Livet Wealth, Llc Portfolio Stock Holdings
Livet Wealth, Llc disclosed 117 stock positions valued at approximately $157.3 million in its latest SEC 13F filing. The largest holdings include VANGUARD CHARLOTTE FDS, SCHWAB STRATEGIC TR, and VANGUARD SCOTTSDALE FDS. The filing reflects positions held as of March 31, 2026 and was filed on April 24, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 117
- Portfolio Value
- $157.3M
Holdings by Sector
Livet Wealth, Llc Portfolio Holdings in Q1 2026
114 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD CHARLOTTE FDS | BNDX | Other | 8.02% | 262,547 | +6,476 | +2.53% | $12,615,365 |
| SCHWAB STRATEGIC TR | SCHF | Other | 7.58% | 481,581 | -5,567 | -1.14% | $11,919,108 |
| VANGUARD SCOTTSDALE FDS | VONG | Other | 7.32% | 104,970 | +684 | +0.66% | $11,514,138 |
| SCHWAB STRATEGIC TR | SCHD | Other | 5.79% | 296,810 | +2,382 | +0.81% | $9,106,123 |
| ISHARES TR | AGG | Other | 5.06% | 80,134 | +2,503 | +3.22% | $7,954,975 |
| ISHARES TR | SHYG | Other | 4.20% | 156,105 | +836 | +0.54% | $6,604,768 |
| INVESCO EXCH TRD SLF IDX FD | BSCQ | Other | 2.89% | 233,171 | -15,790 | -6.34% | $4,553,836 |
| SPDR SERIES TRUST | SLYG | Other | 2.87% | 46,644 | -545 | -1.15% | $4,506,813 |
| SCHWAB STRATEGIC TR | SCHM | Other | 2.26% | 115,002 | +1,632 | +1.44% | $3,560,474 |
| INVESCO EXCH TRD SLF IDX FD | BSCR | Other | 2.09% | 167,578 | +11,018 | +7.04% | $3,288,724 |
| VANGUARD WHITEHALL FDS | VYM | Other | 2.04% | 21,641 | -202 | -0.92% | $3,205,098 |
| VANGUARD INDEX FDS | VTV | Other | 1.97% | 15,788 | -6,865 | -30.31% | $3,097,610 |
| SCHWAB STRATEGIC TR | SCHG | Other | 1.92% | 103,411 | -4,580 | -4.24% | $3,012,356 |
| CLOUDFLARE INC | NET | Technology | 1.86% | 14,206 | -275 | -1.90% | $2,931,266 |
| SPDR SERIES TRUST | SLYV | Other | 1.83% | 30,485 | -314 | -1.02% | $2,883,318 |
| SPDR INDEX SHS FDS | SPEM | Other | 1.73% | 57,917 | +87 | +0.15% | $2,716,915 |
| SPDR INDEX SHS FDS | SPDW | Other | 1.65% | 56,877 | -53 | -0.09% | $2,596,445 |
| INVESCO EXCH TRD SLF IDX FD | BSCS | Other | 1.64% | 125,966 | +3,944 | +3.23% | $2,572,615 |
| VANGUARD INTL EQUITY INDEX F | VSS | Other | 1.62% | 17,504 | +201 | +1.16% | $2,551,957 |
| FIDELITY COVINGTON TRUST | FREL | Other | 1.49% | 87,202 | +4,793 | +5.82% | $2,346,611 |
| VANGUARD INDEX FDS | VBR | Other | 1.41% | 10,225 | -213 | -2.04% | $2,221,476 |
| ISHARES TR | IAGG | Other | 1.40% | 44,115 | +792 | +1.83% | $2,207,515 |
| INVESCO EXCH TRD SLF IDX FD | BSCT | Other | 1.28% | 108,092 | +6,289 | +6.18% | $2,017,040 |
| ISHARES TR | IBDR | Other | 1.23% | 79,583 | +18,056 | +29.35% | $1,929,092 |
| SCHWAB STRATEGIC TR | SCHZ | Other | 1.21% | 82,115 | -16,040 | -16.34% | $1,906,700 |
| ISHARES TR | IWB | Other | 1.17% | 5,149 | +5 | +0.10% | $1,835,945 |
| NVIDIA CORPORATION | NVDA | Technology | 0.98% | 8,807 | -144 | -1.61% | $1,535,941 |
| MICROSOFT CORP | MSFT | Technology | 0.86% | 3,648 | -124 | -3.29% | $1,350,380 |
