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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 5 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AZN ASTRAZENECA PLC Healthcare 1,640.0 $311K 0.18% NEW $189.62 -14.2%
82 IEFA ISHARES TR 3,218.0 $311K 0.18% NEW $96.58 +4.0%
83 NUHY NUSHARES ETF TR 14,491.0 $311K 0.18% NEW $21.44 -0.7%
84 MA MASTERCARD INCORPORATED Financial Services 598.0 $307K 0.18% NEW $513.60 +15.9%
85 NVS NOVARTIS AG Healthcare 1,946.0 $305K 0.18% NEW $156.72 -1.9%
86 EFAV ISHARES TR 3,449.0 $302K 0.17% NEW $87.70 +7.0%
87 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 608.0 $290K 0.17% NEW $477.57 -12.6%
88 BND VANGUARD BD INDEX FDS 3,898.0 $286K 0.17% NEW $73.41 -1.5%
89 NFLX NETFLIX INC. Communication Services 3,995.0 $285K 0.17% NEW $71.40 +14.5%
90 GEV GE VERNOVA INC Utilities 242.0 $284K 0.16% NEW $1174.86 -22.4%
91 SBUX STARBUCKS CORP Consumer Cyclical 2,613.0 $267K 0.15% NEW $102.19 +5.5%
92 MU MICRON TECHNOLOGY INC Technology 230.0 $265K 0.15% NEW $1154.29 -19.2%
93 TOTALENERGIES SE 3,409.0 $265K 0.15% NEW $77.76
94 TDY TELEDYNE TECHNOLOGIES INC Technology 389.0 $259K 0.15% NEW $666.90 -6.7%
95 COF CAPITAL ONE FINL CORP Financial Services 1,249.0 $251K 0.14% NEW $200.62 +7.5%
96 NOW SERVICENOW INC Technology 2,452.0 $243K 0.14% NEW $99.28 +45.8%
97 IJH ISHARES TR 3,135.0 $242K 0.14% NEW $77.10 -1.7%
98 QCOM QUALCOMM INC Technology 1,295.0 $239K 0.14% NEW $184.79 -11.1%
99 DTD WISDOMTREE TR 2,563.0 $239K 0.14% NEW $93.23 +4.0%
100 ESGE ISHARES INC 4,362.0 $239K 0.14% NEW $54.69 -1.2%
Page 5 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%