Livet Wealth, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 24, 2026), Livet Wealth, LLC reported 117 stock positions worth $157.3 million. Its top holding was Vanguard Total Intl Bond ETF (BNDX) at 8.0% of the portfolio, followed by Schwab Intl Equity ETF (SCHF, 7.6%) and Vanguard Russell 1000 Growth (VONG, 7.3%). Compared with Q4 2025, it opened 13 new positions, sold out of 12, added to 41 and reduced 57. The biggest buy was Schwab US DVD Equity ETF (SCHD, shares +1%) and the biggest sale Vanguard Mrngstar GR ETF-Sui (VUG, shares −62%).
- Most Recent 13F
- Q2 2026
- Location
- SALT LAKE CITY, UT
- CIK
- 0002111409
- Portfolio Value
- $157.3M (Q1 2026)
- SEC Filing
- 0002111409-26-000002 ↗ filed Apr 24, 2026
Holdings Value
Holdings 117 stocks · $157.3M
| BNDX Vanguard Total Intl Bond ETF | 8.02% | 262,547 | $12.6M | Add +2.5% |
| SCHF Schwab Intl Equity ETF | 7.58% | 481,581 | $11.9M | Reduce -1.1% |
| VONG Vanguard Russell 1000 Growth | 7.32% | 104,970 | $11.5M | Add +0.7% |
| SCHD Schwab US DVD Equity ETF | 5.79% | 296,810 | $9.1M | Add +0.8% |
| AGG iShares Core U.S. Aggregate | 5.06% | 80,134 | $8.0M | Add +3.2% |
| SHYG iShares 0-5 YR HY Corp. Bond | 4.20% | 156,105 | $6.6M | Add +0.5% |
| BSCQ Invesco Bulletshares 2026 CB | 2.90% | 233,171 | $4.6M | Reduce -6.3% |
| SLYG SS SPDR S&P 600 SC GR ETF | 2.87% | 46,644 | $4.5M | Reduce -1.1% |
| SCHM Schwab US Mid Cap ETF | 2.26% | 115,002 | $3.6M | Add +1.4% |
| BSCR Invesco Bulletshares 2027 CB | 2.09% | 167,578 | $3.3M | Add +7.0% |
| VYM Vanguard High DVD Yield ETF | 2.04% | 21,641 | $3.2M | Reduce -0.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.97% | 15,788 | $3.1M | Reduce -30.3% |
| SCHG Schwab US Large-Cap Growth | 1.92% | 103,411 | $3.0M | Reduce -4.2% |
| NET Cloudflare Inc. Class A | 1.86% | 14,206 | $2.9M | Reduce -1.9% |
| SLYV SS SPDR S&P 600 SC Val ETF | 1.83% | 30,485 | $2.9M | Reduce -1.0% |
| SPEM State Street SP PTF Em ETF | 1.73% | 57,917 | $2.7M | Add +0.1% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.65% | 56,877 | $2.6M | Reduce -0.1% |
| BSCS Invesco Bulletshares 2028 CB | 1.64% | 125,966 | $2.6M | Add +3.2% |
| VSS Vanguard Ftse All Wo X-US SC | 1.62% | 17,504 | $2.6M | Add +1.2% |
| FREL Fidelity MSCI RL Est Indx | 1.49% | 87,202 | $2.3M | Add +5.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.41% | 10,225 | $2.2M | Reduce -2.0% |
| IAGG iShares Intl Aggregate Bond | 1.40% | 44,115 | $2.2M | Add +1.8% |
| BSCT Invesco Bulletshares 2029 CB | 1.28% | 108,092 | $2.0M | Add +6.2% |
| IBDR iShares Ibonds Dec 2026 Term | 1.23% | 79,583 | $1.9M | Add +29.4% |
| SCHZ Schwab US Aggregate Bond ETF | 1.21% | 82,115 | $1.9M | Reduce -16.3% |
| IWB iShares Russell 1000 ETF | 1.17% | 5,149 | $1.8M | Add +0.1% |
| NVDA Nvidia Corp. | 0.98% | 8,807 | $1.5M | Reduce -1.6% |
| MSFT Microsoft Corp. | 0.86% | 3,648 | $1.4M | Reduce -3.3% |
