Live Oak Private Wealth LLC

Q2 2026 13F Holdings

Location
Wilmington, NC
Holdings as of
6/30/2026
Value ($000)
$799,766
Num holdings
211
Date filed
7/20/2026
Form type
13F-HR
Prev filing
4/20/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type