Livet Wealth

SALT LAKE CITY, UTfiles as Livet Wealth, LLC

$173m in 122 US stocks at the end of 30 June 2026. The top 10 are 48.2% of the money. It changed about 4.5% of the portfolio this quarter.

Value

$173m

Stocks

122

Top 10 share

48.2%

Turnover

4.5%

What changed this quarter

New

Bought for the first time this quarter.

GE VernovaGEV
0.2% of the fund
Micron TechnologyMU
0.2% of the fund
Monster BeverageMNST
0.1% of the fund
Ishares TRIWM
0.1% of the fund
AbbVieABBV
0.1% of the fund
Texas InstrumentsTXN
0.1% of the fund
CorningGLW
0.1% of the fund
Invesco Exch TRD SLF IDX FDBSCV
0.1% of the fund
Schwab Strategic TRSCHA
0.1% of the fund
Lam ResearchLRCX
0.1% of the fund
WatscoWSO
0.1% of the fund
Schwab Strategic TRSCHK
0.1% of the fund
Vertex PharmaceuticalsVRTX
0.1% of the fund
Applied MaterialsAMAT
0.1% of the fund

Added

Bought more of a stock they already held.

Vanguard Charlotte FDSBNDX
7.9% of the fund
+8%
Ishares TRAGG
5.3% of the fund
+15%
Ishares TRSHYG
4.1% of the fund
+8%
Invesco Exch TRD SLF IDX FDBSCQ
2.7% of the fund
+2%
Invesco Exch TRD SLF IDX FDBSCR
2.1% of the fund
+11%
Invesco Exch TRD SLF IDX FDBSCS
1.7% of the fund
+15%
Fidelity Covington TrustFREL
1.5% of the fund
+3%
Invesco Exch TRD SLF IDX FDBSCT
1.4% of the fund
+21%
Ishares TRIAGG
1.3% of the fund
+3%
NvidiaNVDA
1.1% of the fund
+4%
Invesco Exch TRD SLF IDX FDBSCU
0.9% of the fund
+22%
MicrosoftMSFT
0.8% of the fund
+3%
Invesco Exch TRD SLF IDX FDBSJQ
0.6% of the fund
+45%
Amazon.comAMZN
0.5% of the fund
+8%
Ishares TRBGRN
0.5% of the fund
+6%
BroadcomAVGO
0.5% of the fund
+11%
Spdr Series TrustJNK
0.4% of the fund
+3%
TeslaTSLA
0.4% of the fund
+5%
ASML Holding NVASML
0.3% of the fund
+12%
Vanguard Intl Equity Index FVWO
0.3% of the fund
+2%
General ElectricGE
0.2% of the fund
+35%
Ishares TREFA
0.2% of the fund
+10%
Ishares TRIEFA
0.2% of the fund
+4%
Ishares TRIJH
0.1% of the fund
+4%
ExxonMobil HoldingsXOM
0.1% of the fund
+8%

Cut

Sold some of their stake.

Schwab Strategic TRSCHF
7.5% of the fund
-2%
Schwab Strategic TRSCHD
5.3% of the fund
-2%
Vanguard Whitehall FDSVYM
1.9% of the fund
-4%
Spdr Series TrustSLYV
1.8% of the fund
-4%
Spdr Index SHS FDSSPEM
1.7% of the fund
-2%
Spdr Index SHS FDSSPDW
1.6% of the fund
-3%
Ishares TRIBDR
1.1% of the fund
-2%
Ishares TRIJR
0.5% of the fund
-8%
State STR Spdr S&P Midcap 40MDY
0.4% of the fund
-15%
Ishares TRIYW
0.3% of the fund
-3%
Meta PlatformsMETA
0.3% of the fund
-10%
Ishares TREAGG
0.3% of the fund
-3%
Ishares TRIWO
0.3% of the fund
-11%
OracleORCL
0.3% of the fund
-3%
Vanguard BD Index FDSBSV
0.2% of the fund
-10%
Ishares TRIBDS
0.2% of the fund
-11%
Nushares ETF TRNUSC
0.2% of the fund
-8%
Verizon CommunicationsVZ
0.2% of the fund
-11%
Mitsubishi UFJ Financial GroupMUFG
0.2% of the fund
-12%
Nushares ETF TRNUHY
0.2% of the fund
-8%
Novartis AGNVS
0.2% of the fund
-5%
Ishares TREFAV
0.2% of the fund
-22%
TotalEnergies SETTE
0.2% of the fund
-4%
ServiceNowNOW
0.1% of the fund
-10%
QualcommQCOM
0.1% of the fund
-33%

