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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 4 of 10  ·  198 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DUK DUKE ENERGY CORP NEW Utilities 24,190.0 $2.8M 0.39% $117.21 +3.2%
62 DFIC DIMENSIONAL ETF TRUST 79,945.0 $2.8M 0.38% $34.46 +9.3%
63 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 44,934.0 $2.7M 0.37% -10K -18.0% $60.89 -28.6%
64 GDV GABELLI DIVID & INCOME TR Financial Services 91,222.0 $2.5M 0.34% $27.77 +3.7%
65 DFCF DIMENSIONAL ETF TRUST 58,472.0 $2.5M 0.34% +5K +9.3% $42.56 -1.5%
66 LULU LULULEMON ATHLETICA INC Consumer Cyclical 11,901.0 $2.5M 0.34% -2K -15.4% $207.81 -42.7%
67 JBL JABIL INC Technology 10,704.0 $2.4M 0.33% -20K -65.3% $228.02 +49.0%
68 HTD HANCOCK JOHN TAX-ADVANTAGED Financial Services 102,602.0 $2.4M 0.33% $23.66 +5.3%
69 WMT WALMART INC Consumer Defensive 21,758.0 $2.4M 0.33% $111.41 +18.0%
70 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 7,152.0 $2.4M 0.32% +569.0 +8.6% $328.60 -24.4%
71 IVV ISHARES TR 3,389.0 $2.3M 0.32% -88.0 -2.5% $685.00 +8.3%
72 BROOKFIELD ASSET MANAGMT LTD 43,394.0 $2.3M 0.31% -254.0 -0.6% $52.39
73 EFA ISHARES TR 23,598.0 $2.3M 0.31% $96.03 +6.9%
74 BERKSHIRE HATHAWAY INC DEL 3.0 $2.3M 0.31% $754800.00
75 LIN LINDE PLC Basic Materials 5,204.0 $2.2M 0.30% +886.0 +20.5% $426.39 +18.7%
76 ETG EATON VANCE TX ADV GLBL DIV Financial Services 92,351.0 $2.1M 0.29% $23.10 -2.5%
77 LLY ELI LILLY & CO Healthcare 1,941.0 $2.1M 0.28% $1074.68 -6.3%
78 CAT CATERPILLAR INC Industrials 3,525.0 $2.0M 0.28% $572.87 +50.8%
79 HD HOME DEPOT INC Consumer Cyclical 5,522.0 $1.9M 0.26% $344.10 -13.5%
80 GS GOLDMAN SACHS GROUP INC Financial Services 2,112.0 $1.9M 0.25% -29.0 -1.4% $879.00 +7.9%
Page 4 of 10  ·  198 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%