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Live Oak Private Wealth

Latest statistics and disclosures from Live Oak Private Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAU, BRK.B, DFAX, AAPL, MSFT, and represent 19.82% of Live Oak Private Wealth's stock portfolio.
Added to shares of these 10 stocks: DFAU (+$22M), DUHP (+$8.5M), DFAX (+$7.8M), DFSD (+$6.8M), XOM (+$6.2M), AMRZ (+$5.6M), DFAI, DUSB, BIL, Dimensional Etf Trust.
Started 8 new stock positions in CEG, FCBM, DXUV, XOM, IGR, AMRZ, DUHP, DFSV.
Reduced shares in these 10 stocks: , Dimensional Etf Trust, BRK.B, DHR, GOOG, VSH, SCHW, LULU, MKL, ADI.
Sold out of its positions in Cbre Clarion Global Real Estat re, Dimensional Etf Trust, Dimensional Etf Trust, Dimensional Etf Trust, Exxon Mobil Corporation, GD, LULU.
Live Oak Private Wealth was a net buyer of stock by $27M.
Live Oak Private Wealth has $827M in assets under management (AUM), dropping by 3.36%.
Central Index Key (CIK): 0001799877

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Portfolio Holdings for Live Oak Private Wealth

Live Oak Private Wealth holds 212 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	7.7	$64M	+51%	1.2M	52.36	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	3.5	$29M	-6%	58k	497.95	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	3.4	$28M	+37%	767k	37.02	View chart
Apple (AAPL)	2.8	$24M	-2%	70k	333.02	View chart
Microsoft Corporation (MSFT)	2.4	$20M	-4%	38k	512.90	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	2.3	$19M	+55%	408k	46.47	View chart
Charles Schwab Corporation (SCHW)	2.3	$19M	-6%	191k	97.74	View chart
Bank of America Corporation (BAC)	2.2	$18M	-4%	329k	54.43	View chart
Alphabet Cap Stk Cl C (GOOG)	2.2	$18M	-7%	52k	340.74	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.1	$18M		51k	344.08	View chart
JPMorgan Chase & Co. (JPM)	1.9	$16M		49k	330.83	View chart
Dollar Tree (DLTR)	1.7	$14M	-3%	121k	114.02	View chart
Cisco Systems (CSCO)	1.7	$14M	-5%	128k	107.63	View chart
Newmont Mining Corporation (NEM)	1.6	$14M		118k	115.34	View chart
Hca Holdings (HCA)	1.6	$13M	-6%	31k	426.74	View chart
Chevron Corporation (CVX)	1.6	$13M	-3%	64k	204.21	View chart
Lowe's Companies (LOW)	1.5	$12M		67k	184.29	View chart
Raytheon Technologies Corp (RTX)	1.4	$12M		63k	185.65	View chart
Merck & Co (MRK)	1.4	$11M		77k	145.31	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.3	$11M	+25%	262k	41.43	View chart
Rbc Cad (RY)	1.3	$11M		55k	196.59	View chart
Analog Devices (ADI)	1.3	$11M	-8%	26k	396.71	View chart
MetLife (MET)	1.3	$11M	-2%	111k	94.16	View chart
Agilent Technologies Inc C ommon (A)	1.3	$10M	-3%	60k	172.31	View chart
Novartis Sponsored Adr (NVS)	1.2	$10M		72k	142.57	View chart
Sony Group Corp Sponsored Adr (SONY)	1.2	$10M		431k	23.53	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	1.2	$10M	-7%	276k	36.46	View chart
UnitedHealth (UNH)	1.2	$9.6M	-7%	26k	367.08	View chart
Invesco SHS (IVZ)	1.1	$9.5M	-2%	314k	30.16	View chart
SLB Com Stk (SLB)	1.1	$9.2M		189k	48.72	View chart
Walt Disney Company (DIS)	1.1	$9.0M		86k	104.90	View chart
Mastercard Incorporated Cl A (MA)	1.1	$9.0M	-8%	16k	551.48	View chart
Markel Corporation (MKL)	1.1	$8.9M	-10%	5.2k	1712.45	View chart
