DOSSIER · 13F-HR · Q2 2026

Livet Wealth, LLC

$173M in tracked AUM across 122 positions as of Q2 2026.

LW
CIK 0002111409 · last filed Jun 30, 2026
Total AUM
$173M
as of Q2 2026
Holdings
122
positions
Whale Score
53
53
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Livet Wealth, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
BNDX
VANGUARD CHARLOTTE FDS
$14M283K7.9%
02
VONG
VANGUARD SCOTTSDALE FDS
$13M105K7.7%
03
SCHF
SCHWAB STRATEGIC TR
$13M471K7.5%
04
SCHD
SCHWAB STRATEGIC TR
$9M291K5.3%
05
AGG
ISHARES TR
$9M92K5.3%
06
SHYG
ISHARES TR
$7M168K4.1%
07
SLYG
SPDR SERIES TRUST
$5M46K3.1%
08
BSCQ
INVESCO EXCH TRD SLF IDX FD
$5M238K2.7%
09
SCHM
SCHWAB STRATEGIC TR
$4M113K2.4%
10
BSCR
INVESCO EXCH TRD SLF IDX FD
$4M186K2.1%

Filing history

2026Q2Jun 30
$173M 10.2%
122 positionsView →
2026Q1Mar 31
$157M 3.1%
117 positionsView →
2025Q4Dec 31
$162M
116 positionsView →