Live Oak Private Wealth LLC
All 13F Filings
- Location
- Wilmington, NC
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 799,766
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/20/2026 | 211 | 799,766 | 13F-HR | Live Oak Private Wealth LLC |
| Q1 2026 | 4/20/2026 | 207 | 717,307 | 13F-HR | Live Oak Private Wealth LLC |
| Q4 2025 | 1/23/2026 | 198 | 734,183 | 13F-HR | Live Oak Private Wealth LLC |
| Q3 2025 | 10/17/2025 | 194 | 718,185 | 13F-HR | Live Oak Private Wealth LLC |
| Q2 2025 | 8/4/2025 | 191 | 670,437 | 13F-HR | Live Oak Private Wealth LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 649.6 K | 81.2% | 28.22 K | 0 | 28.22 K |
| ETFs | 150.2 K | 18.8% | 54.25 K | 0 | 54.25 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/20/2026
Total value ($000)
799,766
Holdings
211
QoQ value change ($000)
82,459
(11.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.