Livet Wealth, LLC
CIK
2111409
Location
SALT LAKE CITY, UT
Portfolio Value
Micro
$22,679,689
Diversification
Diversified
Filing Date
Global Rank
#7,638
/ 8,603
▲ 34
· as of Mar 2026
Top Industry
Software - Infrastructure
22.9%
3Y Alpha vs SPY
-10.9%
Period ended 3 months ago
Filed Apr 24, 2026 · 3mo
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+8.2%
SPY
+9.6%
Annualised alpha
-4.2%
Max drawdown
−9.3%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
51 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
12.9%
+1.5 pts
Top 5
33.0%
−1.1 pts
Top 10
47.1%
−2.5 pts
HHI
392
Diversified+2
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 45.4% | $10,307,039 |
| Financial Services | 10.1% | $2,295,469 |
| Unclassified | 8.8% | $1,988,015 |
| Communication Services | 8.7% | $1,970,413 |
| Consumer Cyclical | 7.7% | $1,753,284 |
| Healthcare | 5.4% | $1,227,270 |
| Industrials | 3.7% | $849,061 |
| Energy | 3.6% | $811,638 |
| Utilities | 2.6% | $587,777 |
| Consumer Defensive | 2.1% | $481,284 |
| Basic Materials | 1.8% | $408,439 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
13 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NOW | ServiceNow, Inc. | +1,389 | 2,714 | $283,748 | |
| MUFG | Mitsubishi Ufj Financial Group Inc | +1,196 | 18,297 | $310,500 | |
| AAPL | Apple Inc. | +467 | 2,032 | $515,701 | |
| COF | Capital One Financial Corp | +354 | 1,274 | $232,415 | |
| UL | Unilever PLC | +299 | 4,883 | $278,184 | |
| CRM | Salesforce, Inc. | +193 | 1,345 | $251,071 | |
| AIG | American International Group, Inc. | +175 | 2,796 | $210,399 | |
| META | Meta Platforms, Inc. | +171 | 1,090 | $623,621 | |
| GOOGL | Alphabet Inc. | +82 | 1,835 | $527,672 | |
| WFC | Wells Fargo & Company/Mn | +61 | 2,782 | $221,475 | |
| LOW | Lowes Companies Inc | +45 | 962 | $227,301 | |
| ADBE | Adobe Inc. | +30 | 3,122 | $758,895 | |
| ASML | Asml Holding NV | +2 | 234 | $309,074 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| LYG | Lloyds Banking Group plc | −3,022 | 24,931 | $125,402 | |
| SAN | Banco Santander, S.A. | −1,095 | 12,321 | $138,980 | |
| SONY | Sony Group Corp | −1,076 | 12,329 | $255,210 | |
| AMZN | Amazon Com Inc | −953 | 3,588 | $747,272 | |
| QCOM | Qualcomm Inc/De | −725 | 1,925 | $247,901 | |
| ORCL | Oracle Corp | −572 | 3,102 | $456,335 | |
| TTE | TotalEnergies SE | −560 | 3,563 | $324,161 | |
| SHOP | Shopify Inc. | −445 | 3,289 | $390,141 | |
| VZ | Verizon Communications Inc | −415 | 8,719 | $437,693 | |
| GE | General Electric Co | −363 | 822 | $233,258 | |
| TSLA | Tesla, Inc. | −282 | 1,465 | $544,613 | |
| NET | Cloudflare, Inc. | −275 | 14,206 | $2,931,266 | |
| NFLX | Netflix Inc | −265 | 3,967 | $381,427 | |
| WEC | Wec Energy Group, Inc. | −191 | 3,335 | $386,092 | |
| AVGO | Broadcom Inc. | −183 | 1,869 | $578,474 | |
| V | Visa Inc. | −173 | 1,801 | $544,334 | |
| BA | Boeing Co | −163 | 2,019 | $401,841 | |
| NVDA | Nvidia Corp | −144 | 8,807 | $1,535,940 | |
| MSFT | Microsoft Corp | −124 | 3,648 | $1,350,380 | |
| PH | Parker-Hannifin Corp | −56 | 239 | $213,962 | |
| TDY | Teledyne Technologies Inc | −32 | 393 | $237,768 | |
| MA | Mastercard Inc | −29 | 601 | $300,295 | |
| NVS | Novartis AG | −23 | 2,052 | $313,443 | |
| MDY | Spdr S&P Midcap 400 ETF Trust | −9 | 1,141 | $703,723 | |
| LLY | ELI LILLY & Co | −8 | 390 | $358,710 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
11 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AZN | Astrazeneca PLC | 1,665 | $328,371 | |
| EQNR | Equinor ASA | 6,031 | $254,508 | |
| SBUX | Starbucks Corp | 2,613 | $234,098 | |
| CVX | Chevron Corp | 1,126 | $232,969 | |
| LMAT | Lemaitre Vascular Inc | 2,077 | $226,746 | |
| HSBC | Hsbc Holdings PLC | 2,566 | $211,669 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | 607 | $205,135 | |
| AEM | Agnico Eagle Mines Ltd | 1,009 | $204,806 | |
| APD | Air Products & Chemicals, Inc. | 701 | $203,633 | |
| STZ | Constellation Brands, Inc. | 1,354 | $203,100 | |
| AWK | American Water Works Company, Inc. | 1,482 | $201,685 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
10 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ISRG | Intuitive Surgical Inc | 451 | $255,428 | |
| DIS | Walt Disney Co | 1,998 | $227,312 | |
| ARES | Ares Management Corp | 1,395 | $225,473 | |
| IBM | International Business Machines Corp | 761 | $225,415 | |
| ABBV | AbbVie Inc. | 944 | $215,694 | |
| MDT | Medtronic plc | 2,244 | $215,558 | |
| MNST | Monster Beverage Corp | 2,754 | $211,149 | |
| IDXX | Idexx Laboratories Inc /De | 305 | $206,341 | |
| MRK | Merck & Co., Inc. | 1,923 | $202,414 | |
| NWG | NatWest Group plc | 10,851 | $189,892 | |
| No positions match the current search. | ||||
51 positions ·
$22,679,689 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
Showing 1–50
of 51 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NET |
Cloudflare, Inc.
