account_balance

Investment manager · 13F filer · SEC CIK 2111409

Livet Wealth, LLC

Reported value$180Mas of Sep 30, 2026
Positions119 8 new, 11 sold out
Top 10 weight48.1%BNDX alone is 8%
FiledOct 2727 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
BNDX Vanguard Charlotte FDS 8.0% Added +10%
VONG Vanguard Scottsdale FDS 7.6% Added +2%
SCHF Schwab Strategic Tr 7.3% Held
SCHD Schwab Strategic Tr 5.3% Held
AGG iShares Tr 5.3% Added +10%
SHYG iShares Tr 4.1% Added +5%
SLYG SPDR Series Trust 2.8% Held
NET Cloudflare, Inc. 2.7% Held
BSCR Invesco Exch TRD SLF Idx Fd 2.6% Added +28%
BSCQ Invesco Exch TRD SLF Idx Fd 2.5% Trimmed −4%
BSCS Invesco Exch TRD SLF Idx Fd 2.3% Added +40%
SCHM Schwab Strategic Tr 2.2% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 27, 2026, compared with the Jul 28, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
  • LLY −19%
  • IWF −14%
  • BSJQ −14%
  • SCHV −9%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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