Live Oak Private Wealth LLC

Institutional manager (13F) · CIK 1799877

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $556M

#	Issuer	Value	Shares
1	BERKSHIRE HATHAWAY INC DEL	$31M	65,386
2	SCHWAB CHARLES CORP	$20M	214,689
3	APPLE INC	$19M	76,827
4	DIMENSIONAL ETF TRUST	$18M	402,305
5	BANK AMERICA CORP	$18M	369,637
6	ALPHABET INC	$17M	59,525
7	HCA HEALTHCARE INC	$17M	34,936
8	DOLLAR TREE INC	$16M	149,182
9	MICROSOFT CORP	$16M	42,518
10	ALPHABET INC	$15M	53,758
11	LOWES COS INC	$15M	65,395
12	JPMORGAN CHASE & CO	$15M	50,841
13	CHEVRON CORPORATION	$14M	68,108
14	NEWMONT CORP	$13M	123,029
15	BROOKFIELD CORP	$13M	320,718
16	DIMENSIONAL ETF TRUST	$13M	377,834
17	RTX CORPORATION	$12M	63,242
18	MARKEL GROUP INC	$12M	6,167
19	NOVARTIS AG	$12M	75,338
20	CISCO SYS INC	$11M	142,958
21	TJX COS INC NEW	$10M	64,413
22	HONEYWELL INTL INC	$10M	45,034
23	SLB LIMITED	$10M	197,423
24	ANALOG DEVICES INC	$10M	31,298
25	MASTERCARD INCORPORATED	$10M	19,616
26	MERCK & CO INC	$10M	79,338
27	SONY GROUP CORP	$9M	454,318
28	DANAHER CORP DEL	$9M	47,104
29	DISNEY WALT CO	$9M	91,222
30	ROYAL BK CDA	$9M	53,889
31	VISA INC	$9M	28,514
32	UNITEDHEALTH GROUP INC	$9M	31,416
33	METLIFE INC	$8M	117,251
34	INVESCO LTD	$8M	338,777
35	DIMENSIONAL ETF TRUST	$8M	166,229
36	ABBOTT LABORATORIES	$8M	76,739
37	QUALCOMM INC	$7M	57,842
38	VISHAY INTERTECHNOLOGY INC	$7M	413,745
39	AON PLC	$7M	22,945
40	BOEING CO	$7M	36,518
41	UNITED PARCEL SVCS INC	$7M	73,552
42	DIAGEO PLC	$7M	95,352
43	AGILENT TECHNOLOGIES INC	$7M	60,280
44	THERMO FISHER SCIENTIFIC INC	$7M	13,905
45	EXXON MOBIL CORP	$7M	39,500
46	FIRST CTZNS BANCSHARES INC D	$7M	3,465
47	DIMENSIONAL ETF TRUST	$6M	147,329
48	MOSAIC CO	$5M	215,211
49	TAIWAN SEMICONDUCTOR MANUFAC	$5M	15,854
50	MOODYS CORP	$5M	11,799

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.