Fund Holdings — Live Oak Private Wealth LLC

Total Portfolio Value
$717.31M
Total Bought
$52.58M
Total Sold
$54.91M
Net Transaction
-$2.33M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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LENNAR CORP(LEN)9,13956,564+47,4259394,9120.68%+3,973
SUNBELT RENTALS HOLDINGS INC(SUNB)057,586+57,58603,7480.52%+3,748
CHEVRON CORPORATION(CVX)68,34968,108-24110,41714,0911.96%+3,674
DIMENSIONAL ETF TRUST
US CORE EQT MKT
331,586402,305+70,71915,51818,1522.53%+2,634
DIMENSIONAL ETF TRUST
SHOR DUR FIX ETF
113,718166,229+52,5115,4537,9591.11%+2,506
SLB LIMITED(SLB)199,909197,423-2,4867,67310,1461.41%+2,473
EXXON MOBIL CORP40,35039,500-8504,8566,7010.93%+1,846
DIMENSIONAL ETF TRUST
CORE FIXE IN ETF
58,47295,005+36,5332,4894,0110.56%+1,523
DIAGEO PLC(DEO)64,76195,352+30,5915,5877,0990.99%+1,512
VISHAY INTERTECHNOLOGY INC(VSH)410,135413,745+3,6105,9437,4471.04%+1,505
HONEYWELL INTL INC(HON)44,89945,034+1358,75910,1791.42%+1,420
ANALOG DEVICES INC(ADI)31,66531,298-3678,5889,9571.39%+1,370
APPLIED MATLS INC14,47814,279-1993,7214,8800.68%+1,160
MERCK & CO INC(MRK)79,92979,338-5918,4139,5441.33%+1,130
2023 ETF SERIES TRUST029,801+29,80101,1030.15%+1,103
DIMENSIONAL ETF TRUST
WORLD EX US CORE
363,057377,834+14,77711,88312,8351.79%+952
NOVARTIS AG(NVS)76,59275,338-1,25410,56011,5081.60%+948
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
126,630147,329+20,6994,8265,7400.80%+914
MOSAIC CO(MOS)190,810215,211+24,4014,5975,4880.77%+891
PRICE T ROWE GROUP INC(TROW)07,601+7,60106850.10%+685
TOWNEBANK PORTSMOUTH VA
COM
019,327+19,32706510.09%+651
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
44,16859,978+15,8101,7492,3310.32%+582
DIMENSIONAL ETF TRUST
EMGR CRE EQT MNG
53,59467,291+13,6971,7462,2780.32%+533
TAIWAN SEMICONDUCTOR MANUFAC(TSM)15,95115,854-974,8475,3580.75%+511
DISNEY WALT CO(DIS)73,11391,222+18,1098,3188,7921.23%+474
LINDE PLC(LIN)5,2045,418+2142,2192,6860.37%+467
CATERPILLAR INC(CAT)3,5253,505-202,0192,4830.35%+464
INTERCONTINENTAL EXCHANGE IN(ICE)02,929+2,92904610.06%+461
LOCKHEED MARTIN CORP(LMT)0743+74304490.06%+449
TJX COS INC NEW(TJX)64,20664,413+2079,86310,2871.43%+424
ZIMMER BIOMET HOLDINGS INC(ZBH)52,60556,915+4,3104,7305,1460.72%+416
FERGUSON ENTERPRISES INC(FERG)18,34719,278+9314,0854,4970.63%+412
ALCON AG(ALC)04,708+4,70803550.05%+355
JOHNSON & JOHNSON(JNJ)7,3417,465+1241,5191,8250.25%+306
DIMENSIONAL ETF TRUST
ULTR FIX INC ETF
14,33819,031+4,6937269650.13%+239
WALMART INC(WMT)21,75821,406-3522,4242,6600.37%+236
DUKE ENERGY CORP NEW(DUK)24,19023,269-9212,8353,0470.42%+211
EATON CORP PLC(ETN)0584+58402090.03%+209
ABRDN GLOBAL PREMIER PPTYS F(AWP)018,896+18,89602090.03%+209
GE AEROSPACE(GE)0722+72202050.03%+205
CORNING INC(GLW)01,491+1,49102030.03%+203
DIMENSIONAL ETF TRUST
DIMENSIONAL US
5,9859,275+3,2903585500.08%+193
MCDONALDS CORP(MCD)3,1683,711+5439681,1530.16%+185
DIMENSIONAL ETF TRUST
US TARGETED VLU
57,75157,75103,4383,6070.50%+168
DIMENSIONAL ETF TRUST
