Livet Wealth, LLC
CIK
2111409
Location
SALT LAKE CITY, UT
Portfolio Value
Micro
$25,186,292
Diversification
Diversified
Filing Date
Global Rank
#7,618
/ 8,517
—
Top Industry
Software - Infrastructure
23.0%
3Y Alpha vs SPY
-9.2%
Period ended 46 days ago
Filed Jul 28, 2026 · 18d
3 quarters · since Dec 2025
Clone Performance
Feb 2026–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+9.5%
SPY
+13.9%
Annualised alpha
-9.8%
Max drawdown
−6.1%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 3 quarters. Past performance does not predict future results.
Portfolio Concentration
54 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
13.8%
−18.9 pts
Top 5
34.5%
−16.8 pts
Top 10
48.0%
−14.8 pts
HHI
412
Diversified−819
Portfolio Trend
3 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 49.4% | $12,436,441 |
| Financial Services | 8.8% | $2,226,907 |
| Consumer Cyclical | 8.1% | $2,051,494 |
| Unclassified | 8.1% | $2,049,233 |
| Communication Services | 7.2% | $1,814,933 |
| Industrials | 6.2% | $1,566,071 |
| Healthcare | 6.0% | $1,515,227 |
| Energy | 2.8% | $701,345 |
| Utilities | 1.5% | $383,355 |
| Consumer Defensive | 0.9% | $236,647 |
| Basic Materials | 0.8% | $204,639 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
15 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | +381 | 9,188 | $1,838,426 | |
| AMZN | Amazon Com Inc | +293 | 3,881 | $924,997 | |
| GE | General Electric Co | +285 | 1,107 | $413,719 | |
| AVGO | Broadcom Inc. | +205 | 2,074 | $783,453 | |
| XOM | ExxonMobil Holdings Corp | +131 | 1,713 | $234,201 | |
| MSFT | Microsoft Corp | +101 | 3,749 | $1,398,451 | |
| CVX | Chevron Corp | +93 | 1,219 | $202,061 | |
| TSLA | Tesla, Inc. | +71 | 1,536 | $646,041 | |
| CRM | Salesforce, Inc. | +39 | 1,384 | $216,817 | |
| NFLX | Netflix Inc | +28 | 3,995 | $285,243 | |
| ASML | Asml Holding NV | +27 | 261 | $519,243 | |
| AAPL | Apple Inc. | +18 | 2,050 | $593,188 | |
| V | Visa Inc. | +10 | 1,811 | $621,335 | |
| LOW | Lowes Companies Inc | +6 | 968 | $213,434 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | +1 | 608 | $290,362 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GOOGL | Alphabet Inc. | −2,787 | 1,810 | $646,839 | |
| MUFG | Mitsubishi Ufj Financial Group Inc | −2,149 | 16,148 | $321,183 | |
| LYG | Lloyds Banking Group plc | −1,512 | 23,419 | $136,532 | |
| VZ | Verizon Communications Inc | −932 | 7,787 | $329,701 | |
| QCOM | Qualcomm Inc/De | −630 | 1,295 | $239,303 | |
| NOW | ServiceNow, Inc. | −262 | 2,452 | $243,434 | |
| MDY | Spdr S&P Midcap 400 ETF Trust | −169 | 972 | $683,646 | |
| TTE | TotalEnergies SE | −154 | 3,409 | $265,083 | |
| WFC | Wells Fargo & Company/Mn | −146 | 2,636 | $217,839 | |
| META | Meta Platforms, Inc. | −108 | 982 | $553,150 | |
| ORCL | Oracle Corp | −107 | 2,995 | $438,917 | |
| NVS | Novartis AG | −106 | 1,946 | $304,977 | |
| AIG | American International Group, Inc. | −73 | 2,723 | $202,945 | |
| WEC | Wec Energy Group, Inc. | −52 | 3,283 | $383,355 | |
| SHOP | Shopify Inc. | −50 | 3,239 | $369,829 | |
| SAN | Banco Santander, S.A. | −48 | 12,273 | $169,367 | |
| NET | Cloudflare, Inc. | −41 | 14,165 | $3,474,391 | |
| BA | Boeing Co | −29 | 1,990 | $430,775 | |
| AZN | Astrazeneca PLC | −25 | 1,640 | $310,976 | |
| COF | Capital One Financial Corp | −25 | 1,249 | $250,574 | |
| ADBE | Adobe Inc. | −5 | 3,117 | $639,047 | |
| TDY | Teledyne Technologies Inc | −4 | 389 | $259,424 | |
| MA | Mastercard Inc | −3 | 598 | $307,132 | |
| APD | Air Products & Chemicals, Inc. | −3 | 698 | $204,639 | |
| PH | Parker-Hannifin Corp | −2 | 237 | $231,814 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
10 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| GEV | GE Vernova Inc. | 242 | $284,316 | |
| MU | Micron Technology Inc | 230 | $265,486 | |
| MNST | Monster Beverage Corp | 2,462 | $236,647 | |
| ABBV | AbbVie Inc. | 911 | $229,244 | |
| TXN | Texas Instruments Inc | 767 | $228,619 | |
| GLW | Corning Inc /Ny | 873 | $222,990 | |
| LRCX | Lam Research Corp | 489 | $211,898 | |
| WSO | Watsco Inc | 493 | $205,447 | |
| VRTX | Vertex Pharmaceuticals Inc / Ma | 412 | $204,652 | |
| AMAT | Applied Materials Inc /De | 281 | $203,163 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
12 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BNDX | Vanguard Total International Bond ETF | 262,547 | $12,615,383 | |
| BIV | Vanguard Intermediate-Term Bond ETF | 17,009 | $1,312,754 | |
| VEU | Vanguard FTSE All-World Ex-US ETF | 7,797 | $585,554 | |
| VEA | Vanguard FTSE Developed Markets ETF | 4,787 | $306,750 | |
| UL | Unilever PLC | 4,883 | $278,184 | |
| SONY | Sony Group Corp | 12,329 | $255,210 | |
| EQNR | Equinor ASA | 6,031 | $254,508 | |
| LMAT | Lemaitre Vascular Inc | 2,077 | $226,746 | |
| HSBC | Hsbc Holdings PLC | 2,566 | $211,669 | |
| AEM | Agnico Eagle Mines Ltd | 1,009 | $204,806 | |
| STZ | Constellation Brands, Inc. | 1,354 | $203,100 | |
| AWK | American Water Works Company, Inc. | 1,482 | $201,685 | |
| No positions match the current search. | ||||
54 tracked positions ·
$25,186,292 total
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
Showing 1–50
of 54 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NET |
Cloudflare, Inc.