Sold out

Sold their entire stake.

Vanguard Scottsdale FDSVCSH
-100%
UnileverUL
-100%
Sony GroupSONY
-100%
Equinor ASAEQNR
-100%
Lemaitre VascularLMAT
-100%
HSBC HoldingsHSBC
-100%
Agnico Eagle MinesAEM
-100%
Constellation BrandsSTZ
-100%
American Water Works CompanyAWK
-100%

Holdings

Vanguard Charlotte FDSBNDX
Share
7.9%
Value
$14m
Shares
282,984
+8%
Vanguard Scottsdale FDSVONG
Share
7.7%
Value
$13m
Shares
104,624
Held
Schwab Strategic TRSCHF
Share
7.5%
Value
$13m
Shares
471,249
-2%
Schwab Strategic TRSCHD
Share
5.3%
Value
$9m
Shares
290,827
-2%
Ishares TRAGG
Share
5.3%
Value
$9m
Shares
92,065
+15%
Ishares TRSHYG
Share
4.1%
Value
$7m
Shares
168,489
+8%
Spdr Series TrustSLYG
Share
3.1%
Value
$5m
Shares
45,748
Held
Invesco Exch TRD SLF IDX FDBSCQ
Share
2.7%
Value
$5m
Shares
238,141
+2%
Schwab Strategic TRSCHM
Share
2.4%
Value
$4m
Shares
112,804
Held
Invesco Exch TRD SLF IDX FDBSCR
Share
2.1%
Value
$4m
Shares
185,622
+11%
CloudflareNET
Share
2.0%
Value
$3m
Shares
14,165
Held
Schwab Strategic TRSCHG
Share
2.0%
Value
$3m
Shares
101,590
Held
Vanguard Index FDSVTV
Share
1.9%
Value
$3m
Shares
15,503
Held
Vanguard Whitehall FDSVYM
Share
1.9%
Value
$3m
Shares
20,675
-4%
Spdr Series TrustSLYV
Share
1.8%
Value
$3m
Shares
29,170
-4%
Invesco Exch TRD SLF IDX FDBSCS
Share
1.7%
Value
$3m
Shares
144,555
+15%
Spdr Index SHS FDSSPEM
Share
1.7%
Value
$3m
Shares
56,524
-2%
Spdr Index SHS FDSSPDW
Share
1.6%
Value
$3m
Shares
55,447
-3%
Vanguard Intl Equity Index FVSS
Share
1.5%
Value
$3m
Shares
17,317
Held
Fidelity Covington TrustFREL
Share
1.5%
Value
$3m
Shares
89,667
+3%
Vanguard Index FDSVBR
Share
1.4%
Value
$2m
Shares
10,141
Held
Invesco Exch TRD SLF IDX FDBSCT
Share
1.4%
Value
$2m
Shares
131,077
+21%
Ishares TRIAGG
Share
1.3%
Value
$2m
Shares
45,349
+3%
Ishares TRIWB
Share
1.2%
Value
$2m
Shares
5,153
Held
Ishares TRIBDR
Share
1.1%
Value
$2m
Shares
77,986
-2%
Schwab Strategic TRSCHZ
Share
1.1%
Value
$2m
Shares
81,443
Held
NvidiaNVDA
Share
1.1%
Value
$2m
Shares
9,188
+4%
Invesco Exch TRD SLF IDX FDBSCU
Share
0.9%
Value
$2m
Shares
97,822
+22%
MicrosoftMSFT
Share
0.8%
Value
$1m
Shares
3,749
+3%
Vanguard BD Index FDSBIV
Share
0.8%
Value
$1m
Shares
17,171
