# EDGAR Filing Document

**Accession Number:** 0001822262
**File Stem:** 0001822262-25-000003
**Filing Date:** 2025-7
**Character Count:** 11565
**Document Hash:** 9a43a5b63bce8753be5b8639c8108bd6
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001822262-25-000003.hdr.sgml**: 20250724

**ACCESSION NUMBER**: 0001822262-25-000003

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250724

**DATE AS OF CHANGE**: 20250724

**EFFECTIVENESS DATE**: 20250724

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Live Oak Investment Partners
- **CENTRAL INDEX KEY:** 0001822262

**ORGANIZATION NAME:**
- **EIN:** 833980780
- **STATE OF INCORPORATION:** TX
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-23119
- **FILM NUMBER:** 251145250

**BUSINESS ADDRESS:**
- **STREET 1:** 3103 BEE CAVE ROAD, SUITE 104
- **CITY:** AUSTIN
- **STATE:** TX
- **ZIP:** 78746
- **BUSINESS PHONE:** 5125324701

**MAIL ADDRESS:**
- **STREET 1:** 3103 BEE CAVE ROAD, SUITE 104
- **CITY:** AUSTIN
- **STATE:** TX
- **ZIP:** 78746

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Live Oak Investment Partners<br>**Address:** 3103 BEE CAVE ROAD SUITE 104<br>AUSTIN, TX 78746

**Form 13F File Number:** 028-23119

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Michael R. Hostick II<br>**Title:** Chief Compliance Officer Founder<br>**Phone:** 5125324700

**Signature, Place, and Date of Signing:**

Michael R. Hostick II  Austin, TX  07-24-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 80

