Live Oak Investment Partners: 13F holdings
CIK 18222622026Q2
| Positions | 93 |
|---|---|
| Reported value | $185.8m |
| Filed | 2026-08-10 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VEA VANGUARD TAX-MANAGED FDS | 211,574 | $15.1m | 8.1% |
| MORGAN STANLEY ETF TRUST | 242,468 | $12.3m | 6.6% |
| PULS PGIM ETF TR | 196,446 | $9.7m | 5.2% |
| HARTFORD FDS EXCHANGE TRADED | 266,848 | $9.4m | 5.0% |
| UCON FIRST TR EXCHNG TRADED FD VI | 355,723 | $8.9m | 4.8% |
| FTLS FIRST TR EXCH TRADED FD III | 94,513 | $7.0m | 3.8% |
| RSPT INVESCO EXCHANGE TRADED FD T | 101,226 | $6.5m | 3.5% |
| SRLN SSGA ACTIVE ETF TR | 157,789 | $6.4m | 3.4% |
| XMHQ INVESCO EXCHANGE TRADED FD T | 51,820 | $5.8m | 3.1% |
| QAI NEW YORK LIFE INVESTMENTS ET | 140,529 | $5.1m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1822262")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.