DOSSIER · 13F-HR · Q1 2026
Live Oak Private Wealth LLC
Live Oak Private Wealth's asset manager based in Greenwich, CT — $717M in tracked AUM across 207 positions as of Q1 2026.
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Live Oak Private Wealth·Greenwich, CT·Asset Manager
CIK 0001799877 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of Live Oak Private Wealth LLC SEC 13F Filing
Portfolio Overview
Live Oak Private Wealth LLC reported a significant expansion in assets under management for the quarter ending December 31, 2025. The total portfolio value surged by 135.6%, rising from $311.66M to $734.18M. This dramatic increase suggests substantial net capital inflows into the firm's strategies during the quarter, rather than mere market appreciation. The portfolio is highly diversified, ...
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.
Filing history
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