| BSCU Invesco Bulletshares 2030 CB | 0.85% | 80,260 | $1.3M | Add +15.3% |
| BIV Vanguard Intermediate-Term B | 0.83% | 17,009 | $1.3M | Add +1.5% |
| VNQ Vanguard Real Estate ETF | 0.65% | 11,439 | $1.0M | Add +1.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.58% | 1,399 | $910K | No change |
| ILCG iShares Morningstar Growth E | 0.52% | 8,582 | $819K | Add +0.6% |
| GOOG Alphabet Inc. Class C | 0.50% | 2,762 | $792K | Reduce -5.4% |
| BGRN iShares Usd Green Bond ETF | 0.50% | 16,634 | $790K | Reduce -1.2% |
| IJR iShares Core S&P Small-Cap E | 0.49% | 6,258 | $778K | Add +1.2% |
| ADBE Adobe Inc. | 0.48% | 3,122 | $759K | Add +1.0% |
| AMZN Amazon.com Inc. | 0.48% | 3,588 | $747K | Reduce -21.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.46% | 1,671 | $730K | Reduce -61.5% |
| MDY State Street SPDR S&P Midcap | 0.45% | 1,141 | $704K | Reduce -0.8% |
| BSJQ Invesco Bulletshares 2026 HY | 0.44% | 30,047 | $696K | Add +2.2% |
| IWF iShares Russell 1000 Growth | 0.43% | 1,601 | $683K | Add +0.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.43% | 2,348 | $674K | Reduce -9.8% |
| JNK SS SPDR BB High Yield Bond | 0.41% | 6,660 | $637K | Add +1.4% |
| META Meta Platforms Inc. Class A | 0.40% | 1,090 | $624K | Add +18.6% |
| SCHC Schwab Intl Small-Cap Equity | 0.39% | 13,137 | $614K | Reduce -4.7% |
| VEU Vanguard Ftse All-World Ex-U | 0.37% | 7,797 | $586K | Reduce -0.7% |
| AVGO Broadcom Inc. | 0.37% | 1,869 | $578K | Reduce -8.9% |
| IBHF iShares Ibond 2026 HY & Inc. | 0.37% | 25,135 | $577K | Add +45.0% |
| SCHV Schwab US Large-Cap Value | 0.36% | 18,603 | $567K | Reduce -6.5% |
| TSLA Tesla Inc. | 0.35% | 1,465 | $545K | Reduce -16.1% |
| V Visa Inc. Class A | 0.35% | 1,801 | $544K | Reduce -8.8% |
| EAGG iShares ESG Aware US Aggrega | 0.35% | 11,437 | $544K | Reduce -0.6% |
| GOOGL Alphabet Inc. Class A | 0.34% | 1,835 | $528K | Add +4.7% |
| AAPL Apple Inc. | 0.33% | 2,032 | $516K | Add +29.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.33% | 1,607 | $515K | No change |
| VCIT Vanguard Int-Term Corporate | 0.31% | 5,939 | $491K | New |
| VIOG Vanguard S&P SM Cap 600 GRW | 0.31% | 3,904 | $486K | No change |
| IEMG iShares Core MSCI Emerging | 0.31% | 6,880 | $480K | Reduce -1.6% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.30% | 14,302 | $471K | Reduce -0.3% |
| BSV Vanguard Short-Term Bond ETF | 0.29% | 5,834 | $457K | Add +21.1% |
| ORCL Oracle Corp. | 0.29% | 3,102 | $456K | Reduce -15.6% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.29% | 18,649 | $452K | New |
| VZ Verizon Communications Inc. | 0.28% | 8,719 | $438K | Reduce -4.5% |
| IWO iShares Russell 2000 Growth | 0.26% | 1,310 | $411K | Reduce -0.5% |
| IYW iShares Ustechnology ETF | 0.26% | 2,254 | $409K | Add +0.0% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.26% | 4,417 | $404K | Reduce -3.5% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.26% | 5,071 | $402K | Add +0.1% |