Held
Vanguard Index FDSVNQ
Share
0.6%
Value
$1m
Shares
11,384
Held
State STR Spdr S&P 500 ETF TSPY
Share
0.6%
Value
$1m
Shares
1,399
Held
Ishares TRILCG
Share
0.6%
Value
$1m
Shares
8,582
Held
Invesco Exch TRD SLF IDX FDBSJQ
Share
0.6%
Value
$997,716
Shares
43,464
+45%
AlphabetGOOG
Share
0.6%
Value
$966,711
Shares
2,736
Held
Amazon.comAMZN
Share
0.5%
Value
$924,998
Shares
3,881
+8%
Vanguard Index FDSVUG
Share
0.5%
Value
$863,640
Shares
10,026
Held
Ishares TRIJR
Share
0.5%
Value
$855,496
Shares
5,768
-8%
Ishares TRBGRN
Share
0.5%
Value
$836,513
Shares
17,621
+6%
Ishares TRIWF
Share
0.5%
Value
$795,185
Shares
6,404
Held
BroadcomAVGO
Share
0.5%
Value
$783,454
Shares
2,074
+11%
Vanguard Index FDSVO
Share
0.4%
Value
$749,687
Shares
9,305
Held
State STR Spdr S&P Midcap 40MDY
Share
0.4%
Value
$683,532
Shares
972
-15%
Spdr Series TrustJNK
Share
0.4%
Value
$658,689
Shares
6,835
+3%
Vanguard Intl Equity Index FVEU
Share
0.4%
Value
$654,231
Shares
7,812
Held
Schwab Strategic TRSCHV
Share
0.4%
Value
$649,066
Shares
18,646
Held
AlphabetGOOGL
Share
0.4%
Value
$646,840
Shares
1,810
Held
TeslaTSLA
Share
0.4%
Value
$646,042
Shares
1,536
+5%
AdobeADBE
Share
0.4%
Value
$639,047
Shares
3,117
Held
Schwab Strategic TRSCHC
Share
0.4%
Value
$626,426
Shares
13,018
Held
VisaV
Share
0.4%
Value
$621,336
Shares
1,811
Held
Vanguard Admiral FDSVIOG
Share
0.3%
Value
$599,980
Shares
3,911
Held
Vanguard Index FDSVTI
Share
0.3%
Value
$594,476
Shares
1,607
Held
AppleAAPL
Share
0.3%
Value
$593,188
Shares
2,050
Held
Ishares TRIBHF
Share
0.3%
Value
$569,308
Shares
25,135
Held
IsharesIEMG
Share
0.3%
Value
$564,051
Shares
6,809
Held
Ishares TRIYW
Share
0.3%
Value
$553,212
Shares
2,193
-3%
Meta PlatformsMETA
Share
0.3%
Value
$553,151
Shares
982
-10%
Ishares TREAGG
Share
0.3%
Value
$527,531
Shares
11,127
-3%
ASML Holding NVASML
Share
0.3%
Value
$519,244
Shares
261
+12%
Schwab Strategic TRSCHE
Share
0.3%
Value
$519,068
Shares
14,315
Held
Vanguard Scottsdale FDSVCIT
Share
0.3%
Value
$490,858
Shares
5,939
Held
Eli LillyLLY
Share
0.3%
Value
$465,379
Shares
388
Held
Ishares TRIWO
Share
0.3%
Value
$460,897
Shares
1,170
-11%
OracleORCL
Share
0.3%
Value
$438,917
Shares
2,995
-3%
