Live Oak Private Wealth LLC - Portfolio Stock Holdings
Live Oak Private Wealth LLC disclosed 217 stock positions in a recent SEC 13F filing. $799,764,395 of stock holdings were filed, with the largest holdings including DFAU, BRK.B, and AAPL. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $1,320,408,330 and has 12 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
217Est. Stock Holding Value:
$799,764,395Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - Live Oak Private Wealth LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...