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Terry Webb Sapp

Live Oak Private Wealth Llc

Assets Managed
$717.307M
Holdings
207
Last Quarter
2026 - Q1
Filed Date
1mo 2d ago
Growth Rate
-2.29%(2Q avg: -0.03%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Live Oak Private Wealth Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 207 positions.

Assets under management

The assets under management (AUM) of Live Oak Private Wealth Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 717.307M in assets, with a quarterly growth rate of -2.29% and a 2-quarter average growth rate of -0.03%. The portfolio is managed by Terry Webb Sapp, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -0.13%
4.37%
$31.333M
65,386 shares@ $479.2 avg price
SCHW
Schwab (charles) Corp
Recent Activity
Decreased -0.66%
2.82%
$20.176M
214,689 shares@ $93.98 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.15%
2.72%
$19.498M
76,827 shares@ $253.79 avg price
DFAU
Dimensional Us Core Equity M
Recent Activity
Increased 21.33%
2.54%
$18.152M
402,305 shares@ $45.13 avg price
BAC
Bank Of America Corp
Recent Activity
Decreased -0.5%
2.52%
$18.02M
369,637 shares@ $48.76 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -25.57%
2.39%
$17.075M
59,525 shares@ $286.86 avg price
HCA
Hca Healthcare Inc
Recent Activity
Decreased -0.94%
2.31%
$16.533M
34,936 shares@ $473.25 avg price
DLTR
Dollar Tree Inc
Recent Activity
Decreased -3.9%
2.28%
$16.337M
149,182 shares@ $109.52 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 3.89%
2.2%
$15.739M
42,518 shares@ $370.17 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -18.55%
2.16%
$15.459M
53,758 shares@ $287.57 avg price

1-10 of 207