Vanguard Intl Equity Index FVWO
Share
0.3%
Value
$436,011
Shares
7,305
+2%
BoeingBA
Share
0.2%
Value
$430,775
Shares
1,990
Held
General ElectricGE
Share
0.2%
Value
$413,719
Shares
1,107
+35%
Vanguard BD Index FDSBSV
Share
0.2%
Value
$407,813
Shares
5,234
-10%
Ishares TRIBDS
Share
0.2%
Value
$400,623
Shares
16,541
-11%
WEC Energy GroupWEC
Share
0.2%
Value
$383,356
Shares
3,283
Held
Ishares TRIWP
Share
0.2%
Value
$380,666
Shares
2,600
Held
ShopifySHOP
Share
0.2%
Value
$369,829
Shares
3,239
Held
Ishares TREFA
Share
0.2%
Value
$352,084
Shares
3,389
+10%
Vanguard Tax-Managed FDSVEA
Share
0.2%
Value
$342,238
Shares
4,803
Held
Nushares ETF TRNUSC
Share
0.2%
Value
$340,059
Shares
6,525
-8%
Vanguard Index FDSVOE
Share
0.2%
Value
$332,752
Shares
1,684
Held
Verizon CommunicationsVZ
Share
0.2%
Value
$329,702
Shares
7,787
-11%
Mitsubishi UFJ Financial GroupMUFG
Share
0.2%
Value
$321,184
Shares
16,148
-12%
World Gold TRGLDM
Share
0.2%
Value
$320,857
Shares
4,040
Held
AstrazenecaAZN
Share
0.2%
Value
$310,977
Shares
1,640
Held
Ishares TRIEFA
Share
0.2%
Value
$310,795
Shares
3,218
+4%
Nushares ETF TRNUHY
Share
0.2%
Value
$310,617
Shares
14,491
-8%
MastercardMA
Share
0.2%
Value
$307,133
Shares
598
Held
Novartis AGNVS
Share
0.2%
Value
$304,977
Shares
1,946
-5%
Ishares TREFAV
Share
0.2%
Value
$302,488
Shares
3,449
-22%
Taiwan Semiconductor ManufacturingTSM
Share
0.2%
Value
$290,363
Shares
608
Held
Vanguard BD Index FDSBND
Share
0.2%
Value
$286,152
Shares
3,898
Held
NetflixNFLX
Share
0.2%
Value
$285,243
Shares
3,995
Held
GE VernovaGEV
Share
0.2%
Value
$284,316
Shares
242
New
StarbucksSBUX
Share
0.2%
Value
$267,022
Shares
2,613
Held
Micron TechnologyMU
Share
0.2%
Value
$265,487
Shares
230
New
TotalEnergies SETTE
Share
0.2%
Value
$265,084
Shares
3,409
-4%
Teledyne TechnologiesTDY
Share
0.1%
Value
$259,424
Shares
389
Held
Capital One FinancialCOF
Share
0.1%
Value
$250,574
Shares
1,249
Held
ServiceNowNOW
Share
0.1%
Value
$243,435
Shares
2,452
-10%
Ishares TRIJH
Share
0.1%
Value
$241,701
Shares
3,135
+4%
QualcommQCOM
Share
0.1%
Value
$239,303
Shares
1,295
-33%
Wisdomtree TRDTD
Share
0.1%
Value
$238,957
Shares
2,563
Held
IsharesESGE
Share
0.1%
Value
$238,558
Shares
4,362
-8%

