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Live Oak Private Wealth LLC

All holdings · as of Dec 31, 2025

198 positions

CompanyClassValueShares% of portfolio
Warren E. Buffett—$32.91M65,4774.5%
Alphabet Inc.—$25.10M79,9783.4%
SCHWAB CHARLES CORP—$21.59M216,1322.9%
Apple Inc.—$20.86M76,7122.8%
Alphabet Inc.—$20.66M66,0042.8%
BANK OF AMERICA CORP /DE—$20.43M371,5222.8%
MICROSOFT CORP—$19.79M40,9292.7%
DOLLAR TREE, INC.—$19.10M155,2522.6%
JPMORGAN CHASE & CO—$16.53M51,2892.3%
HCA Healthcare, Inc.—$16.47M35,2712.2%
LOWES COMPANIES INC—$15.61M64,7172.1%
DIMENSIONAL ETF TRUST—$15.52M331,5862.1%
BROOKFIELD CORP—$14.85M323,5842.0%
Newmont Corp—$14.36M143,8042.0%
Markel Group Inc—$13.38M6,2261.8%
RTX Corp—$13.22M72,0821.8%
DIMENSIONAL ETF TRUST—$11.88M363,0571.6%
CISCO SYSTEMS, INC.—$11.30M146,7311.5%
Sony Group CorpSONYADR$11.24M439,1441.5%
Mastercard Inc—$11.16M19,5521.5%
DANAHER CORP /DE—$10.77M47,0541.5%
NOVARTIS AG—$10.56M76,5921.4%
CHEVRON CORP—$10.42M68,3491.4%
UNITEDHEALTH GROUP INC—$10.36M31,3961.4%
TJX Cos Inc/The—$9.86M64,2061.3%
Visa Inc—$9.74M27,7681.3%
ABBOTT LABORATORIES—$9.66M77,0691.3%
ROYAL BK CDA—$9.19M53,8891.3%
Invesco Ltd.—$9.11M346,7771.2%
MetLife Inc—$9.02M114,3191.2%
HONEYWELL INTERNATIONAL INC—$8.76M44,8991.2%
QUALCOMM INC/DE—$8.66M50,6371.2%
ANALOG DEVICES INC—$8.59M31,6651.2%
Merck & Co., Inc.—$8.41M79,9291.1%
Walt Disney Co—$8.32M73,1131.1%
Aon plc—$7.96M22,5631.1%
THERMO FISHER SCIENTIFIC INC.—$7.79M13,4461.1%
The Boeing Company—$7.68M35,3601.0%
SLB LIMITED/NV—$7.67M199,9091.0%
Agilent Technologies Inc—$7.29M53,5581.0%
United Parcel Service Inc—$7.13M71,9011.0%
FIRST CITIZENS BANCSHARES INC /DE—$7.08M3,2991.0%
Vishay Intertechnology Inc—$5.94M410,1350.8%
Moody's Corp—$5.85M11,4460.8%
DIAGEO PLC—$5.59M64,7610.8%
DIMENSIONAL ETF TRUST—$5.45M113,7180.7%
EXXON MOBIL CORP—$4.86M40,3500.7%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$4.85M15,9510.7%
DIMENSIONAL ETF TRUST—$4.83M126,6300.7%
Zimmer Biomet Holdings Inc—$4.73M52,6050.6%
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