Technology
|
Reduced | 14,206 | $2,931,266 | 12.92% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 8,807 | $1,535,940 | 6.77% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 3,648 | $1,350,380 | 5.95% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 1,399 | $909,825 | 4.01% | |
| ADBE |
Adobe Inc.
Technology
|
Added | 3,122 | $758,895 | 3.35% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 3,588 | $747,272 | 3.29% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
Reduced | 1,141 | $703,723 | 3.10% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 1,090 | $623,621 | 2.75% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 1,869 | $578,474 | 2.55% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 1,465 | $544,613 | 2.40% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 1,801 | $544,334 | 2.40% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 1,835 | $527,672 | 2.33% | |
| AAPL |
Apple Inc.
Technology
|
Added | 2,032 | $515,701 | 2.27% | |
| ORCL |
Oracle Corp
Technology
|
Reduced | 3,102 | $456,335 | 2.01% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Reduced | 8,719 | $437,693 | 1.93% | |
| BA |
Boeing Co
Industrials
|
Reduced | 2,019 | $401,841 | 1.77% | |
| SHOP |
Shopify Inc.
Technology
|
Reduced | 3,289 | $390,141 | 1.72% | |
| WEC |
Wec Energy Group, Inc.
Utilities
|
Reduced | 3,335 | $386,092 | 1.70% | |
| NFLX |
Netflix Inc
Communication Services
|
Reduced | 3,967 | $381,427 | 1.68% | |
| GLDM |
World Gold Trust
|
Held | 4,040 | $374,467 | 1.65% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 390 | $358,710 | 1.58% | |
| AZN |
Astrazeneca PLC
Healthcare
|
NEW | 1,665 | $328,371 | 1.45% | |
| TTE |
TotalEnergies SE
Energy
|
Reduced | 3,563 | $324,161 | 1.43% | |
| NVS |
Novartis AG
Healthcare
|
Reduced | 2,052 | $313,443 | 1.38% | |
| MUFG |
Mitsubishi Ufj Financial Group Inc
Financial Services
|
Added | 18,297 | $310,500 | 1.37% | |
| ASML |
Asml Holding NV
Technology
|
Added | 234 | $309,074 | 1.36% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 601 | $300,295 | 1.32% | |
| NOW |
ServiceNow, Inc.
Technology
|
Added | 2,714 | $283,748 | 1.25% | |
| UL |
Unilever PLC
Consumer Defensive
|
Added | 4,883 | $278,184 | 1.23% | |
| SONY |
Sony Group Corp
Technology
|
Reduced | 12,329 | $255,210 | 1.13% | |
| EQNR |
Equinor ASA
Energy
|
NEW | 6,031 | $254,508 | 1.12% | |
| CRM |
Salesforce, Inc.
Technology
|
Added | 1,345 | $251,071 | 1.11% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Reduced | 1,925 | $247,901 | 1.09% | |
| TDY |
Teledyne Technologies Inc
Technology
|
Reduced | 393 | $237,768 | 1.05% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
NEW | 2,613 | $234,098 | 1.03% | |
| GE |
General Electric Co
Industrials
|
Reduced | 822 | $233,258 | 1.03% | |
| CVX |
Chevron Corp
Energy
|
NEW | 1,126 | $232,969 | 1.03% | |
| COF |
Capital One Financial Corp
Financial Services
|
Added | 1,274 | $232,415 | 1.02% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Added | 962 | $227,301 | 1.00% | |
| LMAT |
Lemaitre Vascular Inc
Healthcare
|
NEW | 2,077 | $226,746 | 1.00% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Added | 2,782 | $221,475 | 0.98% | |
| PH |
Parker-Hannifin Corp
Industrials
|
Reduced | 239 | $213,962 | 0.94% | |
| HSBC |
Hsbc Holdings PLC
Financial Services
|
NEW | 2,566 | $211,669 | 0.93% | |
| AIG |
American International Group, Inc.
Financial Services
|
Added | 2,796 | $210,399 | 0.93% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
NEW | 607 | $205,135 | 0.90% | |
| AEM |
Agnico Eagle Mines Ltd
Basic Materials
|
NEW | 1,009 | $204,806 | 0.90% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
NEW | 701 | $203,633 | 0.90% | |
| STZ |
Constellation Brands, Inc.
Consumer Defensive
|
NEW | 1,354 | $203,100 | 0.90% | |
| AWK |
American Water Works Company, Inc.
Utilities
|
NEW | 1,482 | $201,685 | 0.89% | |
| SAN |
Banco Santander, S.A.
Financial Services
|
Reduced | 12,321 | $138,980 | 0.61% |