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Livet Wealth, LLC

13F filer · CIK 0002111409
Reported Jul 28, 2026
Net buyer this quarter
13F portfolio value$173MU.S. long equity reported on 13F
Positions5811 new · 8 closed
Net flow last quarter+$563KBuys minus sells
Top 10 positions weight8.7%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Jul 28, 202658 positions
NETCloudflare, Inc.$3.47M2.00%Not reported-0.3%Q4 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$3.27M1.88%Not reported-4.5%Q4 2025
NVDANvidia Corp$1.84M1.06%0.00%+4.3%Q4 2025
MSFTMicrosoft Corp$1.4M0.81%0.00%+2.8%Q4 2025
SPYSPDR S&P 500 ETF Trust$1.05M0.60%Not reportedNot reportedQ4 2025
GOOGAlphabet Inc.$967K0.56%Not reported-0.9%Q4 2025
AMZNAmazon Com Inc$925K0.53%0.00%+8.2%Q4 2025
AVGOBroadcom Inc.$783K0.45%0.00%+11.0%Q4 2025
MDYSPDR S&P Midcap 400 ETF Trust$684K0.39%Not reported-14.8%Q4 2025
GOOGLAlphabet Inc.$647K0.37%0.00%-1.4%Q4 2025
TSLATesla, Inc.$646K0.37%0.00%+4.9%Q4 2025
ADBEAdobe Inc.$639K0.37%0.00%-0.2%Q4 2025
VVisa Inc.$621K0.36%0.00%+0.6%Q4 2025
AAPLApple Inc.$593K0.34%0.00%+0.9%Q4 2025
METAMeta Platforms, Inc.$553K0.32%Not reported-9.9%Q4 2025
ASMLAsml Holding NV$519K0.30%0.00%+11.5%Q4 2025
LLYELI LILLY & Co$465K0.27%0.00%-0.5%Q4 2025
ORCLOracle Corp$439K0.25%0.00%-3.5%Q4 2025
BABoeing Co$431K0.25%0.00%-1.4%Q4 2025
GEGeneral Electric Co$414K0.24%0.00%+34.7%Q4 2025
BSVNBank7 Corp.$408K0.24%0.06%-10.3%Q4 2025
WECWec Energy Group, Inc.$383K0.22%0.00%-1.6%Q4 2025
SHOPShopify Inc.$370K0.21%0.00%-1.5%Q4 2025
VZVerizon Communications Inc$330K0.19%0.00%-10.7%Q4 2025
MUFGMitsubishi Ufj Financial Group Inc$321K0.19%0.00%-11.8%Q4 2025
GLDMWorld Gold Trust$321K0.19%0.00%Not reportedQ4 2025
AZNAstrazeneca PLC$311K0.18%Not reported-1.5%Q4 2025
MAMastercard Inc$307K0.18%0.00%-0.5%Q4 2025
NVSNovartis AG$305K0.18%0.00%-5.2%Q4 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd$290K0.17%0.00%+0.2%Q1 2026
NFLXNetflix Inc$285K0.16%0.00%+0.7%Q4 2025
GEVGE Vernova Inc.$284K0.16%0.00%NewQ2 2026
SBUXStarbucks Corp$267K0.15%0.00%Not reportedQ1 2026
MUMicron Technology Inc$265K0.15%0.00%NewQ2 2026
TTETotalEnergies SE$265K0.15%0.00%-4.3%Q4 2025
TDYTeledyne Technologies Inc$259K0.15%0.00%-1.0%Q4 2025
COFCapital One Financial Corp$251K0.14%0.00%-2.0%Q4 2025
NOWServiceNow, Inc.$243K0.14%0.00%-9.7%Q4 2025
QCOMQualcomm Inc$239K0.14%0.00%-32.7%Q4 2025
MNSTMonster Beverage Corp$237K0.14%0.00%Not reportedQ4 2025
XOMExxonMobil Holdings Corp$234K0.14%0.00%+8.3%Q4 2025
PHParker-Hannifin Corp$232K0.13%0.00%-0.8%Q4 2025
ABBVAbbVie Inc.$229K0.13%0.00%Not reportedQ4 2025
TXNTexas Instruments Inc$229K0.13%0.00%NewQ2 2026
GLWCorning Inc$223K0.13%0.00%NewQ2 2026
