Livet Wealth, LLC reported 53 positions worth $24.42M for the quarter ended Jun 30, 2026, up 10.4% on the prior quarter. It opened 10 new positions, added to 15, trimmed 26 and exited 8. Its largest holding is Cloudflare, Inc. at 14.2% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Trade Value | Weight |
|---|---|---|---|
| GEV GE Vernova Inc. | +242 | $284.32K | 1.16% |
| MU Micron Technology Inc | +230 | $265.49K | 1.09% |
| MNST Monster Beverage Corp | +4,924 | $236.65K | 0.969% |
| ABBV AbbVie Inc. | +911 | $229.24K | 0.939% |
| TXN Texas Instruments Inc | +767 | $228.62K | 0.936% |
| GLW Corning Inc | +873 | $222.99K | 0.913% |
| LRCX Lam Research Corp | +489 | $211.90K | 0.868% |
| WSO Watsco Inc | +493 | $205.45K | 0.841% |
| VRTX Vertex Pharmaceuticals Inc / Ma | +412 | $204.65K | 0.838% |
| AMAT Applied Materials Inc | +281 | $203.16K | 0.832% |
| Holding | Change | Trade Value | Weight |
|---|---|---|---|
| UL Unilever Plc | -4,883 -100.0% | $278.19K | Exited |
| SONY Sony Group Corp | -12.3K -100.0% | $255.21K | Exited |
| EQNR Equinor Asa | -6,031 -100.0% | $254.51K | Exited |
| LMAT Lemaitre Vascular Inc | -2,077 -100.0% | $226.75K | Exited |
| HSBC Hsbc Holdings Plc | -2,566 -100.0% | $211.67K | Exited |
| AEM Agnico Eagle Mines Ltd | -1,009 -100.0% | $204.81K | Exited |
| STZ Constellation Brands, Inc. | -1,354 -100.0% | $203.10K | Exited |
| AWK American Water Works Company, Inc. | -1,482 -100.0% | $201.69K | Exited |
| QCOM Qualcomm Inc | -630 -32.7% | $116.42K | 0.98% |
| META Meta Platforms, Inc. | -108 -9.9% | $60.84K | 2.26% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| GEV GE Vernova Inc. | +242 | $284.32K | 1.16% |
| MU Micron Technology Inc | +230 | $265.49K | 1.09% |
| MNST Monster Beverage Corp | +4,924 | $236.65K | 0.969% |
| ABBV AbbVie Inc. | +911 | $229.24K | 0.939% |
| TXN Texas Instruments Inc | +767 | $228.62K | 0.936% |
| GLW Corning Inc | +873 | $222.99K | 0.913% |
| LRCX Lam Research Corp | +489 | $211.90K | 0.868% |
| WSO Watsco Inc | +493 | $205.45K | 0.841% |
| VRTX Vertex Pharmaceuticals Inc / Ma | +412 | $204.65K | 0.838% |
| AMAT Applied Materials Inc | +281 | $203.16K | 0.832% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| UL Unilever Plc | -4,883 | $278.19K | 1.26% |
| SONY Sony Group Corp | -12.3K | $255.21K | 1.15% |
| EQNR Equinor Asa | -6,031 | $254.51K | 1.15% |
| LMAT Lemaitre Vascular Inc | -2,077 | $226.75K | 1.02% |
| HSBC Hsbc Holdings Plc | -2,566 | $211.67K | 0.957% |
| AEM Agnico Eagle Mines Ltd | -1,009 | $204.81K | 0.926% |
| STZ Constellation Brands, Inc. | -1,354 | $203.10K | 0.918% |
| AWK American Water Works Company, Inc. | -1,482 | $201.69K | 0.911% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NET Cloudflare, Inc. | Technology | 14.2K | $3.47M | 14.22% | -41 | -0.3% | Reduced | 0% |
| 2 | NVDA Nvidia Corp | Technology | 9,188 | $1.84M | 7.53% | +381 | +4.3% | Added | 0% |
| 3 | MSFT Microsoft Corp | Technology | 3,749 | $1.40M | 5.73% | +101 | +2.8% | Added | 0% |
| 4 | GOOG Alphabet Inc. | Technology | 2,736 | $966.71K | 3.96% | -26 | -0.9% | Reduced | 0% |
| 5 | AMZN Amazon Com Inc | Consumer Discretionary | 3,881 | $925.00K | 3.79% | +293 | +8.2% | Added | 0% |
| 6 | AVGO Broadcom Inc. | Technology | 2,074 | $783.45K | 3.21% | +205 | +11.0% | Added | 0% |
| 7 | GOOGL Alphabet Inc. | Technology | 1,810 | $646.84K | 2.65% | -25 | -1.4% | Reduced | 0% |
| 8 | TSLA Tesla, Inc. | Consumer Discretionary | 1,536 | $646.04K | 2.65% | +71 | +4.8% | Added | 0% |
| 9 | ADBE Adobe Inc. | Technology | 3,117 | $639.05K | 2.62% | -5 | -0.2% | Reduced | 0% |
| 10 | V Visa Inc. | Financial Services | 1,811 | $621.34K | 2.54% | +10 | +0.6% | Added | 0% |
| 11 | AAPL Apple Inc. | Technology | 2,050 | $593.19K | 2.43% | +18 | +0.9% | Added | 0% |
| 12 | META Meta Platforms, Inc. | Technology | 982 | $553.15K | 2.26% | -108 | -9.9% | Reduced | 0% |
| 13 | ASML Asml Holding Nv | Technology | 261 | $519.24K | 2.13% | +27 | +11.5% | Added | 0% |
| 14 | LLY ELI LILLY & Co | Healthcare | 388 | $465.38K | 1.91% | -2 | -0.5% | Reduced | 0% |
| 15 | ORCL Oracle Corp | Technology | 2,995 | $438.92K | 1.8% | -107 | -3.4% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Livet Wealth.
As of its Q2 2026 13F filing, Livet Wealth, LLC’s five largest positions were Cloudflare, Inc. (NET) at 14.2%, Nvidia Corp (NVDA) at 7.5%, Microsoft Corp (MSFT) at 5.7%, Alphabet Inc. (GOOG) at 4.0%, Amazon Com Inc (AMZN) at 3.8% of the reported portfolio.
Livet Wealth, LLC reported a 13F portfolio worth $24.42M across 53 positions for Q2 2026. That is up 10.4% from the previous quarter.
Its largest purchases by value were GE Vernova Inc. ($284.32K), Micron Technology Inc ($265.49K), Monster Beverage Corp ($236.65K). It opened 10 new positions.
Its largest sales by value were Unilever Plc ($278.19K), Sony Group Corp ($255.21K), Equinor Asa ($254.51K). It exited 8 positions entirely.
From the Form 13F-HR reports Livet Wealth, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.