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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 5 of 10  ·  198 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IHI ISHARES TR 28,680.0 $1.8M 0.24% +5K +19.4% $62.15 -19.9%
82 DINT DAVIS FUNDAMENTAL ETF TR 62,028.0 $1.8M 0.24% +488.0 +0.8% $28.50 +1.3%
83 DFAC DIMENSIONAL ETF TRUST 44,168.0 $1.7M 0.24% +4K +10.2% $39.59 +8.6%
84 DFAE DIMENSIONAL ETF TRUST 53,594.0 $1.7M 0.24% +8K +17.2% $32.57 +18.1%
85 JNJ JOHNSON & JOHNSON Healthcare 7,341.0 $1.5M 0.21% $206.95 +9.5%
86 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 16,418.0 $1.5M 0.20% +154.0 +0.9% $91.21 -3.0%
87 NVDA NVIDIA CORPORATION Technology 8,002.0 $1.5M 0.20% -173.0 -2.1% $186.50 +20.8%
88 ADP AUTOMATIC DATA PROCESSING IN Industrials 5,648.0 $1.5M 0.20% -44.0 -0.8% $257.23 -13.3%
89 VTRS VIATRIS INC Healthcare 110,302.0 $1.4M 0.19% -6K -5.5% $12.45 +32.4%
90 BLK BLACKROCK INC Financial Services 1,191.0 $1.3M 0.17% $1070.34 +1.1%
91 DFEM DIMENSIONAL ETF TRUST 38,198.0 $1.3M 0.17% $33.08 +18.3%
92 IWR ISHARES TR 13,084.0 $1.3M 0.17% $96.27 +7.7%
93 AMGN AMGEN INC Healthcare 3,635.0 $1.2M 0.16% -100.0 -2.7% $327.31 -0.9%
94 IWD ISHARES TR 5,631.0 $1.2M 0.16% -31.0 -0.6% $210.34 +10.6%
95 SPY SPDR S&P 500 ETF TR Financial Services 1,735.0 $1.2M 0.16% $681.74 +8.3%
96 IWM ISHARES TR 4,289.0 $1.1M 0.14% $246.16 +12.1%
97 NEAR ISHARES U S ETF TR 20,447.0 $1.0M 0.14% +311.0 +1.5% $51.10 -1.0%
98 IDE VOYA INFRASTRUCTURE INDLS & Financial Services 84,169.0 $1.0M 0.14% $12.30 +11.8%
99 PEP PEPSICO INC Consumer Defensive 7,110.0 $1.0M 0.14% +80.0 +1.1% $143.52 +3.9%
100 AOD ABRDN TOTAL DYNAMIC DIVIDEND Financial Services 103,295.0 $1.0M 0.14% $9.75 +6.4%
Page 5 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%