13F Insight
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DOSSIER · 13F-HR · Q3 2026

Live Oak Private Wealth LLC

$827M in tracked AUM across 212 positions as of Q3 2026.

LO
CIK 0001799877 · last filed Sep 30, 2026
Total AUM
$827M
as of Q3 2026
Holdings
212
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
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