Live Oak Private Wealth LLC
All 13F Filings
- Location
- Wilmington, NC
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 826,629
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 11/2/2026 | 212 | 826,629 | 13F-HR | Live Oak Private Wealth LLC |
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 638.6 K | 77.3% | 0 | 10.98 K | -10.98 K |
| ETFs | 188 K | 22.7% | 37.84 K | 0 | 37.84 K |
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Fund Snapshot
Q3 2026
Latest filed
11/2/2026
Total value ($000)
826,629
Holdings
212
QoQ value change ($000)
26,863
(3.4%)
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.