Livet Wealth, LLC
•CIK: 2111409•Filing: Q4 2025
**Livet Wealth, LLC** manages $162M across a diversified portfolio of 116 positions. The fund exhibits a notable allocation to fixed income and broad market exposure, with top holdings including VONG ($12.7M) and BNDX ($12.4M). Significant weightings are also directed toward dividend-focused and factor-tilted strategies, evidenced by SCHD ($8.1M) and AGG ($7.8M). This structure suggests a disciplined, income-oriented approach across various asset classes.
Total AUM
$162.3M
QoQ Performance
N/A
Positions
70
Top 10 Concentration
47.1%
Latest Filing
Q4 2025
Top Holdings Allocation
VONG
BNDX
SCHF
VONG7.8%
BNDX7.6%
SCHF7.2%
SCHD5.0%
AGG4.8%
SHYG4.1%
BSCQ3.0%
SLYG2.7%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other89.5%
Technology5.8%
Consumer1.3%
Financial1.2%
Healthcare0.7%
ETF0.6%
Industrial0.5%
Communication0.4%