# EDGAR Filing Document

**Accession Number:** 0002111409
**File Stem:** 0002111409-26-000002
**Filing Date:** 2026-4
**Character Count:** 15554
**Document Hash:** 59588d8b66108bd1906cefa5cb188332
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002111409-26-000002.hdr.sgml**: 20260424

**ACCESSION NUMBER**: 0002111409-26-000002

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260424

**DATE AS OF CHANGE**: 20260424

**EFFECTIVENESS DATE**: 20260424

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Livet Wealth, LLC
- **CENTRAL INDEX KEY:** 0002111409

**ORGANIZATION NAME:**
- **EIN:** 392883835
- **STATE OF INCORPORATION:** UT
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-26291
- **FILM NUMBER:** 26892003

**BUSINESS ADDRESS:**
- **STREET 1:** 1308 S 1700 E
- **STREET 2:** SUITE 208
- **CITY:** SALT LAKE CITY
- **STATE:** UT
- **ZIP:** 84108
- **BUSINESS PHONE:** 801-893-8320

**MAIL ADDRESS:**
- **STREET 1:** 1308 S 1700 E
- **STREET 2:** SUITE 208
- **CITY:** SALT LAKE CITY
- **STATE:** UT
- **ZIP:** 84108

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Livet Wealth LLC<br>**Address:** 1308 S 1700 E<br>SUITE 208<br>SALT LAKE CITY, UT 84108

**Form 13F File Number:** 028-26291

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Jacob Rich<br>**Title:** Director of Operations<br>**Phone:** 8018938320

**Signature, Place, and Date of Signing:**

Jacob Rich  Spanish Fork, UT  04-24-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 117

