Live Oak Private Wealth LLC Portfolio Holdings
Live Oak Private Wealth LLC
- $676 Million
- Q4 2025
Live Oak Private Wealth LLC has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $676 Million distributed in 198 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $33.3M, Alphabet Inc. with a value of $22.8M, Microsoft Corp with a value of $20.8M, Apple Inc. with a value of $20.5M, and Schwab Charles Corp with a value of $19.9M.
Examining the 13F form we can see an decrease of $15.6M in the current position value, from $691M to 676M.
Below you can find more details about Live Oak Private Wealth LLC portfolio as well as his latest detailed transactions.
Portfolio value
$676 Million
Financial Services: $194 Million
Technology: $99.4 Million
Healthcare: $99.1 Million
ETFs: $61.3 Million
Communication Services: $49.5 Million
Industrials: $42.4 Million
Consumer Cyclical: $40.2 Million
Consumer Defensive: $33 Million
Other: $45.7 Million