Livet Wealth, LLC
All 13F Filings
- Location
- Salt Lake City, UT
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 173,376
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/28/2026 | 122 | 173,376 | 13F-HR | Livet Wealth, LLC |
| Q1 2026 | 4/24/2026 | 117 | 157,302 | 13F-HR | Livet Wealth, LLC |
| Q4 2025 | 2/13/2026 | 116 | 162,338 | 13F-HR | Livet Wealth, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 24.34 K | 14.0% | 2.369 K | 0 | 2.369 K |
| ETFs | 145.5 K | 83.9% | 14.38 K | 0 | 14.38 K |
| Debt | 3.536 K | 2.0% | 0 | 669 | -669 |
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Fund Snapshot
Q2 2026
Latest filed
7/28/2026
Total value ($000)
173,376
Holdings
122
QoQ value change ($000)
16,074
(10.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.