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 51–100 of 198
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MOS | MOSAIC CO NEW | 191K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 28K | $1M+ | SH |
| ABBV | ABBVIE INC | 18K | $1M+ | SH |
| FERG | FERGUSON ENTERPRISES INC | 18K | $1M+ | SH |
| AMAT | APPLIED MATLS INC | 14K | $1M+ | SH |
| DFAT | DIMENSIONAL ETF TRUST | 58K | $1M+ | SH |
| ICLR | ICON PLC | 19K | $1M+ | SH |
| AMZN | AMAZON COM INC | 14K | $1M+ | SH |
| AKRE | PROFESIONALLY MANAGED PORTFO | 50K | $1M+ | SH |
| GAB | GABELLI EQUITY TR INC | 514K | $1M+ | SH |
| DUK | DUKE ENERGY CORP NEW | 24K | $1M+ | SH |
| DFIC | DIMENSIONAL ETF TRUST | 80K | $1M+ | SH |
| FND | FLOOR & DECOR HLDGS INC | 45K | $1M+ | SH |
| GDV | GABELLI DIVID & INCOME TR | 91K | $1M+ | SH |
| DFCF | DIMENSIONAL ETF TRUST | 58K | $1M+ | SH |
| LULU | LULULEMON ATHLETICA INC | 12K | $1M+ | SH |
| JBL | JABIL INC | 11K | $1M+ | SH |
| HTD | HANCOCK JOHN TAX-ADVANTAGED | 103K | $1M+ | SH |
| WMT | WALMART INC | 22K | $1M+ | SH |
| WTW | WILLIS TOWERS WATSON PLC LTD | 7K | $1M+ | SH |
| IVV | ISHARES TR | 3K | $1M+ | SH |
| BAM | BROOKFIELD ASSET MANAGMT LTD | 43K | $1M+ | SH |
| EFA | ISHARES TR | 24K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 3 | $1M+ | SH |
| LIN | LINDE PLC | 5K | $1M+ | SH |
| ETG | EATON VANCE TX ADV GLBL DIV | 92K | $1M+ | SH |
| LLY | ELI LILLY & CO | 2K | $1M+ | SH |
| CAT | CATERPILLAR INC | 4K | $1M+ | SH |
| HD | HOME DEPOT INC | 6K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 2K | $1M+ | SH |
| IHI | ISHARES TR | 29K | $1M+ | SH |
| DINT | DAVIS FUNDAMENTAL ETF TR | 62K | $1M+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 44K | $1M+ | SH |
| DFAE | DIMENSIONAL ETF TRUST | 54K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 7K | $1M+ | SH |
| ORLY | OREILLY AUTOMOTIVE INC | 16K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 8K | $1M+ | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 6K | $1M+ | SH |
| VTRS | VIATRIS INC | 110K | $1M+ | SH |
| BLK | BLACKROCK INC | 1K | $1M+ | SH |
| DFEM | DIMENSIONAL ETF TRUST | 38K | $1M+ | SH |
| IWR | ISHARES TR | 13K | $1M+ | SH |
| AMGN | AMGEN INC | 4K | $1M+ | SH |
| IWD | ISHARES TR | 6K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 2K | $1M+ | SH |
| IWM | ISHARES TR | 4K | $1M+ | SH |
| NEAR | ISHARES U S ETF TR | 20K | $1M+ | SH |
| IDE | VOYA INFRASTRUCTURE INDLS & | 84K | $1M+ | SH |
| PEP | PEPSICO INC | 7K | $1M+ | SH |
| AOD | ABRDN TOTAL DYNAMIC DIVIDEND | 103K | $1M+ | SH |