Livet Wealth, LLC 13F Holdings · Q2 2026
Livet Wealth, LLC reported 122 securities worth $173.38M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: BNDX (7.90%), VONG (7.71%), SCHF (7.53%). Among its top 25 positions this quarter: 10 added, 15 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BNDX | VANGUARD CHARLOTTE FDS | $13.7M | 7.90% | 282,984 | Added |
| 2 | VONG | VANGUARD SCOTTSDALE FDS | $13.4M | 7.71% | 104,624 | Trimmed |
| 3 | SCHF | SCHWAB STRATEGIC TR | $13.1M | 7.53% | 471,249 | Trimmed |
| 4 | SCHD | SCHWAB STRATEGIC TR | $9.2M | 5.32% | 290,827 | Trimmed |
| 5 | AGG | ISHARES TR | $9.1M | 5.26% | 92,065 | Added |
| 6 | SHYG | ISHARES TR | $7.1M | 4.12% | 168,489 | Added |
| 7 | SLYG | SPDR SERIES TRUST | $5.5M | 3.14% | 45,748 | Trimmed |
| 8 | BSCQ | INVESCO EXCH TRD SLF IDX FD | $4.6M | 2.68% | 238,141 | Added |
| 9 | SCHM | SCHWAB STRATEGIC TR | $4.2M | 2.40% | 112,804 | Trimmed |
| 10 | BSCR | INVESCO EXCH TRD SLF IDX FD | $3.6M | 2.10% | 185,622 | Added |
| 11 | NET | CLOUDFLARE INC | $3.5M | 2.00% | 14,165 | Trimmed |
| 12 | SCHG | SCHWAB STRATEGIC TR | $3.4M | 1.98% | 101,590 | Trimmed |
| 13 | VTV | VANGUARD INDEX FDS | $3.4M | 1.95% | 15,503 | Trimmed |
| 14 | VYM | VANGUARD WHITEHALL FDS | $3.3M | 1.88% | 20,675 | Trimmed |
| 15 | SLYV | SPDR SERIES TRUST | $3.2M | 1.84% | 29,170 | Trimmed |
| 16 | BSCS | INVESCO EXCH TRD SLF IDX FD | $2.9M | 1.70% | 144,555 | Added |
| 17 | SPEM | SPDR INDEX SHS FDS | $2.9M | 1.69% | 56,524 | Trimmed |
| 18 | SPDW | SPDR INDEX SHS FDS | $2.8M | 1.61% | 55,447 | Trimmed |
| 19 | VSS | VANGUARD INTL EQUITY INDEX F | $2.7M | 1.54% | 17,317 | Trimmed |
| 20 | FREL | FIDELITY COVINGTON TRUST | $2.6M | 1.52% | 89,667 | Added |
| 21 | VBR | VANGUARD INDEX FDS | $2.5M | 1.42% | 10,141 | Trimmed |
| 22 | BSCT | INVESCO EXCH TRD SLF IDX FD | $2.4M | 1.40% | 131,077 | Added |
| 23 | IAGG | ISHARES TR | $2.3M | 1.32% | 45,349 | Added |
| 24 | IWB | ISHARES TR | $2.1M | 1.22% | 5,153 | Added |
| 25 | IBDR | ISHARES TR | $1.9M | 1.09% | 77,986 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR