StockDriftsStockDriftsTop 50 Livet Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BNDX | VANGUARD CHARLOTTE FDS | 7.9% | 283.0K | $13.7M | +7.78%(+20.44K) | $48.82(-2.00%) | 2026-06-30 | |
| VONG | VANGUARD SCOTTSDALE FDS | 7.71% | 104.6K | $13.4M | -0.33%(-346) | $120.82(+5.92%) | 2026-06-30 | |
| SCHF | SCHWAB STRATEGIC TR | 7.53% | 471.2K | $13.1M | -2.15%(-10.33K) | $23.66(+19.48%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 5.32% | 290.8K | $9.2M | -2.02%(-5.98K) | $27.38(+25.23%) | 2026-06-30 | |
| AGG | ISHARES TR | 5.26% | 92.1K | $9.1M | +14.89%(+11.93K) | $99.91(-2.50%) | 2026-06-30 | |
| SHYG | ISHARES TR | 4.12% | 168.5K | $7.1M | +7.93%(+12.38K) | $43.02(-2.04%) | 2026-06-30 | |
| SLYG | SPDR SERIES TRUST | 3.14% | 45.7K | $5.5M | -1.92%(-896) | $94.25(+25.20%) | 2026-06-30 | |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | 2.68% | 238.1K | $4.6M | +2.13%(+4.97K) | $19.57(-0.10%) | 2026-06-30 | |
| SCHM | SCHWAB STRATEGIC TR | 2.4% | 112.8K | $4.2M | -1.91%(-2.20K) | $29.86(+20.63%) | 2026-06-30 | |
| BSCR | INVESCO EXCH TRD SLF IDX FD | 2.1% | 185.6K | $3.6M | +10.77%(+18.04K) | $19.71(-0.39%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +8.31% |
| Top 20 Holdings Unweighted | — | — | — | — | +9.69% |
Livet Wealth, LLC reports $173.38M in US-listed equity holdings across 122 positions in its most recent 13F filing. Its largest disclosed positions are BNDX (7.9%), VONG (7.7%) and SCHF (7.5%). The top 20 holdings account for 65.87% of reported assets. Its disclosed equity book has returned +8.31% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Livet Wealth, LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Livet Wealth, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2111409). View Livet Wealth, LLC’s 13F filings on SEC