Live Oak Investment Partners has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $126 Million distributed in 80 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Pgim ETF Tr with a value of $12.7M, Vanguard Ftse Developed Market with a value of $10.3M, First Tr ETF Viii Tcw Unconstr with a value of $7.38M, Ssga Active Trust with a value of $6.05M, and First Tr Long/Short Equity ETF with a value of $5.01M.
Examining the 13F form we can see an increase of $3.16M in the current position value, from $123M to 126M.
Live Oak Investment Partners is based out at Austin, TX
Below you can find more details about Live Oak Investment Partners portfolio as well as his latest detailed transactions.
Portfolio value
$126 Million
ETFs: $69.3 Million
Communication Services: $11.2 Million
Technology: $10.1 Million
Financial Services: $8.48 Million
Consumer Cyclical: $7.92 Million
Healthcare: $5.81 Million
Energy: $4.09 Million
Industrials: $2.59 Million
Other: $6.41 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
