Livet Wealth, LLC
Livet Wealth, LLC reported 122 positions worth $173.4M as of June 30, 2026 (13F filed July 28, 2026). Largest holding: BNDX (7.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | BNDX | SH | $13.7M | 7.91% | 282,984 | — | — | |
| ▸ 2 | VONG | SH | $13.4M | 7.71% | 104,624 | — | — | |
| ▸ 3 | SCHF | SH | $13.1M | 7.53% | 471,249 | — | — | |
| ▸ 4 | SCHD | SH | $9.2M | 5.32% | 290,827 | — | — | |
| ▸ 5 | AGG | SH | $9.1M | 5.26% | 92,065 | — | — | |
| ▸ 6 | SHYG | SH | $7.1M | 4.12% | 168,489 | — | — | |
| ▸ 7 | SLYG | SH | $5.5M | 3.14% | 45,748 | — | — | |
| ▸ 8 | BSCQ | SH | $4.6M | 2.68% | 238,141 | — | — | |
| ▸ 9 | SCHM | SH | $4.2M | 2.40% | 112,804 | — | — | |
| ▸ 10 | BSCR | SH | $3.6M | 2.10% | 185,622 | — | — |
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Frequently Asked Questions
What stocks does Livet Wealth, LLC hold as of Q2 2026?
Livet Wealth, LLC reported 122 positions worth $173.4M in its Q2 2026 13F filing. Largest positions: BNDX (7.9%), VONG (7.7%), SCHF (7.5%), SCHD (5.3%) and AGG (5.3%).
What did Livet Wealth, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Livet Wealth, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.