Livet Wealth, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, Livet Wealth, LLC held in its portfolio 114 assets valued at $162,337,617 (i.e. $162.34M).
The most valuable assets in the portfolio included: VANGUARD SCOTTSDALE FDS ($12.70M), VANGUARD CHARLOTTE FDS ($12.37M), and SCHWAB STRATEGIC TR ($11.71M).
The chart below shows the top 10 valuable assets, and the table below shows the top 114 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Livet Wealth, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | 104286 | 12696743 | VNG RUS1000GRW |
| VANGUARD CHARLOTTE FDS | 256071 | 12373364 | TOTAL INT BD ETF |
| SCHWAB STRATEGIC TR | 487148 | 11711017 | INTL EQTY ETF |
| SCHWAB STRATEGIC TR | 294428 | 8076160 | US DIVIDEND EQ |
| SPDR SERIES TRUST | 84556 | 7885051 | STATE STREET SPD |
| ISHARES TR | 77631 | 7753826 | CORE US AGGBD ET |
| ISHARES TR | 155269 | 6656375 | 0-5YR HI YL CP |
| INVESCO EXCH TRD SLF IDX FD | 248961 | 4873417 | BULSHS 2026 CB |
| VANGUARD INDEX FDS | 22653 | 4326449 | VALUE ETF |
| SCHWAB STRATEGIC TR | 107991 | 3522657 | US LCAP GR ETF |
| SCHWAB STRATEGIC TR | 113370 | 3409037 | US MID-CAP ETF |
| VANGUARD WHITEHALL FDS | 21843 | 3134918 | HIGH DIV YLD |
| INVESCO EXCH TRD SLF IDX FD | 156560 | 3090500 | BULSHS 2027 CB |
| CLOUDFLARE INC | 14481 | 2854929 | CL A COM |
| SPDR INDEX SHS FDS | 57830 | 2707051 | PORTFOLIO EMG MK |
| SPDR INDEX SHS FDS | 56930 | 2528271 | PORTFOLIO DEVLPD |
| INVESCO EXCH TRD SLF IDX FD | 122022 | 2513649 | INVSCO BLSH 28 |
| VANGUARD INTL EQUITY INDEX F | 17303 | 2480087 | FTSE SMCAP ETF |
| SCHWAB STRATEGIC TR | 98155 | 2293874 | US AGGREGATE B |
| FIDELITY COVINGTON TRUST | 82409 | 2215989 | MSCI RL EST ETF |
| VANGUARD INDEX FDS | 10438 | 2210732 | SM CP VAL ETF |
| ISHARES TR | 43323 | 2166583 | CORE INTL AGGR |
| VANGUARD INDEX FDS | 4343 | 2118776 | GROWTH ETF |
| ISHARES TR | 5144 | 1921161 | RUS 1000 ETF |
| INVESCO EXCH TRD SLF IDX FD | 101803 | 1917460 | BULETSHS 2029 |
| MICROSOFT CORP | 3772 | 1824215 | COM |
| NVIDIA CORPORATION | 8951 | 1669362 | COM |
| ISHARES TR | 61527 | 1490799 | IBONDS DEC2026 |
| VANGUARD BD INDEX FDS | 16765 | 1305628 | INTERMED TERM |
| INVESCO EXCH TRD SLF IDX FD | 69618 | 1177937 | INVSCO 30 CORP |
| ADOBE INC | 3092 | 1082169 | COM |
| AMAZON COM INC | 4541 | 1048154 | COM |
| VANGUARD INDEX FDS | 11229 | 993636 | REAL ESTATE ETF |
| SPDR S&P 500 ETF TR | 1399 | 954284 | TR UNIT |
| ALPHABET INC | 2921 | 916610 | CAP STK CL C |
| ISHARES TR | 8529 | 887397 | MORNINGSTAR GRWT |
| ISHARES TR | 16834 | 806950 | USD GRN BOND ETF |
| TESLA INC | 1747 | 785661 | COM |
| VANGUARD INDEX FDS | 2604 | 755735 | MID CAP ETF |
| ISHARES TR | 1592 | 753494 | RUS 1000 GRW ETF |
| ISHARES TR | 6183 | 743065 | CORE S&P SCP ETF |
| ISHARES TR | 5331 | 730027 | RUS MD CP GR ETF |
| ORACLE CORP | 3674 | 716099 | COM |
| BROADCOM INC | 2052 | 710197 | COM |
| SPDR S&P MIDCAP 400 ETF TR | 1150 | 693819 | UTSER1 S&PDCRP |
| VISA INC | 1974 | 692302 | COM CL A |
| INVESCO EXCH TRD SLF IDX FD | 29407 | 686359 | INVSCO BLSH 26 |
| SCHWAB STRATEGIC TR | 13782 | 627494 | INTL SCEQT ETF |
| META PLATFORMS INC | 919 | 606623 | CL A |
| SHOPIFY INC | 3734 | 601062 | CL A SUB VTG SHS |
