Investor
Livet Wealth, LLC
CIK 0002111409 · filed 2026-04-24 · SEC filing
13F book
$157.3M
Positions
117
14 new · 13 sold
Largest name
8.0%
Vanguard Charlotte Fds
Est. mark
−$2.02M
Price effect on 103 names still held. Flow −$3.02M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Charlotte Fds | — | 262.5K | $12.6M | 8.0% | −$69.2K | Added$242K |
| Schwab Strategic Tr | — | 481.6K | $11.9M | 7.6% | $341.9K | Cut$208.1K |
| Vanguard Scottsdale Fds | — | 105K | $11.5M | 7.3% | −$1.26M | Added−$1.18M |
| Schwab Strategic Tr | — | 296.8K | $9.11M | 5.8% | $956.9K | Added$1.03M |
| Ishares Tr | — | 80.1K | $7.95M | 5.1% | −$47.3K | Added$201.1K |
| Ishares Tr | — | 156.1K | $6.6M | 4.2% | −$87K | Added−$51.6K |
| Invesco Exch Trd Slf Idx Fd | — | 233.2K | $4.55M | 2.9% | −$10.5K | Cut−$319.6K |
| Spdr Series Trust | — | 46.6K | $4.51M | 2.9% | $113.4K | Cut$62K |
| Schwab Strategic Tr | — | 115K | $3.56M | 2.3% | $100.9K | Added$151.4K |
| Invesco Exch Trd Slf Idx Fd | — | 167.6K | $3.29M | 2.1% | −$18K | Added$198.2K |
| Vanguard Whitehall Fds | — | 21.6K | $3.21M | 2.0% | $99.2K | Cut$70.2K |
| Vanguard Index Fds | — | 15.8K | $3.1M | 2.0% | $82.3K | Cut−$1.23M |
| Schwab Strategic Tr | — | 103.4K | $3.01M | 1.9% | −$360.9K | Cut−$510.3K |
| Cloudflare, Inc. | NET | 14.2K | $2.93M | 1.9% | $130.6K | Cut$76.3K |
| Spdr Series Trust | — | 30.5K | $2.88M | 1.8% | $110.1K | Cut$81.5K |
| Spdr Index Shs Fds | — | 57.9K | $2.72M | 1.7% | $5.78K | Added$9.86K |
| Spdr Index Shs Fds | — | 56.9K | $2.6M | 1.7% | $70.5K | Cut$68.2K |
| Invesco Exch Trd Slf Idx Fd | — | 126K | $2.57M | 1.6% | −$21.6K | Added$59K |
| Vanguard Intl Equity Index F | — | 17.5K | $2.55M | 1.6% | $42.6K | Added$71.9K |
| Fidelity Covington Trust | — | 87.2K | $2.35M | 1.5% | $1.64K | Added$130.6K |
| Vanguard Index Fds | — | 10.2K | $2.22M | 1.4% | $55.9K | Cut$10.7K |
| Ishares Tr | — | 44.1K | $2.21M | 1.4% | $1.3K | Added$40.9K |
| Invesco Exch Trd Slf Idx Fd | — | 108.1K | $2.02M | 1.3% | −$17.8K | Added$99.6K |
| Ishares Tr | — | 79.6K | $1.93M | 1.2% | $616 | Added$438.3K |
| Schwab Us Aggregate Bond | — | 82.1K | $1.91M | 1.2% | −$12.3K | Cut−$387.2K |
| Ishares Tr | — | 5.15K | $1.84M | 1.2% | −$87K | Added−$85.2K |
| Nvidia Corp | NVDA | 8.81K | $1.54M | 1.0% | −$106.6K | Cut−$133.4K |
| Microsoft Corp | MSFT | 3.65K | $1.35M | 0.9% | −$413.9K | Cut−$473.8K |
| Invesco Exch Trd Slf Idx Fd | — | 80.3K | $1.34M | 0.9% | −$14K | Added$163.9K |
| Vanguard Bd Index Fds | — | 17K | $1.31M | 0.8% | −$11.7K | Added$7.16K |
| Vanguard Index Fds | — | 11.4K | $1.01M | 0.6% | $2.34K | Added$21K |
| Spdr S&P 500 Etf Tr | — | 1.4K | $910.1K | 0.6% | −$44.2K | Held |
| Ishares Tr | — | 8.58K | $819.4K | 0.5% | −$73.1K | Added−$68K |
| Alphabet Inc | — | 2.76K | $792.3K | 0.5% | −$74.4K | Cut−$124.3K |
| Ishares Tr | — | 16.6K | $789.6K | 0.5% | −$7.72K | Cut−$17.3K |
| Ishares Tr | — | 6.26K | $778K | 0.5% | $25.6K | Added$34.9K |
