Livet Wealth, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), Livet Wealth, LLC reported 116 stock positions worth $162.3 million. Its top holding was Vanguard Russell 1000 Growth (VONG) at 7.8% of the portfolio, followed by Vanguard Total Intl Bond ETF (BNDX, 7.6%) and Schwab Intl Equity ETF (SCHF, 7.2%).
- Most Recent 13F
- Q2 2026
- Location
- SALT LAKE CITY, UT
- CIK
- 0002111409
- Portfolio Value
- $162.3M (Q4 2025)
- SEC Filing
- 0002111409-26-000001 ↗ filed Feb 13, 2026
Holdings Value
Holdings 116 stocks · $162.3M
| VONG Vanguard Russell 1000 Growth | 7.82% | 104,286 | $12.7M | — |
| BNDX Vanguard Total Intl Bond ETF | 7.62% | 256,071 | $12.4M | — |
| SCHF Schwab Intl Equity ETF | 7.21% | 487,148 | $11.7M | — |
| SCHD Schwab US DVD Equity ETF | 4.97% | 294,428 | $8.1M | — |
| AGG iShares Core U.S. Aggregate | 4.78% | 77,631 | $7.8M | — |
| SHYG iShares 0-5 YR HY Corp. Bond | 4.10% | 155,269 | $6.7M | — |
| BSCQ Invesco Bulletshares 2026 CB | 3.00% | 248,961 | $4.9M | — |
| SLYG SS SPDR S&P 600 SC GR ETF | 2.74% | 47,189 | $4.4M | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.67% | 22,653 | $4.3M | — |
| SCHG Schwab US Large-Cap Growth | 2.17% | 107,991 | $3.5M | — |
| SCHM Schwab US Mid Cap ETF | 2.10% | 113,370 | $3.4M | — |
| VYM Vanguard High DVD Yield ETF | 1.93% | 21,843 | $3.1M | — |
| BSCR Invesco Bulletshares 2027 CB | 1.90% | 156,560 | $3.1M | — |
| NET Cloudflare Inc. Class A | 1.76% | 14,481 | $2.9M | — |
| SLYV SS SPDR S&P 600 SC Val ETF | 1.73% | 30,799 | $2.8M | — |
| SPEM State Street SP PTF Em ETF | 1.67% | 57,830 | $2.7M | — |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.56% | 56,930 | $2.5M | — |
| BSCS Invesco Bulletshares 2028 CB | 1.55% | 122,022 | $2.5M | — |
| VSS Vanguard Ftse All Wo X-US SC | 1.53% | 17,303 | $2.5M | — |
| SCHZ Schwab US Aggregate Bond ETF | 1.41% | 98,155 | $2.3M | — |
| FREL Fidelity MSCI RL Est Indx | 1.36% | 82,409 | $2.2M | — |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.36% | 10,438 | $2.2M | — |
| IAGG iShares Intl Aggregate Bond | 1.33% | 43,323 | $2.2M | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.31% | 4,343 | $2.1M | — |
| IWB iShares Russell 1000 ETF | 1.18% | 5,144 | $1.9M | — |
| BSCT Invesco Bulletshares 2029 CB | 1.18% | 101,803 | $1.9M | — |
| MSFT Microsoft Corp. | 1.12% | 3,772 | $1.8M | — |
| NVDA Nvidia Corp. | 1.03% | 8,951 | $1.7M | — |
| IBDR iShares Ibonds Dec 2026 Term | 0.92% | 61,527 | $1.5M | — |
| BIV Vanguard Intermediate-Term B | 0.80% | 16,765 | $1.3M | — |
| BSCU Invesco Bulletshares 2030 CB | 0.73% | 69,618 | $1.2M | — |
| ADBE Adobe Inc. | 0.67% | 3,092 | $1.1M | — |
| AMZN Amazon.com Inc. | 0.65% | 4,541 | $1.0M | — |
| VNQ Vanguard Real Estate ETF | 0.61% | 11,229 | $994K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.59% | 1,399 | $954K | — |
| GOOG Alphabet Inc. Class C | 0.56% | 2,921 | $917K | — |
| ILCG iShares Morningstar Growth E | 0.55% | 8,529 | $887K | — |
| BGRN iShares Usd Green Bond ETF | 0.50% | 16,834 | $807K | — |
| TSLA Tesla Inc. | 0.48% | 1,747 | $786K | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.47% | 2,604 | $756K | — |
| IWF iShares Russell 1000 Growth | 0.46% | 1,592 | $753K | — |
| IJR iShares Core S&P Small-Cap E | 0.46% | 6,183 | $743K | — |
| IWP iShares Russell Mid-Cap Grow | 0.45% | 5,331 | $730K | — |
| ORCL Oracle Corp. | 0.44% | 3,674 | $716K | — |
| AVGO Broadcom Inc. | 0.44% | 2,052 | $710K | — |
| MDY State Street SPDR S&P Midcap | 0.43% | 1,150 | $694K | — |
| V Visa Inc. Class A | 0.43% | 1,974 | $692K | — |
| BSJQ Invesco Bulletshares 2026 HY | 0.42% | 29,407 | $686K | — |
| JNK SS SPDR BB High Yield Bond | 0.39% | 6,568 | $638K | — |
| SCHC Schwab Intl Small-Cap Equity | 0.39% | 13,782 | $627K | — |
| META Meta Platforms Inc. Class A | 0.37% | 919 | $607K | — |
| SHOP Shopify Inc. Class A | 0.37% | 3,734 | $601K | — |
| SCHV Schwab US Large-Cap Value | 0.36% | 19,907 | $589K | — |