**Form 13F Information Table Value Total:** $157302330

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ADOBE INC | COM | 00724F101 |  | 758896 | 3122 | SH |  | SOLE | 0 | 0 | 0 | 3122 |
| AGNICO EAGLE MINES LTD | COM | 008474108 |  | 204807 | 1009 | SH |  | SOLE | 0 | 0 | 0 | 1009 |
| AIR PRODUCTS AND CHEMICALS I | COM | 009158106 |  | 203633 | 701 | SH |  | SOLE | 0 | 0 | 0 | 701 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 527673 | 1835 | SH |  | SOLE | 0 | 0 | 0 | 1835 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 792307 | 2762 | SH |  | SOLE | 0 | 0 | 0 | 2762 |
| AMAZON COM INC | COM | 023135106 |  | 747273 | 3588 | SH |  | SOLE | 0 | 0 | 0 | 3588 |
| AMERICAN INTL GROUP INC | COM NEW | 026874784 |  | 210399 | 2796 | SH |  | SOLE | 0 | 0 | 0 | 2796 |
| AMERICAN WTR WKS CO INC NEW | COM | 030420103 |  | 201685 | 1482 | SH |  | SOLE | 0 | 0 | 0 | 1482 |
| APPLE INC | COM | 037833100 |  | 515701 | 2032 | SH |  | SOLE | 0 | 0 | 0 | 2032 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 |  | 309074 | 234 | SH |  | SOLE | 0 | 0 | 0 | 234 |
| ASTRAZENECA PLC | ORD | G0593M107 |  | 328371 | 1665 | SH |  | SOLE | 0 | 0 | 0 | 1665 |
| BANCO SANTANDER SA | ADR | 05964H105 |  | 138981 | 12321 | SH |  | SOLE | 0 | 0 | 0 | 12321 |
| BOEING CO | COM | 097023105 |  | 401842 | 2019 | SH |  | SOLE | 0 | 0 | 0 | 2019 |
| BROADCOM INC | COM | 11135F101 |  | 578474 | 1869 | SH |  | SOLE | 0 | 0 | 0 | 1869 |
| CAPITAL ONE FINL CORP | COM | 14040H105 |  | 232416 | 1274 | SH |  | SOLE | 0 | 0 | 0 | 1274 |
| CHEVRON CORPORATION | COM | 166764100 |  | 232969 | 1126 | SH |  | SOLE | 0 | 0 | 0 | 1126 |
| CLOUDFLARE INC | CL A COM | 18915M107 |  | 2931266 | 14206 | SH |  | SOLE | 0 | 0 | 0 | 14206 |
| CONSTELLATION BRANDS INC | CL A | 21036P108 |  | 203100 | 1354 | SH |  | SOLE | 0 | 0 | 0 | 1354 |
| ELI LILLY  CO | COM | 532457108 |  | 358710 | 390 | SH |  | SOLE | 0 | 0 | 0 | 390 |
| EQUINOR ASA | SPONSORED ADR | 29446M102 |  | 254508 | 6031 | SH |  | SOLE | 0 | 0 | 0 | 6031 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 268402 | 1582 | SH |  | SOLE | 0 | 0 | 0 | 1582 |
| FIDELITY COVINGTON TRUST | MSCI RL EST ETF | 316092857 |  | 2346611 | 87202 | SH |  | SOLE | 0 | 0 | 0 | 87025 |
| GE AEROSPACE | COM NEW | 369604301 |  | 233259 | 822 | SH |  | SOLE | 0 | 0 | 0 | 822 |
| HSBC HLDGS PLC | SPON ADR NEW | 404280406 |  | 211669 | 2566 | SH |  | SOLE | 0 | 0 | 0 | 2566 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | 46138J791 |  | 4553836 | 233171 | SH |  | SOLE | 0 | 0 | 0 | 233171 |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2029 | 46138J577 |  | 2017040 | 108092 | SH |  | SOLE | 0 | 0 | 0 | 106734 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | 46138J783 |  | 3288724 | 167578 | SH |  | SOLE | 0 | 0 | 0 | 166283 |
| INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 26 | 46138J635 |  | 696339 | 30047 | SH |  | SOLE | 0 | 0 | 0 | 30047 |
| INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 28 | 46138J643 |  | 2572615 | 125966 | SH |  | SOLE | 0 | 0 | 0 | 124739 |
| INVESCO EXCH TRD SLF IDX FD | INVSCO 30 CORP | 46138J460 |  | 1341875 | 80260 | SH |  | SOLE | 0 | 0 | 0 | 79550 |
| ISHARES INC | ESG AWR MSCI EM | 46434G863 |  | 215664 | 4743 | SH |  | SOLE | 0 | 0 | 0 | 4743 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 479882 | 6880 | SH |  | SOLE | 0 | 0 | 0 | 6880 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 278833 | 3080 | SH |  | SOLE | 0 | 0 | 0 | 2937 |
| ISHARES TR | CORE INTL AGGR | 46435G672 |  | 2207515 | 44115 | SH |  | SOLE | 0 | 0 | 0 | 44115 |
| ISHARES TR | 0-5YR HI YL CP | 46434V407 |  | 6604768 | 156105 | SH |  | SOLE | 0 | 0 | 0 | 155913 |
| ISHARES TR | IBONDS DEC2026 | 46435GAA0 |  | 1929092 | 79583 | SH |  | SOLE | 0 | 0 | 0 | 79583 |
| ISHARES TR | ESG AWR US AGRGT | 46435U549 |  | 543829 | 11437 | SH |  | SOLE | 0 | 0 | 0 | 11437 |
| ISHARES TR | USD GRN BOND ETF | 46435U440 |  | 789643 | 16634 | SH |  | SOLE | 0 | 0 | 0 | 16634 |