| INVESCO EXCH TRD SLF IDX FD | BSCU | Other | 0.85% | 80,260 | +10,642 | +15.29% | $1,341,875 |
| VANGUARD BD INDEX FDS | BIV | Other | 0.83% | 17,009 | +244 | +1.46% | $1,312,788 |
| VANGUARD INDEX FDS | VNQ | Other | 0.65% | 11,439 | +210 | +1.87% | $1,014,601 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.58% | 1,399 | - | - | $910,093 |
| ISHARES TR | ILCG | Other | 0.52% | 8,582 | +53 | +0.62% | $819,395 |
| ALPHABET INC | GOOG | Communication Services | 0.50% | 2,762 | -159 | -5.44% | $792,307 |
| ISHARES TR | BGRN | Other | 0.50% | 16,634 | -200 | -1.19% | $789,643 |
| ISHARES TR | IJR | Other | 0.49% | 6,258 | +75 | +1.21% | $777,984 |
| ADOBE INC | ADBE | Technology | 0.48% | 3,122 | +30 | +0.97% | $758,896 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.48% | 3,588 | -953 | -20.99% | $747,273 |
| VANGUARD INDEX FDS | VUG | Other | 0.46% | 1,671 | -2,672 | -61.52% | $729,876 |
| STATE STR SPDR S&P MIDCAP 40 | MDY | Other | 0.45% | 1,141 | -9 | -0.78% | $703,904 |
| INVESCO EXCH TRD SLF IDX FD | BSJQ | Other | 0.44% | 30,047 | +640 | +2.18% | $696,339 |
| ISHARES TR | IWF | Other | 0.43% | 1,601 | +9 | +0.57% | $682,666 |
| VANGUARD INDEX FDS | VO | Other | 0.43% | 2,348 | -256 | -9.83% | $674,329 |
| SPDR SERIES TRUST | JNK | Other | 0.41% | 6,660 | +92 | +1.40% | $637,495 |
| META PLATFORMS INC | META | Communication Services | 0.40% | 1,090 | +171 | +18.61% | $623,622 |
| SCHWAB STRATEGIC TR | SCHC | Other | 0.39% | 13,137 | -645 | -4.68% | $614,023 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.37% | 7,797 | -51 | -0.65% | $585,526 |
| BROADCOM INC | AVGO | Technology | 0.37% | 1,869 | -183 | -8.92% | $578,474 |
| ISHARES TR | IBHF | Other | 0.37% | 25,135 | +7,800 | +45.00% | $576,848 |
| SCHWAB STRATEGIC TR | SCHV | Other | 0.36% | 18,603 | -1,304 | -6.55% | $567,397 |
| TESLA INC | TSLA | Consumer Cyclical | 0.35% | 1,465 | -282 | -16.14% | $544,614 |
| VISA INC | V | Financial Services | 0.35% | 1,801 | -173 | -8.76% | $544,334 |
| ISHARES TR | EAGG | Other | 0.35% | 11,437 | -69 | -0.60% | $543,829 |
| ALPHABET INC | GOOGL | Communication Services | 0.34% | 1,835 | +82 | +4.68% | $527,673 |
| APPLE INC | AAPL | Technology | 0.33% | 2,032 | +467 | +29.84% | $515,701 |
| VANGUARD INDEX FDS | VTI | Other | 0.33% | 1,607 | - | - | $515,387 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 0.31% | 5,939 | +5,939 | +100.00% | $491,452 |
| VANGUARD ADMIRAL FDS INC | VIOG | Other | 0.31% | 3,904 | - | - | $485,917 |
| ISHARES INC | IEMG | Other | 0.31% | 6,880 | -112 | -1.60% | $479,882 |
| SCHWAB STRATEGIC TR | SCHE | Other | 0.30% | 14,302 | -41 | -0.29% | $471,255 |
| VANGUARD BD INDEX FDS | BSV | Other | 0.29% | 5,834 | +1,015 | +21.06% | $457,477 |
| ORACLE CORP | ORCL | Technology | 0.29% | 3,102 | -572 | -15.57% | $456,335 |
| ISHARES TR | IBDS | Other | 0.29% | 18,649 | +18,649 | +100.00% | $452,052 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.28% | 8,719 | -415 | -4.54% | $437,694 |
