Institutions / Live Oak Private Wealth LLC
Live Oak Private Wealth LLC
CIK 1799877 · Institution · as of Dec 31, 2025
Portfolio value
$734.18M
Positions
198
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 198 →
| Company | Value | % of portfolio |
|---|---|---|
| Warren E. Buffett | $32.91M | 4.5% |
| Alphabet Inc. | $25.10M | 3.4% |
| Schwab Charles Corp | $21.59M | 2.9% |
| Apple Inc. | $20.86M | 2.8% |
| Alphabet Inc. | $20.66M | 2.8% |
| Bank of America Corp /De | $20.43M | 2.8% |
| Microsoft Corp | $19.79M | 2.7% |
| Dollar Tree, Inc. | $19.10M | 2.6% |
| JPMorgan Chase & Co | $16.53M | 2.3% |
| HCA Healthcare, Inc. | $16.47M | 2.2% |
| Lowes Companies Inc | $15.61M | 2.1% |
| Dimensional ETF Trust | $15.52M | 2.1% |
| Brookfield Corp | $14.85M | 2.0% |
| Newmont Corp | $14.36M | 2.0% |
| Markel Group Inc | $13.38M | 1.8% |
| RTX Corp | $13.22M | 1.8% |
| Dimensional ETF Trust | $11.88M | 1.6% |
| Cisco Systems, Inc. | $11.30M | 1.5% |
| Sony Group CorpSONY | $11.24M | 1.5% |
| Mastercard Inc | $11.16M | 1.5% |
| Danaher Corp /De | $10.77M | 1.5% |
| Novartis AG | $10.56M | 1.4% |
| Chevron Corp | $10.42M | 1.4% |
| Unitedhealth Group Inc | $10.36M | 1.4% |
| TJX Cos Inc/The | $9.86M | 1.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.