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Portfolio (Quarterly) Guide ↗

Live Oak Private Wealth LLC

· CIK 0001799877
13F Portfolio $718M AUM Filed Oct 17, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 194 New
Page 5 of 10  ·  194 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DINT DAVIS FUNDAMENTAL ETF TR 61,540.0 $1.7M 0.24% NEW $27.98 +3.2%
82 GS GOLDMAN SACHS GROUP INC Financial Services 2,141.0 $1.7M 0.24% NEW $796.29 +19.1%
83 CAT CATERPILLAR INC Industrials 3,525.0 $1.7M 0.23% NEW $477.15 +81.1%
84 ADP AUTOMATIC DATA PROCESSING IN Industrials 5,692.0 $1.7M 0.23% NEW $293.50 -24.0%
85 DFAC DIMENSIONAL ETF TRUST 40,069.0 $1.5M 0.21% NEW $38.57 +11.4%
86 NVDA NVIDIA CORPORATION Technology 8,175.0 $1.5M 0.21% NEW $186.58 +20.8%
87 LLY ELI LILLY & CO Healthcare 1,941.0 $1.5M 0.21% NEW $763.00 +31.9%
88 IHI ISHARES TR 24,023.0 $1.4M 0.20% NEW $60.08 -17.1%
89 DFAE DIMENSIONAL ETF TRUST 45,708.0 $1.4M 0.20% NEW $31.53 +22.0%
90 BLK BLACKROCK INC Financial Services 1,191.0 $1.4M 0.19% NEW $1165.87 -7.2%
91 JNJ JOHNSON & JOHNSON Healthcare 7,341.0 $1.4M 0.19% NEW $185.42 +22.3%
92 IWR ISHARES TR 13,084.0 $1.3M 0.18% NEW $96.55 +7.4%
93 DFEM DIMENSIONAL ETF TRUST 38,188.0 $1.2M 0.17% NEW $32.07 +22.0%
94 SPY SPDR S&P 500 ETF TR Financial Services 1,734.0 $1.2M 0.16% NEW $666.32 +10.8%
95 VTRS VIATRIS INC Healthcare 116,701.0 $1.2M 0.16% NEW $9.90 +66.5%
96 IWD ISHARES TR 5,662.0 $1.2M 0.16% NEW $203.59 +14.3%
97 AMGN AMGEN INC Healthcare 3,735.0 $1.1M 0.15% NEW $282.20 +15.0%
98 IWM ISHARES TR 4,289.0 $1.0M 0.14% NEW $241.96 +14.1%
99 NEAR ISHARES U S ETF TR 20,136.0 $1.0M 0.14% NEW $51.28 -1.3%
100 IDE VOYA INFRASTRUCTURE INDLS & Financial Services 84,169.0 $1.0M 0.14% NEW $12.13 +13.4%
Page 5 of 10  ·  194 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 29.1%
Technology 18.4%
Healthcare 15.7%
Communication Services 8.4%
Industrials 7.8%
Consumer Cyclical 6.9%
Consumer Defensive 5.4%
Energy 3.8%
Basic Materials 3.7%
Utilities 0.8%