| BA The Boeing Co. | 0.26% | 2,019 | $402K | Reduce -7.5% |
| SHOP Shopify Inc. Class A | 0.25% | 3,289 | $390K | Reduce -11.9% |
| WEC WEC Energy Group Inc. | 0.25% | 3,335 | $386K | Reduce -5.4% |
| VWO Vanguard Ftse Emerging Marke | 0.25% | 7,138 | $386K | Reduce -0.4% |
| NFLX Netflix Inc. | 0.24% | 3,967 | $381K | Reduce -6.3% |
| GLDM SPDR Gold Minishares Trust | 0.24% | 4,040 | $374K | No change |
| LLY Eli Lilly & Co. | 0.23% | 390 | $359K | Reduce -2.0% |
| NUHY Nuveen ESG Hi YLD Corp. BND | 0.21% | 15,754 | $334K | Reduce -1.4% |
| IWP iShares Russell Mid-Cap Grow | 0.21% | 2,600 | $333K | Reduce -51.2% |
| AZN Astrazeneca PLC | 0.21% | 1,665 | $328K | Reduce -10.2% |
| TTE Totalenergies SE | 0.21% | 3,563 | $324K | Reduce -13.6% |
| NUSC Nuveen ESG Small-Cap ETF | 0.20% | 7,076 | $319K | No change |
| NVS Novartis AG-Sponsored ADR | 0.20% | 2,052 | $313K | Reduce -1.1% |
| MUFG Mitsubishi Ufj Finl-Spon ADR | 0.20% | 18,297 | $311K | Add +7.0% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.20% | 1,683 | $310K | Reduce -47.1% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.20% | 234 | $309K | Add +0.9% |
| VEA Vanguard Ftse Developed ETF | 0.20% | 4,787 | $307K | Add +1.1% |
| MA Mastercard Inc. Class A | 0.19% | 601 | $300K | Reduce -4.6% |
| EFA iShares MSCI Eafe ETF | 0.19% | 3,083 | $299K | Reduce -10.3% |
| BND Vanguard Total Bond Market | 0.18% | 3,893 | $287K | Reduce -8.8% |
| NOW ServiceNow Inc. | 0.18% | 2,714 | $284K | Add +104.8% |
| IEFA iShares Core MSCI Eafe ETF | 0.18% | 3,080 | $279K | Reduce -3.4% |
| UL Unilever PLC-Sponsored ADR | 0.18% | 4,883 | $278K | Add +6.5% |
| XOM Exxon Mobil Corp. | 0.17% | 1,582 | $268K | Reduce -5.7% |
| SONY Sony Group Corp. - SP ADR | 0.16% | 12,329 | $255K | Reduce -8.0% |
| EQNR Equinor ASA-Spon ADR | 0.16% | 6,031 | $255K | New |
| CRM Salesforce Inc. | 0.16% | 1,345 | $251K | Add +16.8% |
| QCOM Qualcomm Inc. | 0.16% | 1,925 | $248K | Reduce -27.4% |
| TDY Teledyne Technologies Inc. | 0.15% | 393 | $238K | Reduce -7.5% |
| SBUX Starbucks Corp. | 0.15% | 2,613 | $234K | New |
| GE General Electric filed as GE AEROSPACE | 0.15% | 822 | $233K | Reduce -30.6% |
| CVX Chevron Corp. | 0.15% | 1,126 | $233K | New |
Portfolio Sells Q4 2025 → Q1 2026
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -61.5% | 0.46% | −0.84 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -30.3% | 1.97% | −0.70 |
| VXUS Vanguard Total Intl Stock | Sold out | 0.00% | −0.34 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Sold out | 0.00% | −0.30 |
| MSFT Microsoft Corp. | Reduce -3.3% | 0.86% | −0.27 |
| SCHG Schwab US Large-Cap Growth | Reduce -4.2% | 1.92% | −0.25 |
| IWP iShares Russell Mid-Cap Grow | Reduce -51.2% | 0.21% | −0.24 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -16.3% | 1.21% | −0.20 |
