Livet Wealth, LLC holds a focused book of 122 stocks worth $173.4M as of Q2 2026 (disclosed Jul 28, 2026, a ~45-day 13F lag). This quarter they opened Ge Vernova Inc and trimmed Vanguard Russell 1000 Growth. Their largest long position is Vanguard Total Intl Bond ETF at 8% of the equity book. Cloning the disclosed picks since 2026 would be +3% (+6.2%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2111409/holdings"
Use Arkolith to show Livet Wealth, LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Livet Wealth, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
14% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Charlotte FDS TOTAL INT BD ETF | $13.7M | 283.0K | 7.9% | ▲+7.8% Added · +20K sh | |
| 2 | Vanguard Scottsdale FDS VNG RUS1000GRW | $13.4M | 104.6K | 7.7% | ▼−0.3% Reduced · −346 sh | |
| 3 | Schwab Strategic TR INTL EQTY ETF | $13.1M | 471.2K | 7.5% | ▼−2.1% Reduced · −10K sh | |
| 4 | Schwab Strategic TR US DIVIDEND EQ | $9.2M | 290.8K | 5.3% | ▼−2.0% Reduced · −6K sh | |
| 5 | Ishares TR CORE US AGGBD ET | $9.1M | 92.1K | 5.3% | ▲+15% Added · +12K sh | |
| 6 | Ishares TR 0-5YR HI YL CP | $7.1M | 168.5K | 4.1% | ▲+7.9% Added · +12K sh | |
| 7 | SPDR Series Trust ST STR SP600GRWO | $5.5M | 45.7K | 3.1% | ▼−1.9% Reduced · −896 sh | |
| 8 | Invesco Exch TRD SLF Idx FD BULSHS 2026 CB | $4.6M | 238.1K | 2.7% | ▲+2.1% Added · +5K sh | |
| 9 | Schwab Strategic TR US MID-CAP ETF | $4.2M | 112.8K | 2.4% | ▼−1.9% Reduced · −2K sh | |
| 10 | Invesco Exch TRD SLF Idx FD BULSHS 2027 CB | $3.6M | 185.6K | 2.1% | ▲+11% Added · +18K sh | |
| 11 | Cloudflare Inc CL A COM | $3.5M | 14.2K | 2.0% | ▼−0.3% Reduced · −41 sh | |
| 12 | Schwab Strategic TR US LCAP GR ETF | $3.4M | 101.6K | 2.0% | ▼−1.8% Reduced · −2K sh | |
| 13 | Vanguard Index FDS VALUE ETF | $3.4M | 15.5K | 1.9% | ▼−1.8% Reduced · −285 sh | |
| 14 | Vanguard Whitehall FDS HIGH DIV YLD | $3.3M | 20.7K | 1.9% | ▼−4.5% Reduced · −966 sh | |
| 15 | SPDR Series Trust ST STR SP600SM C | $3.2M | 29.2K | 1.8% | ▼−4.3% Reduced · −1K sh | |
| 16 | Invesco Exch TRD SLF Idx FD INVSCO BLSH 28 | $2.9M | 144.6K | 1.7% | ▲+15% Added · +19K sh | |
| 17 | SPDR Index SHS FDS ST PORT MARK ETF | $2.9M | 56.5K | 1.7% | ▼−2.4% Reduced · −1K sh | |
| 18 | SPDR Index SHS FDS ST STR PO EX ETF | $2.8M | 55.4K | 1.6% | ▼−2.5% Reduced · −1K sh | |
| 19 | Vanguard Intl Equity Index F FTSE SMCAP ETF | $2.7M | 17.3K | 1.5% | ▼−1.1% Reduced · −187 sh | |
| 20 | Fidelity Covington Trust MSCI RL EST ETF | $2.6M | 89.7K | 1.5% | ▲+2.8% Added · +2K sh | |
| 21 | Vanguard Index FDS SM CP VAL ETF | $2.5M | 10.1K | 1.4% | ▼−0.8% Reduced · −84 sh | |