**Form 13F Information Table Value Total:** $130183154

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AIR PRODS  CHEMS INC | COM | 009158106 |  | 292496 | 1037 | SH |  | SOLE |  | 1037 | 0 | 0 |
| ALLSTATE CORP | COM | 020002101 |  | 1823107 | 9056 | SH |  | SOLE |  | 9056 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 1882143 | 10610 | SH |  | SOLE |  | 10610 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 2610960 | 11901 | SH |  | SOLE |  | 11901 | 0 | 0 |
| AMCOR PLC | ORD | G0250X107 |  | 311817 | 33930 | SH |  | SOLE |  | 33930 | 0 | 0 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 |  | 834560 | 8043 | SH |  | SOLE |  | 8043 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 2448436 | 11934 | SH |  | SOLE |  | 11934 | 0 | 0 |
| AT INC | COM | 00206R102 |  | 1287598 | 44492 | SH |  | SOLE |  | 44492 | 0 | 0 |
| AUTOZONE INC | COM | 053332102 |  | 2234762 | 602 | SH |  | SOLE |  | 602 | 0 | 0 |
| BANK AMERICA CORP | COM | 060505104 |  | 201197 | 4252 | SH |  | SOLE |  | 4252 | 0 | 0 |
| BANK NEW YORK MELLON CORP | COM | 064058100 |  | 2142929 | 23520 | SH |  | SOLE |  | 23520 | 0 | 0 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 908719 | 19631 | SH |  | SOLE |  | 19631 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 837700 | 3039 | SH |  | SOLE |  | 3039 | 0 | 0 |
| CISCO SYS INC | COM | 17275R102 |  | 1137763 | 16399 | SH |  | SOLE |  | 16399 | 0 | 0 |
| COCA COLA CO | COM | 191216100 |  | 835850 | 11814 | SH |  | SOLE |  | 11814 | 0 | 0 |
| COMCAST CORP NEW | CL A | 20030N101 |  | 1013304 | 28392 | SH |  | SOLE |  | 28392 | 0 | 0 |
| DARDEN RESTAURANTS INC | COM | 237194105 |  | 854660 | 3921 | SH |  | SOLE |  | 3921 | 0 | 0 |
| DIAMONDBACK ENERGY INC | COM | 25278X109 |  | 379774 | 2764 | SH |  | SOLE |  | 2764 | 0 | 0 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 352820 | 2990 | SH |  | SOLE |  | 2990 | 0 | 0 |
| ENOVIS CORPORATION | COM | 194014502 |  | 826399 | 26352 | SH |  | SOLE |  | 26352 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 2273718 | 21092 | SH |  | SOLE |  | 21092 | 0 | 0 |
| FEDEX CORP | COM | 31428X106 |  | 297549 | 1309 | SH |  | SOLE |  | 1309 | 0 | 0 |
| FIDELITY COVINGTON TRUST | MSCI COMMNTN SVC | 316092873 |  | 1034644 | 15964 | SH |  | SOLE |  | 15964 | 0 | 0 |
| FIRST TR EXCH TRADED FD III | LNG/SHT EQUITY | 33739P103 |  | 5012074 | 75620 | SH |  | SOLE |  | 75620 | 0 | 0 |
| FIRST TR EXCHNG TRADED FD VI | SMITH UNCONSTRAI | 33740F888 |  | 7382342 | 296599 | SH |  | SOLE |  | 296599 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 484331 | 1321 | SH |  | SOLE |  | 1321 | 0 | 0 |
| IDEXX LABS INC | COM | 45168D104 |  | 731568 | 1364 | SH |  | SOLE |  | 1364 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S MDCP QUALITY | 46137V472 |  | 4242441 | 43184 | SH |  | SOLE |  | 43184 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S EQL STP | 46137V373 |  | 564984 | 18852 | SH |  | SOLE |  | 18852 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S EQL FIN | 46137V340 |  | 1684970 | 22138 | SH |  | SOLE |  | 22138 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S EQL IND | 46137V324 |  | 1288748 | 24075 | SH |  | SOLE |  | 24075 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S EQL TEC | 46137V282 |  | 505101 | 12386 | SH |  | SOLE |  | 12386 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S EQL HLT | 46137V332 |  | 240472 | 8241 | SH |  | SOLE |  | 8241 | 0 | 0 |
| ISHARES INC | MSCI EMRG CHN | 46434G764 |  | 2237947 | 35444 | SH |  | SOLE |  | 35444 | 0 | 0 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 3489251 | 31927 | SH |  | SOLE |  | 31927 | 0 | 0 |
| ISHARES TR | CORE HIGH DV ETF | 46429B663 |  | 393105 | 3355 | SH |  | SOLE |  | 3355 | 0 | 0 |
| ISHARES TR | ESG AWR MSCI USA | 46435G425 |  | 587202 | 4340 | SH |  | SOLE |  | 4340 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 |  | 848687 | 16746 | SH |  | SOLE |  | 16746 | 0 | 0 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 415731 | 1434 | SH |  | SOLE |  | 1434 | 0 | 0 |