Technology
|
Reduced | 14,165 | $3,474,391 | 13.79% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 9,188 | $1,838,426 | 7.30% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 3,749 | $1,398,451 | 5.55% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 1,399 | $1,044,731 | 4.15% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 3,881 | $924,997 | 3.67% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 2,074 | $783,453 | 3.11% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
Reduced | 972 | $683,646 | 2.71% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 1,810 | $646,839 | 2.57% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 1,536 | $646,041 | 2.57% | |
| ADBE |
Adobe Inc.
Technology
|
Reduced | 3,117 | $639,047 | 2.54% | |
| V |
Visa Inc.
Financial Services
|
Added | 1,811 | $621,335 | 2.47% | |
| AAPL |
Apple Inc.
Technology
|
Added | 2,050 | $593,188 | 2.36% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 982 | $553,150 | 2.20% | |
| ASML |
Asml Holding NV
Technology
|
Added | 261 | $519,243 | 2.06% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 388 | $465,378 | 1.85% | |
| ORCL |
Oracle Corp
Technology
|
Reduced | 2,995 | $438,917 | 1.74% | |
| BA |
Boeing Co
Industrials
|
Reduced | 1,990 | $430,775 | 1.71% | |
| GE |
General Electric Co
Industrials
|
Added | 1,107 | $413,719 | 1.64% | |
| WEC |
Wec Energy Group, Inc.
Utilities
|
Reduced | 3,283 | $383,355 | 1.52% | |
| SHOP |
Shopify Inc.
Technology
|
Reduced | 3,239 | $369,829 | 1.47% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Reduced | 7,787 | $329,701 | 1.31% | |
| MUFG |
Mitsubishi Ufj Financial Group Inc
Financial Services
|
Reduced | 16,148 | $321,183 | 1.28% | |
| GLDM |
World Gold Trust
|
Held | 4,040 | $320,856 | 1.27% | |
| AZN |
Astrazeneca PLC
Healthcare
|
Reduced | 1,640 | $310,976 | 1.23% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 598 | $307,132 | 1.22% | |
| NVS |
Novartis AG
Healthcare
|
Reduced | 1,946 | $304,977 | 1.21% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 608 | $290,362 | 1.15% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 3,995 | $285,243 | 1.13% | |
| GEV |
GE Vernova Inc.
Industrials
|
NEW | 242 | $284,316 | 1.13% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
Held | 2,613 | $267,022 | 1.06% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 230 | $265,486 | 1.05% | |
| TTE |
TotalEnergies SE
Energy
|
Reduced | 3,409 | $265,083 | 1.05% | |
| TDY |
Teledyne Technologies Inc
Technology
|
Reduced | 389 | $259,424 | 1.03% | |
| COF |
Capital One Financial Corp
Financial Services
|
Reduced | 1,249 | $250,574 | 0.99% | |
| NOW |
ServiceNow, Inc.
Technology
|
Reduced | 2,452 | $243,434 | 0.97% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Reduced | 1,295 | $239,303 | 0.95% | |
| MNST |
Monster Beverage Corp
Consumer Defensive
|
NEW | 2,462 | $236,647 | 0.94% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 1,713 | $234,201 | 0.93% | |
| PH |
Parker-Hannifin Corp
Industrials
|
Reduced | 237 | $231,814 | 0.92% | |
| ABBV |
AbbVie Inc.
Healthcare
|
NEW | 911 | $229,244 | 0.91% | |
| TXN |
Texas Instruments Inc
Technology
|
NEW | 767 | $228,619 | 0.91% | |
| GLW |
Corning Inc /Ny
Technology
|
NEW | 873 | $222,990 | 0.89% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Reduced | 2,636 | $217,839 | 0.86% | |
| CRM |
Salesforce, Inc.
Technology
|
Added | 1,384 | $216,817 | 0.86% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Added | 968 | $213,434 | 0.85% | |
| LRCX |
Lam Research Corp
Technology
|
NEW | 489 | $211,898 | 0.84% | |
| WSO |
Watsco Inc
Industrials
|
NEW | 493 | $205,447 | 0.82% | |
| VRTX |
Vertex Pharmaceuticals Inc / Ma
Healthcare
|
NEW | 412 | $204,652 | 0.81% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
Reduced | 698 | $204,639 | 0.81% | |
| AMAT |
Applied Materials Inc /De
Technology
|
NEW | 281 | $203,163 | 0.81% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.