| ISHARES TR | IWO | Other | 0.26% | 1,310 | -6 | -0.46% | $411,071 |
| ISHARES TR | IYW | Other | 0.26% | 2,254 | +1 | +0.04% | $408,859 |
| ISHARES TR | EFAV | Other | 0.26% | 4,417 | -160 | -3.50% | $403,593 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.26% | 5,071 | +5 | +0.10% | $401,952 |
| BOEING CO | BA | Industrials | 0.26% | 2,019 | -163 | -7.47% | $401,842 |
| SHOPIFY INC | SHOP | Technology | 0.25% | 3,289 | -445 | -11.92% | $390,141 |
| WEC ENERGY GROUP INC | WEC | Utilities | 0.25% | 3,335 | -191 | -5.42% | $386,093 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.25% | 7,138 | -28 | -0.39% | $385,803 |
| NETFLIX INC. | NFLX | Communication Services | 0.24% | 3,967 | -265 | -6.26% | $381,427 |
| WORLD GOLD TR | GLDM | Other | 0.24% | 4,040 | - | - | $374,468 |
| ELI LILLY & CO | LLY | Healthcare | 0.23% | 390 | -8 | -2.01% | $358,710 |
| NUSHARES ETF TR | NUHY | Other | 0.21% | 15,754 | -230 | -1.44% | $333,670 |
| ISHARES TR | IWP | Other | 0.21% | 2,600 | -2,731 | -51.23% | $333,112 |
| NUSHARES ETF TR | NUSC | Other | 0.20% | 7,076 | - | - | $318,824 |
| NOVARTIS AG | NVS | Healthcare | 0.20% | 2,052 | -23 | -1.11% | $313,443 |
| MITSUBISHI UFJ FINANCIAL GRO | MUFG | Financial Services | 0.20% | 18,297 | +1,196 | +6.99% | $310,500 |
| VANGUARD INDEX FDS | VOE | Other | 0.20% | 1,683 | -1,497 | -47.08% | $310,122 |
| ASML HLDG NV | ASML | Other | 0.20% | 234 | +2 | +0.86% | $309,074 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.19% | 4,787 | +50 | +1.06% | $306,724 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.19% | 601 | -29 | -4.60% | $300,296 |
| ISHARES TR | EFA | Other | 0.19% | 3,083 | -352 | -10.25% | $299,484 |
| VANGUARD BD INDEX FDS | BND | Other | 0.18% | 3,893 | -377 | -8.83% | $286,681 |
| SERVICENOW INC | NOW | Technology | 0.18% | 2,714 | +1,389 | +104.83% | $283,749 |
| ISHARES TR | IEFA | Other | 0.18% | 3,080 | -107 | -3.36% | $278,833 |
| EXXON MOBIL CORP | XOM | Energy | 0.17% | 1,582 | -95 | -5.66% | $268,402 |
| SONY GROUP CORP | SONY | Technology | 0.16% | 12,329 | -1,076 | -8.03% | $255,210 |
| EQUINOR ASA | EQNR | Energy | 0.16% | 6,031 | +6,031 | +100.00% | $254,508 |
| SALESFORCE INC | CRM | Technology | 0.16% | 1,345 | +193 | +16.75% | $251,071 |
| QUALCOMM INC | QCOM | Technology | 0.16% | 1,925 | -725 | -27.36% | $247,902 |
| TELEDYNE TECHNOLOGIES INC | TDY | Technology | 0.15% | 393 | -32 | -7.53% | $237,769 |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 0.15% | 2,613 | +2,613 | +100.00% | $234,099 |
| GE AEROSPACE | GE | Industrials | 0.15% | 822 | -363 | -30.63% | $233,259 |
| CHEVRON CORPORATION | CVX | Energy | 0.15% | 1,126 | +1,126 | +100.00% | $232,969 |
| CAPITAL ONE FINL CORP | COF | Financial Services | 0.15% | 1,274 | +354 | +38.48% | $232,416 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.14% | 962 | +45 | +4.91% | $227,301 |
| LEMAITRE VASCULAR INC | LMAT | Healthcare | 0.14% | 2,077 | +2,077 | +100.00% | $226,746 |