Holdings
Live Oak Private Wealth LLC
As of Jun 30, 2026, Live Oak Private Wealth LLC reported 120 positions worth US$601M. Largest: Alphabet Inc (google) Class C, Berkshire Hathaway Inc. and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Alphabet Inc (google) Class C | 107K | US$38.1M | −6,387 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 66,340 | US$33.2M | −3,542 | Jun 30, 2026 |
| Apple Inc | 72,557 | US$21M | −4,270 | Jun 30, 2026 |
| Bank Of America Corporation | 345K | US$19.7M | −24,672 | Jun 30, 2026 |
| Charles Schwab Corporation (the) | 204K | US$18.8M | −11,168 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 49,021 | US$16M | −1,820 | Jun 30, 2026 |
| Cisco Systems, Inc. | 134K | US$15.8M | −8,540 | Jun 30, 2026 |
| Dollar Tree, Inc. | 126K | US$15.3M | −22,993 | Jun 30, 2026 |
| Microsoft Corp. | 39,987 | US$14.9M | −2,531 | Jun 30, 2026 |
| Lowe's Companies, Inc. | 66,230 | US$14.6M | +835 | Jun 30, 2026 |