INTL CORE EQUITY
79,94582,248+2,3032,7552,9220.41%+167
PHILIP MORRIS INTL INC(PM)27,94928,092+1434,4834,6450.65%+162
GE VERNOVA INC(GEV)403480+772634190.06%+156
PHILLIPS 66(PSX)1,9912,254+2632574110.06%+154
DIMENSIONAL ETF TRUST
GLOBAL REAL EST
14,28219,257+4,9753775120.07%+135
COSTCO WHOLESALE CORPORATION(COST)926916-107999130.13%+114
HANCOCK JOHN TAX-ADVANTAGED(HTD)102,602102,60202,4282,5410.35%+114
UNITED PARCEL SVCS INC(UPS)71,90173,552+1,6517,1327,2361.01%+104
HIGH INCOME SECS FD(PCF)017,557+17,5570970.01%+97
DIMENSIONAL ETF TRUST
EMERGING MKTS CO
38,19839,067+8691,2641,3500.19%+86
AMGEN INC(AMGN)3,6353,612-231,1901,2710.18%+81
HCA HEALTHCARE INC(HCA)35,27134,936-33516,46716,5332.30%+67
TARGET CORP(TGT)3,4003,274-1263323970.06%+64
VIATRIS INC(VTRS)110,302106,416-3,8861,3731,4380.20%+64
PEPSICO INC(PEP)7,1106,978-1321,0201,0840.15%+63
LAM RESEARCH CORP(LRCX)1,3071,335+282242850.04%+62
VANECK ETF TRUST
AGRIBUSINESS ETF
4,6004,60003353890.05%+54
NORTHROP GRUMMAN CORP(NOC)47647602713250.05%+53
COCA COLA CO(KO)6,6026,757+1554625140.07%+52
PFIZER INC(PFE)17,75117,394-3574424880.07%+46
SOUTHERN CO(SO)3,9294,029+1003433890.05%+46
CSX CORP(CSX)8,4708,47003073480.05%+41
NUTRIEN LTD(NTR)5,5255,000-5253413770.05%+36
META PLATFORMS INC(META)1,1361,364+2287507800.11%+31
WEC ENERGY GROUP INC(WEC)2,6922,69202843120.04%+28
CUMMINS INC(CMI)96396304925180.07%+27
ISHARES TR23,59823,59802,2662,2920.32%+26
EVERSOURCE ENERGY(ES)9,1489,265+1176166420.09%+26
COHEN & STEERS INFRASTRUCTUR(UTF)12,07512,07502913130.04%+21
ISHARES TR4,9334,928-55936130.09%+20
UNION PAC CORP(UNP)1,6861,68603904090.06%+19
COLGATE PALMOLIVE CO(CL)3,0373,034-32402590.04%+19
ISHARES TR5,6315,627-41,1841,2020.17%+18
DIMENSIONAL ETF TRUST
US MKTWIDE VALUE
8,9628,96204184340.06%+17
VOYA INFRASTRUCTURE INDLS &(IDE)84,16984,16901,0351,0500.15%+15
LABCORP HOLDINGS INC(LH)94994902382530.04%+15
ISHARES TR7,3607,399+394865000.07%+14
ISHARES GOLD TR(IAU)3,6163,474-1422943060.04%+13
NORTHERN TR CORP(NTRS)4,2564,25605815940.08%+13
ISHARES TR13,08413,08401,2601,2720.18%+13
BLACKROCK RES & COMMODITIES(BCX)11,70911,70901291410.02%+13
ISHARES TR1,4381,43802612730.04%+12
NUCOR CORP(NUE)1,8981,89803103210.04%+11
ISHARES TR5,4535,45302983100.04%+11
FLEXSHARES TR
INTL QLTDV IDX
8,8578,85702692810.04%+11
GAMCO GLOBAL GOLD NAT RES &(GGN)63,15263,15203263360.05%+10
BRITISH AMERN TOB PLC(BTI)4,9694,96902812910.04%+9
VANGUARD INDEX FDS358391+332252340.03%+9
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
3,4123,453+416546630.09%+9
TESLA INC(TSLA)564706+1422542620.04%+9
ISHARES INC
CORE MSCI EMKT
7,7307,568-1625205280.07%+8
ISHARES TR4,2894,28901,0561,0640.15%+8
OREILLY AUTOMOTIVE INC(ORLY)16,41816,302-1161,4971,5050.21%+7
HUNTINGTON INGALLS INDS INC(HII)1,2131,103-1104134190.06%+7
VANGUARD INDEX FDS1,3731,37303543600.05%+5
GENERAL DYNAMICS CORP(GD)61061002052090.03%+4
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Live Oak Private Wealth LLC — 13F Holdings — Q1 2026 | TickerTrail