| VEU Vanguard Ftse All-World Ex-U | 0.36% | 7,848 | $577K | — |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.35% | 3,180 | $564K | — |
| EAGG iShares ESG Aware US Aggrega | 0.34% | 11,506 | $551K | — |
| VXUS Vanguard Total Intl Stock | 0.34% | 7,297 | $550K | — |
| GOOGL Alphabet Inc. Class A | 0.34% | 1,753 | $549K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.33% | 1,607 | $539K | — |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.30% | 1,623 | $490K | — |
| BA The Boeing Co. | 0.29% | 2,182 | $474K | — |
| VIOG Vanguard S&P SM Cap 600 GRW | 0.29% | 3,904 | $473K | — |
| IEMG iShares Core MSCI Emerging | 0.29% | 6,992 | $470K | — |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.29% | 14,343 | $470K | — |
| QCOM Qualcomm Inc. | 0.28% | 2,650 | $453K | — |
| IYW iShares Ustechnology ETF | 0.28% | 2,253 | $450K | — |
| LLY Eli Lilly & Co. | 0.26% | 398 | $428K | — |
| AAPL Apple Inc. | 0.26% | 1,565 | $425K | — |
| IWO iShares Russell 2000 Growth | 0.26% | 1,316 | $425K | — |
| VCSH Vanguard S/T Corp. Bond ETF | 0.25% | 5,066 | $404K | — |
| IBHF iShares Ibond 2026 HY & Inc. | 0.25% | 17,335 | $400K | — |
| NFLX Netflix Inc. | 0.24% | 4,232 | $397K | — |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.24% | 4,577 | $395K | — |
| VWO Vanguard Ftse Emerging Marke | 0.24% | 7,166 | $385K | — |
| BSV Vanguard Short-Term Bond ETF | 0.23% | 4,819 | $380K | — |
| VZ Verizon Communications Inc. | 0.23% | 9,134 | $372K | — |
| WEC WEC Energy Group Inc. | 0.23% | 3,526 | $372K | — |
| GE General Electric filed as GE AEROSPACE | 0.22% | 1,185 | $365K | — |
| MA Mastercard Inc. Class A | 0.22% | 630 | $360K | — |
| NUHY Nuveen ESG Hi YLD Corp. BND | 0.21% | 15,984 | $345K | — |
| GLDM SPDR Gold Minishares Trust | 0.21% | 4,040 | $345K | — |
| SONY Sony Group Corp. - SP ADR | 0.21% | 13,405 | $343K | — |
| AZN Astrazeneca PLC-Spons ADR | 0.21% | 3,710 | $341K | — |
| EFA iShares MSCI Eafe ETF | 0.20% | 3,435 | $330K | — |
| BND Vanguard Total Bond Market | 0.19% | 4,270 | $316K | — |
| NUSC Nuveen ESG Small-Cap ETF | 0.19% | 7,076 | $316K | — |
| CRM Salesforce Inc. | 0.19% | 1,152 | $305K | — |
| UL Unilever PLC-Sponsored ADR | 0.18% | 4,584 | $300K | — |
| VEA Vanguard Ftse Developed ETF | 0.18% | 4,737 | $296K | — |
| NVS Novartis AG-Sponsored ADR | 0.18% | 2,075 | $286K | — |
| IEFA iShares Core MSCI Eafe ETF | 0.18% | 3,187 | $285K | — |
| MUFG Mitsubishi Ufj Finl-Spon ADR | 0.17% | 17,101 | $271K | — |
| TTE Totalenergies SE | 0.17% | 4,123 | $270K | — |
| PH Parker Hannifin Corp. | 0.16% | 295 | $259K | — |
| ISRG Intuitive Surgical Inc. | 0.16% | 451 | $255K | — |
| WFC Wells Fargo & Co. | 0.16% | 2,721 | $254K | — |
| ASML ASML Holding NV-NY Reg SHS | 0.15% | 232 | $248K | — |
| DTD Wisdomtree US Total Dividend | 0.15% | 2,865 | $243K | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.14% | 1,998 | $227K | — |
| ARES Ares Management Corp. Class A | 0.14% | 1,395 | $225K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.14% | 761 | $225K | — |
| AIG American International Group | 0.14% | 2,621 | $224K | — |
| COF Capital One Financial Corp. | 0.14% | 920 | $223K | — |
| LOW Lowe's Cos Inc. | 0.14% | 917 | $221K | — |
| TDY Teledyne Technologies Inc. | 0.13% | 425 | $217K | — |
| ABBV Abbvie Inc. | 0.13% | 944 | $216K | — |
| MDT Medtronic PLC | 0.13% | 2,244 | $216K | — |
| MNST Monster Beverage Corp. | 0.13% | 2,754 | $211K | — |
| ESGE iShares Inc. iShares ESG Awar | 0.13% | 4,743 | $209K | — |
| IDXX Idexx Laboratories Inc. | 0.13% | 305 | $206K | — |
| NOW ServiceNow Inc. | 0.13% | 1,325 | $203K | — |
| MRK Merck & Co. Inc. | 0.12% | 1,923 | $202K | — |
| XOM Exxon Mobil Corp. | 0.12% | 1,677 | $202K | — |
| NWG Natwest Group PLC -Spon ADR | 0.12% | 10,851 | $190K | — |
| SAN Banco Santander SA-Spon ADR | 0.10% | 13,416 | $157K | — |
| LYG Lloyds Banking Group PLC-ADR | 0.09% | 27,953 | $148K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.