Dfa Invt Dimensions Group In U.s. High Relati (DUHP)	1.0	$8.5M	NEW	204k	41.91	View chart
Visa Com Cl A (V)	1.0	$8.4M	-8%	23k	359.33	View chart
Thermo Fisher Scientific (TMO)	1.0	$8.1M	-7%	12k	675.07	View chart
Danaher Corporation (DHR)	0.9	$7.7M	-17%	35k	221.55	View chart
Diageo Spon Adr New (DEO)	0.9	$7.3M	-5%	85k	85.60	View chart
TJX Companies (TJX)	0.9	$7.2M	+3%	55k	132.31	View chart
First Ctzns Bancshares Inc D Cl A (FCNCA)	0.9	$7.1M		3.5k	2060.39	View chart
Boeing Company (BA)	0.8	$7.0M		37k	186.05	View chart
Copart (CPRT)	0.8	$6.8M		250k	27.28	View chart
Applied Materials (AMAT)	0.8	$6.8M		13k	511.38	View chart
Dimensional Etf Trust Ultr Fix Inc Etf (DUSB)	0.8	$6.8M	+42%	134k	50.49	View chart
Toyota Motor Corp Ads (TM)	0.8	$6.7M		37k	183.10	View chart
United Parcel Svcs CL B (UPS)	0.8	$6.6M	-3%	70k	93.44	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.8	$6.3M	-7%	14k	456.19	View chart
Mccormick & Co Com Non Vtg (MKC)	0.8	$6.3M		135k	46.40	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.8	$6.2M	NEW	38k	162.75	View chart
Abbott Laboratories (ABT)	0.7	$5.8M	-12%	59k	98.83	View chart
Aon Shs Cl A (AON)	0.7	$5.7M	-4%	21k	276.77	View chart
Amrize SHS (AMRZ)	0.7	$5.6M	NEW	149k	37.39	View chart
Clorox Company (CLX)	0.7	$5.4M	+2%	67k	81.01	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	0.6	$5.0M	-2%	124k	40.12	View chart
Honeywell International (HON)	0.6	$5.0M	+4%	24k	210.94	View chart
Moody's Corporation (MCO)	0.6	$4.7M	-8%	10k	454.12	View chart
Philip Morris International (PM)	0.6	$4.6M	-8%	24k	190.82	View chart
Abbvie (ABBV)	0.6	$4.6M		18k	261.59	View chart
Vishay Intertechnology (VSH)	0.5	$4.4M	-22%	135k	32.55	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.5	$4.3M	+21%	109k	39.31	View chart
Ferguson Enterprises Common Stock New (FERG)	0.5	$4.1M	-3%	18k	222.62	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf	0.5	$4.0M	+25%	90k	44.45	View chart
Lennar Corp Cl A (LEN)	0.5	$3.9M	-8%	48k	81.59	View chart
Dimensional Etf Trust Us Targeted Vlu	0.5	$3.8M		58k	66.44	View chart
Sunbelt Rentals Holdings SHS (SUNB)	0.5	$3.8M	-4%	52k	73.21	View chart
Amazon (AMZN)	0.4	$3.7M		15k	249.15	View chart
Honeywell Aerospace (HONA)	0.4	$3.6M	+4%	23k	154.97	View chart
Gabelli Equity Trust (GAB)	0.4	$3.3M		635k	5.24	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$3.1M		4.0k	765.91	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.3	$2.7M		71k	37.61	View chart
Duke Energy Corp Com New (DUK)	0.3	$2.7M		23k	114.01	View chart
Caterpillar (CAT)	0.3	$2.6M	-7%	3.2k	810.79	View chart
Gabelli Dividend & Income Trust (GDV)	0.3	$2.6M		91k	28.29	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.3	$2.5M	+59%	27k	91.64	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$2.5M		24k	103.89	View chart
John Hancock Tax-Advantage Dvd Incom (HTD)	0.3	$2.3M		103k	22.18	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$2.2M		3.00	747005.00	View chart
Eli Lilly & Co. (LLY)	0.3	$2.2M		1.9k	1157.08	View chart
Eaton Vance Tax-advntg Glbl Di (ETG)	0.3	$2.1M		92k	23.12	View chart
Wal-Mart Stores (WMT)	0.3	$2.1M	-5%	20k	103.92	View chart
Icon Pub SHS (ICLR)	0.3	$2.1M	-24%	12k	169.99	View chart
NVIDIA Corporation (NVDA)	0.2	$2.0M	+10%	8.8k	228.38	View chart
Linde SHS (LIN)	0.2	$2.0M	-14%	4.1k	474.65	View chart
