%1,6070.3%ETF
Apple Inc. stock logo
AAPL
Apple
$593,188$5,208 â–²0.9%2,0500.3%Technology
iShares iBonds 2026 Term High Yield and Income ETF stock logo
IBHF
iShares iBonds 2026 Term High Yield and Income ETF
$569,3080.0%25,1350.3%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$564,051$5,882 â–¼-1.0%6,8090.3%ETF
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$553,212$15,388 â–¼-2.7%2,1930.3%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$553,151$60,835 â–¼-9.9%9820.3%Communication Services
iShares ESG Aware U.S. Aggregate Bond ETF stock logo
EAGG
iShares ESG Aware U.S. Aggregate Bond ETF
$527,531$14,697 â–¼-2.7%11,1270.3%ETF
ASML Holding N.V. stock logo
ASML
ASML
$519,244$53,715 â–²11.5%2610.3%Technology
Schwab Emerging Markets Equity ETF stock logo
SCHE
Schwab Emerging Markets Equity ETF
$519,068$471 â–²0.1%14,3150.3%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$490,8580.0%5,9390.3%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$465,379$2,399 â–¼-0.5%3880.3%Healthcare
iShares Russell 2000 Growth ETF stock logo
IWO
iShares Russell 2000 Growth ETF
$460,897$55,150 â–¼-10.7%1,1700.3%ETF
Oracle Corporation stock logo
ORCL
Oracle
$438,917$15,681 â–¼-3.4%2,9950.3%Technology
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$436,011$9,968 â–²2.3%7,3050.3%ETF
The Boeing Company stock logo
BA
Boeing
$430,775$6,278 â–¼-1.4%1,9900.2%Industrials
GE Aerospace stock logo
GE
GE Aerospace
$413,719$106,513 â–²34.7%1,1070.2%Industrials
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$407,813$46,750 â–¼-10.3%5,2340.2%ETF
iShares iBonds Dec 2027 Term Corporate ETF stock logo
IBDS
iShares iBonds Dec 2027 Term Corporate ETF
$400,623$51,056 â–¼-11.3%16,5410.2%ETF
WEC Energy Group, Inc. stock logo
WEC
WEC Energy Group
$383,356$6,072 â–¼-1.6%3,2830.2%Utilities
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$380,6660.0%2,6000.2%ETF
SHOPIFY INC
$369,829$5,709 â–¼-1.5%3,2390.2%CL A SUB VTG SHS
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$352,084$31,790 â–²9.9%3,3890.2%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$342,238$1,140 â–²0.3%4,8030.2%ETF
Nuveen ESG Small-Cap ETF stock logo
NUSC
Nuveen ESG Small-Cap ETF
$340,059$28,716 â–¼-7.8%6,5250.2%ETF
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$332,752$198 â–²0.1%1,6840.2%ETF
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$329,702$39,461 â–¼-10.7%7,7870.2%Communication Services
Mitsubishi UFJ Financial Group, Inc. stock logo
MUFG
Mitsubishi UFJ Financial Group
$321,184$42,744 â–¼-11.7%16,1480.2%Finance
SPDR Gold MiniShares Trust stock logo
GLDM
SPDR Gold MiniShares Trust
$320,8570.0%4,0400.2%ETF
AstraZeneca PLC stock logo
AZNCF
AstraZeneca
$310,977$4,741 â–¼-1.5%1,6400.2%Healthcare
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$310,795$13,328 â–²4.5%3,2180.2%ETF
NUHY
Nuveen ESG High Yield Corporate Bond ETF
$310,617$27,073 â–¼-8.0%14,4910.2%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$307,133$1,541 â–¼-0.5%5980.2%Finance
Novartis AG stock logo
NVS
Novartis
$304,977$16,612 â–¼-5.2%1,9460.2%Healthcare
iShares MSCI EAFE Min Vol Factor ETF stock logo
EFAV
iShares MSCI EAFE Min Vol Factor ETF
$302,488$84,897 â–¼-21.9%3,4490.2%ETF
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$290,363$478 â–²0.2%6080.2%Technology
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$286,152$367 â–²0.1%3,8980.2%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$285,243$1,999 â–²0.7%3,9950.2%Communication Services
GE VERNOVA INC
$284,316$284,316 â–²New Holding2420.2%COM
Starbucks Corporation stock logo
SBUX
Starbucks
$267,0220.0%2,6130.2%Consumer Discretionary
Micron Technology, Inc. stock logo
MU
Micron Technology
$265,487$265,487 â–²New Holding2300.2%Technology
TOTALENERGIES SE
$265,084$11,975 â–¼-4.3%3,4090.2%ACT
Teledyne Technologies Incorporated stock logo
TDY
Teledyne Technologies
$259,424$2,668 â–¼-1.0%3890.1%Technology
Capital One Financial Corporation stock logo
COF
Capital One Financial
$250,574$5,015 â–¼-2.0%1,2490.1%Finance
ServiceNow, Inc. stock logo
NOW
ServiceNow
$243,435$26,011 â–¼-9.7%2,4520.1%Technology
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$241,701$9,098 â–²3.9%3,1350.1%ETF
Qualcomm Incorporated stock logo
QCOM
Qualcomm
$239,303$116,418 â–¼-32.7%1,2950.1%Technology
WisdomTree U.S. Total Dividend Fund stock logo
DTD
WisdomTree U.S. Total Dividend Fund
$238,957$1,212 â–²0.5%2,5630.1%ETF
iShares ESG Aware MSCI EM ETF stock logo
ESGE
iShares ESG Aware MSCI EM ETF
$238,558$20,837 â–¼-8.0%4,3620.1%ETF

Showing largest 100 holdings. View all holdings.
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