| SCHWAB STRATEGIC TR | 19907 | 589452 | US LCAP VA ETF |
| VANGUARD INTL EQUITY INDEX F | 7848 | 577306 | ALLWRLD EX US |
| VANGUARD INDEX FDS | 3180 | 563968 | MCAP VL IDXVIP |
| ISHARES TR | 11506 | 550562 | ESG AWR US AGRGT |
| VANGUARD STAR FDS | 7297 | 550486 | VG TL INTL STK F |
| ALPHABET INC | 1753 | 548689 | CAP STK CL A |
| VANGUARD INDEX FDS | 1607 | 538617 | TOTAL STK MKT |
| VANGUARD INDEX FDS | 1623 | 490325 | SML CP GRW ETF |
| BOEING CO | 2182 | 473756 | COM |
| VANGUARD ADMIRAL FDS INC | 3904 | 473443 | SMLCP 600 GRTH |
| ISHARES INC | 6992 | 470004 | CORE MSCI EMKT |
| SCHWAB STRATEGIC TR | 14343 | 469737 | EMRG MKTEQ ETF |
| QUALCOMM INC | 2650 | 453283 | COM |
| ISHARES TR | 2253 | 449842 | U.S. TECH ETF |
| ELI LILLY & CO | 398 | 427723 | COM |
| APPLE INC | 1565 | 425461 | COM |
| ISHARES TR | 1316 | 425022 | RUS 2000 GRW ETF |
| VANGUARD SCOTTSDALE FDS | 5066 | 403924 | SHRT TRM CORP BD |
| ISHARES TR | 17335 | 400092 | IBONDS 2026 TERM |
| NETFLIX INC | 4232 | 396792 | COM |
| ISHARES TR | 4577 | 394777 | MSCI EAFE MIN VL |
| VANGUARD INTL EQUITY INDEX F | 7166 | 385238 | FTSE EMR MKT ETF |
| VANGUARD BD INDEX FDS | 4819 | 379818 | SHORT TRM BOND |
| VERIZON COMMUNICATIONS INC | 9134 | 372028 | COM |
| WEC ENERGY GROUP INC | 3526 | 371852 | COM |
| GE AEROSPACE | 1185 | 365016 | COM NEW |
| MASTERCARD INCORPORATED | 630 | 359654 | CL A |
| NUSHARES ETF TR | 15984 | 345174 | ESG HI TLD CRP |
| WORLD GOLD TR | 4040 | 344895 | SPDR GLD MINIS |
| SONY GROUP CORP | 13405 | 343168 | SPONSORED ADR |
| ASTRAZENECA PLC | 3710 | 341060 | SPONSORED ADR |
| ISHARES TR | 3435 | 329895 | MSCI EAFE ETF |
| VANGUARD BD INDEX FDS | 4270 | 316279 | TOTAL BND MRKT |
| NUSHARES ETF TR | 7076 | 315923 | NUVEEN ESG SMLCP |
| SALESFORCE INC | 1152 | 305176 | COM |
| UNILEVER PLC | 4584 | 299794 | SPON ADR NEW |
| VANGUARD TAX-MANAGED FDS | 4737 | 295930 | VAN FTSE DEV MKT |
| NOVARTIS AG | 2075 | 286080 | SPONSORED ADR |
| ISHARES TR | 3187 | 285109 | CORE MSCI EAFE |
| MITSUBISHI UFJ FINL GROUP IN | 17101 | 271222 | SPONSORED ADS |
| TOTALENERGIES SE | 4123 | 269727 | ACT |
| PARKER-HANNIFIN CORP | 295 | 259293 | COM |
| INTUITIVE SURGICAL INC | 451 | 255428 | COM NEW |
| WELLS FARGO CO NEW | 2721 | 253597 | COM |
| ASML HOLDING N V | 232 | 248208 | N Y REGISTRY SHS |
| WISDOMTREE TR | 2865 | 243175 | US TOTAL DIVIDND |
| DISNEY WALT CO | 1998 | 227312 | COM |
| ARES MANAGEMENT CORPORATION | 1395 | 225474 | CL A COM STK |
| INTERNATIONAL BUSINESS MACHS | 761 | 225416 | COM |
| AMERICAN INTL GROUP INC | 2621 | 224227 | COM NEW |
| CAPITAL ONE FINL CORP | 920 | 222971 | COM |
| LOWES COS INC | 917 | 221144 | COM |
| TELEDYNE TECHNOLOGIES INC | 425 | 217060 | COM |
| ABBVIE INC | 944 | 215695 | COM |
| MEDTRONIC PLC | 2244 | 215559 | SHS |
| MONSTER BEVERAGE CORP NEW | 2754 | 211149 | COM |
| ISHARES INC | 4743 | 209498 | ESG AWR MSCI EM |
| IDEXX LABS INC | 305 | 206342 | COM |
| SERVICENOW INC | 1325 | 202977 | COM |
| MERCK & CO INC | 1923 | 202415 | COM |
| EXXON MOBIL CORP | 1677 | 201810 | COM |
| NATWEST GROUP PLC | 10851 | 189893 | SPONS ADR |
| BANCO SANTANDER SA | 13416 | 157370 | ADR |
| LLOYDS BANKING GROUP PLC | 27953 | 148151 | SPONSORED ADR |
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