StockDriftsStockDriftsTop 50 Livet Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BNDX | VANGUARD CHARLOTTE FDS | 8.05% | 309.9K | $14.5M | +9.51%(+26.91K) | $48.72(-2.93%) | 2026-09-30 | |
| VONG | VANGUARD SCOTTSDALE FDS | 7.63% | 106.8K | $13.8M | +2.12%(+2.22K) | $120.96(+2.00%) | 2026-09-30 | |
| SCHF | SCHWAB STRATEGIC TR | 7.25% | 476.5K | $13.1M | +1.11%(+5.22K) | $23.70(+14.46%) | 2026-09-30 | |
| SCHD | SCHWAB STRATEGIC TR | 5.31% | 294.5K | $9.6M | +1.26%(+3.67K) | $27.44(+28.00%) | 2026-09-30 | |
| AGG | ISHARES TR | 5.29% | 101.0K | $9.6M | +9.75%(+8.97K) | $99.63(-3.56%) | 2026-09-30 | |
| SHYG | ISHARES TR | 4.06% | 177.6K | $7.3M | +5.40%(+9.10K) | $42.95(-3.76%) | 2026-09-30 | |
| SLYG | SPDR SERIES TRUST | 2.77% | 46.6K | $5.0M | +1.97%(+900) | $94.61(+15.27%) | 2026-09-30 | |
| NET | CLOUDFLARE INC | 2.73% | 14.2K | $4.9M | +0.24%(+34) | $206.09(+59.06%) | 2026-09-30 | |
| BSCR | INVESCO EXCH TRD SLF IDX FD | 2.58% | 238.0K | $4.7M | +28.21%(+52.36K) | $19.68(-0.65%) | 2026-09-30 | |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | 2.46% | 227.9K | $4.4M | -4.31%(-10.27K) | $19.57(-0.29%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +7.79% |
| Top 20 Holdings Unweighted | — | — | — | — | +9.93% |
Livet Wealth LLC reports $180.45M in US-listed equity holdings across 119 positions in its most recent 13F filing. Its largest disclosed positions are BNDX (8.1%), VONG (7.6%) and SCHF (7.3%). The top 20 holdings account for 65.92% of reported assets. Its disclosed equity book has returned +7.79% cumulatively over 3 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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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