Live Oak Private Wealth LLC - Q22026 Holdings

Live Oak Private Wealth LLC holds 211 stocks with a total portfolio value of $ 799.77M as of Q22026. In Q22026, Live Oak Private Wealth LLC added 11 new positions, increased stakes in 37 stocks, reduced 94 holdings, and fully exited 7 positions. The largest holding is Dimensional Etf Trust (DFAU), representing 5.19% of the total portfolio.