Notify me when Live Oak Private Wealth LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 198 | $734,183,106 | +$20,078,285 | -$34,705,563 | -$14,627,278 | BRKB, GOOG, SCHW, AAPL, GOOGL | 13F-HR | 23 Jan 2026, 11:13 |
| Q3 2025 | 194 | $718,185,351 | +$34,323,900 | -$30,522,426 | +$3,801,474 | BRKB, GOOG, MSFT, SCHW, AAPL | 13F-HR | 17 Oct 2025, 14:07 |
| Q2 2025 | 191 | $670,437,194 | +$32,899,935 | -$9,547,243 | +$23,352,692 | BRKB, MSFT, SCHW, BAC, DLTR | 13F-HR | 04 Aug 2025, 10:47 |
| Q1 2025 | 188 | $617,172,442 | +$36,283,931 | -$11,969,183 | +$24,314,748 | BRKB, SCHW, AAPL, BAC, MSFT | 13F-HR | 22 Apr 2025, 16:14 |
| Q4 2024 | 184 | $595,097,714 | +$19,496,631 | -$27,951,955 | -$8,455,324 | BRKB, AAPL, MSFT, GOOG, BAC | 13F-HR | 28 Jan 2025, 10:16 |
| Q3 2024 | 180 | $616,429,931 | +$27,048,208 | -$26,194,583 | +$853,625 | BRKB, MSFT, AAPL, LOW, GOOG | 13F-HR | 22 Oct 2024, 14:09 |
| Q2 2024 | 175 | $581,537,216 | +$17,721,858 | -$8,114,633 | +$9,607,225 | BRKB, MSFT, GOOG, AAPL, SCHW | 13F-HR | 17 Jul 2024, 08:43 |
| Q1 2024 | 168 | $577,652,586 | +$34,415,707 | -$24,481,812 | +$9,933,895 | BRKB, MSFT, SCHW, DLTR, BAC | 13F-HR | 23 Apr 2024, 16:18 |
| Q4 2023 | 169 | $532,102,922 | +$27,514,122 | -$8,553,229 | +$18,960,893 | BRKB, MSFT, AAPL, SCHW, DLTR | 13F-HR | 29 Jan 2024, 16:51 |
| Q3 2023 | 160 | $469,770,805 | +$16,648,342 | -$28,104,292 | -$11,455,950 | BRKB, MSFT, AAPL, GOOG, UNH | 13F-HR | 23 Oct 2023, 14:05 |
| Q2 2023 | 166 | $502,408,370 | +$18,812,706 | -$18,109,955 | +$702,751 | BRKB, AAPL, MSFT, BAC, GOOG | 13F-HR | 07 Aug 2023, 12:24 |
| Q1 2023 | 164 | $483,706,200 | +$19,704,454 | -$24,031,243 | -$4,326,789 | BRKB, AAPL, MSFT, BAC, DIS | 13F-HR | 08 May 2023, 15:38 |
| Q4 2022 | 170 | $483,427,816 | +$23,278,179 | -$31,194,672 | -$7,916,493 | BRKB, SCHW, DLTR, BAC, AAPL | 13F-HR | 10 Feb 2023, 15:20 |
| Q3 2022 | 172 | $445,633,000 | +$38,251,173 | -$19,920,736 | +$18,330,437 | BRKB, DLTR, SCHW, AAPL, BAC | 13F-HR | 25 Oct 2022, 10:35 |
| Q2 2022 | 172 | $475,065,000 | +$47,606,398 | -$19,183,656 | +$28,422,742 | BRKB, DLTR, AAPL, MSFT, BAC | 13F-HR | 27 Jul 2022, 17:05 |
| Q1 2022 | 169 | $516,765,000 | +$36,625,462 | -$39,997,279 | -$3,371,817 | BRKB, DLTR, SCHW, AAPL, BAC | 13F-HR | 21 Apr 2022, 12:10 |
| Q4 2021 | 174 | $533,107,000 | +$12,336,736 | -$9,644,450 | +$2,692,286 | BRKB, BAC, DLTR, SCHW, CVS | 13F-HR | 07 Feb 2022, 18:13 |
| Q3 2021 | 171 | $489,591,000 | +$44,797,774 | -$4,287,264 | +$40,510,510 | BRKB, BAC, SCHW, CVS, MSFT | 13F-HR | 29 Oct 2021, 15:35 |
| Q2 2021 | 162 | $453,016,000 | +$33,812,795 | -$9,096,467 | +$24,716,328 | BRKB, BAC, SCHW, DIS, CVS | 13F-HR | 02 Aug 2021, 15:09 |
| Q1 2021 | 154 | $407,454,000 | +$41,744,933 | -$20,452,783 | +$21,292,150 | BRKB, BAC, DIS, SCHW, CVS | 13F-HR | 11 May 2021, 11:22 |
| Q4 2020 | 145 | $356,754,000 | +$33,423,154 | -$8,554,807 | +$24,868,347 | BRKB, DIS, BAC, AAPL, SCHW | 13F-HR | 26 Jan 2021, 09:37 |
| Q3 2020 | 133 | $290,945,000 | +$14,119,931 | -$15,310,874 | -$1,190,943 | BRKB, AAPL, DIS, FDX, MSFT | 13F-HR | 09 Nov 2020, 17:05 |
| Q2 2020 | 133 | $275,482,000 | +$170,392,276 | -$6,972,013 | +$163,420,263 | BRKB, MSFT, DIS, CVS, AAPL | 13F-HR | 31 Jul 2020, 18:15 |
| Q1 2020 | 75 | $97,511,000 | +$24,120,404 | -$6,886,381 | +$17,234,023 | BRKB, MSFT, UNH, MA, GOOG | 13F-HR | 11 May 2020, 11:55 |
| Q4 2019 | 78 | $102,837,000 | $0 | $0 | $0 | BRKB, AAPL, MSFT, UNH, BAC | 13F-HR | 13 Feb 2020, 09:25 |