| KIMBERLY-CLARK CORP | COM | 494368103 |  | 1010015 | 7834 | SH |  | SOLE |  | 7834 | 0 | 0 |
| LITMAN GREGORY FDS TR | IMGP DBI MANAGED | 53700T827 |  | 2978969 | 115778 | SH |  | SOLE |  | 115778 | 0 | 0 |
| MARATHON PETE CORP | COM | 56585A102 |  | 551817 | 3322 | SH |  | SOLE |  | 3322 | 0 | 0 |
| MCDONALDS CORP | COM | 580135101 |  | 746202 | 2554 | SH |  | SOLE |  | 2554 | 0 | 0 |
| MERCK  CO INC | COM | 58933Y105 |  | 1895803 | 23949 | SH |  | SOLE |  | 23949 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 2754590 | 3732 | SH |  | SOLE |  | 3732 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 3433169 | 6902 | SH |  | SOLE |  | 6902 | 0 | 0 |
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 |  | 476381 | 1133 | SH |  | SOLE |  | 1133 | 0 | 0 |
| NAVIOS MARITIME PARTNERS L P | COM UNIT LPI | Y62267409 |  | 1075274 | 28537 | SH |  | SOLE |  | 28537 | 0 | 0 |
| NETFLIX INC | COM | 64110L106 |  | 4016051 | 2999 | SH |  | SOLE |  | 2999 | 0 | 0 |
| NEW YORK LIFE INVESTMENTS ET | NYLI HEDGE MULTI | 45409B107 |  | 3712579 | 114869 | SH |  | SOLE |  | 114869 | 0 | 0 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 209718 | 3021 | SH |  | SOLE |  | 3021 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1794391 | 11358 | SH |  | SOLE |  | 11358 | 0 | 0 |
| PACKAGING CORP AMER | COM | 695156109 |  | 677289 | 3594 | SH |  | SOLE |  | 3594 | 0 | 0 |
| PGIM ETF TR | PGIM ULTRA SH BD | 69344A107 |  | 12701143 | 255248 | SH |  | SOLE |  | 255248 | 0 | 0 |
| PUBLIC STORAGE OPER CO | COM | 74460D109 |  | 480329 | 1637 | SH |  | SOLE |  | 1637 | 0 | 0 |
| REINSURANCE GRP OF AMERICA I | COM NEW | 759351604 |  | 892422 | 4499 | SH |  | SOLE |  | 4499 | 0 | 0 |
| RIO TINTO PLC | SPONSORED ADR | 767204100 |  | 1155663 | 19812 | SH |  | SOLE |  | 19812 | 0 | 0 |
| ROYAL BK CDA | COM | 780087102 |  | 408857 | 3108 | SH |  | SOLE |  | 3108 | 0 | 0 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 377181 | 15828 | SH |  | SOLE |  | 15828 | 0 | 0 |
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 |  | 313138 | 3692 | SH |  | SOLE |  | 3692 | 0 | 0 |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 81369Y407 |  | 991908 | 4564 | SH |  | SOLE |  | 4564 | 0 | 0 |
| SOUTHERN CO | COM | 842587107 |  | 222412 | 2422 | SH |  | SOLE |  | 2422 | 0 | 0 |
| SSGA ACTIVE ETF TR | BLACKSTONE SENR | 78467V608 |  | 6047302 | 145403 | SH |  | SOLE |  | 145403 | 0 | 0 |
| SUNCOR ENERGY INC NEW | COM | 867224107 |  | 890411 | 23776 | SH |  | SOLE |  | 23776 | 0 | 0 |
| TENET HEALTHCARE CORP | COM NEW | 88033G407 |  | 1477872 | 8397 | SH |  | SOLE |  | 8397 | 0 | 0 |
| THE CIGNA GROUP | COM | 125523100 |  | 797690 | 2413 | SH |  | SOLE |  | 2413 | 0 | 0 |
| UGI CORP NEW | COM | 902681105 |  | 384377 | 10554 | SH |  | SOLE |  | 10554 | 0 | 0 |
| UNION PAC CORP | COM | 907818108 |  | 392286 | 1705 | SH |  | SOLE |  | 1705 | 0 | 0 |
| US BANCORP DEL | COM NEW | 902973304 |  | 696669 | 15396 | SH |  | SOLE |  | 15396 | 0 | 0 |
| VANECK ETF TRUST | GREEN BOND ETF | 92189F171 |  | 216197 | 8919 | SH |  | SOLE |  | 8919 | 0 | 0 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 368651 | 649 | SH |  | SOLE |  | 649 | 0 | 0 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 10331159 | 181217 | SH |  | SOLE |  | 181217 | 0 | 0 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 |  | 1087524 | 4379 | SH |  | SOLE |  | 4379 | 0 | 0 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 |  | 3581754 | 5400 | SH |  | SOLE |  | 5400 | 0 | 0 |
| VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 |  | 411209 | 1123 | SH |  | SOLE |  | 1123 | 0 | 0 |
| VANGUARD WORLD FD | ESG US CORP BD | 921910691 |  | 317824 | 5013 | SH |  | SOLE |  | 5013 | 0 | 0 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 201323 | 4653 | SH |  | SOLE |  | 4653 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 1901011 | 5354 | SH |  | SOLE |  | 5354 | 0 | 0 |
| WALMART INC | COM | 931142103 |  | 639682 | 6542 | SH |  | SOLE |  | 6542 | 0 | 0 |
| WISDOMTREE TR | US LARGECAP DIVD | 97717W307 |  | 633053 | 7707 | SH |  | SOLE |  | 7707 | 0 | 0 |

---