What does Livet Wealth, LLC hold?

Livet Wealth, LLC's 13F holdings are disclosed quarterly in Form 13F-HR filings on SEC EDGAR. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/2111409.

What is Livet Wealth, LLC's AUM?

Livet Wealth, LLC reported approximately $180.5M in 13F-reportable AUM as of 2026-09-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $335.1M in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source Livet Wealth, LLC's holdings?

All Livet Wealth, LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 2111409. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Livet Wealth, LLC's 13F data updated on 13F Pro?

Livet Wealth, LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Livet Wealth, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 2111409

Institutional-grade research for retail investors

Sector Allocation

Other73.5%$132.6M
Financials12.0%$21.6M
Technology10.4%$18.8M
Consumer Discretionary1.2%$2.2M
Healthcare0.8%$1.4M
Communication Services0.6%$1.1M
Industrials0.5%$945,519
Energy0.5%$832,823
Consumer Staples0.3%$612,872
Utilities0.2%$309,495

AUM History

13fpro.ai/research/fund/livet-wealth-llc-2111409

Conviction and streaks

Stable · top 10 = 48.1%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold8.1% weight · held 4 quarters

$Conviction hold7.6% weight · held 4 quarters

$Conviction hold7.3% weight · held 4 quarters

$Conviction hold5.3% weight · held 4 quarters

$Accumulating+21% shares · 3 quarters running

$Accumulating+30% shares · 3 quarters running

$Accumulating+14% shares · 3 quarters running

$IVZAccumulating+52% shares · 3 quarters running

$IVZAccumulating+66% shares · 3 quarters running

$Trimming-10% shares · 3 quarters running

$Trimming-6% shares · 3 quarters running

$Trimming-37% shares · 3 quarters running

$Trimming-12% shares · 3 quarters running

$Trimming-19% shares · 3 quarters running

Largest positions — Q3 2026

VANGUARD
$14.5M
VANGUARD
$13.8M
SCHWAB
$13.1M
SCHWAB
$9.6M
ISHARES
$9.6M
ISHARES
$7.3M
SPDR
$5.0M
NET
$4.9M
IVZ
$4.7M
IVZ
$4.4M
IVZ
$4.1M
SCHWAB
$3.9M
SCHWAB
$3.5M
VANGUARD
$3.2M
VANGUARD
$3.1M
IVZ
$3.1M
SPDR
$3.0M
SPDR
$2.8M
SPDR
$2.8M
VANGUARD
$2.8M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/livet-wealth-llc-2111409

Livet Wealth, LLC 13F holdings — Q3 2026

$180.5M portfolio (+4.1% QoQ) · 119 holdings · Q3 2026 13F · top 10 are 48% of the stock portfolio

1
VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF
$14.5M
8.1% of stocks
+10%This quarter—Since Q-end—Held
AIQuality—Est. buy—
2
VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW
$13.8M
7.6% of stocks
+2%This quarter—Since Q-end—Held
AIQuality—Est. buy—
3
SCHWAB STRATEGIC TR - INTL EQTY ETF
$13.1M
7.3% of stocks
+1%This quarter—Since Q-end—Held
AIQuality—Est. buy—
4
SCHWAB STRATEGIC TR - US DIVIDEND EQ
$9.6M
5.3% of stocks
+1%This quarter—Since Q-end—Held
AIQuality—Est. buy—
5
ISHARES TR - CORE US AGGBD ET
$9.6M
5.3% of stocks
+10%This quarter—Since Q-end—Held
AIQuality—Est. buy—
6
ISHARES TR - 0-5YR HI YL CP
$7.3M
4.1% of stocks
+5%This quarter—Since Q-end—Held
AIQuality—Est. buy—
7
SPDR SERIES TRUST - ST STR SP600GRWO
$5.0M
2.8% of stocks
+2%This quarter—Since Q-end—Held
AIQuality—Est. buy—
8
Cloudflare, Inc.
$NET
$4.9M
2.7% of stocks
+0.2%This quarter-4.4%Since Q-end4+ qtrsHeld
AIQuality56.3#1,163Est. buyEstimated buy price is Pro: unlock with a free trial
9
Invesco Ltd.
$IVZ
$4.7M
2.6% of stocks
+28%This quarter-5.4%Since Q-end4+ qtrsHeld
AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trialAdded 3 qtrs in a row
10
Invesco Ltd.
$IVZ
$4.4M
2.5% of stocks
-4%This quarter-5.4%Since Q-end4+ qtrsHeld
AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trialAdded 3 qtrs in a row

