Livet Wealth, LLC

Q3 2026 13F-HR Holdings

Location
Spanish Fork, UT
Holdings as of
9/30/2026
Date filed
10/26/2026
Form type
13F-HR
Num holdings
119
Total value ($000)
$180,451
Net value change ($000)
+7,075 (4.1%)
New positions
9
Sold out positions
12
Turnover %
2.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
NET 1,457 41.9%
BSCS 1,129 38.3%
BSCR 1,010 27.7%
AAPL 835 140.8%
BNDX 820 6.0%
MSFT 779 55.7%
NVDA 692 37.6%
BSCT 624 25.6%
AGG 439 4.8%
VOO 431 NEW
Top Reduces (Value $000, Stocks/ETFs)
SLYG -460 -8.4%
SLYV -423 -13.3%
VTV -294 -8.7%
TDY -259 -100.0%
SCHM -255 -6.1%
NOW -243 -100.0%
XOM -234 -100.0%
PH -232 -100.0%
GLW -223 -100.0%
WFC -218 -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