§ 13F · FUND PROFILE
Live Oak Investment Partners.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $130.2T (13F)Positions · 80Turnover · — · Q4Filed · Jan 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$27.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | 199K | $12.4T | 7.6% | −1% |
| 2 | PULS | PGIM ETF TR | 231K | $11.4T | 7.0% | −31% |
| 3 | EVTR | MORGAN STANLEY ETF TRUST | 167K | $8.6T | 5.3% | NEW |
| 4 | UCON | FIRST TR EXCHNG TRADED FD VI | 332K | $8.4T | 5.1% | −7% |
| 5 | SRLN | SSGA ACTIVE ETF TR | 154K | $6.4T | 3.9% | +35% |
| 6 | HFSI | HARTFORD FDS EXCHANGE TRADED | 178K | $6.3T | 3.9% | NEW |
| 7 | FTLS | FIRST TR EXCH TRADED FD III | 87K | $6.2T | 3.8% | +25% |
| 8 | XMHQ | INVESCO EXCHANGE TRADED FD T | 47K | $4.9T | 3.0% | +1% |
| 9 | QAI | NEW YORK LIFE INVESTMENTS ET | 130K | $4.4T | 2.7% | +2% |
| 10 | VGT | VANGUARD WORLD FD | 6K | $4.2T | 2.6% | ±0% |
§ 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 $130183.2 trillion in assets. The fund runs a portfolio of 80 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed