CIK 1799877
Live Oak Private Wealth LLC
Institutional 13F holdings & portfolio
Holdings
198
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 198
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 65K | $1M+ | SH |
| GOOG | ALPHABET INC | 80K | $1M+ | SH |
| SCHW | SCHWAB CHARLES CORP | 216K | $1M+ | SH |
| AAPL | APPLE INC | 77K | $1M+ | SH |
| GOOGL | ALPHABET INC | 66K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 372K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 41K | $1M+ | SH |
| DLTR | DOLLAR TREE INC | 155K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 51K | $1M+ | SH |
| HCA | HCA HEALTHCARE INC | 35K | $1M+ | SH |
| LOW | LOWES COS INC | 65K | $1M+ | SH |
| DFAU | DIMENSIONAL ETF TRUST | 332K | $1M+ | SH |
| BN | BROOKFIELD CORP | 324K | $1M+ | SH |
| NEM | NEWMONT CORP | 144K | $1M+ | SH |
| MKL | MARKEL GROUP INC | 6K | $1M+ | SH |
| RTX | RTX CORPORATION | 72K | $1M+ | SH |
| DFAX | DIMENSIONAL ETF TRUST | 363K | $1M+ | SH |
| CSCO | CISCO SYS INC | 147K | $1M+ | SH |
| SONY | SONY GROUP CORP | 439K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 20K | $1M+ | SH |
| DHR | DANAHER CORPORATION | 47K | $1M+ | SH |
| NVS | NOVARTIS AG | 77K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 68K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 31K | $1M+ | SH |
| TJX | TJX COS INC NEW | 64K | $1M+ | SH |
| V | VISA INC | 28K | $1M+ | SH |
| ABT | ABBOTT LABS | 77K | $1M+ | SH |
| RY | ROYAL BK CDA | 54K | $1M+ | SH |
| IVZ | INVESCO LTD | 347K | $1M+ | SH |
| MET | METLIFE INC | 114K | $1M+ | SH |
| HON | HONEYWELL INTL INC | 45K | $1M+ | SH |
| QCOM | QUALCOMM INC | 51K | $1M+ | SH |
| ADI | ANALOG DEVICES INC | 32K | $1M+ | SH |
| MRK | MERCK & CO INC | 80K | $1M+ | SH |
| DIS | DISNEY WALT CO | 73K | $1M+ | SH |
| AON | AON PLC | 23K | $1M+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 13K | $1M+ | SH |
| BA | BOEING CO | 35K | $1M+ | SH |
| SLB | SLB LIMITED | 200K | $1M+ | SH |
| A | AGILENT TECHNOLOGIES INC | 54K | $1M+ | SH |
| UPS | UNITED PARCEL SERVICE INC | 72K | $1M+ | SH |
| FCNCA | FIRST CTZNS BANCSHARES INC D | 3K | $1M+ | SH |
| VSH | VISHAY INTERTECHNOLOGY INC | 410K | $1M+ | SH |
| MCO | MOODYS CORP | 11K | $1M+ | SH |
| DEO | DIAGEO PLC | 65K | $1M+ | SH |
| DFSD | DIMENSIONAL ETF TRUST | 114K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 40K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 16K | $1M+ | SH |
| DFAI | DIMENSIONAL ETF TRUST | 127K | $1M+ | SH |
| ZBH | ZIMMER BIOMET HOLDINGS INC | 53K | $1M+ | SH |