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Terry Webb Sapp

Live Oak Private Wealth Llc

Assets Managed
$799.766M
Holdings
211
Last Quarter
2026 - Q2
Filed Date
4d ago
Growth Rate
11.5%(2Q avg: 4.6%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Live Oak Private Wealth Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 211 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 799.766M in assets, with a quarterly growth rate of 11.5% and a 2-quarter average growth rate of 4.6%. The portfolio is managed by Terry Webb Sapp, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAU
Dimensional Us Core Equity M
Recent Activity
Increased 99.64%
5.2%
$41.515M
803,153 shares@ $51.7 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -5.4%
3.87%
$30.949M
61,850 shares@ $500.4 avg price
AAPL
Apple Inc
Recent Activity
Decreased -5.55%
2.63%
$20.995M
72,557 shares@ $289.37 avg price
DFAX
Dimensional World Ex Us Core
Recent Activity
Increased 47.36%
2.57%
$20.511M
556,763 shares@ $36.84 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -5.32%
2.49%
$19.913M
56,357 shares@ $353.33 avg price
BAC
Bank Of America Corp
Recent Activity
Decreased -6.67%
2.46%
$19.656M
344,965 shares@ $56.98 avg price
SCHW
Schwab (charles) Corp
Recent Activity
Decreased -5.2%
2.35%
$18.779M
203,521 shares@ $92.27 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -5.07%
2.29%
$18.237M
51,031 shares@ $357.38 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -3.57%
2.01%
$16.046M
49,021 shares@ $327.34 avg price
CSCO
Cisco Systems Inc
Recent Activity
Decreased -5.97%
1.98%
$15.789M
134,418 shares@ $117.46 avg price

1-10 of 211