| Adobe Inc. | ADBE | 3.12K | $758.9K | 0.5% | −$330.6K | Added−$323.3K |
| Amazon Com Inc | AMZN | 3.59K | $747.3K | 0.5% | −$80.9K | Cut−$300.9K |
| Vanguard Growth Etf | — | 1.67K | $729.9K | 0.5% | −$85.3K | Cut−$1.39M |
| Spdr S&P Midcap 400 Etf Tr | — | 1.14K | $703.9K | 0.4% | $15.5K | Cut$10.1K |
| Invesco Exch Trd Slf Idx Fd | — | 30K | $696.3K | 0.4% | −$4.85K | Added$9.98K |
| Ishares Tr | — | 1.6K | $682.7K | 0.4% | −$74.7K | Added−$70.8K |
| Vanguard Index Fds | — | 2.35K | $674.3K | 0.4% | −$7.11K | Cut−$81.4K |
| Spdr Series Trust | — | 6.66K | $637.5K | 0.4% | −$9.79K | Added−$980 |
| Meta Platforms, Inc. | META | 1.09K | $623.6K | 0.4% | −$80.8K | Added$17K |
| Schwab Strategic Tr | — | 13.1K | $614K | 0.4% | $15.9K | Cut−$13.5K |
| Vanguard Intl Equity Index F | — | 7.8K | $585.5K | 0.4% | $12K | Cut$8.22K |
| Broadcom Inc. | AVGO | 1.87K | $578.5K | 0.4% | −$68.4K | Cut−$131.7K |
| Ishares Tr | — | 25.1K | $576.8K | 0.4% | −$2.25K | Added$176.8K |
| Schwab Strategic Tr | — | 18.6K | $567.4K | 0.4% | $16.6K | Cut−$22.1K |
| Tesla, Inc. | TSLA | 1.47K | $544.6K | 0.3% | −$114.2K | Cut−$241K |
| Visa Inc. | V | 1.8K | $544.3K | 0.3% | −$87.3K | Cut−$148K |
| Ishares Tr | — | 11.4K | $543.8K | 0.3% | −$3.43K | Cut−$6.73K |
| Alphabet Inc | — | 1.83K | $527.7K | 0.3% | −$44.6K | Added−$21K |
| Apple Inc. | AAPL | 2.03K | $515.7K | 0.3% | −$28.3K | Added$90.2K |
| Vanguard Index Fds | — | 1.61K | $515.4K | 0.3% | −$23.2K | Held |
| Vanguard Scottsdale Fds | — | 5.94K | $491.5K | 0.3% | — | New |
| Vanguard Admiral Fds Inc | — | 3.9K | $485.9K | 0.3% | $12.5K | Held |
| Ishares Inc | — | 6.88K | $479.9K | 0.3% | $17.4K | Cut$9.88K |
| Schwab Strategic Tr | — | 14.3K | $471.3K | 0.3% | $2.86K | Cut$1.52K |
| Vanguard Bd Index Fds | — | 5.83K | $457.5K | 0.3% | −$1.93K | Added$77.7K |
| Oracle Corp | — | 3.1K | $456.3K | 0.3% | −$148.3K | Cut−$259.8K |
| Ishares Tr | — | 18.6K | $452.1K | 0.3% | — | New |
| Verizon Communications Inc | VZ | 8.72K | $437.7K | 0.3% | $82.6K | Cut$65.7K |
| Ishares Tr | — | 1.31K | $411.1K | 0.3% | −$12K | Cut−$14K |
| Ishares Tr | — | 2.25K | $408.9K | 0.3% | −$41.2K | Added−$41K |
| Ishares Tr | — | 4.42K | $403.6K | 0.3% | $22.6K | Cut$8.82K |
| Vanguard Scottsdale Fds | — | 5.07K | $402K | 0.3% | −$2.37K | Added−$1.97K |
| Boeing Co | — | 2.02K | $401.8K | 0.3% | −$36.5K | Cut−$71.9K |
| Shopify Inc. | SHOP | 3.29K | $390.1K | 0.2% | −$139.3K | Cut−$210.9K |
| Wec Energy Group, Inc. | WEC | 3.33K | $386.1K | 0.2% | $34.4K | Cut$14.2K |
| Vanguard Intl Equity Index F | — | 7.14K | $385.8K | 0.2% | $2.07K | Cut$565 |
| Netflix Inc | NFLX | 3.97K | $381.4K | 0.2% | $9.48K | Cut−$15.4K |
| World Gold Tr | — | 4.04K | $374.5K | 0.2% | $29.6K | Held |
| Eli Lilly & Co | LLY | 390 | $358.7K | 0.2% | −$60.4K | Cut−$69K |
| Nushares Etf Tr | — | 15.8K | $333.7K | 0.2% | −$6.54K | Cut−$11.5K |