| 22 | Invesco Exch TRD SLF Idx FD BULETSHS 2029 | $2.4M | 131.1K | 1.4% | ▲+21% Added · +23K sh | |
| 23 | Ishares TR CORE INTL AGGR | $2.3M | 45.3K | 1.3% | ▲+2.8% Added · +1K sh | |
| 24 | Ishares TR RUS 1000 ETF | $2.1M | 5.2K | 1.2% | ▲+0.1% Added · +4 sh | |
| 25 | Ishares TR IBONDS DEC2026 | $1.9M | 78.0K | 1.1% | ▼−2.0% Reduced · −2K sh | |
| 26 | Schwab Strategic TR US AGGREGATE B | $1.9M | 81.4K | 1.1% | ▼−0.8% Reduced · −672 sh | |
| 27 | Nvidia Corporation COM | $1.8M | 9.2K | 1.1% | ▲+4.3% Added · +381 sh | |
| 28 | Invesco Exch TRD SLF Idx FD INVSCO 30 CORP | $1.6M | 97.8K | 0.9% | ▲+22% Added · +18K sh | |
| 29 | Microsoft Corp COM | $1.4M | 3.7K | 0.8% | ▲+2.8% Added · +101 sh | |
| 30 | Vanguard BD Index FDS INTERMED TERM | $1.3M | 17.2K | 0.8% | ▲+0.9% Added · +162 sh | |
| 31 | Vanguard Index FDS REAL ESTATE ETF | $1.1M | 11.4K | 0.6% | ▼−0.5% Reduced · −55 sh | |
| 32 | State STR SPDR S&P 500 ETF T TR UNIT | $1.0M | 1.4K | 0.6% | —Held | |
| 33 | Ishares TR MORNINGSTAR GRWT | $1.0M | 8.6K | 0.6% | —Held | |
| 34 | Invesco Exch TRD SLF Idx FD INVSCO BLSH 26 | $998K | 43.5K | 0.6% | ▲+45% Added · +13K sh | |
| 35 | Alphabet Inc CAP STK CL C | $967K | 2.7K | 0.6% | ▼−0.9% Reduced · −26 sh | |
| 36 | Amazon Com Inc COM | $925K | 3.9K | 0.5% | ▲+8.2% Added · +293 sh | |
| 37 | Vanguard Index FDS GROWTH ETF | $864K | 10.0K | 0.5% | ▲+500% Added · +8K sh | |
| 38 | Ishares TR CORE S&P SCP ETF | $855K | 5.8K | 0.5% | ▼−7.8% Reduced · −490 sh | |
| 39 | Ishares TR USD GRN BOND ETF | $837K | 17.6K | 0.5% | ▲+5.9% Added · +987 sh | |
| 40 | Ishares TR RUS 1000 GRW ETF | $795K | 6.4K | 0.5% | ▲+300% Added · +5K sh | |
| 41 | Broadcom Inc COM | $783K | 2.1K | 0.5% | ▲+11% Added · +205 sh | |
| 42 | Vanguard Index FDS MID CAP ETF | $750K | 9.3K | 0.4% | ▲+296% Added · +7K sh | |
| 43 | State STR SPDR S&P Midcap 40 UTSER1 S&PDCRP | $684K | 972 | 0.4% | ▼−15% Reduced · −169 sh | |
| 44 | SPDR Series Trust ST BLOO HIGH ETF | $659K | 6.8K | 0.4% | ▲+2.6% Added · +175 sh | |
| 45 | Vanguard Intl Equity Index F ALLWRLD EX US | $654K | 7.8K | 0.4% | ▲+0.2% Added · +15 sh | |
| 46 | Schwab Strategic TR US LCAP VA ETF | $649K | 18.6K | 0.4% | ▲+0.2% Added · +43 sh | |
| 47 | Alphabet Inc CAP STK CL A | $647K | 1.8K | 0.4% | ▼−1.4% Reduced · −25 sh | |
| 48 | Tesla Inc COM | $646K | 1.5K | 0.4% | ▲+4.8% Added · +71 sh | |
| 49 | Adobe Inc COM | $639K | 3.1K | 0.4% | ▼−0.2% Reduced · −5 sh | |
| 50 | Schwab Strategic TR INTL SCEQT ETF | $626K | 13.0K | 0.4% | ▼−0.9% Reduced · −119 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.