| ISHARES TR | MSCI EAFE MIN VL | 46429B689 |  | 403593 | 4417 | SH |  | SOLE | 0 | 0 | 0 | 4417 |
| ISHARES TR | IBONDS 2026 TERM | 46436E528 |  | 576848 | 25135 | SH |  | SOLE | 0 | 0 | 0 | 25135 |
| ISHARES TR | IBONDS 27 ETF | 46435UAA9 |  | 452052 | 18649 | SH |  | SOLE | 0 | 0 | 0 | 18649 |
| ISHARES TR | RUS MD CP GR ETF | 464287481 |  | 333112 | 2600 | SH |  | SOLE | 0 | 0 | 0 | 2600 |
| ISHARES TR | U.S. TECH ETF | 464287721 |  | 408859 | 2254 | SH |  | SOLE | 0 | 0 | 0 | 2254 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 299484 | 3083 | SH |  | SOLE | 0 | 0 | 0 | 3083 |
| ISHARES TR | RUS 2000 GRW ETF | 464287648 |  | 411071 | 1310 | SH |  | SOLE | 0 | 0 | 0 | 1310 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 203766 | 3017 | SH |  | SOLE | 0 | 0 | 0 | 3017 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 777984 | 6258 | SH |  | SOLE | 0 | 0 | 0 | 6258 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 1835945 | 5149 | SH |  | SOLE | 0 | 0 | 0 | 5149 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 682666 | 1601 | SH |  | SOLE | 0 | 0 | 0 | 1601 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 7954975 | 80134 | SH |  | SOLE | 0 | 0 | 0 | 79840 |
| ISHARES TR | MORNINGSTAR GRWT | 464287119 |  | 819395 | 8582 | SH |  | SOLE | 0 | 0 | 0 | 8582 |
| LEMAITRE VASCULAR INC | COM | 525558201 |  | 226746 | 2077 | SH |  | SOLE | 0 | 0 | 0 | 2077 |
| LLOYDS BANKING GROUP PLC | SPONSORED ADR | 539439109 |  | 125403 | 24931 | SH |  | SOLE | 0 | 0 | 0 | 24931 |
| LOWES COS INC | COM | 548661107 |  | 227301 | 962 | SH |  | SOLE | 0 | 0 | 0 | 962 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 300296 | 601 | SH |  | SOLE | 0 | 0 | 0 | 601 |
| META PLATFORMS INC | CL A | 30303M102 |  | 623622 | 1090 | SH |  | SOLE | 0 | 0 | 0 | 1090 |
| MICROSOFT CORP | COM | 594918104 |  | 1350380 | 3648 | SH |  | SOLE | 0 | 0 | 0 | 3648 |
| MITSUBISHI UFJ FINANCIAL GRO | SPONSORED ADS | 606822104 |  | 310500 | 18297 | SH |  | SOLE | 0 | 0 | 0 | 18297 |
| NETFLIX INC. | COM | 64110L106 |  | 381427 | 3967 | SH |  | SOLE | 0 | 0 | 0 | 3967 |
| NOVARTIS AG | SPONSORED ADR | 66987V109 |  | 313443 | 2052 | SH |  | SOLE | 0 | 0 | 0 | 2052 |
| NUSHARES ETF TR | ESG HI TLD CRP | 67092P854 |  | 333670 | 15754 | SH |  | SOLE | 0 | 0 | 0 | 15754 |
| NUSHARES ETF TR | NUVEEN ESG SMLCP | 67092P607 |  | 318824 | 7076 | SH |  | SOLE | 0 | 0 | 0 | 7076 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1535941 | 8807 | SH |  | SOLE | 0 | 0 | 0 | 8807 |
| ORACLE CORP | COM | 68389X105 |  | 456335 | 3102 | SH |  | SOLE | 0 | 0 | 0 | 3102 |
| PARKER-HANNIFIN CORP | COM | 701094104 |  | 213962 | 239 | SH |  | SOLE | 0 | 0 | 0 | 239 |
| QUALCOMM INC | COM | 747525103 |  | 247902 | 1925 | SH |  | SOLE | 0 | 0 | 0 | 1925 |
| SALESFORCE INC | COM | 79466L302 |  | 251071 | 1345 | SH |  | SOLE | 0 | 0 | 0 | 1345 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 |  | 3560474 | 115002 | SH |  | SOLE | 0 | 0 | 0 | 114745 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 |  | 1906700 | 82115 | SH |  | SOLE | 0 | 0 | 0 | 82115 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 9106123 | 296810 | SH |  | SOLE | 0 | 0 | 0 | 295886 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 11919108 | 481581 | SH |  | SOLE | 0 | 0 | 0 | 480847 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 3012356 | 103411 | SH |  | SOLE | 0 | 0 | 0 | 103411 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 |  | 567397 | 18603 | SH |  | SOLE | 0 | 0 | 0 | 18603 |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | 808524888 |  | 614023 | 13137 | SH |  | SOLE | 0 | 0 | 0 | 13137 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 |  | 471255 | 14302 | SH |  | SOLE | 0 | 0 | 0 | 14302 |
| SERVICENOW INC | COM | 81762P102 |  | 283749 | 2714 | SH |  | SOLE | 0 | 0 | 0 | 2714 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 |  | 390141 | 3289 | SH |  | SOLE | 0 | 0 | 0 | 3289 |
| SONY GROUP CORP | SPONSORED ADR | 835699307 |  | 255210 | 12329 | SH |  | SOLE | 0 | 0 | 0 | 12329 |
