Live Oak Private Wealth LLC has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $644 Million distributed in 191 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 $32.2M, Microsoft Corp with a value of $20.9M, Schwab Charles Corp with a value of $20.1M, Bank Of America Corp with a value of $17.8M, and Alphabet Inc. with a value of $16.5M.
Examining the 13F form we can see an increase of $50.4M in the current position value, from $593M to 644M.
Below you can find more details about Live Oak Private Wealth LLC portfolio as well as his latest detailed transactions.
Portfolio value
$644 Million
Financial Services: $185 Million
Technology: $113 Million
Healthcare: $93.3 Million
ETFs: $47.2 Million
Consumer Cyclical: $44.2 Million
Communication Services: $41.5 Million
Consumer Defensive: $36.2 Million
Industrials: $31.6 Million
Other: $41.8 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