#	Company	Value	Weight	This quarter	Since Q-end	Held	AI quality	Est. buy
1	VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF	$14.5M	8.1%	+10%	—	—	—	—
2	VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW	$13.8M	7.6%	+2%	—	—	—	—
3	SCHWAB STRATEGIC TR - INTL EQTY ETF	$13.1M	7.3%	+1%	—	—	—	—
4	SCHWAB STRATEGIC TR - US DIVIDEND EQ	$9.6M	5.3%	+1%	—	—	—	—
5	ISHARES TR - CORE US AGGBD ET	$9.6M	5.3%	+10%	—	—	—	—
6	ISHARES TR - 0-5YR HI YL CP	$7.3M	4.1%	+5%	—	—	—	—
7	SPDR SERIES TRUST - ST STR SP600GRWO	$5.0M	2.8%	+2%	—	—	—	—
8	Cloudflare, Inc.$NET	$4.9M	2.7%	+0.2%	-4.4%	4+ qtrs	56.3#1,163	Estimated buy price is Pro: unlock with a free trial
9	Invesco Ltd.$IVZ	$4.7M	2.6%	+28%	-5.4%	4+ qtrsAdded 3 qtrs in a row	—	Estimated buy price is Pro: unlock with a free trial
10	Invesco Ltd.$IVZ	$4.4M	2.5%	-4%	-5.4%	4+ qtrsAdded 3 qtrs in a row	—	Estimated buy price is Pro: unlock with a free trial

All holdings — Livet Wealth, LLC (Q3 2026)

