SEC Form 13F

Live Oak Investment Partners 13F Holdings

Report period2026-06-30
Publicly available2026-08-11
Reported value$185,824,224
Positions93

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD TAX-MANAGED FDSVEAVAN FTSE DEV MKT$15,074,659211,574
MORGAN STANLEY ETF TRUSTEVTREATO VANC BD ETF$12,295,552242,468
PGIM ETF TRPULSPGIM ULTRA SH BD$9,733,899196,446
HARTFORD FDS EXCHANGE TRADEDHFSISTRAT INCOM ETF$9,382,371266,848
FIRST TR EXCHNG TRADED FD VIUCONSMIT UNCO BD ETF$8,850,399355,723
FIRST TR EXCH TRADED FD IIIFTLSLNG/SHT EQUITY$6,975,02794,513
INVESCO EXCHANGE TRADED FD TRSPTS&P500 EQL TEC$6,529,087101,226
SSGA ACTIVE ETF TRSRLNST STR BL LN ETF$6,357,318157,789
INVESCO EXCHANGE TRADED FD TXMHQS&P MDCP QUALITY$5,849,47851,820
NEW YORK LIFE INVESTMENTS ETQAIHEDGE MULTI STRA$5,143,343140,529

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