Livet Wealth, LLC

Q1 2026 13F-HR Holdings

Location
Salt Lake City, UT
Holdings as of
3/31/2026
Date filed
4/24/2026
Form type
13F-HR
Num holdings
117
Total value ($000)
$157,302
Net value change ($000)
-5,036 (-3.1%)
New positions
14
Sold out positions
13
Turnover %
4.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SCHD 1,030 12.8%
VCIT 491 NEW
IBDS 452 NEW
IBDR 438 29.4%
AZN 328 NEW
EQNR 255 NEW
BNDX 242 2.0%
SBUX 234 NEW
CVX 233 NEW
LMAT 227 NEW
Top Reduces (Value $000, Stocks/ETFs)
VUG -1,389 -65.5%
VTV -1,228 -28.4%
VONG -1,183 -9.3%
VXUS -550 -100.0%
SCHG -511 -14.5%
VBK -490 -100.0%
MSFT -474 -26.0%
IWP -397 -54.4%
SCHZ -387 -16.9%
AZN -341 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type