Livet Wealth, LLC ETF holdings
Salt Lake City, UT
Reported $149.3M in 70 ETFs in its Form 13F for June 30, 2026.
ETF value
$149.3M
ETFs held
70
Change from prior quarter
+10.1%
With price moves
ETFs as a share of its 13F
86.1%
of $173.4M
Top 10 of 70 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| BNDX | Vanguard Total International Bond ETF | $13.7M | 282,984 | +20,437 shares |
| VONG | Vanguard Russell 1000 Growth ETF | $13.4M | 104,624 | −346 shares |
| SCHF | Schwab International Equity ETF | $13.1M | 471,249 | −10,332 shares |
| SCHD | Schwab U.S. Dividend Equity ETF | $9.2M | 290,827 | −5,983 shares |
| AGG | iShares Core U.S. Aggregate Bond ETF | $9.1M | 92,065 | +11,931 shares |
| SHYG | iShares 0-5 Year High Yield Corporate Bond ETF | $7.1M | 168,489 | +12,384 shares |
| SLYG | State Street SPDR S&P 600 Small Cap Growth ETF | $5.5M | 45,748 | −896 shares |
| BSCQ | Invesco BulletShares 2026 Corporate Bond ETF | $4.6M | 238,141 | +4,970 shares |
| SCHM | Schwab U.S. Mid-Cap ETF | $4.2M | 112,804 | −2,198 shares |
| BSCR | Invesco BulletShares 2027 Corporate Bond ETF | $3.6M | 185,622 | +18,044 shares |
60 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002111409. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Livet Wealth, LLC own?
Livet Wealth, LLC reported 70 ETF positions worth $149.3M in its Form 13F for June 30, 2026. The largest was BNDX, at $13.7M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.