13F Insight
DOSSIER · 13F-HR · Q2 2026

Live Oak Investment Partners

$186M in tracked AUM across 93 positions as of Q2 2026.

LO
CIK 0001822262 · last filed Jun 30, 2026
Total AUM
$186M
as of Q2 2026
Holdings
93
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Live Oak Investment Partners filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VEA
VANGUARD TAX-MANAGED FDS
$15M212K8.1%02
EVTR
MORGAN STANLEY ETF TRUST
$12M242K6.6%03
PULS
PGIM ETF TR
$10M196K5.2%04
HFSI
HARTFORD FDS EXCHANGE TRADED
$9M267K5.0%05
UCON
FIRST TR EXCHNG TRADED FD VI
$9M356K4.8%06
FTLS
FIRST TR EXCH TRADED FD III
$7M95K3.8%07
RSPT
INVESCO EXCHANGE TRADED FD T
$7M101K3.5%08
SRLN
SSGA ACTIVE ETF TR
$6M158K3.4%09
XMHQ
INVESCO EXCHANGE TRADED FD T
$6M52K3.1%10
QAI
NEW YORK LIFE INVESTMENTS ET
$5M141K2.8%

Filing history

2026Q2Jun 30
$186M▲ 9.7%
93 positionsView →2026Q1Mar 31
$169M▲ 4.1%
93 positionsView →2025Q4Dec 31
$163M▲ 46.3%
84 positionsView →2025Q3Sep 30
$111M▼ 14.6%
87 positionsView →2025Q2Jun 30
$130M▲ 2.7%
80 positionsLocked2025Q1Mar 31
$127M▼ 3.4%
86 positionsLocked2024Q4Dec 31
$131M▲ 1.9%
11,677 positionsLocked2024Q3Sep 30
$129M▲ 6.6%
11,172 positionsLocked2024Q2Jun 30
$121M▲ 10.2%
10,932 positionsLocked2023Q4Dec 31
$110M▼ 5.6%
10,827 positionsLocked2023Q3Sep 30
$116M▼ 3.1%
12,751 positionsLocked2023Q2Jun 30
$120M▲ 5.2%
13,117 positionsLocked
Showing 12 of 14