Live Oak Private Wealth LLC: 13F holdings
CIK 17998772026Q2
| Positions | 211 |
|---|
| Reported value | $799.8m |
|---|
| Filed | 2026-07-20 |
|---|
Change since last quarter
| Positions | 211 (+4 vs prior quarter) |
|---|
| Reported value | $799.8m (+11.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| PAVE DIMENSIONAL ETF TRUST | 803,153 | $41.5m | 5.2% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 61,850 | $30.9m | 3.9% |
| AAPL APPLE INC | 72,557 | $21.0m | 2.6% |
| DFAX DIMENSIONAL ETF TRUST | 556,763 | $20.5m | 2.6% |
| GOOG ALPHABET INC | 56,357 | $19.9m | 2.5% |
| BAC BANK OF AMER CORP | 344,965 | $19.7m | 2.5% |
| SCHW SCHWAB CHARLES CORP | 203,521 | $18.8m | 2.3% |
| GOOGL ALPHABET INC | 51,031 | $18.2m | 2.3% |
| JPM JPMORGAN CHASE & CO | 49,021 | $16.0m | 2.0% |
| CSCO CISCO SYS INC | 134,418 | $15.8m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1799877")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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