Livet Wealth, LLC

Est. AUM

$157.3M

13F long equity, this entity only

Positions

117

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$12.6M	262547	8.02%	SOLE
2	SCHWAB STRATEGIC TR	INTL EQTY ETF	$11.9M	481581	7.58%	SOLE
3	VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$11.5M	104970	7.32%	SOLE
4	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$9.1M	296810	5.79%	SOLE
5	ISHARES TR	CORE US AGGBD ET	$8.0M	80134	5.06%	SOLE
6	ISHARES TR	0-5YR HI YL CP	$6.6M	156105	4.20%	SOLE
7	INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$4.6M	233171	2.90%	SOLE
8	SPDR SERIES TRUST	STATE STREET SPD	$4.5M	46644	2.87%	SOLE
9	SCHWAB STRATEGIC TR	US MID-CAP ETF	$3.6M	115002	2.26%	SOLE
10	INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$3.3M	167578	2.09%	SOLE
11	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$3.2M	21641	2.04%	SOLE
12	VANGUARD INDEX FDS	VALUE ETF	$3.1M	15788	1.97%	SOLE
13	SCHWAB STRATEGIC TR	US LCAP GR ETF	$3.0M	103411	1.91%	SOLE
14	CLOUDFLARE INC	CL A COM	$2.9M	14206	1.86%	SOLE
15	SPDR SERIES TRUST	STATE STREET SPD	$2.9M	30485	1.83%	SOLE
16	SPDR INDEX SHS FDS	STATE STREET SPD	$2.7M	57917	1.73%	SOLE
17	SPDR INDEX SHS FDS	STATE STREET SPD	$2.6M	56877	1.65%	SOLE
18	INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 28	$2.6M	125966	1.64%	SOLE
19	VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$2.6M	17504	1.62%	SOLE
20	FIDELITY COVINGTON TRUST	MSCI RL EST ETF	$2.3M	87202	1.49%	SOLE
21	VANGUARD INDEX FDS	SM CP VAL ETF	$2.2M	10225	1.41%	SOLE
22	ISHARES TR	CORE INTL AGGR	$2.2M	44115	1.40%	SOLE
23	INVESCO EXCH TRD SLF IDX FD	BULETSHS 2029	$2.0M	108092	1.28%	SOLE
24	ISHARES TR	IBONDS DEC2026	$1.9M	79583	1.23%	SOLE
25	SCHWAB STRATEGIC TR	US AGGREGATE B	$1.9M	82115	1.21%	SOLE
26	ISHARES TR	RUS 1000 ETF	$1.8M	5149	1.17%	SOLE
27	NVIDIA CORPORATION	COM	$1.5M	8807	0.98%	SOLE
28	MICROSOFT CORP	COM	$1.4M	3648	0.86%	SOLE
29	INVESCO EXCH TRD SLF IDX FD	INVSCO 30 CORP	$1.3M	80260	0.85%	SOLE
30	VANGUARD BD INDEX FDS	INTERMED TERM	$1.3M	17009	0.83%	SOLE
31	VANGUARD INDEX FDS	REAL ESTATE ETF	$1.0M	11439	0.65%	SOLE
32	STATE STR SPDR S&P 500 ETF T	TR UNIT	$910K	1399	0.58%	SOLE
33	ISHARES TR	MORNINGSTAR GRWT	$819K	8582	0.52%	SOLE
34	ALPHABET INC	CAP STK CL C	$792K	2762	0.50%	SOLE
35	ISHARES TR	USD GRN BOND ETF	$790K	16634	0.50%	SOLE
36	ISHARES TR	CORE S&P SCP ETF	$778K	6258	0.49%	SOLE
37	ADOBE INC	COM	$759K	3122	0.48%	SOLE
38	AMAZON COM INC	COM	$747K	3588	0.47%	SOLE
39	VANGUARD INDEX FDS	GROWTH ETF	$730K	1671	0.46%	SOLE
40	STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$704K	1141	0.45%	SOLE
41	INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 26	$696K	30047	0.44%	SOLE
42	ISHARES TR	RUS 1000 GRW ETF	$683K	1601	0.43%	SOLE
43	VANGUARD INDEX FDS	MID CAP ETF	$674K	2348	0.43%	SOLE
44	SPDR SERIES TRUST	STATE STREET SPD	$637K	6660	0.40%	SOLE
45	META PLATFORMS INC	CL A	$624K	1090	0.40%	SOLE
46	SCHWAB STRATEGIC TR	INTL SCEQT ETF	$614K	13137	0.39%	SOLE
47	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$586K	7797	0.37%	SOLE
48	BROADCOM INC	COM	$578K	1869	0.37%	SOLE
49	ISHARES TR	IBONDS 2026 TERM	$577K	25135	0.37%	SOLE
50	SCHWAB STRATEGIC TR	US LCAP VA ETF	$567K	18603	0.36%	SOLE

1–50 of 117

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.