Live Oak Private Wealth LLC

Q1 2026 13F Holdings

Location
Wilmington, NC
Holdings as of
3/31/2026
Value ($000)
$717,307
Num holdings
207
Date filed
4/20/2026
Form type
13F-HR
Prev filing
1/23/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type