Johnson & Johnson (JNJ)	0.2	$1.8M	-3%	6.9k	264.74	View chart
Intercontinental Exchange (ICE)	0.2	$1.8M	-4%	12k	152.03	View chart
Sap Se Spon Adr (SAP)	0.2	$1.8M	-16%	8.5k	208.48	View chart
Goldman Sachs (GS)	0.2	$1.7M		1.9k	900.51	View chart
Davis Fundamental Etf Tr Selct Intl Etf (DINT)	0.2	$1.7M		60k	27.97	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$1.6M	-23%	9.0k	183.37	View chart
Willis Towers Watson SHS (WTW)	0.2	$1.6M	-16%	5.5k	288.23	View chart
Amgen (AMGN)	0.2	$1.5M		3.5k	421.51	View chart
Home Depot (HD)	0.2	$1.5M	-2%	5.3k	284.49	View chart
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM)	0.2	$1.5M	-12%	34k	44.58	View chart
Automatic Data Processing (ADP)	0.2	$1.5M		5.7k	258.06	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.2	$1.4M	+8%	36k	39.72	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$1.4M		13k	106.71	View chart
T. Rowe Price (TROW)	0.2	$1.3M	+24%	13k	104.05	View chart
O'reilly Automotive (ORLY)	0.2	$1.3M		16k	85.41	View chart
Viatris (VTRS)	0.2	$1.3M	-7%	74k	17.72	View chart
Floor & Decor Hldgs Cl A (FND)	0.2	$1.3M	-19%	29k	45.81	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$1.3M		1.7k	762.64	View chart
2023 Etf Series Trust Bran Us Valu Etf (BUSA)	0.1	$1.2M		31k	39.27	View chart
Blackrock (BLK)	0.1	$1.2M		1.1k	1058.29	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$1.2M		4.3k	277.89	View chart
Ishares U S Etf Tr Shor Dura Bd Etf (NEAR)	0.1	$1.1M		22k	49.86	View chart
Abrdn Total Dynamic Dividend Com Sh Ben Int (AOD)	0.1	$1.0M		103k	10.16	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.1	$1.0M	+30%	39k	27.05	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$1.0M		5.0k	208.02	View chart
Voya Infrastructure Industrial & Materia (IDE)	0.1	$1.0M		84k	12.19	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.1	$1.0M	-7%	20k	51.15	View chart
TowneBank (TOWN)	0.1	$985k	-3%	28k	35.65	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$934k		3.8k	247.93	View chart
Liberty All Star Equity Sh Ben Int (USA)	0.1	$915k		159k	5.77	View chart
Norfolk Southern (NSC)	0.1	$894k		2.9k	309.00	View chart
Meta Platforms Cl A (META)	0.1	$884k	+6%	1.2k	725.18	View chart
Pepsi (PEP)	0.1	$868k		6.8k	126.72	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$867k		8.9k	96.88	View chart
McDonald's Corporation (MCD)	0.1	$863k		3.7k	230.94	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.1	$859k	-23%	16k	52.67	View chart
Costco Wholesale Corporation (COST)	0.1	$821k		902.00	910.34	View chart
Qualcomm (QCOM)	0.1	$792k		4.3k	184.04	View chart
Dfa Invt Dimensions Group In U.s. Vector Eqt (DXUV)	0.1	$775k	NEW	12k	67.11	View chart
Alcon Ord Shs (ALC)	0.1	$772k	-8%	12k	64.75	View chart
Northern Trust Corporation (NTRS)	0.1	$724k		4.3k	169.36	View chart
Procter & Gamble Company (PG)	0.1	$687k	-3%	4.7k	145.28	View chart
Eaton V.Tax-Advantaged Dividend Inc Fund (EVT)	0.1	$686k		25k	27.91	View chart
Emerson Electric (EMR)	0.1	$681k		4.4k	155.11	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$645k		4.7k	136.04	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$609k		7.5k	81.20	View chart
Booking Holdings (BKNG)	0.1	$597k		3.7k	162.91	View chart
