13F Insight
DOSSIER · 13F-HR · Q1 2026

Live Oak Investment Partners

$169M in tracked AUM across 93 positions as of Q1 2026.

LO
CIK 0001822262 · last filed Mar 31, 2026
Total AUM
$169M
as of Q1 2026
Holdings
93
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · 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.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VEA
VANGUARD TAX-MANAGED FDS
$13M206K7.8%02
EVTR
MORGAN STANLEY ETF TRUST
$12M235K7.0%03
PULS
PGIM ETF TR
$10M197K5.8%04
HFSI
HARTFORD FDS EXCHANGE TRADED
$9M256K5.2%05
UCON
FIRST TR EXCHNG TRADED FD VI
$9M348K5.1%06
FTLS
FIRST TR EXCH TRADED FD III
$6M92K3.8%07
SRLN
SSGA ACTIVE ETF TR
$6M153K3.6%08
XMHQ
INVESCO EXCHANGE TRADED FD T
$5M50K3.0%09
QAI
NEW YORK LIFE INVESTMENTS ET
$5M136K2.7%10
RSPT
INVESCO EXCHANGE TRADED FD T
$5M102K2.7%

Filing history

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 positionsLocked2023Q1Mar 31
$114M▲ 4.6%
12,679 positionsLocked
Showing 12 of 13