Live Oak Private Wealth LLC 13F Holdings

CIK 0001799877 · WILMINGTON, NC

As of Sep 30, 2025, Live Oak Private Wealth LLC reported 194 positions worth $718.2M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
BERKSHIRE HATHAWAY INCBRK/BFinancial Services66,284$33.3M4.64%
ALPHABET INCGOOGEquity92,746$22.6M3.15%
MICROSOFT CORPMSFTTechnology41,973$21.7M3.03%
SCHWAB CHARLES CORPSCHWEquity218,711$20.9M2.91%
APPLE INCAAPLTechnology78,318 9.9M2.78%
BANK OF AMERICA CORPBACFinancial Services376,054 9.4M2.70%
ALPHABET INCGOOGLEquity72,116 7.5M2.44%
JPMORGAN CHASE & COJPMFinancial Services51,914 6.4M2.28%
LOWES COMPANIES INCLOWConsumer Cyclical62,440 5.7M2.18%
HCA HEALTHCARE INCHCAHealthcare35,729 5.2M2.12%
DOLLAR TREE INCDLTRConsumer Defensive159,499 5.1M2.10%
BROOKFIELD CORPBNFinancial Services215,761 4.8M2.06%
DIMENSIONAL US CORE EQUITY MARKET ETFDFAU—309,194 4.1M1.97%
SONY GROUP CORPSONYTechnology448,248 2.9M1.80%
NEWMONT CORPNEMBasic Materials145,243 2.2M1.71%
RTX CORPRTXEquity72,529 2.1M1.69%
MARKEL GROUP INCMKLFinancial Services6,266 2.0M1.67%
DIMENSIONAL WORLD EX US CORE EQUITY 2 ETFDFAX—359,418 1.3M1.57%
MASTERCARD INCMAFinancial Services19,657 1.2M1.56%
UNITEDHEALTH GROUP INCUNHHealthcare31,688 0.9M1.52%
CHEVRON CORPCHVEnergy68,452 0.6M1.48%
ABBOTT LABORATORIESABTHealthcare78,939 0.6M1.47%
CISCO SYSTEMS INCCSCOTechnology147,349 0.1M1.40%
NOVARTIS AG-SPONSORED ADRNVSNHealthcare77,080$9.9M1.38%
METLIFE INCMETFinancial Services114,699$9.4M1.32%