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Portfolio (Quarterly) Guide ↗

Live Oak Private Wealth LLC

· CIK 0001799877
13F Portfolio $734M AUM 198 positions Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 10 New 33 Added 53 Reduced 6 Exited
Page 2 of 2  ·  33 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 16,418.0 $1.5M 0.20% +154.0 +0.9% $91.21 -3.0%
22 NEAR ISHARES U S ETF TR 20,447.0 $1.0M 0.14% +311.0 +1.5% $51.10 -1.0%
23 PEP PEPSICO INC Consumer Defensive 7,110.0 $1.0M 0.14% +80.0 +1.1% $143.52 +3.9%
24 META META PLATFORMS INC Communication Services 1,136.0 $750K 0.10% +22.0 +2.0% $660.09 -6.9%
25 SCHO SCHWAB STRATEGIC TR 22,930.0 $559K 0.08% +494.0 +2.2% $24.37 -0.9%
26 SHY ISHARES TR 6,184.0 $512K 0.07% +44.0 +0.7% $82.82 -0.9%
27 PFE PFIZER INC Healthcare 17,751.0 $442K 0.06% +124.0 +0.7% $24.90 +1.7%
28 NKE NIKE INC Consumer Cyclical 6,421.0 $409K 0.06% +42.0 +0.7% $63.71 -34.3%
29 DFGR DIMENSIONAL ETF TRUST 14,282.0 $377K 0.05% +1K +10.6% $26.42 +8.1%
30 DXUV DIMENSIONAL ETF TRUST 5,985.0 $358K 0.05% +3K +74.6% $59.78 +8.0%
31 NTR NUTRIEN LTD Basic Materials 5,525.0 $341K 0.05% +425.0 +8.3% $61.72 +15.9%
32 INTU INTUIT Technology 466.0 $309K 0.04% +7.0 +1.5% $662.42 -40.7%
33 ACN ACCENTURE PLC IRELAND Technology 867.0 $233K 0.03% +20.0 +2.4% $268.30 -33.8%
Page 2 of 2  ·  33 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 30.1%
Healthcare 16.3%
Technology 16.2%
Communication Services 8.9%
Industrials 7.8%
Consumer Cyclical 6.8%
Consumer Defensive 5.8%
Energy 3.7%
Basic Materials 3.6%
Utilities 0.7%