Sort

119 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	$IVZ	Invesco Ltd.	Financials	$4.1M	2.3%	202K	+40%	4+ qtrsAdded 3 qtrs in a row	—	13F
12	—	SCHWAB STRATEGIC TR - US MID-CAP ETFetf/fund	—	$3.9M	2.2%	115K	+2%	—	—	13F
13	—	SCHWAB STRATEGIC TR - US LCAP GR ETFetf/fund	—	$3.5M	1.9%	97K	-4%	—	—	13F
14	—	VANGUARD WHITEHALL FDS - HIGH DIV YLDetf/fund	—	$3.2M	1.8%	21K	-0.8%	—	—	13F
15	—	VANGUARD INDEX FDS - MRNGSTR VAL ETFetf/fund	—	$3.1M	1.7%	14K	-8%	—	—	13F
16	$IVZ	Invesco Ltd.	Financials	$3.1M	1.7%	168K	+28%	4+ qtrsAdded 3 qtrs in a row	—	13F
17	—	SPDR INDEX SHS FDS - ST PORT MARK ETFetf/fund	—	$3.0M	1.7%	58K	+3%	—	—	13F
18	—	SPDR INDEX SHS FDS - ST STR PO EX ETFetf/fund	—	$2.8M	1.5%	55K	—	—	—	13F
19	—	SPDR SERIES TRUST - ST STR SP600SM Cetf/fund	—	$2.8M	1.5%	27K	-7%	—	—	13F
20	—	VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETFetf/fund	—	$2.8M	1.5%	18K	+2%	—	—	13F
21	$NVDA	NVIDIA CORP	Technology	$2.5M	1.4%	11K	+21%	4+ qtrsAdded 2 qtrs in a row	86.0	13F
22	—	FIDELITY COVINGTON TRUST - MSCI RL EST ETFetf/fund	—	$2.5M	1.4%	92K	+3%	—	—	13F
23	—	VANGUARD INDEX FDS - MRNGSTR SML CP Vetf/fund	—	$2.4M	1.3%	10K	+0.4%	—	—	13F
24	—	ISHARES TR - CORE INTL AGGRetf/fund	—	$2.3M	1.3%	47K	+4%	—	—	13F
25	$MSFT	MICROSOFT CORP	Technology	$2.2M	1.2%	4,244	+13%	4+ qtrsAdded 2 qtrs in a row	79.8	13F
26	—	ISHARES TR - RUS 1000 ETF	—	$2.1M	1.2%	5,158	+0.1%
27	$IVZ	Invesco Ltd.	Financials	$2.0M	1.1%	123K	+25%
28	—	ISHARES TR - IBONDS DEC2026	—	$2.0M	1.1%	81K	+3%
29	—	SCHWAB STRATEGIC TR - US AGGREGATE B	—	$1.8M	1.0%	80K	-2%
30	$AAPL	Apple Inc.	Technology	$1.4M	0.8%	4,288	+109%
31	$AMZN	AMAZON COM INC	Consumer Discretionary	$1.3M	0.7%	5,262	+36%
32	—	VANGUARD BD INDEX FDS - INTERMED TERM	—	$1.2M	0.7%	16K	-7%
33	$SPY	SPDR S&P 500 ETF TRUST	—	$1.1M	0.6%	1,399	—
34	—	VANGUARD INDEX FDS - REAL ESTATE ETF	—	$1.1M	0.6%	12K	+4%
35	—	ISHARES TR - MORNINGSTAR GRWT	—	$1.0M	0.6%	8,583	+0.0%
36	$GOOGL	Alphabet Inc.	Technology	$927K	0.5%	2,694	+49%
37	$GOOG	Alphabet Inc.	Technology	$925K	0.5%	2,714	-0.8%
38	—	VANGUARD INDEX FDS - MRNGSTR GRWT ETF	—	$920K	0.5%	10K	+2%
39	—	INVESCO EXCH TRD SLF IDX FD - INVSCO BLSH 26	—	$858K	0.5%	38K	-14%
40	—	VANGUARD INDEX FDS - MRNGSTR MID CAP	—	$836K	0.5%	11K	+15%
41	$META	Meta Platforms, Inc.	Technology	$819K	0.5%	1,129	+15%
42	—	ISHARES TR - USD GRN BOND ETF	—	$807K	0.5%	18K	+0.4%
43	—	ISHARES TR - CORE S&P SCP ETF	—	$770K	0.4%	5,662	-2%
44	$AVGO	Broadcom Inc.	Technology	$769K	0.4%	2,190	+6%
45	$ADBE	ADOBE INC.	Technology	$711K	0.4%	2,965	-5%
46	—	ISHARES TR - RUS 1000 GRW ETF	—	$690K	0.4%	5,510	-14%
47	—	SCHWAB STRATEGIC TR - INTL SCEQT ETF	—	$648K	0.4%	13K	+0.0%
48	—	SPDR SERIES TRUST - ST BLOO HIGH ETF	—	$641K	0.4%	6,915	+1%
49	$TSLA	Tesla, Inc.	Consumer Discretionary	$641K	0.4%	1,806	+18%
50	$MDY	SPDR S&P MIDCAP 400 ETF TRUST	—	$638K	0.3%	972	—
51	$V	VISA INC.	Financials	$629K	0.3%	1,750	-3%
52	—	VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US	—	$601K	0.3%	7,247	-7%
53	—	VANGUARD INDEX FDS - MRNGSTR TTL STK	—	$601K	0.3%	1,607	—
54	—	ISHARES TR - U.S. TECH ETF	—	$581K	0.3%	2,194	+0.0%
55	—	ISHARES TR - IBON 2026 TE ETF	—	$566K	0.3%	25K	—
56	—	SCHWAB STRATEGIC TR - US LCAP VA ETF	—	$564K	0.3%	17K	-9%
57	—	ISHARES INC - CORE MSCI EMKT	—	$548K	0.3%	6,755	-0.8%
58	—	ISHARES TR - ESG AWR US AGRGT	—	$506K	0.3%	11K	+0.5%
59	—	VANGUARD ADMIRAL FDS INC - SMLCP 600 GRTH	—	$494K	0.3%	3,578	-9%
60	$ASML	ASML HOLDING NV	Technology	$493K	0.3%	272	+4%
61	—	SCHWAB STRATEGIC TR - EMRG MKTEQ ETF	—	$478K	0.3%	13K	-8%
62	—	VANGUARD SCOTTSDALE FDS - INT-TERM CORP	—	$465K	0.3%	5,939	—
