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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 4 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SCHE SCHWAB STRATEGIC TR 14,315.0 $519K 0.30% NEW $36.26 +2.5%
62 VCIT VANGUARD SCOTTSDALE FDS 5,939.0 $491K 0.28% NEW $82.65 -1.8%
63 LLY ELI LILLY & CO Healthcare 388.0 $465K 0.27% NEW $1199.43 -2.2%
64 IWO ISHARES TR 1,170.0 $461K 0.27% NEW $393.93 -3.8%
65 ORCL ORACLE CORP Technology 2,995.0 $439K 0.25% NEW $146.55 +2.8%
66 VWO VANGUARD INTL EQUITY INDEX F 7,305.0 $436K 0.25% NEW $59.69 +1.8%
67 BA BOEING CO Industrials 1,990.0 $431K 0.25% NEW $216.47 -3.1%
68 GE GE AEROSPACE Industrials 1,107.0 $414K 0.24% NEW $373.73 -8.3%
69 BSV VANGUARD BD INDEX FDS 5,234.0 $408K 0.23% NEW $77.92 -0.5%
70 IBDS ISHARES TR 16,541.0 $401K 0.23% NEW $24.22 +0.0%
71 WEC WEC ENERGY GROUP INC Utilities 3,283.0 $383K 0.22% NEW $116.77 -9.0%
72 IWP ISHARES TR 2,600.0 $381K 0.22% NEW $146.41 -3.8%
73 SHOP SHOPIFY INC Technology 3,239.0 $370K 0.21% NEW $114.18 +33.9%
74 EFA ISHARES TR 3,389.0 $352K 0.20% NEW $103.89 +3.7%
75 VEA VANGUARD TAX-MANAGED FDS 4,803.0 $342K 0.20% NEW $71.25 +2.5%
76 NUSC NUSHARES ETF TR 6,525.0 $340K 0.20% NEW $52.12 -1.2%
77 VOE VANGUARD INDEX FDS 1,684.0 $333K 0.19% NEW $197.60 +5.2%
78 VZ VERIZON COMMUNICATIONS INC Communication Services 7,787.0 $330K 0.19% NEW $42.34 +18.3%
79 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 16,148.0 $321K 0.18% NEW $19.89 +15.1%
80 GLDM WORLD GOLD TR Financial Services 4,040.0 $321K 0.18% NEW $79.42 +11.1%
Page 4 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%