| Ishares Tr | — | 2.6K | $333.1K | 0.2% | −$22.9K | Cut−$396.9K |
| Astrazeneca Plc Ord | AZN | 1.67K | $328.4K | 0.2% | — | New |
| Totalenergies Se | TTE | 3.56K | $324.2K | 0.2% | $91.1K | Cut$54.4K |
| Nushares Etf Tr | — | 7.08K | $318.8K | 0.2% | $2.9K | Held |
| Novartis Ag | — | 2.05K | $313.4K | 0.2% | $30.5K | Cut$27.4K |
| Mitsubishi Ufj Finl Group In | — | 18.3K | $310.5K | 0.2% | $19K | Added$39.3K |
| Vanguard Index Fds | — | 1.68K | $310.1K | 0.2% | $11.6K | Cut−$253.8K |
| Asml Holding N V | — | 234 | $309.1K | 0.2% | $58.2K | Added$60.9K |
| Vanguard Tax-Managed Fds | — | 4.79K | $306.7K | 0.2% | $7.59K | Added$10.8K |
| Mastercard Inc | MA | 601 | $300.3K | 0.2% | −$42.8K | Cut−$59.4K |
| Ishares Tr | — | 3.08K | $299.5K | 0.2% | $3.39K | Cut−$30.4K |
| Vanguard Bd Index Fds | — | 3.89K | $286.7K | 0.2% | −$1.67K | Cut−$29.6K |
| ServiceNow, Inc. | NOW | 2.71K | $283.7K | 0.2% | −$64.4K | Added$80.8K |
| Ishares Tr | — | 3.08K | $278.8K | 0.2% | $3.3K | Cut−$6.28K |
| Unilever Plc | — | 4.88K | $278.2K | 0.2% | −$38.6K | Added−$21.6K |
| Exxon Mobil Corp | — | 1.58K | $268.4K | 0.2% | $78K | Cut$66.6K |
| Sony Group Corp | — | 12.3K | $255.2K | 0.2% | −$60.4K | Cut−$88K |
| Equinor Asa | — | 6.03K | $254.5K | 0.2% | — | New |
| Salesforce, Inc. | CRM | 1.34K | $251.1K | 0.2% | −$90.1K | Added−$54.1K |
| Qualcomm Inc | — | 1.93K | $247.9K | 0.2% | −$81.4K | Cut−$205.4K |
| Teledyne Technologies Inc | TDY | 393 | $237.8K | 0.2% | $37.1K | Cut$20.7K |
| Starbucks Corp | SBUX | 2.61K | $234.1K | 0.1% | — | New |
| Ge Aerospace | — | 822 | $233.3K | 0.1% | −$19.9K | Cut−$131.8K |
| Chevron Corp New | CVX | 1.13K | $233K | 0.1% | — | New |
| Capital One Finl Corp | — | 1.27K | $232.4K | 0.1% | −$55.1K | Added$9.45K |
| Lowes Cos Inc | — | 962 | $227.3K | 0.1% | −$4.48K | Added$6.16K |
| Lemaitre Vascular Inc | LMAT | 2.08K | $226.7K | 0.1% | — | New |
| Wells Fargo Co New | — | 2.78K | $221.5K | 0.1% | −$37K | Added−$32.1K |
| Wisdomtree Tr | — | 2.55K | $220.2K | 0.1% | $3.81K | Cut−$22.9K |
| Ishares Inc | — | 4.74K | $215.7K | 0.1% | $6.17K | Held |
| Parker-Hannifin Corp | PH | 239 | $214K | 0.1% | $3.89K | Cut−$45.3K |
| Hsbc Hldgs Plc | — | 2.57K | $211.7K | 0.1% | — | New |
| American Intl Group Inc | — | 2.8K | $210.4K | 0.1% | −$27K | Added−$13.8K |
| Taiwan Semiconductor Mfg Ltd | — | 607 | $205.1K | 0.1% | — | New |
| Agnico Eagle Mines Ltd | AEM | 1.01K | $204.8K | 0.1% | — | New |
| Ishares Tr | — | 3.02K | $203.8K | 0.1% | — | New |
| Air Prods & Chems Inc | — | 701 | $203.6K | 0.1% | — | New |
| Constellation Brands, Inc. | STZ | 1.35K | $203.1K | 0.1% | — | New |
| American Wtr Wks Co Inc New | — | 1.48K | $201.7K | 0.1% | — | New |
| Banco Santander Sa | — | 12.3K | $139K | 0.1% | −$5.54K | Cut−$18.4K |
| Lloyds Banking Group Plc | — | 24.9K | $125.4K | 0.1% | −$6.73K | Cut−$22.7K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.