Live Oak Investment Partners - Portfolio overview

Live Oak Investment Partners has 107 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Healthcare.

Largest reported holdings by portfolio allocation

1. VEA - VANGUARD TAX-MANAGED FDS, 7.20%
2. EVTR - MORGAN STANLEY ETF TRUST, 6.48%
3. PULS - PGIM ETF TR, 5.31%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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