Livet Wealth, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing details the firm's investment portfolio, which includes a mix of individual stocks and exchange-traded funds.
The portfolio is managed from an office in Spanish Fork, Utah. The filing lists 119 distinct equity securities held by the firm.
Among the individual company holdings disclosed, Livet Wealth lists significant positions in Apple Inc. with 4,288 shares, Microsoft Corporation with 4,244 shares, and NVIDIA Corporation with 11,078 shares. Other notable individual stock positions include Amazon.com Inc. (5,262 shares), Alphabet Inc. Class A (2,694 shares), and Meta Platforms Inc. Class A (1,129 shares).
The filing also reveals a substantial allocation to exchange-traded funds (ETFs). Major ETF holdings include SPDR S&P 500 ETF Trust (55,447 shares), Vanguard S&P 500 ETF Shares (615 shares), and Invesco Exchange Traded Solvency Index Fund (121,960 shares). The firm also holds various bond-focused ETFs, such as the iShares Core U.S. Aggregate Bond ETF (100,534 shares) and the Vanguard Total International Bond ETF (309,301 shares).
The report indicates that all positions are held in a sole voting capacity with no shared investment power.