Eversource Energy (ES)	0.1	$592k		9.2k	64.16	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$573k		7.1k	81.16	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	0.1	$566k		7.2k	78.42	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$554k		7.7k	71.95	View chart
Phillips 66 (PSX)	0.1	$545k	-5%	2.1k	255.31	View chart
Coca-Cola Company (KO)	0.1	$540k	-5%	6.3k	86.08	View chart
Gabelli Global Multimedia Trust (GGT)	0.1	$537k		135k	3.98	View chart
Tractor Supply Company (TSCO)	0.1	$533k	-3%	17k	31.29	View chart
Cummins (CMI)	0.1	$518k		1.0k	516.57	View chart
Arthur J. Gallagher & Co. (AJG)	0.1	$505k		2.2k	228.11	View chart
Flexshares Tr Nrtrn Tr Qlt Div (QDF)	0.1	$504k		5.6k	90.24	View chart
Dfa Invt Dimensions Group In U.s. Sml Cp Val (DFSV)	0.1	$496k	NEW	13k	37.47	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$493k		9.0k	55.00	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$491k		3.0k	166.28	View chart
Broadcom (AVGO)	0.1	$487k	+14%	1.4k	351.19	View chart
Stryker Corporation (SYK)	0.1	$485k		1.8k	275.39	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$483k		20k	23.86	View chart
Union Pacific Corporation (UNP)	0.1	$466k		1.7k	272.13	View chart
John Hancock Preferred Income Fund III (HPS)	0.1	$465k		39k	12.04	View chart
Truist Financial Corp equities (TFC)	0.1	$464k	-2%	10k	46.30	View chart
Travelers Companies (TRV)	0.1	$462k		1.3k	356.51	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.1	$447k		66k	6.82	View chart
Nucor Corporation (NUE)	0.1	$445k		1.9k	233.75	View chart
Rockwell Automation (ROK)	0.1	$428k		982.00	435.33	View chart
Ge Vernova (GEV)	0.1	$424k		446.00	950.49	View chart
Lam Research Corp Com New (LRCX)	0.1	$422k	+2%	1.3k	328.51	View chart
CSX Corporation (CSX)	0.0	$397k		8.5k	46.51	View chart
Target Corporation (TGT)	0.0	$388k		2.5k	156.69	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.0	$379k	+97%	9.6k	39.44	View chart
Blackrock Health Sciences Te Com Shs (BMEZ)	0.0	$375k		23k	16.70	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$364k		5.5k	66.79	View chart
Pfizer (PFE)	0.0	$363k	-22%	13k	28.52	View chart
Invesco Van Kampen Muni Opp Trust (VMO)	0.0	$359k		43k	8.35	View chart
Gabelli Global Util & Income Com Sh Ben Int (GLU)	0.0	$343k		19k	17.73	View chart
Southern Company (SO)	0.0	$341k	+2%	4.1k	82.88	View chart
F.N.B. Corporation (FNB)	0.0	$340k	-34%	20k	17.21	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$335k		5.7k	59.31	View chart
Gamco Global Gold Nat Res & Com Sh Ben Int (GGN)	0.0	$333k		63k	5.28	View chart
First Carolina Finl Svcs Common Stock (FCBM)	0.0	$331k	NEW	26k	12.63	View chart
Calamos Strategic Total Retu Com Sh Ben Int (CSQ)	0.0	$330k		16k	20.39	View chart
Tesla Motors (TSLA)	0.0	$306k	+14%	861.00	354.81	View chart
Flexshares Tr Nrtrn Tr Intl Ql (IQDF)	0.0	$305k		8.9k	34.40	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$301k		1.4k	209.45	View chart
Cohen & Steers infrastucture Fund (UTF)	0.0	$298k		12k	24.65	View chart
Huntington Ingalls Inds (HII)	0.0	$295k		1.1k	267.07	View chart
Labcorp Holdings Com Shs (LH)	0.0	$292k		949.00	308.11	View chart
Emcor (EME)	0.0	$286k		379.00	754.49	View chart
Nutrien (NTR)	0.0	$281k	-20%	4.0k	70.25	View chart
British Amern Tob Sponsored Adr (BTI)	0.0	$272k		5.0k	54.40	View chart
