Live Oak Private Wealth LLC

Key Holdings

The portfolio is characterized by a heavy weighting in high-quality, large-cap "blue-chip" securities. The top position is Berkshire Hathaway (BRK/B) at $32.91M (4.48%), a new initiation that signals a strong alignment with value-oriented principles. The technology sector is prominently represented through Alphabet (GOOG/GOOGL), which combined represents over 6.2% of the portfolio ($45.76M total), and Apple (AAPL) at $20.86M (2.84%).

Financial services dominate the upper echelons of the portfolio, with Charles Schwab (SCHW) ($21.59M), Bank of America (BAC) ($20.43M), and JPMorgan Chase (JPM) ($16.53M) all featuring in the top ten. Notably, the firm also holds Dollar Tree (DLTR) ($19.10M) as its 8th largest holding, a contrarian pick given the consumer discretionary sector's volatility. The presence of Markel Group (MKL) at 1.82% further reinforces a "mini-Berkshire" style approach, favoring insurance and financial conglomerates.