Live Oak Private Wealth LLC Portfolio Holdings

Live Oak Private Wealth LLC

  • $691 Million
  • Q3 2025

Live Oak Private Wealth LLC has filed its 13F form on October 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $691 Million distributed in 194 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 $22.6M, Microsoft Corp with a value of $21.7M, Schwab Charles Corp with a value of $20.9M, and Apple Inc. with a value of $19.9M.

Examining the 13F form we can see an increase of $47.8M in the current position value, from $644M to 691M.

Below you can find more details about Live Oak Private Wealth LLC portfolio as well as his latest detailed transactions.

Portfolio value $691 Million
Financial Services: $196 Million
Technology: $112 Million
Healthcare: $95.4 Million
ETFs: $58.1 Million
Communication Services: $51.1 Million
Industrials: $44 Million
Consumer Cyclical: $42.2 Million
Consumer Defensive: $33 Million
Other: $48.4 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.21B
$6.77 Million 0.98% of portfolio
442,758
Q3 2025 Added 45.74%
$7.52B
$4.04 Million 0.58% of portfolio
54,776
Q3 2025 Added 3.36%
$4.72B
$4.02 Million 0.58% of portfolio
190,646
Q3 2025 New
$6.35B
$1.75 Million 0.25% of portfolio
16,264
Q3 2025 Reduced 0.07%
$6.12B
$1.01 Million 0.15% of portfolio
17,808
Q2 2025 Added 8.92%
$5.14B
$484,000 0.07% of portfolio
30,076
Q4 2023 Reduced 4.08%
$3.68B
$235,000 0.03% of portfolio
200
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 194
  • Current Value $691 Million
  • Prior Value $644 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 17, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 9 stocks
  • Additional Purchases 67 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
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