§ 13F · FUND PROFILE
Livet Wealth, LLC.
AUM · $173M (13F)Positions · 122Turnover · n/a · Q2Filed · Jul 28, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | BNDX | VANGUARD CHARLOTTE FDS | 283K | $14M | — | — |
| 2 | VONG | VANGUARD SCOTTSDALE FDS | 105K | $13M | — | — |
| 3 | SCHF | SCHWAB STRATEGIC TR | 471K | $13M | — | — |
| 4 | SCHD | SCHWAB STRATEGIC TR | 291K | $9M | — | — |
| 5 | AGG | ISHARES TR | 92K | $9M | — | — |
| 6 | SHYG | ISHARES TR | 168K | $7M | — | — |
| 7 | SLYG | SPDR SERIES TRUST | 46K | $5M | — | — |
| 8 | BSCQ | INVESCO EXCH TRD SLF IDX FD | 238K | $5M | — | — |
| 9 | SCHM | SCHWAB STRATEGIC TR | 113K | $4M | — | — |
| 10 | BSCR | INVESCO EXCH TRD SLF IDX FD | 186K | $4M | — | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LIVET SIGNAL
AC read
Livet Wealth, LLC is a Other fund managing $173 million in assets. The fund runs a portfolio of 122 positions.
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