| SPDR INDEX SHS FDS | STATE STREET SPD | 78463X509 |  | 2716915 | 57917 | SH |  | SOLE | 0 | 0 | 0 | 57780 |
| SPDR INDEX SHS FDS | STATE STREET SPD | 78463X889 |  | 2596445 | 56877 | SH |  | SOLE | 0 | 0 | 0 | 56877 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R622 |  | 637495 | 6660 | SH |  | SOLE | 0 | 0 | 0 | 6660 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A300 |  | 2883318 | 30485 | SH |  | SOLE | 0 | 0 | 0 | 30400 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A201 |  | 4506813 | 46644 | SH |  | SOLE | 0 | 0 | 0 | 46562 |
| STARBUCKS CORP | COM | 855244109 |  | 234099 | 2613 | SH |  | SOLE | 0 | 0 | 0 | 2613 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 910093 | 1399 | SH |  | SOLE | 0 | 0 | 0 | 1399 |
| STATE STR SPDR S MIDCAP 40 | UTSER1 S | 78467Y107 |  | 703904 | 1141 | SH |  | SOLE | 0 | 0 | 0 | 1141 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 |  | 205136 | 607 | SH |  | SOLE | 0 | 0 | 0 | 607 |
| TELEDYNE TECHNOLOGIES INC | COM | 879360105 |  | 237769 | 393 | SH |  | SOLE | 0 | 0 | 0 | 393 |
| TESLA INC | COM | 88160R101 |  | 544614 | 1465 | SH |  | SOLE | 0 | 0 | 0 | 1465 |
| TOTALENERGIES SE | ACT | F92124100 |  | 324162 | 3563 | SH |  | SOLE | 0 | 0 | 0 | 3563 |
| UNILEVER PLC | SPON ADR NEW | 904767803 |  | 278185 | 4883 | SH |  | SOLE | 0 | 0 | 0 | 4883 |
| VANGUARD ADMIRAL FDS INC | SMLCP 600 GRTH | 921932794 |  | 485917 | 3904 | SH |  | SOLE | 0 | 0 | 0 | 3904 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 457477 | 5834 | SH |  | SOLE | 0 | 0 | 0 | 5834 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 |  | 1312788 | 17009 | SH |  | SOLE | 0 | 0 | 0 | 17009 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 286681 | 3893 | SH |  | SOLE | 0 | 0 | 0 | 3893 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 |  | 12615365 | 262547 | SH |  | SOLE | 0 | 0 | 0 | 262201 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 |  | 310122 | 1683 | SH |  | SOLE | 0 | 0 | 0 | 1683 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 3097610 | 15788 | SH |  | SOLE | 0 | 0 | 0 | 15788 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 674329 | 2348 | SH |  | SOLE | 0 | 0 | 0 | 2348 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 2221476 | 10225 | SH |  | SOLE | 0 | 0 | 0 | 10225 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 1014601 | 11439 | SH |  | SOLE | 0 | 0 | 0 | 11439 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 729876 | 1671 | SH |  | SOLE | 0 | 0 | 0 | 1671 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 515387 | 1607 | SH |  | SOLE | 0 | 0 | 0 | 1607 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 385803 | 7138 | SH |  | SOLE | 0 | 0 | 0 | 7138 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 585526 | 7797 | SH |  | SOLE | 0 | 0 | 0 | 7797 |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 922042718 |  | 2551957 | 17504 | SH |  | SOLE | 0 | 0 | 0 | 17469 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 |  | 11514138 | 104970 | SH |  | SOLE | 0 | 0 | 0 | 104725 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 |  | 401952 | 5071 | SH |  | SOLE | 0 | 0 | 0 | 5071 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 |  | 491452 | 5939 | SH |  | SOLE | 0 | 0 | 0 | 5939 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 306724 | 4787 | SH |  | SOLE | 0 | 0 | 0 | 4787 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 3205098 | 21641 | SH |  | SOLE | 0 | 0 | 0 | 21641 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 437694 | 8719 | SH |  | SOLE | 0 | 0 | 0 | 8719 |
| VISA INC | COM CL A | 92826C839 |  | 544334 | 1801 | SH |  | SOLE | 0 | 0 | 0 | 1801 |
| WEC ENERGY GROUP INC | COM | 92939U106 |  | 386093 | 3335 | SH |  | SOLE | 0 | 0 | 0 | 3335 |
| WELLS FARGO  CO | COM | 949746101 |  | 221475 | 2782 | SH |  | SOLE | 0 | 0 | 0 | 2782 |
| WISDOMTREE TR | US TOTAL DIVIDND | 97717W109 |  | 220249 | 2550 | SH |  | SOLE | 0 | 0 | 0 | 2550 |
| WORLD GOLD TR | SPDR GLD MINIS | 98149E303 |  | 374468 | 4040 | SH |  | SOLE | 0 | 0 | 0 | 4040 |

---