Live Oak Private Wealth LLC has filed its latest 13F-HR report, revealing significant holdings as of September 30, 2026. This filing is crucial as it provides insights into the firm's investment strategy and portfolio composition, which can impact the asset management industry.

Founded in North Carolina, Live Oak Private Wealth LLC operates in the financial services sector, focusing on wealth management and investment strategies. The firm has been active in filing with the SEC, with its most recent submissions including multiple 13F-HR forms and N-PX filings. This indicates a commitment to transparency and regulatory compliance.

The recent filing, accession number 0001398344-26-019256, shows that Live Oak holds a total of 212 positions valued at approximately $826.6 million. The report underscores the firm's diverse investment strategy, which includes notable positions in companies such as Abbott Laboratories, Alphabet Inc., and Amazon.com Inc. This diversity may position Live Oak favorably against competitors in the asset management space.

According to the filing, the firm has exercised sole investment discretion over its holdings, indicating a strategic approach to portfolio management. This could affect various stakeholders, including investors and competitors, as they may need to adapt their strategies in response to Live Oak's growing influence.

Looking ahead, the filing does not specify any immediate next steps for Live Oak Private Wealth LLC. However, continued transparency and regulatory compliance will likely remain priorities for the firm as it navigates the competitive landscape of asset management.