Wec Energy Group (WEC)	0.0	$271k		2.7k	100.78	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$266k		1.1k	233.38	View chart
Eaton Corp SHS (ETN)	0.0	$263k		613.00	429.71	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$262k		3.4k	78.10	View chart
Trimble Navigation (TRMB)	0.0	$261k		4.6k	57.11	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.0	$259k		8.3k	31.27	View chart
Angel Oak Finl Strategies In Com Ben Int (FINS)	0.0	$259k		22k	11.93	View chart
Colgate-Palmolive Company (CL)	0.0	$253k	-2%	3.0k	85.32	View chart
Vaneck Etf Trust Agribusiness Etf (MOO)	0.0	$253k		3.1k	81.47	View chart
Ge Aerospace Com New (GE)	0.0	$252k	+19%	808.00	312.29	View chart
General Motors Company (GM)	0.0	$251k		3.3k	77.00	View chart
Abrdn Life Sciences Investor Sh Ben Int (HQL)	0.0	$247k		13k	18.70	View chart
Mosaic (MOS)	0.0	$239k	-18%	11k	21.65	View chart
Nike CL B (NKE)	0.0	$237k	+4%	6.7k	35.40	View chart
American Express Company (AXP)	0.0	$236k		775.00	304.10	View chart
Corning Incorporated (GLW)	0.0	$234k	-2%	1.5k	153.76	View chart
Northrop Grumman Corporation (NOC)	0.0	$233k		481.00	483.48	View chart
Graham Hldgs Com Cl B (GHC)	0.0	$227k		200.00	1134.67	View chart
Cbre Gbl Real Estate Com Shs Of Ben (IGR)	0.0	$215k	NEW	18k	11.76	View chart
Unilever Spon Adr New (UL)	0.0	$207k		3.4k	60.73	View chart
Constellation Energy (CEG)	0.0	$204k	NEW	801.00	254.02	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$203k	-22%	290.00	700.86	View chart
Abrdn Global Premier Pptys F Com Sh Ben Int (AWP)	0.0	$196k		19k	10.37	View chart
Special Opportunities Fund (SPE)	0.0	$194k		15k	12.64	View chart
Abrdn World Healthcare Fund Ben Int Shs (THW)	0.0	$177k		14k	13.04	View chart
John Hancock Pref. Income Fund II (HPF)	0.0	$147k		11k	13.47	View chart
Neuberger Berman Real Estate Sec (NRO)	0.0	$146k		56k	2.60	View chart
Blackrock Res & Commodities SHS (BCX)	0.0	$139k		12k	11.87	View chart
BlackRock Enhanced Dividend Achievers Tr (BDJ)	0.0	$99k		11k	9.40	View chart
High Income Secs Shs Ben Int (PCF)	0.0	$91k		18k	5.16	View chart
Invesco Quality Municipal Inc Trust (IQI)	0.0	$90k		11k	8.62	View chart
Voya Global Eq Div & Pr Opp (IGD)	0.0	$62k		10k	6.18	View chart
Franklin Templeton (FTF)	0.0	$54k		10k	5.36	View chart

Past Filings by Live Oak Private Wealth

SEC 13F filings are viewable for Live Oak Private Wealth going back to 2019

Live Oak Private Wealth 2026 Q3 filed Nov. 2, 2026
Live Oak Private Wealth 2026 Q2 filed July 20, 2026
Live Oak Private Wealth 2026 Q1 filed April 20, 2026
Live Oak Private Wealth 2025 Q4 filed Jan. 23, 2026
Live Oak Private Wealth 2025 Q3 filed Oct. 17, 2025
Live Oak Private Wealth 2025 Q2 filed Aug. 4, 2025
Live Oak Private Wealth 2025 Q1 filed April 22, 2025
Live Oak Private Wealth 2024 Q4 filed Jan. 28, 2025
Live Oak Private Wealth 2024 Q3 filed Oct. 22, 2024
Live Oak Private Wealth 2024 Q2 filed July 17, 2024
Live Oak Private Wealth 2024 Q1 filed April 23, 2024
Live Oak Private Wealth 2023 Q4 filed Jan. 29, 2024
Live Oak Private Wealth 2023 Q3 filed Oct. 23, 2023
Live Oak Private Wealth 2023 Q2 filed Aug. 7, 2023
Live Oak Private Wealth 2023 Q1 filed May 8, 2023
Live Oak Private Wealth 2022 Q4 filed Feb. 10, 2023

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