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Portfolio (Quarterly) Guide ↗

Livet Wealth, LLC

· CIK 0002111409
13F Portfolio $173M AUM 122 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 122 New
Page 3 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AVGO BROADCOM INC Technology 2,074.0 $783K 0.45% NEW $377.75 -2.4%
42 VO VANGUARD INDEX FDS 9,305.0 $750K 0.43% NEW $80.57 +2.4%
43 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 972.0 $684K 0.39% NEW $703.22 -1.8%
44 JNK SPDR SERIES TRUST 6,835.0 $659K 0.38% NEW $96.37 -0.4%
45 VEU VANGUARD INTL EQUITY INDEX F 7,812.0 $654K 0.38% NEW $83.75 +2.0%
46 SCHV SCHWAB STRATEGIC TR 18,646.0 $649K 0.37% NEW $34.81 -0.6%
47 GOOGL ALPHABET INC Communication Services 1,810.0 $647K 0.37% NEW $357.37 -3.0%
48 TSLA TESLA INC Consumer Cyclical 1,536.0 $646K 0.37% NEW $420.60 -17.1%
49 ADBE ADOBE INC Technology 3,117.0 $639K 0.37% NEW $205.02 +42.2%
50 SCHC SCHWAB STRATEGIC TR 13,018.0 $626K 0.36% NEW $48.12 +7.0%
51 V VISA INC Financial Services 1,811.0 $621K 0.36% NEW $343.09 +11.2%
52 VIOG VANGUARD ADMIRAL FDS INC 3,911.0 $600K 0.35% NEW $153.41 -4.1%
53 VTI VANGUARD INDEX FDS 1,607.0 $594K 0.34% NEW $369.93 +2.5%
54 AAPL APPLE INC Technology 2,050.0 $593K 0.34% NEW $289.36 +10.5%
55 IBHF ISHARES TR 25,135.0 $569K 0.33% NEW $22.65 -0.5%
56 IEMG ISHARES INC 6,809.0 $564K 0.33% NEW $82.84 -1.2%
57 IYW ISHARES TR 2,193.0 $553K 0.32% NEW $252.26 -0.4%
58 META META PLATFORMS INC Communication Services 982.0 $553K 0.32% NEW $563.29 +2.6%
59 EAGG ISHARES TR 11,127.0 $528K 0.30% NEW $47.41 -1.5%
60 ASML ASML HLDG NV Technology 261.0 $519K 0.30% NEW $1989.44 -14.7%
Page 3 of 7  ·  122 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 49.9%
Financial Services 17.2%
Consumer Cyclical 8.2%
Communication Services 7.3%
Healthcare 6.1%
Industrials 5.1%
Utilities 2.7%
Energy 1.8%
Consumer Defensive 0.9%
Basic Materials 0.8%