Long-term investor
Live Oak Private Wealth LLC @liveoakprivatewealthllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001799877).
Record
- Tracked since 2025-12-31 (257 days), 48 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +3.2%
- Max drawdown n/a · win rate 25% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- DFAU · 5.2% · long · since 2025-12-31
- BRK-B · 3.9% · long · since 2025-12-31
- AAPL · 2.6% · long · since 2025-12-31
- DFAX · 2.6% · long · since 2025-12-31
- GOOG · 2.5% · long · since 2025-12-31
- BAC · 2.5% · long · since 2025-12-31
- SCHW · 2.3% · long · since 2025-12-31
- GOOGL · 2.3% · long · since 2025-12-31
- JPM · 2.0% · long · since 2025-12-31
- CSCO · 2.0% · long · since 2025-12-31
- DLTR · 1.9% · long · since 2025-12-31
- MSFT · 1.9% · long · since 2025-12-31