63	—	VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF	—	$434K	0.2%	7,314	+0.1%
64	—	VANGUARD INDEX FDS - S&P 500 ETF SHS	—	$431K	0.2%	615	New
65	—	ISHARES TR - RUS 2000 GRW ETF	—	$418K	0.2%	1,170	—
66	$BA	BOEING CO	Industrials	$407K	0.2%	2,187	+10%
67	$META	Meta Platforms, Inc.	Technology	$400K	0.2%	5,234	—
68	—	ISHARES TR - IBONDS 27 ETF	—	$399K	0.2%	17K	—
69	$AMD	ADVANCED MICRO DEVICES INC	Technology	$375K	0.2%	613	New
70	—	ISHARES TR - MSCI EAFE ETF	—	$372K	0.2%	3,579	+6%
71	$LLY	ELI LILLY & Co	Healthcare	$364K	0.2%	315	-19%
72	—	ISHARES TR - RUS MD CP GR ETF	—	$358K	0.2%	2,600	—
73	$AMAT	APPLIED MATERIALS INC /DE	Technology	$355K	0.2%	695	+147%
74	$TSM	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	Technology	$354K	0.2%	775	+27%
75	$NVS	NOVARTIS AG	Healthcare	$351K	0.2%	2,463	+27%
76	—	VANGUARD INDEX FDS - MRNGSTR MD CP VA	—	$344K	0.2%	1,757	+4%
77	—	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	—	$340K	0.2%	4,813	+0.2%
78	$IVZ	Invesco Ltd.	Financials	$340K	0.2%	22K	+63%
79	$VZ	VERIZON COMMUNICATIONS INC	Communication Services	$333K	0.2%	7,262	-7%
80	$MU	MICRON TECHNOLOGY INC	Technology	$329K	0.2%	309	+34%
81	$GE	GENERAL ELECTRIC CO	Industrials	$326K	0.2%	1,043	-6%
82	$NFLX	NETFLIX INC	Communication Services	$319K	0.2%	4,586	+15%
83	$NU	Nu Holdings Ltd.	Financials	$318K	0.2%	6,555	+0.5%
84	—	ISHARES TR - MSCI EAFE MIN VL	—	$314K	0.2%	3,442	-0.2%
85	—	ISHARES TR - CORE MSCI EAFE	—	$312K	0.2%	3,218	—
86	$WEC	WEC ENERGY GROUP, INC.	Utilities	$309K	0.2%	3,071	-6%
87	$CRM	Salesforce, Inc.	Technology	$308K	0.2%	1,343	-3%
88	—	NUSHARES ETF TR - ESG HI TLD CRP	—	$302K	0.2%	15K	+2%
89	$TTE	TotalEnergies SE	Energy	$296K	0.2%	3,459	+1%
90	$MA	Mastercard Inc	Financials	$296K	0.2%	536	-10%
91	$MUFG	MITSUBISHI UFJ FINANCIAL GROUP INC	Financials	$292K	0.2%	13K	-22%
92	$AZN	ASTRAZENECA PLC	Healthcare	$291K	0.2%	1,803	+10%
93	$SHOP	SHOPIFY INC.	Technology	$290K	0.2%	1,953	-40%
94	—	VANGUARD BD INDEX FDS - TOTAL BND MRKT	—	$288K	0.2%	4,099	+5%
95	$JPM	JPMORGAN CHASE & CO	Financials	$282K	0.2%	851	New
96	$XOM.R34088	EXXON MOBIL CORP	Energy	$278K	0.1%	1,709	-0.2%
97	$GLDM	World Gold Trust	Financials	$275K	0.1%	3,350	-17%
98	$ORCL	ORACLE CORP	Technology	$274K	0.1%	1,997	-33%
99	$TRI	THOMSON REUTERS CORP /CAN/	Communication Services	$265K	0.1%	2,719	New
100	$CVX	CHEVRON CORP	Energy	$259K	0.1%	1,268	+4%
101	$WT	WisdomTree, Inc.	Financials	$240K	0.1%	2,574	+0.4%
102	—	ISHARES TR - CORE S&P MCP ETF	—	$226K	0.1%	3,135	—
103	—	INVESCO EXCH TRD SLF IDX FD - BULETSHS 2027	—	$222K	0.1%	10K	New
104	$COF	CAPITAL ONE FINANCIAL CORP	Financials	$221K	0.1%	1,144	-8%
105	$TXN	TEXAS INSTRUMENTS INC	Technology	$220K	0.1%	786	+2%
106	$MUFG	MITSUBISHI UFJ FINANCIAL GROUP INC	Financials	$220K	0.1%	4,062	-7%
107	$ABBV	AbbVie Inc.	Healthcare	$219K	0.1%	837	-8%
108	$DIS	Walt Disney Co	Communication Services	$218K	0.1%	2,082	New
109	$VRTX	VERTEX PHARMACEUTICALS INC / MA	Healthcare	$216K	0.1%	413	+0.2%
110	—	ISHARES TR - RUSSELL 2000 ETF	—	$216K	0.1%	776	—
111	$QCOM	QUALCOMM INC/DE	Technology	$215K	0.1%	1,166	-10%
112	$GEV	GE Vernova Inc.	Industrials	$213K	0.1%	224	-7%
113	$MNST	Monster Beverage Corp	Consumer Staples	$208K	0.1%	5,008	+103%
114	—	SCHWAB STRATEGIC TR - 1000 INDEX ETF	—	$208K	0.1%	5,685	—
115	$PM	Philip Morris International Inc.	Consumer Staples	$204K	0.1%	1,067	New
116	$SBUX	STARBUCKS CORP	Consumer Discretionary	$202K	0.1%	2,149	-18%
117	$UL	UNILEVER PLC	Consumer Staples	$201K	0.1%	3,307	New
118	$SAN	Banco Santander, S.A.	Financials	$178K	0.1%	13K	+5%
119	$LYG	Lloyds Banking Group plc	Financials	$136K	0.1%	24K	+3%

