Livet Wealth, LLC holds a focused book of 122 reported positions worth $173.4M as of Q2 2026 (disclosed Jul 28, 2026, a ~28-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 reported non-option book. Cloning the disclosed picks since 2026 would be +5% (+9.2%/yr). That is a simulation of the disclosed long book, not audited returns.
Livet Wealth, LLC is a wealth platform: this book aggregates client accounts across many advisers.
Growth of $10,000 cloning Livet Wealth, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~28 days for the latest filing, with 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
+5 sectors below the cut, 2% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Livet Wealth, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Draper Asset Management, LLC | 9 / 80 | $173.2M |
| Prosperity Advisers, LLC | 17 / 80 | $109.3M |
| Vista Capital Partners, Inc. | 36 / 80 | $904.9M |
| Ketron Financial | 19 / 80 | $249.8M |
| Compass Planning Associates Inc | 15 / 80 | $143.4M |
| Chaney Capital Management, Inc. | 16 / 80 | $242.0M |
| Hoey Investments, Inc | 39 / 80 | $587.5M |
| Wit, LLC | 10 / 80 | $4.7B |
Ranked by the share of each fund's own book sitting in the names it shares with Livet Wealth, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
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Use Arkolith to show Livet Wealth, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.