account_balance
Investment manager · 13F filer · SEC CIK 1822262
Live Oak Investment Partners
Reported value$185Mas of Sep 30, 2026
Positions92 3 new, 4 sold out
Top 10 weight46.1%VEA alone is 8%
FiledOct 2323 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VEAVanguard Tax-Managed FDS
8.1%
EVTRMorgan Stanley ETF Trust
6.4%
PULSPgim ETF Tr
5.2%
HFSIHartford FDS Exchange Traded
4.9%
UCONFirst Tr Exchng Traded Fd Vi
4.6%
FTLSFirst Tr Exch Traded Fd III
3.9%
RSPTInvesco Exchange Traded Fd T
3.6%
SRLNSsga Active ETF Tr
3.5%
XMHQInvesco Exchange Traded Fd T
3.1%
QAINylim ETF Tr
2.7%
DBMFIm Global Partner Funds
2.6%
EMXCiShares Inc
2.6%
VEAVanguard Tax-Managed FDS
8.1%
EVTRMorgan Stanley ETF Trust
6.4%
PULSPgim ETF Tr
5.2%
HFSIHartford FDS Exchange Traded
4.9%
UCONFirst Tr Exchng Traded Fd Vi
4.6%
FTLSFirst Tr Exch Traded Fd III
3.9%
RSPTInvesco Exchange Traded Fd T
3.6%
SRLNSsga Active ETF Tr
3.5%
XMHQInvesco Exchange Traded Fd T
3.1%
QAI2.7%
DBMF
EMXC
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
VEA Vanguard Tax-Managed FDS 8.1% Held
EVTR Morgan Stanley ETF Trust 6.4% Held
PULS Pgim ETF Tr 5.2% Held
HFSI Hartford FDS Exchange Traded 4.9% Held
UCON First Tr Exchng Traded Fd Vi 4.6% Held
FTLS First Tr Exch Traded Fd III 3.9% Held
RSPT Invesco Exchange Traded Fd T 3.6% Held
SRLN Ssga Active ETF Tr 3.5% Held
XMHQ Invesco Exchange Traded Fd T 3.1% Held
QAI Nylim ETF Tr 2.7% Held
DBMF Im Global Partner Funds 2.6% Held
EMXC iShares Inc 2.6% Held
What changed
Biggest moves since Jun 30, 2026
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