What changed in Q3 2026

Against the previous quarter's 13F: 8 new, 61 added to, 36 trimmed, 11 sold out. Share-count changes; largest moves by dollar size first.

New positions (8)

VANGUARD INDEX FDS - S&P 500 ETF SHS$431K
first bought this quarter
$AMDADVANCED MICRO DEVICES INC$375K
first bought this quarter
$JPMJPMORGAN CHASE & CO$282K
first bought this quarter
$TRITHOMSON REUTERS CORP /CAN/$265K
first bought this quarter
INVESCO EXCH TRD SLF IDX FD - BULETSHS 2027$222K
first bought this quarter
$DISWalt Disney Co$218K
first bought this quarter

+2 more in the Excel export

Added to (61)

VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF+10%
now $14.5M
$IVZInvesco Ltd.+28%
now $4.7M · held 4+ qtrs, 3 adds in a row
ISHARES TR - CORE US AGGBD ET+10%
now $9.6M
$AAPLApple Inc.+109%
now $1.4M · held 4+ qtrs
$NVDANVIDIA CORP+21%
now $2.5M · held 4+ qtrs, 2 adds in a row
ISHARES TR - 0-5YR HI YL CP+5%
now $7.3M

+55 more in the Excel export

Trimmed (36)

VANGUARD INDEX FDS - MRNGSTR VAL ETF-8%
now $3.1M
SPDR SERIES TRUST - ST STR SP600SM C-7%
now $2.8M
$SHOPSHOPIFY INC.-40%
now $290K · held 4+ qtrs, 3 trims in a row
SCHWAB STRATEGIC TR - US LCAP GR ETF-4%
now $3.5M
$ORCLORACLE CORP-33%
now $274K · held 4+ qtrs, 3 trims in a row
INVESCO EXCH TRD SLF IDX FD - INVSCO BLSH 26-14%
now $858K

+30 more in the Excel export

Sold out (11)

$TDYTELEDYNE TECHNOLOGIES INCwas $259K
held 3+ qtrs
$NOWServiceNow, Inc.was $243K
held 3+ qtrs
$PHParker-Hannifin Corpwas $232K
held 3+ qtrs
$GLWCORNING INC /NYwas $223K
held 1 qtr
$WFCWELLS FARGO & COMPANY/MNwas $218K
SCHWAB STRATEGIC TR - US SML CAP ETFwas $215K

+5 more in the Excel export

Firm AUM (Form ADV): $335.1M as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F Livet Wealth, LLC has filed, 3 earlier quarters. Pick one to see what it held then.

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Is it too late to follow Livet Wealth?

Holdings as of Sep 30, 2026 (SEC filing). Prices are closing prices as of Oct 26, 2026.

Average quality of Livet Wealth's top 20 holdings: 72/100 (our AI quality score, weighted by position size; 15 of the 20 are scored)

Top 10 since quarter-end

-4.4%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter

Top 10 weight

48%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

92%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Livet Wealth, LLC disclosed 119 positions worth $180.5M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 8 new positions and exited 11 and a full exit from $TDY. The portfolio is most concentrated in Other (73.5% of disclosed assets). All figures are sourced directly from Livet Wealth, LLC’s Form 13F-HR filing with the SEC under CIK 2111409.

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Berkshire Hathaway Bridgewater Associates Citadel Advisors Renaissance Technologies Two Sigma Investments DE Shaw & Co Millennium Management AQR Capital Management Point72 Asset Management Tiger Global Management Vanguard Group BlackRock

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AI-Powered Hedge Fund Analysis: Livet Wealth, LLC

13F Pro is an AI hedge fund tracker and stock research platform. For Livet Wealth, LLC (SEC CIK: 2111409), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Livet Wealth, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.