§ 13F · FUND PROFILE
Live Oak Private Wealth LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $670M (13F)Positions · 191Turnover · — · Q1Filed · Apr 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$8M 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 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 65K | $31M | 4.4% | ±0% |
| 2 | SCHW | SCHWAB CHARLES CORP | 215K | $20M | 2.8% | −1% |
| 3 | AAPL | APPLE INC | 77K | $19M | 2.7% | ±0% |
| 4 | DFAU | DIMENSIONAL ETF TRUST | 402K | $18M | 2.5% | +21% |
| 5 | BAC | BANK AMERICA CORP | 370K | $18M | 2.5% | −1% |
| 6 | GOOG | ALPHABET INC | 60K | $17M | 2.4% | −26% |
| 7 | HCA | HCA HEALTHCARE INC | 35K | $17M | 2.3% | −1% |
| 8 | DLTR | DOLLAR TREE INC | 149K | $16M | 2.3% | −4% |
| 9 | MSFT | MICROSOFT CORP | 43K | $16M | 2.2% | +4% |
| 10 | GOOGL | ALPHABET INC | 54K | $15M | 2.2% | −19% |
§ 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 $670 million in assets. The fund runs a portfolio of 191 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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