| AMZN Amazon.com Inc. | Reduce -21.0% | 0.48% | −0.17 |
| ISRG Intuitive Surgical Inc. | Sold out | 0.00% | −0.16 |
| ORCL Oracle Corp. | Reduce -15.6% | 0.29% | −0.15 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -47.1% | 0.20% | −0.15 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.14 |
| ARES Ares Management Corp. Class A | Sold out | 0.00% | −0.14 |
| IBM Intl Business Machines Corp. | Sold out | 0.00% | −0.14 |
| TSLA Tesla Inc. | Reduce -16.1% | 0.35% | −0.14 |
| ABBV Abbvie Inc. | Sold out | 0.00% | −0.13 |
| MDT Medtronic PLC | Sold out | 0.00% | −0.13 |
| MNST Monster Beverage Corp. | Sold out | 0.00% | −0.13 |
| IDXX Idexx Laboratories Inc. | Sold out | 0.00% | −0.13 |
| MRK Merck & Co. Inc. | Sold out | 0.00% | −0.12 |
| SHOP Shopify Inc. Class A | Reduce -11.9% | 0.25% | −0.12 |
| QCOM Qualcomm Inc. | Reduce -27.4% | 0.16% | −0.12 |
| NWG Natwest Group PLC -Spon ADR | Sold out | 0.00% | −0.12 |
| BSCQ Invesco Bulletshares 2026 CB | Reduce -6.3% | 2.90% | −0.11 |
| V Visa Inc. Class A | Reduce -8.8% | 0.35% | −0.08 |
| GE General Electric | Reduce -30.6% | 0.15% | −0.08 |
| AVGO Broadcom Inc. | Reduce -8.9% | 0.37% | −0.07 |
| GOOG Alphabet Inc. Class C | Reduce -5.4% | 0.50% | −0.06 |
| NVDA Nvidia Corp. | Reduce -1.6% | 0.98% | −0.05 |
| SONY Sony Group Corp. - SP ADR | Reduce -8.0% | 0.16% | −0.05 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -9.8% | 0.43% | −0.04 |
| BA The Boeing Co. | Reduce -7.5% | 0.26% | −0.04 |
| LLY Eli Lilly & Co. | Reduce -2.0% | 0.23% | −0.04 |
| MA Mastercard Inc. Class A | Reduce -4.6% | 0.19% | −0.03 |
| PH Parker Hannifin Corp. | Reduce -19.0% | 0.14% | −0.02 |
| EFA iShares MSCI Eafe ETF | Reduce -10.3% | 0.19% | −0.01 |
| BND Vanguard Total Bond Market | Reduce -8.8% | 0.18% | −0.01 |
| LYG Lloyds Banking Group PLC-ADR | Reduce -10.8% | 0.08% | −0.01 |
| DTD Wisdomtree US Total Dividend | Reduce -11.0% | 0.14% | −0.01 |
| SAN Banco Santander SA-Spon ADR | Reduce -8.2% | 0.09% | −0.01 |
| SCHV Schwab US Large-Cap Value | Reduce -6.5% | 0.36% | −0.00 |
| NFLX Netflix Inc. | Reduce -6.3% | 0.24% | −0.00 |
| AZN Astrazeneca PLC | Reduce -10.2% | 0.21% | −0.00 |
| IWO iShares Russell 2000 Growth | Reduce -0.5% | 0.26% | −0.00 |
| NUHY Nuveen ESG Hi YLD Corp. BND | Reduce -1.4% | 0.21% | −0.00 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -3.4% | 0.18% | +0.00 |
| SCHC Schwab Intl Small-Cap Equity | Reduce -4.7% | 0.39% | +0.00 |
| BGRN iShares Usd Green Bond ETF | Reduce -1.2% | 0.50% | +0.00 |
| EAGG iShares ESG Aware US Aggrega | Reduce -0.6% | 0.35% | +0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| SCHD Schwab US DVD Equity ETF | Add +0.8% | 5.79% | +0.81 |
| BNDX Vanguard Total Intl Bond ETF | Add +2.5% | 8.02% | +0.40 |
| VCIT Vanguard Int-Term Corporate | New | 0.31% | +0.31 |
| IBDR iShares Ibonds Dec 2026 Term | Add +29.4% | 1.23% | +0.31 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | New | 0.29% | +0.29 |
| AGG iShares Core U.S. Aggregate | Add +3.2% | 5.06% | +0.28 |
| BSCR Invesco Bulletshares 2027 CB | Add +7.0% | 2.09% | +0.19 |
| SCHM Schwab US Mid Cap ETF | Add +1.4% | 2.26% | +0.16 |
| EQNR Equinor ASA-Spon ADR | New | 0.16% | +0.16 |
| SBUX Starbucks Corp. | New | 0.15% | +0.15 |
| CVX Chevron Corp. | New | 0.15% | +0.15 |
| LMAT Lemaitre Vascular Inc. | New | 0.14% | +0.14 |
| HSBC HSBC Holdings PLC-Spons ADR | New | 0.13% | +0.13 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.13% | +0.13 |
| AEM Agnico Eagle Mines Ltd. | New | 0.13% | +0.13 |
| APD Air Products & Chemicals Inc. | New | 0.13% | +0.13 |
| IJH iShares Core S&P Midcap ETF | New | 0.13% | +0.13 |
| STZ Constellation Brands Inc. Class A | New | 0.13% | +0.13 |
| AWK American Water Works Co. Inc. | New | 0.13% | +0.13 |
| BSCU Invesco Bulletshares 2030 CB | Add +15.3% | 0.85% | +0.13 |
| FREL Fidelity MSCI RL Est Indx | Add +5.8% | 1.49% | +0.13 |
| IBHF iShares Ibond 2026 HY & Inc. | Add +45.0% | 0.37% | +0.12 |
| BSCT Invesco Bulletshares 2029 CB | Add +6.2% | 1.28% | +0.10 |
| SHYG iShares 0-5 YR HY Corp. Bond | Add +0.5% | 4.20% | +0.10 |
| VSS Vanguard Ftse All Wo X-US SC | Add +1.2% | 1.62% | +0.09 |
| BSCS Invesco Bulletshares 2028 CB | Add +3.2% | 1.64% | +0.09 |
| IAGG iShares Intl Aggregate Bond | Add +1.8% | 1.40% | +0.07 |
| AAPL Apple Inc. | Add +29.8% | 0.33% | +0.07 |
| SPEM State Street SP PTF Em ETF | Add +0.1% | 1.73% | +0.06 |
| BSV Vanguard Short-Term Bond ETF | Add +21.1% | 0.29% | +0.06 |
| NOW ServiceNow Inc. | Add +104.8% | 0.18% | +0.06 |
| ASML ASML Holding NV-NY Reg SHS | Add +0.9% | 0.20% | +0.04 |
| IJR iShares Core S&P Small-Cap E | Add +1.2% | 0.49% | +0.04 |
| VNQ Vanguard Real Estate ETF | Add +1.9% | 0.65% | +0.03 |
| MUFG Mitsubishi Ufj Finl-Spon ADR | Add +7.0% | 0.20% | +0.03 |
| BIV Vanguard Intermediate-Term B | Add +1.5% | 0.83% | +0.03 |
| META Meta Platforms Inc. Class A | Add +18.6% | 0.40% | +0.02 |
| BSJQ Invesco Bulletshares 2026 HY | Add +2.2% | 0.44% | +0.02 |
| VEA Vanguard Ftse Developed ETF | Add +1.1% | 0.20% | +0.01 |
| JNK SS SPDR BB High Yield Bond | Add +1.4% | 0.41% | +0.01 |
| COF Capital One Financial Corp. | Add +38.5% | 0.15% | +0.01 |
| LOW Lowe's Cos Inc. | Add +4.9% | 0.14% | +0.01 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +0.1% | 0.26% | +0.01 |
| GOOGL Alphabet Inc. Class A | Add +4.7% | 0.34% | −0.00 |
| AIG American International Group | Add +6.7% | 0.13% | −0.00 |
| UL Unilever PLC-Sponsored ADR | Add +6.5% | 0.18% | −0.01 |
| WFC Wells Fargo & Co. | Add +2.2% | 0.14% | −0.02 |
| IWB iShares Russell 1000 ETF | Add +0.1% | 1.17% | −0.02 |
| IYW iShares Ustechnology ETF | Add +0.0% | 0.26% | −0.02 |
| ILCG iShares Morningstar Growth E | Add +0.6% | 0.52% | −0.03 |