Live Oak Investment Partners
All 13F Filings
- Location
- Austin, TX
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 169,414
- Description
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- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 4/29/2026 | 93 | 169,414 | 13F-HR | Live Oak Investment Partners |
| Q4 2025 | 1/29/2026 | 84 | 162,744 | 13F-HR | Live Oak Investment Partners |
| Q3 2025 | 10/29/2025 | 82 | 150,957 | 13F-HR/A - RESTATEMENT | Live Oak Investment Partners |
| Q3 2025 | 10/28/2025 | 87 | 111,238 | 13F-HR | Live Oak Investment Partners |
| Q2 2025 | 7/24/2025 | 80 | 130,183 | 13F-HR | Live Oak Investment Partners |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 86.61 K | 52.5% | 0 | 62.21 K | -62.21 K |
| ETFs | 77.69 K | 47.1% | 67.59 K | 0 | 67.59 K |
| Debt | 563 | 0.3% | 160 | 0 | 160 |
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Fund Snapshot
Q1 2026
Latest filed
4/29/2026
Total value ($000)
169,414
Holdings
93
QoQ value change ($000)
6,670
(4.1%)
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.