WFCWells Fargo & Company$218K0.13%0.00%-5.3%Q4 2025
CRMSalesforce, Inc.$217K0.13%0.00%+2.9%Q4 2025
LOWLowes Companies Inc$213K0.12%0.00%+0.6%Q4 2025
LRCXLam Research Corp$212K0.12%0.00%NewQ2 2026
WSOWatsco Inc$205K0.12%Not reportedNewQ2 2026
Q1 2026Reported Apr 24, 202655 positions
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$3.21M2.04%Not reported-0.9%Q4 2025
NETCloudflare, Inc.$2.93M1.86%Not reported-1.9%Q4 2025
NVDANvidia Corp$1.54M0.98%0.00%-1.6%Q4 2025
MSFTMicrosoft Corp$1.35M0.86%0.00%-3.3%Q4 2025
SPYSPDR S&P 500 ETF Trust$910K0.58%Not reportedNot reportedQ4 2025
GOOGAlphabet Inc.$792K0.50%Not reported-5.4%Q4 2025
ADBEAdobe Inc.$759K0.48%0.00%+1.0%Q4 2025
AMZNAmazon Com Inc$747K0.48%0.00%-21.0%Q4 2025
MDYSPDR S&P Midcap 400 ETF Trust$704K0.45%Not reported-0.8%Q4 2025
METAMeta Platforms, Inc.$624K0.40%Not reported+18.6%Q4 2025
AVGOBroadcom Inc.$578K0.37%0.00%-8.9%Q4 2025
TSLATesla, Inc.$545K0.35%0.00%-16.1%Q4 2025
VVisa Inc.$544K0.35%0.00%-8.8%Q4 2025
GOOGLAlphabet Inc.$528K0.34%0.00%+4.7%Q4 2025
AAPLApple Inc.$516K0.33%0.00%+29.8%Q4 2025
BSVNBank7 Corp.$457K0.29%0.06%+21.1%Q4 2025
ORCLOracle Corp$456K0.29%0.00%-15.6%Q4 2025
VZVerizon Communications Inc$438K0.28%0.00%-4.5%Q4 2025
BABoeing Co$402K0.26%0.00%-7.5%Q4 2025
SHOPShopify Inc.$390K0.25%0.00%-11.9%Q4 2025
WECWec Energy Group, Inc.$386K0.25%0.00%-5.4%Q4 2025
NFLXNetflix Inc$381K0.24%0.00%-6.3%Q4 2025
GLDMWorld Gold Trust$374K0.24%0.00%Not reportedQ4 2025
LLYELI LILLY & Co$359K0.23%0.00%-2.0%Q4 2025
AZNAstrazeneca PLC$328K0.21%Not reported-10.2%Q4 2025
TTETotalEnergies SE$324K0.21%0.00%-13.6%Q4 2025
NVSNovartis AG$313K0.20%0.00%-1.1%Q4 2025
MUFGMitsubishi Ufj Financial Group Inc$311K0.20%0.00%+7.0%Q4 2025
ASMLAsml Holding NV$309K0.20%0.00%+0.9%Q4 2025
MAMastercard Inc$300K0.19%0.00%-4.6%Q4 2025
NOWServiceNow, Inc.$284K0.18%0.00%+104.8%Q4 2025
ULUnilever PLC$278K0.18%0.00%+6.5%Q4 2025
XOMExxonMobil Holdings Corp$268K0.17%0.00%-5.7%Q4 2025
SONYSony Group Corp$255K0.16%0.00%-8.0%Q4 2025
EQNREquinor ASA$255K0.16%0.00%NewQ1 2026
CRMSalesforce, Inc.$251K0.16%0.00%+16.8%Q4 2025
QCOMQualcomm Inc$248K0.16%0.00%-27.4%Q4 2025
TDYTeledyne Technologies Inc$238K0.15%0.00%-7.5%Q4 2025
SBUXStarbucks Corp$234K0.15%0.00%NewQ1 2026
GEGeneral Electric Co$233K0.15%0.00%-30.6%Q4 2025
CVXChevron Corp$233K0.15%0.00%NewQ1 2026
COFCapital One Financial Corp$232K0.15%0.00%+38.5%Q4 2025
LOWLowes Companies Inc$227K0.14%0.00%+4.9%Q4 2025
LMATLemaitre Vascular Inc$227K0.14%0.01%NewQ1 2026
WFCWells Fargo & Company$221K0.14%0.00%+2.2%Q4 2025
PHParker-Hannifin Corp$214K0.14%0.00%-19.0%Q4 2025
HSBCHSBC Holdings PLC$212K0.13%0.00%NewQ1 2026
