Livet Wealth, LLC
All 13F Filings
- Location
- Salt Lake City, UT
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 157,302
- Description
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- Website
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- Founded
- —
- 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 |
|---|---|---|---|---|---|
| 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 | 21.97 K | 14.0% | 0 | 82.91 K | -82.91 K |
| ETFs | 131.1 K | 83.4% | 76.75 K | 0 | 76.75 K |
| Debt | 4.205 K | 2.7% | 1.127 K | 0 | 1.127 K |
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Fund Snapshot
Q1 2026
Latest filed
4/24/2026
Total value ($000)
157,302
Holdings
117
QoQ value change ($000)
-5,036
(-3.1%)
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.