Live Oak Private Wealth LLC
Live Oak Private Wealth LLC reported 211 positions worth $799.8M as of June 30, 2026 (13F filed July 20, 2026). Largest holding: DFAU (5.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DFAU | SH | $41.5M | 5.19% | 803,153 | — | — | |
| ▸ 2 | BRK-B | SH | $30.9M | 3.87% | 61,850 | — | — | |
| ▸ 3 | AAPL | SH | $21.0M | 2.63% | 72,557 | — | — | |
| ▸ 4 | DFAX | SH | $20.5M | 2.56% | 556,763 | — | — | |
| ▸ 5 | GOOG | SH | $19.9M | 2.49% | 56,357 | — | — | |
| ▸ 6 | BAC | SH | $19.7M | 2.46% | 344,965 | — | — | |
| ▸ 7 | SCHW | SH | $18.8M | 2.35% | 203,521 | — | — | |
| ▸ 8 | GOOGL | SH | $18.2M | 2.28% | 51,031 | — | — | |
| ▸ 9 | JPM | SH | $16.0M | 2.01% | 49,021 | — | — | |
| ▸ 10 | CSCO | SH | $15.8M | 1.97% | 134,418 | — | — |
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Frequently Asked Questions
What stocks does Live Oak Private Wealth LLC hold as of Q2 2026?
Live Oak Private Wealth LLC reported 211 positions worth $799.8M in its Q2 2026 13F filing. Largest positions: DFAU (5.2%), BRK-B (3.9%), AAPL (2.6%), DFAX (2.6%) and GOOG (2.5%).
What did Live Oak Private Wealth LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Live Oak Private Wealth LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.