AIGAmerican International Group, Inc.$210K0.13%0.00%+6.7%Q4 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd$205K0.13%0.00%NewQ1 2026
AEMAgnico Eagle Mines Ltd$205K0.13%0.00%NewQ1 2026
Q4 2025Reported Feb 13, 202655 positions
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$3.13M1.93%Not reportedNewQ4 2025
NETCloudflare, Inc.$2.85M1.76%Not reportedNewQ4 2025
MSFTMicrosoft Corp$1.82M1.12%0.00%NewQ4 2025
NVDANvidia Corp$1.67M1.03%0.00%NewQ4 2025
ADBEAdobe Inc.$1.08M0.67%0.00%NewQ4 2025
AMZNAmazon Com Inc$1.05M0.65%0.00%NewQ4 2025
SPYSPDR S&P 500 ETF Trust$954K0.59%Not reportedNewQ4 2025
GOOGAlphabet Inc.$917K0.56%Not reportedNewQ4 2025
TSLATesla, Inc.$786K0.48%0.00%NewQ4 2025
ORCLOracle Corp$716K0.44%0.00%NewQ4 2025
AVGOBroadcom Inc.$710K0.44%0.00%NewQ4 2025
MDYSPDR S&P Midcap 400 ETF Trust$694K0.43%Not reportedNewQ4 2025
VVisa Inc.$692K0.43%0.00%NewQ4 2025
METAMeta Platforms, Inc.$607K0.37%Not reportedNewQ4 2025
SHOPShopify Inc.$601K0.37%0.00%NewQ4 2025
GOOGLAlphabet Inc.$549K0.34%0.00%NewQ4 2025
BABoeing Co$474K0.29%0.00%NewQ4 2025
QCOMQualcomm Inc$453K0.28%0.00%NewQ4 2025
LLYELI LILLY & Co$428K0.26%0.00%NewQ4 2025
AAPLApple Inc.$425K0.26%0.00%NewQ4 2025
NFLXNetflix Inc$397K0.24%0.00%NewQ4 2025
BSVNBank7 Corp.$380K0.23%0.05%NewQ4 2025
VZVerizon Communications Inc$372K0.23%0.00%NewQ4 2025
WECWec Energy Group, Inc.$372K0.23%0.00%NewQ4 2025
GEGeneral Electric Co$365K0.22%0.00%NewQ4 2025
MAMastercard Inc$360K0.22%0.00%NewQ4 2025
GLDMWorld Gold Trust$345K0.21%0.00%NewQ4 2025
SONYSony Group Corp$343K0.21%0.00%NewQ4 2025
AZNAstrazeneca PLC$341K0.21%Not reportedNewQ4 2025
CRMSalesforce, Inc.$305K0.19%0.00%NewQ4 2025
ULUnilever PLC$300K0.18%0.00%NewQ4 2025
NVSNovartis AG$286K0.18%0.00%NewQ4 2025
MUFGMitsubishi Ufj Financial Group Inc$271K0.17%0.00%NewQ4 2025
TTETotalEnergies SE$270K0.17%0.00%NewQ4 2025
PHParker-Hannifin Corp$259K0.16%0.00%NewQ4 2025
ISRGIntuitive Surgical Inc$255K0.16%0.00%NewQ4 2025
WFCWells Fargo & Company$254K0.16%0.00%NewQ4 2025
ASMLAsml Holding NV$248K0.15%0.00%NewQ4 2025
DISWalt Disney Co$227K0.14%0.00%NewQ4 2025
ARESAres Management Corp$225K0.14%0.00%NewQ4 2025
IBMInternational Business Machines Corp$225K0.14%0.00%NewQ4 2025
AIGAmerican International Group, Inc.$224K0.14%0.00%NewQ4 2025
COFCapital One Financial Corp$223K0.14%0.00%NewQ4 2025
LOWLowes Companies Inc$221K0.14%0.00%NewQ4 2025
TDYTeledyne Technologies Inc$217K0.13%0.00%NewQ4 2025
ABBVAbbVie Inc.$216K0.13%0.00%NewQ4 2025
MDTMedtronic plc$216K0.13%0.00%NewQ4 2025
MNSTMonster Beverage Corp$211K0.13%0.00%NewQ4 2025
IDXXIdexx Laboratories Inc$206K0.13%0.00%NewQ4 2025
NOWServiceNow, Inc.$203K0.13%0.00%NewQ4 2025
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