§ 13F · FUND PROFILE
Live Oak Investment Partners.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $262M (13F)Positions · 169Turnover · — · Q1Filed · Apr 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$18M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | 206K | $13M | 7.8% | +4% |
| 2 | EVTR | MORGAN STANLEY ETF TRUST | 235K | $12M | 7.0% | +40% |
| 3 | PULS | PGIM ETF TR | 197K | $10M | 5.8% | −14% |
| 4 | HFSI | HARTFORD FDS EXCHANGE TRADED | 256K | $9M | 5.2% | +44% |
| 5 | UCON | FIRST TR EXCHNG TRADED FD VI | 348K | $9M | 5.1% | +5% |
| 6 | FTLS | FIRST TR EXCH TRADED FD III | 92K | $6M | 3.8% | +5% |
| 7 | SRLN | SSGA ACTIVE ETF TR | 153K | $6M | 3.6% | ±0% |
| 8 | XMHQ | INVESCO EXCHANGE TRADED FD T | 50K | $5M | 3.0% | +5% |
| 9 | QAI | NEW YORK LIFE INVESTMENTS ET | 136K | $5M | 2.7% | +4% |
| 10 | RSPT | INVESCO EXCHANGE TRADED FD T | 102K | $5M | 2.7% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LIVE SIGNAL
AC read
Live Oak Investment Partners is a Other fund managing $262 million in assets. The fund runs a portfolio of 169 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed