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Live Oak Private Wealth LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001799877

$799.8M

disclosed book value

211

positions

5.2%

largest position share

Positions, as of 2026-06-30

top 100 of 211 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1DFAUDIMENSIONAL ETF TRUST803,153$41.5M5.2%
2BRK/BBERKSHIRE HATHAWAY INC DEL61,850$30.9M3.9%
3AAPLAPPLE INC72,557$21.0M2.6%
4DFAXDIMENSIONAL ETF TRUST556,763$20.5M2.6%
5GOOGALPHABET INC56,357$19.9M2.5%
6BACBANK OF AMER CORP344,965$19.7M2.5%
7SCHWSCHWAB CHARLES CORP203,521$18.8M2.3%
8GOOGLALPHABET INC51,031$18.2M2.3%
9JPMJPMORGAN CHASE & CO49,021$16.0M2%
10CSCOCISCO SYS INC134,418$15.8M2%
11DLTRDOLLAR TREE INC126,189$15.3M1.9%
12MSFTMICROSOFT CORP39,987$14.9M1.9%
13LOWLOWES COS INC66,230$14.6M1.8%
14HCAHCA HEALTHCARE INC33,268$13.0M1.6%
15BNBROOKFIELD CORP300,061$12.8M1.6%
16DFSDDIMENSIONAL ETF TRUST261,804$12.5M1.6%
17RTXRTX CORPORATION62,917$11.9M1.5%
18UNHUNITEDHEALTH GROUP INC28,355$11.8M1.5%
19ADIANALOG DEVICES INC28,928$11.5M1.4%
20NVSNOVARTIS AG72,426$11.4M1.4%
21RYROYAL BK CDA54,783$11.3M1.4%
22MKLMARKEL GROUP INC5,805$11.3M1.4%
23NEMNEWMONT CORP117,910$11.0M1.4%
24CVXCHEVRON CORPORATION66,196$11.0M1.4%
25MRKMERCK & CO INC77,794$10.0M1.2%
26METMETLIFE INC114,471$9.7M1.2%
27AMATAPPLIED MATLS INC13,218$9.6M1.2%
28VSHVISHAY INTERTECHNOLOGY INC173,415$9.3M1.2%
29MAMASTERCARD INCORPORATED17,775$9.1M1.1%
30VVISA INC25,621$8.8M1.1%
31SLBSLB LIMITED187,978$8.7M1.1%
32SONYSONY GROUP CORP431,463$8.7M1.1%
33DFAIDIMENSIONAL ETF TRUST208,210$8.6M1.1%
34INVESCO LTD321,030$8.5M1.1%
35DISDISNEY WALT CO86,551$8.3M1%
36AAGILENT TECHNOLOGIES INC62,500$8.3M1%
37DHRDANAHER CORP DEL42,178$8.0M1%
38TJXTJX COS INC NEW52,671$8.0M1%
39BABOEING CO36,831$8.0M1%
40UPSUNITED PARCEL SVCS INC73,237$7.9M1%
41DEODIAGEO PLC90,156$7.2M0.9%
42FCNCAFIRST CTZNS BANCSHARES INC D3,454$7.2M0.9%
43AON PLC21,499$7.1M0.9%
44TSMTAIWAN SEMICONDUCTOR MANUFAC14,900$7.1M0.9%
45CPRTCOPART INC250,804$7.1M0.9%
46MKCMCCORMICK & CO INC133,195$6.7M0.8%
47TMOTHERMO FISHER SCIENTIFIC INC12,948$6.5M0.8%
48CLXCLOROX CO DEL65,586$6.3M0.8%
49TMTOYOTA MOTOR CORP36,105$6.1M0.8%
50ABTABBOTT LABORATORIES66,922$6.1M0.8%
51DFCFDIMENSIONAL ETF TRUST127,037$5.4M0.7%
52EXMOCEXXON MOBIL CORP38,047$5.2M0.7%
53MCOMOODYS CORP11,330$5.1M0.6%
54HONHONEYWELL INTL INC22,456$5.0M0.6%
55HONAHONEYWELL AEROSPACE INC22,456$5.0M0.6%
56DUSBDIMENSIONAL ETF TRUST93,936$4.8M0.6%
57PMPHILIP MORRIS INTL INC26,295$4.8M0.6%
58LENLENNAR CORP52,228$4.7M0.6%
59FERGFERGUSON ENTERPRISES INC19,062$4.5M0.6%
60ABBVABBVIE INC17,541$4.4M0.6%
61DUHPDIMENSIONAL ETF TRUST103,223$4.3M0.5%
62SUNBSUNBELT RENTALS HOLDINGS INC54,650$4.1M0.5%
63DFATDIMENSIONAL ETF TRUST57,751$4.0M0.5%
64CATCATERPILLAR INC3,455$3.7M0.5%
65GABGABELLI EQUITY TR INC635,255$3.6M0.4%
66DFAEDIMENSIONAL ETF TRUST89,061$3.6M0.4%
67AMZNAMAZON COM INC14,527$3.5M0.4%
68DFACDIMENSIONAL ETF TRUST71,657$3.2M0.4%
69IVVISHARES TR4,030$3.0M0.4%
70DUKDUKE ENERGY CORP NEW23,270$2.9M0.4%
71ICON PUB LTD CO16,161$2.8M0.4%
72XGDVXGABELLI DIVID & INCOME TR91,222$2.7M0.3%
73HTDHANCOCK JOHN TAX-ADVANTAGED102,602$2.6M0.3%
74DFICDIMENSIONAL ETF TRUST70,119$2.6M0.3%
75LINDE PLC4,849$2.5M0.3%
76EFAISHARES TR23,598$2.5M0.3%
77WMTWALMART INC21,156$2.4M0.3%
78LLYELI LILLY & CO1,875$2.2M0.3%
79BRK/ABERKSHIRE HATHAWAY INC DEL3$2.2M0.3%
80ETGEATON VANCE TX ADV GLBL DIV92,351$2.2M0.3%
81FNDFLOOR & DECOR HLDGS INC35,173$2.1M0.3%
82GSGOLDMAN SACHS GROUP INC1,928$2.0M0.2%
83HDHOME DEPOT INC5,384$1.9M0.2%
84JNJJOHNSON & JOHNSON7,139$1.8M0.2%
85DINTDAVIS FUNDAMENTAL ETF TR60,734$1.7M0.2%
86WILLIS TOWERS WATSON PLC LTD6,617$1.7M0.2%
87BAMBROOKFIELD ASSET MANAGMT LTD38,101$1.7M0.2%
88NVDANVIDIA CORPORATION7,961$1.6M0.2%
89SAPSAP SE10,188$1.6M0.2%
90BILSPDR SERIES TRUST16,926$1.6M0.2%
91ICEINTERCONTINENTAL EXCHANGE IN12,297$1.5M0.2%
92ACCENTURE PLC IRELAND11,772$1.5M0.2%
93IWRISHARES TR13,084$1.4M0.2%
94ORLYOREILLY AUTOMOTIVE INC15,666$1.4M0.2%
95DFEMDIMENSIONAL ETF TRUST32,967$1.3M0.2%
96AMGNAMGEN INC3,612$1.3M0.2%
97SPYSTATE STR SPDR S&P 500 ETF T1,735$1.3M0.2%
98IWMISHARES TR4,289$1.3M0.2%
99ADPAUTOMATIC DATA PROCESSING IN5,648$1.3M0.2%
100VTRSVIATRIS INC79,539$1.3M0.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.