account_balance
Investment manager · 13F filer · SEC CIK 1799877
Live Oak Private Wealth LLC
Reported value$827Mas of Sep 30, 2026
Positions212 3 new, 2 sold out
Top 10 weight30.8%DFAU alone is 8%
FiledNov 233 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFAUDimensional ETF Trust
7.7%Added +51%
BRK-BBerkshire Hathaway Inc
3.5%Trimmed −7%
DFAXDimensional ETF Trust
3.4%Added +38%
AAPLApple Inc.
2.8%Trimmed −3%
MSFTMicrosoft Corp
2.4%Trimmed −4%
DFSDDimensional ETF Trust
2.3%Added +56%
SCHWCharles Schwab Corp
2.3%Trimmed −6%
BACBank of America Corp
2.2%Trimmed −5%
GOOGAlphabet Inc.
2.2%Trimmed −7%
GOOGLAlphabet Inc.
2.1%
JPMJPMorgan Chase & Co
1.9%
DLTRDollar Tree, Inc.
1.7%Trimmed −4%
DFAUDimensional ETF Trust
7.7%Added +51%
BRK-BBerkshire Hathaway Inc
3.5%
DFAXDimensional ETF Trust
3.4%+38%
AAPLApple Inc.
2.8%−3%
MSFTMicrosoft Corp
2.4%−4%
DFSDDimensional ETF Trust
2.3%
SCHWCharles Schwab Corp
2.3%
BACBank of America Corp
2.2%
GOOGAlphabet Inc.
2.2%
GOOGL2.1%JPM1.9%DLTR1.7%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DFAU Dimensional ETF Trust 7.7% Added +51%
BRK-B Berkshire Hathaway Inc 3.5% Trimmed −7%DFAX Dimensional ETF Trust 3.4% Added +38%
AAPL Apple Inc. 2.8% Trimmed −3%MSFT Microsoft Corp 2.4% Trimmed −4%DFSD Dimensional ETF Trust 2.3% Added +56%
SCHW Charles Schwab Corp 2.3% Trimmed −6%BAC Bank of America Corp 2.2% Trimmed −5%GOOG Alphabet Inc. 2.2% Trimmed −7%GOOGL Alphabet Inc. 2.1% HeldJPM JPMorgan Chase & Co 1.9% HeldDLTR Dollar Tree, Inc. 1.7% Trimmed −4%What changed
Biggest moves since Jun 30, 2026
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