§ 13F · FUND PROFILE
Live Oak Private Wealth LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $670.4T (13F)Positions · 191Turnover · — · Q4Filed · Jan 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$734.2T 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 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 65K | $32.9T | 4.5% | NEW |
| 2 | GOOG | ALPHABET INC | 80K | $25.1T | 3.4% | NEW |
| 3 | SCHW | SCHWAB CHARLES CORP | 216K | $21.6T | 2.9% | NEW |
| 4 | AAPL | APPLE INC | 77K | $20.9T | 2.8% | NEW |
| 5 | GOOGL | ALPHABET INC | 66K | $20.7T | 2.8% | NEW |
| 6 | BAC | BANK AMERICA CORP | 372K | $20.4T | 2.8% | NEW |
| 7 | MSFT | MICROSOFT CORP | 41K | $19.8T | 2.7% | NEW |
| 8 | DLTR | DOLLAR TREE INC | 155K | $19.1T | 2.6% | NEW |
| 9 | JPM | JPMORGAN CHASE & CO. | 51K | $16.5T | 2.3% | NEW |
| 10 | HCA | HCA HEALTHCARE INC | 35K | $16.5T | 2.2% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LIVE SIGNAL
AC read
Live Oak Private Wealth LLC is a Other fund managing $670437.2 trillion in assets. The fund runs a portfolio of 191 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed