Livet Wealth
Livet Wealth reported 119 stocks worth $180M in its 13F filing for Q3 2026, filed Oct 27, 2026. Its largest holdings are BNDX (8.1%), VONG (7.6%) and SCHF (7.3%). Compared with Q2 2026, the fund opened new positions in VOO, AMD and JPM, added to BNDX, VONG and SCHF, trimmed BSCQ, SCHG and VYM and sold out of TDY, NOW and XOM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 4 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  BNDX Vanguard Total | $14.5M | 8.1% | 310K | +27K (+10%) | 4 of 4 | |
| 2 |  VONG Vanguard Russell 1000 | $13.8M | 7.6% | 107K | +2,219 (+2%) | 4 of 4 | |
| 3 |  SCHF Schwab International | $13.1M | 7.3% | 476K | +5,219 (+1%) | 4 of 4 | |
| 4 |  SCHD Schwab US Dividend Equity ETF | $9.6M | 5.3% | 294K | +3,667 (+1%) | 4 of 4 | |
| 5 |  AGG Ishares TR | $9.6M | 5.3% | 101K | +8,973 (+10%) | 4 of 4 | |
| 6 |  SHYG Ishares TR | $7.3M | 4.1% | 178K | +9,103 (+5%) | 4 of 4 | |
| 7 |  SLYG Spdr Series Trust | $5M | 2.8% | 47K | +900 (+2%) | 4 of 4 | |
| 8 |  NET Cloudflare Inc | $4.9M | 2.7% | 14K | +34 (+0%) | 4 of 4 | |
| 9 |  BSCR Invesco Exch Trd Slf Idx FD | $4.7M | 2.6% | 238K | +52K (+28%) | 4 of 4 | |
| 10 |  BSCQ Invesco Exch Trd Slf Idx FD | $4.4M | 2.5% | 228K | −10K (−4%) | 4 of 4 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 TDY Teledyne Technologies Inc | $259K | 389 |
 NOW Servicenow Inc | $243K | 2,452 |
 XOM Exxon Mobil Corp | $234K | 1,713 |
 PH Parker Hannifin Corp | $232K | 237 |
 GLW Corning Inc | $223K | 873 |
🔒 Free account: see all 12.
Reported value
last 4 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 27, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Livet Wealth 13F FAQ
What does Livet Wealth own?
Livet Wealth reported 119 stocks worth $180M in its 13F filing for Q3 2026, filed Oct 27, 2026. Its largest holdings are BNDX (8.1%), VONG (7.6%) and SCHF (7.3%). The table above lists every position in the filing (the top 10 without an account).
What did Livet Wealth buy and sell in Q3 2026?
Compared with Q2 2026: 9 new positions, 57 added to, 35 trimmed and 12 sold out. New positions include VOO, AMD and JPM. It sold all of TDY, NOW and XOM.
When will Livet Wealth file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Livet Wealth's portfolio worth?
The Q3 2026 filing reports $180M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.