Company	Share of fund	Value	Shares	Change
Vanguard Charlotte FDSBNDX	7.9%	$14m	282,984	+8%
Vanguard Scottsdale FDSVONG	7.7%	$13m	104,624	Held
Schwab Strategic TRSCHF	7.5%	$13m	471,249	-2%
Schwab Strategic TRSCHD	5.3%	$9m	290,827	-2%
Ishares TRAGG	5.3%	$9m	92,065	+15%
Ishares TRSHYG	4.1%	$7m	168,489	+8%
Spdr Series TrustSLYG	3.1%	$5m	45,748	Held
Invesco Exch TRD SLF IDX FDBSCQ	2.7%	$5m	238,141	+2%
Schwab Strategic TRSCHM	2.4%	$4m	112,804	Held
Invesco Exch TRD SLF IDX FDBSCR	2.1%	$4m	185,622	+11%
CloudflareNET	2.0%	$3m	14,165	Held
Schwab Strategic TRSCHG	2.0%	$3m	101,590	Held
Vanguard Index FDSVTV	1.9%	$3m	15,503	Held
Vanguard Whitehall FDSVYM	1.9%	$3m	20,675	-4%
Spdr Series TrustSLYV	1.8%	$3m	29,170	-4%
Invesco Exch TRD SLF IDX FDBSCS	1.7%	$3m	144,555	+15%
Spdr Index SHS FDSSPEM	1.7%	$3m	56,524	-2%
Spdr Index SHS FDSSPDW	1.6%	$3m	55,447	-3%
Vanguard Intl Equity Index FVSS	1.5%	$3m	17,317	Held
Fidelity Covington TrustFREL	1.5%	$3m	89,667	+3%
Vanguard Index FDSVBR	1.4%	$2m	10,141	Held
Invesco Exch TRD SLF IDX FDBSCT	1.4%	$2m	131,077	+21%
Ishares TRIAGG	1.3%	$2m	45,349	+3%
Ishares TRIWB	1.2%	$2m	5,153	Held
Ishares TRIBDR	1.1%	$2m	77,986	-2%
Schwab Strategic TRSCHZ	1.1%	$2m	81,443	Held
NvidiaNVDA	1.1%	$2m	9,188	+4%
Invesco Exch TRD SLF IDX FDBSCU	0.9%	$2m	97,822	+22%
MicrosoftMSFT	0.8%	$1m	3,749	+3%
Vanguard BD Index FDSBIV	0.8%	$1m	17,171	Held
Vanguard Index FDSVNQ	0.6%	$1m	11,384	Held
State STR Spdr S&P 500 ETF TSPY	0.6%	$1m	1,399	Held
Ishares TRILCG	0.6%	$1m	8,582	Held
Invesco Exch TRD SLF IDX FDBSJQ	0.6%	$997,716	43,464	+45%
AlphabetGOOG	0.6%	$966,711	2,736	Held
Amazon.comAMZN	0.5%	$924,998	3,881	+8%
Vanguard Index FDSVUG	0.5%	$863,640	10,026	Held
Ishares TRIJR	0.5%	$855,496	5,768	-8%
Ishares TRBGRN	0.5%	$836,513	17,621	+6%
Ishares TRIWF	0.5%	$795,185	6,404	Held
BroadcomAVGO	0.5%	$783,454	2,074	+11%
Vanguard Index FDSVO	0.4%	$749,687	9,305	Held
State STR Spdr S&P Midcap 40MDY	0.4%	$683,532	972	-15%
Spdr Series TrustJNK	0.4%	$658,689	6,835	+3%
Vanguard Intl Equity Index FVEU	0.4%	$654,231	7,812	Held
Schwab Strategic TRSCHV	0.4%	$649,066	18,646	Held
AlphabetGOOGL	0.4%	$646,840	1,810	Held
TeslaTSLA	0.4%	$646,042	1,536	+5%
AdobeADBE	0.4%	$639,047	3,117	Held
Schwab Strategic TRSCHC	0.4%	$626,426	13,018	Held
VisaV	0.4%	$621,336	1,811	Held
Vanguard Admiral FDSVIOG	0.3%	$599,980	3,911	Held
Vanguard Index FDSVTI	0.3%	$594,476	1,607	Held
AppleAAPL	0.3%	$593,188	2,050	Held
