Live Oak Private Wealth LLC
Annual return '25
+14.9%
SPY '25
+17.7%
Alpha
-2.8ptsvs SPY
Invested
$717.3M
Holdings
207
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Q1 2026: Increased +34.6% (2.0k → 2.7k shares)
4.4%
02
$SCHW
SCHWAB CHARLES CORP
Q4 2025: Exited (was 218.7k shares)
2.8%
03
$AAPL
APPLE INC
Q1 2026: Increased +19.8% (96.5k → 115.6k shares)
2.7%
04
$DFAU
DIMENSIONAL ETF TRUST
Q4 2025: Exited (was 309.2k shares)
2.5%
05
$BAC
BANK AMERICA CORP
Q4 2025: Sold 91.2% (376.1k → 33.0k shares)
2.5%
06
$GOOG
ALPHABET INC
Q1 2026: Increased +8.5% (10.8k → 11.7k shares)
2.4%
07
$HCA
HCA HEALTHCARE INC
Q4 2025: Exited (was 35.7k shares)
2.3%
08
$DLTR
DOLLAR TREE INC
Q4 2025: Exited (was 159.5k shares)
2.3%
09
$MSFT
MICROSOFT CORP
Q1 2026: Increased +1.3% (47.0k → 47.7k shares)
2.2%
10
$GOOGL
ALPHABET INC
Q1 2026: Sold 3.2% (36.9k → 35.7k shares)
2.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:13 UTC.