What does Live Oak Investment Partners hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Live Oak Investment Partners filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

VANGUARD TAX-MANAGED FDS

$13M206K7.8%

MORGAN STANLEY ETF TRUST

$12M235K7.0%

PGIM ETF TR

$10M197K5.8%

HARTFORD FDS EXCHANGE TRADED

$9M256K5.2%

FIRST TR EXCHNG TRADED FD VI

$9M348K5.1%

FIRST TR EXCH TRADED FD III

$6M92K3.8%

SSGA ACTIVE ETF TR

$6M153K3.6%

INVESCO EXCHANGE TRADED FD T

$5M50K3.0%

NEW YORK LIFE INVESTMENTS ET

$5M136K2.7%

INVESCO EXCHANGE TRADED FD T

$5M102K2.7%

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