Ishares TRIBHF	0.3%	$569,308	25,135	Held
IsharesIEMG	0.3%	$564,051	6,809	Held
Ishares TRIYW	0.3%	$553,212	2,193	-3%
Meta PlatformsMETA	0.3%	$553,151	982	-10%
Ishares TREAGG	0.3%	$527,531	11,127	-3%
ASML Holding NVASML	0.3%	$519,244	261	+12%
Schwab Strategic TRSCHE	0.3%	$519,068	14,315	Held
Vanguard Scottsdale FDSVCIT	0.3%	$490,858	5,939	Held
Eli LillyLLY	0.3%	$465,379	388	Held
Ishares TRIWO	0.3%	$460,897	1,170	-11%
OracleORCL	0.3%	$438,917	2,995	-3%
Vanguard Intl Equity Index FVWO	0.3%	$436,011	7,305	+2%
BoeingBA	0.2%	$430,775	1,990	Held
General ElectricGE	0.2%	$413,719	1,107	+35%
Vanguard BD Index FDSBSV	0.2%	$407,813	5,234	-10%
Ishares TRIBDS	0.2%	$400,623	16,541	-11%
WEC Energy GroupWEC	0.2%	$383,356	3,283	Held
Ishares TRIWP	0.2%	$380,666	2,600	Held
ShopifySHOP	0.2%	$369,829	3,239	Held
Ishares TREFA	0.2%	$352,084	3,389	+10%
Vanguard Tax-Managed FDSVEA	0.2%	$342,238	4,803	Held
Nushares ETF TRNUSC	0.2%	$340,059	6,525	-8%
Vanguard Index FDSVOE	0.2%	$332,752	1,684	Held
Verizon CommunicationsVZ	0.2%	$329,702	7,787	-11%
Mitsubishi UFJ Financial GroupMUFG	0.2%	$321,184	16,148	-12%
World Gold TRGLDM	0.2%	$320,857	4,040	Held
AstrazenecaAZN	0.2%	$310,977	1,640	Held
Ishares TRIEFA	0.2%	$310,795	3,218	+4%
Nushares ETF TRNUHY	0.2%	$310,617	14,491	-8%
MastercardMA	0.2%	$307,133	598	Held
Novartis AGNVS	0.2%	$304,977	1,946	-5%
Ishares TREFAV	0.2%	$302,488	3,449	-22%
Taiwan Semiconductor ManufacturingTSM	0.2%	$290,363	608	Held
Vanguard BD Index FDSBND	0.2%	$286,152	3,898	Held
NetflixNFLX	0.2%	$285,243	3,995	Held
GE VernovaGEV	0.2%	$284,316	242	New
StarbucksSBUX	0.2%	$267,022	2,613	Held
Micron TechnologyMU	0.2%	$265,487	230	New
TotalEnergies SETTE	0.2%	$265,084	3,409	-4%
Teledyne TechnologiesTDY	0.1%	$259,424	389	Held
Capital One FinancialCOF	0.1%	$250,574	1,249	Held
ServiceNowNOW	0.1%	$243,435	2,452	-10%
Ishares TRIJH	0.1%	$241,701	3,135	+4%
QualcommQCOM	0.1%	$239,303	1,295	-33%
Wisdomtree TRDTD	0.1%	$238,957	2,563	Held
IsharesESGE	0.1%	$238,558	4,362	-8%

Showing the largest 100 of 122.

Over time and by industry

Value over time

Dec '25

Jun '26

Value is up 6.8% since 31 December 2025.

Where the money is

Technology6.9%

Media & telecom1.6%

Financial services1.2%

Industrials1.2%

Retail & consumer1.2%

Health care0.9%

Energy0.4%

Utilities0.2%

Everyday goods0.1%

Materials0.1%

Other86.2%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.