Live Oak Investment Partners

Institutional manager (13F) · CIK 1822262

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $150M

#	Issuer	Value	Shares
1	VANGUARD TAX-MANAGED FDS	$13M	206,423
2	MORGAN STANLEY ETF TRUST	$12M	234,686
3	PGIM ETF TR	$10M	197,188
4	HARTFORD FDS EXCHANGE TRADED	$9M	255,507
5	FIRST TR EXCHNG TRADED FD VI	$9M	348,032
6	FIRST TR EXCH TRADED FD III	$6M	91,560
7	SSGA ACTIVE ETF TR	$6M	153,425
8	INVESCO EXCHANGE TRADED FD T	$5M	49,688
9	NEW YORK LIFE INVESTMENTS ET	$5M	135,894
10	INVESCO EXCHANGE TRADED FD T	$5M	101,871
11	ISHARES U S ETF TR	$5M	53,194
12	LITMAN GREGORY FDS TR	$4M	144,036
13	ISHARES TR	$4M	55,200
14	ISHARES INC	$4M	49,261
15	MICROSOFT CORP	$3M	7,038
16	AMAZON COM INC	$2M	11,934
17	RIO TINTO PLC	$2M	24,973
18	ALLSTATE CORP	$2M	11,213
19	ALPHABET INC	$2M	7,551
20	SUNCOR ENERGY INC NEW	$2M	32,298
21	VISA INC	$2M	6,778
22	NAVIOS MARITIME PARTNERS LP	$2M	29,431
23	BANK NEW YORK MELLON CORP	$2M	16,723
24	COSTCO WHOLESALE CORPORATION	$2M	1,686
25	MERCK & CO INC	$2M	13,637
26	TENET HEALTHCARE CORP	$2M	8,378
27	EXXON MOBIL CORP	$2M	9,140
28	STERLING INFRASTRUCTURE INC	$2M	3,765
29	VANGUARD WORLD FD	$1M	12,294
30	APPLE INC	$1M	5,546
31	DISNEY WALT CO	$1M	14,314
32	BGC GROUP INC	$1M	140,909
33	T-MOBILE US INC	$1M	6,262
34	FIDELITY COVINGTON TRUST	$1M	19,251
35	AT&T INC	$1M	45,233
36	OPTION CARE HEALTH INC	$1M	48,631
37	IDEXX LABS INC	$1M	2,302
38	SELECT SECTOR SPDR TR	$1M	11,623
39	INVESCO EXCHANGE TRADED FD T	$1M	21,753
40	HOWMET AEROSPACE INC	$1M	5,401
41	VANGUARD WORLD FD	$1M	4,528
42	AMERICAN ELEC PWR CO INC	$1M	7,959
43	AMPHENOL CORP	$1M	8,091
44	CHAMPION HOMES INC	$980k	13,184
45	COCA COLA CO	$974k	12,807
46	SMITHFIELD FOODS INC	$960k	34,322
47	ISHARES TR	$892k	6,308
48	BROADCOM INC	$841k	2,718
49	MEDTRONIC PLC	$813k	9,380
50	ROYAL BK CDA	$787k	4,864

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