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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 80
  • Current Value $126 Million
  • Prior Value $123 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 24, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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