Institutions / Livet Wealth, LLC

Livet Wealth, LLC

CIK 2111409 · Institution · as of Dec 31, 2025

Portfolio value

$162.34M

Positions

116

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 116 →

Company	Class	Value	Shares	% of portfolio
Vanguard Scottsdale Fds	—	$12.70M	104,286	7.8%
Vanguard Charlotte Fds	—	$12.37M	256,071	7.6%
Schwab Strategic Tr	—	$11.71M	487,148	7.2%
Schwab Strategic Tr	—	$8.08M	294,428	5.0%
iShares Tr	—	$7.75M	77,631	4.8%
iShares Tr	—	$6.66M	155,269	4.1%
Invesco Exch Trd Slf Idx Fd	—	$4.87M	248,961	3.0%
SPDR Series Trust	—	$4.44M	47,189	2.7%
Vanguard Index Fds	—	$4.33M	22,653	2.7%
Schwab Strategic Tr	—	$3.52M	107,991	2.2%
Schwab Strategic Tr	—	$3.41M	113,370	2.1%
Vanguard Whitehall Fds	—	$3.13M	21,843	1.9%
Invesco Exch Trd Slf Idx Fd	—	$3.09M	156,560	1.9%
Cloudflare, Inc.	—	$2.85M	14,481	1.8%
SPDR Series Trust	—	$2.80M	30,799	1.7%
SPDR Index Shs Fds	—	$2.71M	57,830	1.7%
SPDR Index Shs Fds	—	$2.53M	56,930	1.6%
Invesco Exch Trd Slf Idx Fd	—	$2.51M	122,022	1.5%
Vanguard Intl Equity Index F	—	$2.48M	17,303	1.5%
Schwab Strategic Tr	—	$2.29M	98,155	1.4%
Fidelity Covington Trust	—	$2.22M	82,409	1.4%
Vanguard Index Fds	—	$2.21M	10,438	1.4%
iShares Tr	—	$2.17M	43,323	1.3%
Vanguard Index Fds	—	$2.12M	4,343	1.3%
iShares Tr	—	$1.92M	5,144	1.2%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.